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Planning Strategies Inc.’s Chubb CB Stock Holding History

Planning Strategies Inc.’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 		$8.52K Buy
+25
New +$8.15K 0.01% 350

Other funds holding CB

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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Planning Strategies Inc.'s CB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Chubb (CB) in Q2 2026: 25 shares worth $8.52K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

864 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Planning Strategies Inc. held 25 shares of Chubb worth $8.52K as of Q2 2026.
  • Chubb was a new Planning Strategies Inc. position in Q2 2026.
  • Chubb made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #350 holding.
  • 864 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.