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Richards, Merrill & Peterson’s Chubb CB Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-105
Closed -$31.7K – 235
2025
Q1 		$31.7K Sell
105
-6
-5% -$1.67K 0.02% 298
2024
Q4 		$30.7K Buy
+111
New +$31.5K 0.02% 287

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Richards, Merrill & Peterson's CB Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Chubb (CB) in Q2 2025, closing a stake of 105 shares — an estimated $31.7K sold.

Richards, Merrill & Peterson first reported a position in CB in Q4 2024 and held it in 2 quarters. The position peaked at $31.7K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 105 Chubb shares in Q2 2025, an estimated $31.7K.
  • Richards, Merrill & Peterson first reported a position in Chubb in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Chubb position peaked at $31.7K in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.