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Resonant Capital Advisors’s Chubb CB Stock Holding History

Resonant 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 		$971K Sell
2,842
-84
-3% -$27.4K 0.05% 188
2026
Q1 		$956K Buy
2,926
+331
+13% +$106K 0.05% 179
2025
Q4 		$812K Buy
2,595
+351
+16% +$103K 0.04% 184
2025
Q3 		$635K Buy
2,244
+276
+14% +$76K 0.04% 218
2025
Q2 		$572K Buy
1,968
+119
+6% +$34.2K 0.04% 220
2025
Q1 		$560K Buy
1,849
+173
+10% +$48.1K 0.04% 199
2024
Q4 		$465K Buy
1,676
+50
+3% +$14.2K 0.03% 218
2024
Q3 		$470K Buy
1,626
+129
+9% +$35.4K 0.03% 217
2024
Q2 		$383K Buy
1,497
+164
+12% +$42.1K 0.03% 229
2024
Q1 		$347K Buy
1,333
+141
+12% +$34.7K 0.03% 245
2023
Q4 		$270K Sell
1,192
-9
-0.7% -$1.97K 0.03% 250
2023
Q3 		$251K Buy
1,201
+23
+2% +$4.65K 0.03% 239
2023
Q2 		$228K Sell
1,178
-187
-14% -$36.6K 0.02% 243
2023
Q1 		$266K Buy
1,365
+21
+2% +$4.41K 0.03% 219
2022
Q4 		$298K Buy
1,344
+89
+7% +$18.5K 0.04% 215
2022
Q3 		$229K Buy
1,255
+42
+3% +$7.97K 0.03% 208
2022
Q2 		$239K Sell
1,213
-10
-0.8% -$2.06K 0.04% 212
2022
Q1 		$266K Buy
+1,223
New +$249K 0.04% 187

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

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

Resonant Capital Advisors reduced its Chubb (CB) stake by 2.9% in Q2 2026, selling an estimated $27.4K and leaving 2,842 shares worth $971K. The position accounts for 0.05% of the portfolio, ranked #188.

Resonant Capital Advisors first reported a position in CB in Q1 2022 and has held it in 18 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Resonant Capital Advisors held 2,842 shares of Chubb worth $971K as of Q2 2026.
  • Resonant Capital Advisors sold 84 Chubb shares in Q2 2026, an estimated $27.4K.
  • Chubb made up 0.05% of Resonant Capital Advisors's portfolio in Q2 2026, its #188 holding.
  • Resonant Capital Advisors first reported a position in Chubb in Q1 2022 and has held it in 18 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.