PS
CB icon

Planned Solutions’s Chubb CB Stock Holding History

Planned Solutions’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 		$415K Buy
1,219
+89
+8% +$29K 0.12% 88
2026
Q1 		$368K Hold
1,130
– – 0.12% 82
2025
Q4 		$353K Buy
1,130
+200
+22% +$58.5K 0.11% 89
2025
Q3 		$262K Sell
930
-40
-4% -$11K 0.09% 108
2025
Q2 		$281K Sell
970
-2
-0.2% -$576 0.11% 95
2025
Q1 		$294K Buy
972
+19
+2% +$5.28K 0.12% 83
2024
Q4 		$263K Buy
953
+60
+7% +$17K 0.11% 88
2024
Q3 		$258K Buy
+893
New +$245K 0.1% 91
2024
Q1 		– Sell
-623
Closed -$141K – 161
2023
Q4 		$141K Buy
+623
New +$136K 0.07% 130

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Planned Solutions's CB Position: Q2 2026 in Review

Planned Solutions increased its Chubb (CB) stake by 7.9% in Q2 2026, buying an estimated $29K and bringing the position to 1,219 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #88.

Planned Solutions first reported a position in CB in Q4 2023 and has held it in 9 quarters since. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Planned Solutions held 1,219 shares of Chubb worth $415K as of Q2 2026.
  • Planned Solutions bought 89 Chubb shares in Q2 2026, an estimated $29K.
  • Chubb made up 0.12% of Planned Solutions's portfolio in Q2 2026, its #88 holding.
  • Planned Solutions first reported a position in Chubb in Q4 2023 and has held it in 9 quarters since.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.