PS
CB icon

Planning Strategies’s Chubb CB Stock Holding History

Planning Strategies’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 		$8.52K Buy
+25
New +$8.15K 0.01% 350

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Planning Strategies's CB Position: Q2 2026 in Review

Planning Strategies opened a new position in Chubb (CB) in Q2 2026: 25 shares worth $8.52K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

2,069 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Planning Strategies held 25 shares of Chubb worth $8.52K as of Q2 2026.
  • Chubb was a new Planning Strategies position in Q2 2026.
  • Chubb made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #350 holding.
  • 2,069 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.