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Retirement Planning Group (Kansas)’s Chubb CB Stock Holding History

Retirement Planning Group (Kansas)’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 		$321K Buy
943
+240
+34% +$78.3K 0.01% 412
2026
Q1 		$229K Sell
703
-6
-0.8% -$1.93K 0.01% 453
2025
Q4 		$221K Buy
+709
New +$207K 0.01% 393
2023
Q2 		– Sell
-1,150
Closed -$223K – 163
2023
Q1 		$223K Buy
+1,150
New +$242K 0.02% 136

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

Retirement Planning Group (Kansas)'s CB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Chubb (CB) stake by 34% in Q2 2026, buying an estimated $78.3K and bringing the position to 943 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #412.

Retirement Planning Group (Kansas) first reported a position in CB in Q1 2023 and has held it in 4 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Retirement Planning Group (Kansas) held 943 shares of Chubb worth $321K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 240 Chubb shares in Q2 2026, an estimated $78.3K.
  • Chubb made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #412 holding.
  • Retirement Planning Group (Kansas) first reported a position in Chubb in Q1 2023 and has held it in 4 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.