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Planning Project LLC’s Chubb CB Stock Holding History

Planning Project LLC’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
2025
Q4 		$51.8K Buy
+166
New +$48.5K 0.01% 66

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Planning Project LLC's CB Position: Q4 2025 in Review

Planning Project LLC opened a new position in Chubb (CB) in Q4 2025: 166 shares worth $51.8K. The stake represents 0.01% of the portfolio and ranks #66 among its holdings.

2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Planning Project LLC held 166 shares of Chubb worth $51.8K as of Q4 2025.
  • Chubb was a new Planning Project LLC position in Q4 2025.
  • Chubb made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #66 holding.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.