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Ranch Capital Advisors’s Chubb CB Stock Holding History

Ranch Capital Advisors’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 		$915K Buy
2,679
+120
+5% +$39.1K 0.29% 78
2026
Q1 		$836K Buy
2,559
+52
+2% +$16.7K 0.3% 78
2025
Q4 		$784K Buy
2,507
+27
+1% +$7.89K 0.29% 80
2025
Q3 		$702K Sell
2,480
-6
-0.2% -$1.65K 0.27% 83
2025
Q2 		$722K Buy
2,486
+94
+4% +$27.1K 0.31% 75
2025
Q1 		$724K Buy
2,392
+5
+0.2% +$1.39K 0.34% 73
2024
Q4 		$659K Buy
2,387
+31
+1% +$8.8K 0.31% 77
2024
Q3 		$681K Buy
2,356
+45
+2% +$12.3K 0.32% 82
2024
Q2 		$591K Buy
2,311
+313
+16% +$80.4K 0.31% 82
2024
Q1 		$519K Buy
1,998
+7
+0.4% +$1.72K 0.28% 92
2023
Q4 		$451K Buy
+1,991
New +$435K 0.28% 97
2021
Q4 		– Sell
-794
Closed -$138K – 218
2021
Q3 		$138K Hold
794
– – 0.09% 175
2021
Q2 		$126K Hold
794
– – 0.08% 195
2021
Q1 		$125K Hold
794
– – 0.08% 192
2020
Q4 		$122K Sell
794
-38
-5% -$5.33K 0.09% 185
2020
Q3 		$96K Hold
832
– – 0.08% 202
2020
Q2 		$109K Sell
832
-128
-13% -$14.8K 0.09% 195
2020
Q1 		$107K Sell
960
-483
-33% -$69.3K 0.11% 177
2019
Q4 		$225K Sell
1,443
-38
-3% -$5.82K 0.18% 127
2019
Q3 		$239K Buy
+1,481
New +$229K 0.26% 117

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

Ranch Capital Advisors's CB Position: Q2 2026 in Review

Ranch Capital Advisors increased its Chubb (CB) stake by 4.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 2,679 shares worth $915K. The position accounts for 0.29% of the portfolio, ranked #78.

Ranch Capital Advisors first reported a position in CB in Q3 2019 and has held it in 20 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ranch Capital Advisors held 2,679 shares of Chubb worth $915K as of Q2 2026.
  • Ranch Capital Advisors bought 120 Chubb shares in Q2 2026, an estimated $39.1K.
  • Chubb made up 0.29% of Ranch Capital Advisors's portfolio in Q2 2026, its #78 holding.
  • Ranch Capital Advisors first reported a position in Chubb in Q3 2019 and has held it in 20 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.