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Plato Investment Management’s Chubb CB Stock Holding History

Plato Investment Management’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 		$2.51M Buy
7,410
+837
+13% +$273K 0.14% 155
2026
Q1 		$2.14M Sell
6,573
-247
-4% -$79.2K 0.14% 152
2025
Q4 		$2.14M Hold
6,820
– – 0.14% 155
2025
Q3 		$1.91M Hold
6,820
– – 0.13% 174
2025
Q2 		$1.97M Buy
6,820
+9
+0.1% +$2.59K 0.15% 158
2025
Q1 		$2.08M Sell
6,811
-38
-0.6% -$10.6K 0.18% 141
2024
Q4 		$1.9M Hold
6,849
– – 0.14% 160
2024
Q3 		$1.97M Buy
+6,849
New +$1.88M 0.16% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Plato Investment Management's CB Position: Q2 2026 in Review

Plato Investment Management increased its Chubb (CB) stake by 13% in Q2 2026, buying an estimated $273K and bringing the position to 7,410 shares worth $2.51M. The position accounts for 0.14% of the portfolio, ranked #155.

Plato Investment Management first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Plato Investment Management held 7,410 shares of Chubb worth $2.51M as of Q2 2026.
  • Plato Investment Management bought 837 Chubb shares in Q2 2026, an estimated $273K.
  • Chubb made up 0.14% of Plato Investment Management's portfolio in Q2 2026, its #155 holding.
  • Plato Investment Management first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.