Plancorp LLC’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $408K | Sell |
1,149
-1,060
| -48% | -$346K | 0.01% | 282 |
|
|
2026
Q1 | $724K | Sell |
2,209
-32
| -1% | -$10.3K | 0.02% | 182 |
|
|
2025
Q4 | $699K | Buy |
2,241
+14
| +0.6% | +$4.09K | 0.02% | 184 |
|
|
2025
Q3 | $629K | Sell |
2,227
-575
| -21% | -$158K | 0.02% | 204 |
|
|
2025
Q2 | $812K | Buy |
2,802
+276
| +11% | +$79.4K | 0.03% | 172 |
|
|
2025
Q1 | $763K | Sell |
2,526
-76
| -3% | -$21.1K | 0.03% | 163 |
|
|
2024
Q4 | $719K | Buy |
2,602
+212
| +9% | +$60.2K | 0.03% | 156 |
|
|
2024
Q3 | $689K | Buy |
2,390
+24
| +1% | +$6.58K | 0.03% | 159 |
|
|
2024
Q2 | $604K | Buy |
2,366
+32
| +1% | +$8.22K | 0.03% | 159 |
|
|
2024
Q1 | $605K | Buy |
2,334
+231
| +11% | +$56.8K | 0.03% | 157 |
|
|
2023
Q4 | $475K | Buy |
2,103
+215
| +11% | +$47K | 0.02% | 167 |
|
|
2023
Q3 | $393K | Buy |
1,888
+78
| +4% | +$15.8K | 0.02% | 174 |
|
|
2023
Q2 | $349K | Buy |
1,810
+127
| +8% | +$24.9K | 0.02% | 181 |
|
|
2023
Q1 | $327K | Sell |
1,683
-33
| -2% | -$6.93K | 0.02% | 187 |
|
|
2022
Q4 | $379K | Buy |
1,716
+129
| +8% | +$26.8K | 0.02% | 170 |
|
|
2022
Q3 | $289K | Sell |
1,587
-131
| -8% | -$24.9K | 0.02% | 184 |
|
|
2022
Q2 | $338K | Buy |
1,718
+26
| +2% | +$5.36K | 0.02% | 171 |
|
|
2022
Q1 | $362K | Buy |
1,692
+27
| +2% | +$5.49K | 0.02% | 172 |
|
|
2021
Q4 | $322K | Buy |
1,665
+33
| +2% | +$6.2K | 0.02% | 189 |
|
|
2021
Q3 | $283K | Buy |
1,632
+35
| +2% | +$6.13K | 0.02% | 193 |
|
|
2021
Q2 | $254K | Sell |
1,597
-13
| -0.8% | -$2.15K | 0.02% | 194 |
|
|
2021
Q1 | $254K | Buy |
1,610
+6
| +0.4% | +$967 | 0.06% | 181 |
|
|
2020
Q4 | $247K | Buy |
+1,604
| New | +$225K | 0.06% | 179 |
|
|
2020
Q3 | – | Sell |
-1,851
| Closed | -$234K | – | 190 |
|
|
2020
Q2 | $234K | Sell |
1,851
-34
| -2% | -$3.94K | 0.07% | 153 |
|
|
2020
Q1 | $211K | Sell |
1,885
-72
| -4% | -$10.3K | 0.08% | 155 |
|
|
2019
Q4 | $305K | Sell |
1,957
-4
| -0.2% | -$612 | 0.09% | 148 |
|
|
2019
Q3 | $317K | Sell |
1,961
-5
| -0.3% | -$774 | 0.12% | 129 |
|
|
2019
Q2 | $290K | Buy |
1,966
+20
| +1% | +$2.89K | 0.11% | 134 |
|
|
2019
Q1 | $273K | Buy |
1,946
+108
| +6% | +$14.4K | 0.1% | 143 |
|
|
2018
Q4 | $237K | Sell |
1,838
-60
| -3% | -$7.75K | 0.11% | 138 |
|
|
2018
Q3 | $254K | Sell |
1,898
-6
| -0.3% | -$812 | 0.1% | 146 |
|
|
2018
Q2 | $242K | Sell |
1,904
-1
| -0.1% | -$133 | 0.1% | 148 |
|
|
2018
Q1 | $262K | Hold |
1,905
| – | – | 0.08% | 141 |
|
|
2017
Q4 | $279K | Sell |
1,905
-3
| -0.2% | -$448 | 0.09% | 141 |
|
|
2017
Q3 | $273K | Sell |
1,908
-3
| -0.2% | -$434 | 0.08% | 137 |
|
|
2017
Q2 | $277K | Buy |
1,911
+81
| +4% | +$11.4K | 0.08% | 133 |
|
|
2017
Q1 | $249K | Sell |
1,830
-3
| -0.2% | -$404 | 0.07% | 145 |
|
|
2016
Q4 | $242K | Buy |
+1,833
| New | +$234K | 0.07% | 140 |
|
Other funds holding CB
Plancorp LLC's CB Position: Q2 2026 in Review
Plancorp LLC reduced its Chubb (CB) stake by 48% in Q2 2026, selling an estimated $346K and leaving 1,149 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #282.
Plancorp LLC first reported a position in CB in Q4 2016 and has held it in 38 quarters since. The position peaked at $812K in Q2 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.
- Plancorp LLC held 1,149 shares of Chubb worth $408K as of Q2 2026.
- Plancorp LLC sold 1,060 Chubb shares in Q2 2026, an estimated $346K.
- Chubb made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #282 holding.
- Plancorp LLC first reported a position in Chubb in Q4 2016 and has held it in 38 quarters since.
- Plancorp LLC's Chubb position peaked at $812K in Q2 2025.
- 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.