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

Guardian Wealth Advisors (North Carolina)’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 		$383K Buy
1,125
+9
+0.8% +$2.94K 0.02% 281
2026
Q1 		$364K Sell
1,116
-2
-0.2% -$642 0.02% 260
2025
Q4 		$349K Buy
1,118
+98
+10% +$28.7K 0.02% 273
2025
Q3 		$288K Sell
1,020
-36
-3% -$9.91K 0.02% 293
2025
Q2 		$306K Buy
1,056
+27
+3% +$7.77K 0.02% 265
2025
Q1 		$311K Sell
1,029
-22
-2% -$6.11K 0.02% 247
2024
Q4 		$290K Buy
1,051
+113
+12% +$32.1K 0.02% 256
2024
Q3 		$271K Sell
938
-45
-5% -$12.3K 0.03% 224
2024
Q2 		$251K Sell
983
-7
-0.7% -$1.8K 0.03% 221
2024
Q1 		$257K Buy
990
+69
+7% +$17K 0.03% 226
2023
Q4 		$208K Buy
+921
New +$201K 0.03% 238
2022
Q1 		– Sell
-1,085
Closed -$210K – 253
2021
Q4 		$210K Buy
+1,085
New +$204K 0.09% 141

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 (North Carolina)'s CB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Chubb (CB) stake by 0.81% in Q2 2026, buying an estimated $2.94K and bringing the position to 1,125 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #281.

Guardian Wealth Advisors (North Carolina) first reported a position in CB in Q4 2021 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 (North Carolina) held 1,125 shares of Chubb worth $383K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 9 Chubb shares in Q2 2026, an estimated $2.94K.
  • Chubb made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #281 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Chubb in Q4 2021 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 (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.