ARC
CB icon

Advisor Resource Council’s Chubb CB Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-1,171
Closed -$346K – 244
2025
Q1 		$346K Buy
+1,171
New +$325K 0.03% 437
2024
Q1 		– Sell
-1,967
Closed -$445K – 276
2023
Q4 		$445K Buy
+1,967
New +$430K 0.05% 282
2022
Q3 		– Sell
-1,899
Closed -$373K – 202
2022
Q2 		$373K Buy
+1,899
New +$391K 0.03% 339
2022
Q1 		– Sell
-1,835
Closed -$355K – 263
2021
Q4 		$355K Buy
+1,835
New +$345K 0.03% 397

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor Resource Council's CB Position: Q2 2025 in Review

Advisor Resource Council sold out of Chubb (CB) in Q2 2025, closing a stake of 1,171 shares — an estimated $346K sold.

Advisor Resource Council first reported a position in CB in Q4 2021 and held it in 4 quarters. The position peaked at $445K in Q4 2023. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Advisor Resource Council reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 1,171 Chubb shares in Q2 2025, an estimated $346K.
  • Advisor Resource Council first reported a position in Chubb in Q4 2021 and held it in 4 quarters.
  • Advisor Resource Council's Chubb position peaked at $445K in Q4 2023.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.