GWAM
CB icon

Guardian Wealth Advisors (Minnesota)’s Chubb CB Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$428K Buy
1,257
+51
+4% +$16.6K 0.21% 42
2026
Q1 		$393K Sell
1,206
-20
-2% -$6.42K 0.23% 42
2025
Q4 		$383K Buy
1,226
+112
+10% +$32.7K 0.22% 44
2025
Q3 		$314K Buy
1,114
+64
+6% +$17.6K 0.18% 51
2025
Q2 		$304K Buy
1,050
+21
+2% +$6.04K 0.18% 53
2025
Q1 		$311K Sell
1,029
-3
-0.3% -$834 0.2% 58
2024
Q4 		$285K Sell
1,032
-85
-8% -$24.1K 0.18% 59
2024
Q3 		$322K Buy
1,117
+1
+0.1% +$274 0.2% 59
2024
Q2 		$285K Buy
1,116
+10
+0.9% +$2.57K 0.19% 60
2024
Q1 		$287K Buy
1,106
+80
+8% +$19.7K 0.19% 64
2023
Q4 		$232K Buy
1,026
+36
+4% +$7.87K 0.16% 67
2023
Q3 		$206K Buy
+990
New +$200K 0.16% 67

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s CB Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Chubb (CB) stake by 4.2% in Q2 2026, buying an estimated $16.6K and bringing the position to 1,257 shares worth $428K. The position accounts for 0.21% of the portfolio, ranked #42.

Guardian Wealth Advisors (Minnesota) first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 1,257 shares of Chubb worth $428K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 51 Chubb shares in Q2 2026, an estimated $16.6K.
  • Chubb made up 0.21% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #42 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.