PlanVest Financial’s Chubb CB Stock Holding History

PlanVest Financial’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	$28.6K	Hold	84	–	–	0.02%	295
2026 Q1	$27.4K	Buy	+84	New	+$26.9K	0.02%	285

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PlanVest Financial's CB Position: Q2 2026 in Review

PlanVest Financial held its Chubb (CB) position steady in Q2 2026 at 84 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #295.

PlanVest Financial first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold CB as of Q2 2026.

PlanVest Financial held 84 shares of Chubb worth $28.6K as of Q2 2026.
PlanVest Financial left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #295 holding.
PlanVest Financial first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
2,123 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.