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RDA Financial Network’s Chubb CB Stock Holding History

RDA Financial Network’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 		$231K Sell
677
-6
-0.9% -$1.96K 0.05% 265
2026
Q1 		$223K Sell
683
-8
-1% -$2.57K 0.06% 252
2025
Q4 		$216K Buy
+691
New +$202K 0.05% 250
2025
Q2 		– Sell
-713
Closed -$215K – 258
2025
Q1 		$215K Buy
+713
New +$198K 0.06% 233
2024
Q4 		– Sell
-727
Closed -$210K – 242
2024
Q3 		$210K Buy
+727
New +$199K 0.07% 224

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

RDA Financial Network's CB Position: Q2 2026 in Review

RDA Financial Network reduced its Chubb (CB) stake by 0.88% in Q2 2026, selling an estimated $1.96K and leaving 677 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #265.

RDA Financial Network first reported a position in CB in Q3 2024 and has held it in 5 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • RDA Financial Network held 677 shares of Chubb worth $231K as of Q2 2026.
  • RDA Financial Network sold 6 Chubb shares in Q2 2026, an estimated $1.96K.
  • Chubb made up 0.05% of RDA Financial Network's portfolio in Q2 2026, its #265 holding.
  • RDA Financial Network first reported a position in Chubb in Q3 2024 and has held it in 5 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.