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Pinnacle Wealth Planning Services’s Chubb CB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$549K Buy
1,612
+19
+1% +$6.2K 0.05% 208
2026
Q1 		$519K Buy
1,593
+16
+1% +$5.13K 0.05% 206
2025
Q4 		$492K Sell
1,577
-252
-14% -$73.7K 0.05% 218
2025
Q3 		$516K Buy
1,829
+41
+2% +$11.3K 0.06% 205
2025
Q2 		$518K Sell
1,788
-20
-1% -$5.75K 0.07% 190
2025
Q1 		$546K Buy
1,808
+31
+2% +$8.61K 0.08% 150
2024
Q4 		$491K Sell
1,777
-1,167
-40% -$331K 0.07% 159
2024
Q3 		$849K Sell
2,944
-30
-1% -$8.22K 0.12% 114
2024
Q2 		$759K Sell
2,974
-25
-0.8% -$6.42K 0.11% 119
2024
Q1 		$777K Buy
2,999
+31
+1% +$7.62K 0.11% 119
2023
Q4 		$671K Buy
2,968
+107
+4% +$23.4K 0.11% 125
2023
Q3 		$596K Buy
2,861
+155
+6% +$31.3K 0.1% 133
2023
Q2 		$521K Buy
2,706
+33
+1% +$6.46K 0.08% 161
2023
Q1 		$519K Buy
2,673
+5
+0.2% +$1.05K 0.09% 169
2022
Q4 		$589K Buy
2,668
+904
+51% +$188K 0.1% 136
2022
Q3 		$321K Buy
1,764
+231
+15% +$43.9K 0.06% 218
2022
Q2 		$301K Sell
1,533
-76
-5% -$15.7K 0.05% 246
2022
Q1 		$344K Buy
1,609
+138
+9% +$28K 0.06% 246
2021
Q4 		$284K Buy
1,471
+135
+10% +$25.4K 0.06% 266
2021
Q3 		$232K Sell
1,336
-3
-0.2% -$526 0.05% 294
2021
Q2 		$213K Sell
1,339
-87
-6% -$14.4K 0.05% 309
2021
Q1 		$225K Buy
1,426
+74
+5% +$11.9K 0.06% 274
2020
Q4 		$208K Buy
+1,352
New +$190K 0.05% 272
2020
Q2 		– Sell
-3,133
Closed -$349K – 275
2020
Q1 		$349K Sell
3,133
-96
-3% -$13.8K 0.17% 121
2019
Q4 		$502K Buy
3,229
+361
+13% +$55.2K 0.24% 88
2019
Q3 		$463K Buy
2,868
+490
+21% +$75.8K 0.25% 82
2019
Q2 		$350K Buy
2,378
+89
+4% +$12.8K 0.21% 95
2019
Q1 		$320K Sell
2,289
-160
-7% -$21.3K 0.21% 95
2018
Q4 		$316K Buy
+2,449
New +$316K 0.2% 88

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's CB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Chubb (CB) stake by 1.2% in Q2 2026, buying an estimated $6.2K and bringing the position to 1,612 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #208.

Pinnacle Wealth Planning Services first reported a position in CB in Q4 2018 and has held it in 29 quarters since. The position peaked at $849K in Q3 2024. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,612 shares of Chubb worth $549K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 19 Chubb shares in Q2 2026, an estimated $6.2K.
  • Chubb made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #208 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chubb in Q4 2018 and has held it in 29 quarters since.
  • Pinnacle Wealth Planning Services's Chubb position peaked at $849K in Q3 2024.
  • 2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.