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Creative Planning CB Position History

Chubb Limited • Insurance

Quarters held
11
Latest value
$6K
Q3 2026
Peak value
$76.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$795K
Q3 2025$44.1M
Q4 2025$59.6M
Q4 2025$919K
Q1 2026$1.1M
Q1 2026$66.7M
Q2 2026$1.1M
Q2 2026$72.3M
Q3 2026$928K
Q3 2026$76.2M
Q3 2026$6K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6K100——
Q3 2026$76.2M234.4K——
Q3 2026$928K2.9K——
Q2 2026$72.3M212.2K——
Q2 2026$1.1M3.1K——
Q1 2026$66.7M204.6K——
Q1 2026$1.1M3.3K——
Q4 2025$919K2.9K——
Q4 2025$59.6M190.9K——
Q3 2025$44.1M156.4K——
Q3 2025$795K2.8K——

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