Summit Wealth & Retirement Planning’s Chubb CB Stock Holding History

Summit Wealth & Retirement Planning’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	$206K	Buy	+605	New	+$197K	0.04%	110

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

Summit Wealth & Retirement Planning's CB Position: Q2 2026 in Review

Summit Wealth & Retirement Planning opened a new position in Chubb (CB) in Q2 2026: 605 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #110 among its holdings.

2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Summit Wealth & Retirement Planning held 605 shares of Chubb worth $206K as of Q2 2026.
Chubb was a new Summit Wealth & Retirement Planning position in Q2 2026.
Chubb made up 0.04% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #110 holding.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.