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Advisory Resource Group’s Chubb CB Stock Holding History

Advisory Resource Group’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 		$1.4M Sell
4,119
-392
-9% -$128K 0.21% 109
2026
Q1 		$1.47M Sell
4,511
-147
-3% -$47.2K 0.25% 86
2025
Q4 		$1.45M Buy
4,658
+35
+0.8% +$10.2K 0.26% 89
2025
Q3 		$1.3M Buy
4,623
+764
+20% +$210K 0.23% 101
2025
Q2 		$1.12M Buy
3,859
+100
+3% +$28.8K 0.21% 105
2025
Q1 		$1.14M Buy
3,759
+20
+0.5% +$5.56K 0.23% 87
2024
Q4 		$1.03M Buy
3,739
+255
+7% +$72.4K 0.22% 95
2024
Q3 		$1M Sell
3,484
-247
-7% -$67.7K 0.21% 102
2024
Q2 		$952K Buy
3,731
+198
+6% +$50.8K 0.21% 95
2024
Q1 		$916K Buy
3,533
+571
+19% +$140K 0.21% 86
2023
Q4 		$669K Sell
2,962
-45
-1% -$9.84K 0.17% 106
2023
Q3 		$626K Buy
3,007
+92
+3% +$18.6K 0.17% 99
2023
Q2 		$561K Buy
2,915
+170
+6% +$33.3K 0.15% 105
2023
Q1 		$533K Buy
2,745
+315
+13% +$66.2K 0.15% 110
2022
Q4 		$536K Buy
+2,430
New +$506K 0.16% 91
2022
Q3 		– Sell
-1,065
Closed -$209K – 133
2022
Q2 		$209K Sell
1,065
-226
-18% -$46.6K 0.07% 125
2022
Q1 		$276K Buy
1,291
+72
+6% +$14.6K 0.09% 117
2021
Q4 		$240K Buy
+1,219
New +$229K 0.08% 127

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Advisory Resource Group's CB Position: Q2 2026 in Review

Advisory Resource Group reduced its Chubb (CB) stake by 8.7% in Q2 2026, selling an estimated $128K and leaving 4,119 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #109.

Advisory Resource Group first reported a position in CB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q1 2026. 477 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Advisory Resource Group held 4,119 shares of Chubb worth $1.4M as of Q2 2026.
  • Advisory Resource Group sold 392 Chubb shares in Q2 2026, an estimated $128K.
  • Chubb made up 0.21% of Advisory Resource Group's portfolio in Q2 2026, its #109 holding.
  • Advisory Resource Group first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
  • Advisory Resource Group's Chubb position peaked at $1.47M in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.