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Richardson Financial Services’s Chubb CB Stock Holding History

Richardson Financial Services’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 		$662K Buy
1,943
+438
+29% +$143K 0.38% 63
2026
Q1 		$491K Buy
1,505
+285
+23% +$91.4K 0.31% 80
2025
Q4 		$381K Buy
1,220
+303
+33% +$88.6K 0.12% 106
2025
Q3 		$259K Buy
917
+63
+7% +$17.3K 0.16% 128
2025
Q2 		$247K Buy
854
+491
+135% +$141K 0.17% 136
2025
Q1 		$110K Buy
363
+23
+7% +$6.39K 0.08% 180
2024
Q4 		$93.6K Buy
340
+4
+1% +$1.14K 0.07% 197
2024
Q3 		$85.7K Hold
336
– – 0.05% 211
2024
Q2 		$85.7K Sell
336
-46
-12% -$11.8K 0.06% 201
2024
Q1 		$99K Sell
382
-3
-0.8% -$738 0.07% 198
2023
Q4 		$87K Buy
+385
New +$84.2K 0.08% 183

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

Richardson Financial Services's CB Position: Q2 2026 in Review

Richardson Financial Services increased its Chubb (CB) stake by 29% in Q2 2026, buying an estimated $143K and bringing the position to 1,943 shares worth $662K. The position accounts for 0.38% of the portfolio, ranked #63.

Richardson Financial Services first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Richardson Financial Services held 1,943 shares of Chubb worth $662K as of Q2 2026.
  • Richardson Financial Services bought 438 Chubb shares in Q2 2026, an estimated $143K.
  • Chubb made up 0.38% of Richardson Financial Services's portfolio in Q2 2026, its #63 holding.
  • Richardson Financial Services first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.