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Plante Moran Financial Advisors’s Chubb CB Stock Holding History

Plante Moran Financial Advisors’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
Q1 		$31.6K Buy
97
+20
+26% +$6.42K ﹤0.01% 371
2025
Q4 		$24K Sell
77
-9
-10% -$2.63K ﹤0.01% 427
2025
Q3 		$24.3K Buy
86
+29
+51% +$7.98K ﹤0.01% 442
2025
Q2 		$16.5K Buy
57
+49
+613% +$14.1K ﹤0.01% 499
2025
Q1 		$2.42K Hold
8
– – ﹤0.01% 690
2024
Q4 		$2.21K Sell
8
-14
-64% -$3.98K ﹤0.01% 774
2024
Q3 		$6.34K Buy
22
+14
+175% +$3.84K ﹤0.01% 655
2024
Q2 		$2.04K Hold
8
– – ﹤0.01% 704
2024
Q1 		$2.07K Sell
8
-20
-71% -$4.92K ﹤0.01% 765
2023
Q4 		$6.33K Buy
28
+10
+56% +$2.19K ﹤0.01% 623
2023
Q3 		$3.75K Buy
18
+10
+125% +$2.02K ﹤0.01% 630
2023
Q2 		$1.54K Hold
8
– – ﹤0.01% 706
2023
Q1 		$1.55K Hold
8
– – ﹤0.01% 719
2022
Q4 		$1.76K Hold
8
– – ﹤0.01% 745
2022
Q3 		$1K Hold
8
– – ﹤0.01% 811
2022
Q2 		$2K Sell
8
-10
-56% -$2.06K ﹤0.01% 799
2022
Q1 		$4K Sell
18
-74
-80% -$15K ﹤0.01% 690
2021
Q4 		$18K Buy
92
+65
+241% +$12.2K ﹤0.01% 580
2021
Q3 		$5K Sell
27
-20
-43% -$3.51K ﹤0.01% 776
2021
Q2 		$7K Buy
47
+30
+176% +$4.97K ﹤0.01% 721
2021
Q1 		$3K Sell
17
-142
-89% -$22.9K ﹤0.01% 846
2020
Q4 		$24K Sell
159
-1
-0.6% -$140 0.01% 489
2020
Q3 		$19K Sell
160
-129
-45% -$16.2K 0.01% 504
2020
Q2 		$37K Sell
289
-72
-20% -$8.34K 0.01% 331
2020
Q1 		$40K Sell
361
-286
-44% -$41K 0.02% 291
2019
Q4 		$101K Sell
647
-169
-21% -$25.9K 0.04% 225
2019
Q3 		$132K Sell
816
-409
-33% -$63.3K 0.04% 211
2019
Q2 		$180K Sell
1,225
-4
-0.3% -$578 0.06% 162
2019
Q1 		$172K Buy
1,229
+332
+37% +$44.2K 0.05% 165
2018
Q4 		$116K Buy
897
+283
+46% +$36.6K 0.04% 193
2018
Q3 		$82K Sell
614
-23
-4% -$3.11K 0.03% 235
2018
Q2 		$81K Sell
637
-104
-14% -$13.8K 0.04% 252
2018
Q1 		$101K Sell
741
-302
-29% -$43.7K 0.05% 231
2017
Q4 		$152K Buy
1,043
+294
+39% +$43.9K 0.08% 168
2017
Q3 		$107K Sell
749
-2
-0.3% -$289 0.06% 195
2017
Q2 		$109K Sell
751
-97
-11% -$13.7K 0.07% 194
2017
Q1 		$116K Sell
848
-22
-3% -$2.96K 0.07% 188
2016
Q4 		$115K Buy
870
+276
+46% +$35.2K 0.07% 199
2016
Q3 		$75K Hold
594
– – 0.05% 249
2016
Q2 		$78K Hold
594
– – 0.06% 222
2016
Q1 		$71K Sell
594
-17
-3% -$1.95K 0.05% 214
2015
Q4 		$71K Sell
611
-129
-17% -$14.6K 0.05% 228
2015
Q3 		$77K Buy
740
+9
+1% +$941 0.06% 215
2015
Q2 		$74K Hold
731
– – 0.05% 233
2015
Q1 		$81K Hold
731
– – 0.06% 215
2014
Q4 		$84K Hold
731
– – 0.06% 203
2014
Q3 		$77K Buy
731
+211
+41% +$22K 0.07% 193
2014
Q2 		$54K Buy
520
+174
+50% +$17.8K 0.05% 224
2014
Q1 		$34K Hold
346
– – 0.04% 201
2013
Q4 		$36K Hold
346
– – 0.02% 281
2013
Q3 		$32K Hold
346
– – 0.02% 234
2013
Q2 		$31K Buy
+346
New +$31K 0.02% 209

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Plante Moran Financial Advisors's CB Position: Q1 2026 in Review

Plante Moran Financial Advisors increased its Chubb (CB) stake by 26% in Q1 2026, buying an estimated $6.42K and bringing the position to 97 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Plante Moran Financial Advisors first reported a position in CB in Q2 2013 and has held it in 52 quarters since. The position peaked at $180K in Q2 2019. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Plante Moran Financial Advisors held 97 shares of Chubb worth $31.6K as of Q1 2026.
  • Plante Moran Financial Advisors bought 20 Chubb shares in Q1 2026, an estimated $6.42K.
  • Chubb made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #371 holding.
  • Plante Moran Financial Advisors first reported a position in Chubb in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Chubb position peaked at $180K in Q2 2019.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.