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Ridgewood Investments’s Chubb CB Stock Holding History

Ridgewood Investments’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 		$321K Sell
943
-402
-30% -$131K 0.12% 181
2026
Q1 		$438K Buy
+1,345
New +$432K 0.18% 148
2025
Q3 		$582K Buy
2,062
+1,984
+2,544% +$546K 0.25% 117
2025
Q2 		$22.6K Buy
78
+52
+200% +$15K 0.01% 427
2025
Q1 		$7.85K Buy
+26
New +$7.22K ﹤0.01% 508
2023
Q3 		– Sell
-33
Closed -$6.42K – 258
2023
Q2 		$6.42K Hold
33
– – ﹤0.01% 565
2023
Q1 		$6.47K Buy
+33
New +$6.93K ﹤0.01% 563
2021
Q3 		– Sell
-3,096
Closed -$492K – 193
2021
Q2 		$492K Sell
3,096
-86
-3% -$14.3K 0.32% 111
2021
Q1 		$503K Sell
3,182
-439
-12% -$70.7K 0.31% 109
2020
Q4 		$420K Hold
3,621
– – 0.33% 101
2020
Q3 		$420K Sell
3,621
-1,442
-28% -$181K 0.33% 102
2020
Q2 		$641K Buy
+5,063
New +$587K 0.53% 58
2020
Q1 		– Sell
-1,430
Closed -$223K – 164
2019
Q4 		$223K Sell
1,430
-721
-34% -$110K 0.16% 164
2019
Q3 		$347K Sell
2,151
-2,149
-50% -$333K 0.27% 113
2019
Q2 		$633K Sell
4,300
-66
-2% -$9.53K 0.5% 54
2019
Q1 		$612K Buy
4,366
+613
+16% +$81.5K 0.5% 48
2018
Q4 		$502K Hold
3,753
– – 0.4% 68
2018
Q3 		$502K Buy
3,753
+79
+2% +$10.7K 0.4% 68
2018
Q2 		$467K Buy
3,674
+1,130
+44% +$150K 0.42% 69
2018
Q1 		$348K Buy
2,544
+570
+29% +$82.5K 0.32% 94
2017
Q4 		$288K Buy
1,974
+29
+1% +$4.33K 0.26% 112
2017
Q3 		$277K Sell
1,945
-28
-1% -$4.05K 0.26% 110
2017
Q2 		$287K Sell
1,973
-1
-0.1% -$141 0.29% 104
2017
Q1 		$269K Hold
1,974
– – 0.29% 97
2016
Q4 		$260K Buy
+1,974
New +$252K 0.31% 88

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

Ridgewood Investments's CB Position: Q2 2026 in Review

Ridgewood Investments reduced its Chubb (CB) stake by 30% in Q2 2026, selling an estimated $131K and leaving 943 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #181.

Ridgewood Investments first reported a position in CB in Q4 2016 and has held it in 25 quarters since. The position peaked at $641K in Q2 2020. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ridgewood Investments held 943 shares of Chubb worth $321K as of Q2 2026.
  • Ridgewood Investments sold 402 Chubb shares in Q2 2026, an estimated $131K.
  • Chubb made up 0.12% of Ridgewood Investments's portfolio in Q2 2026, its #181 holding.
  • Ridgewood Investments first reported a position in Chubb in Q4 2016 and has held it in 25 quarters since.
  • Ridgewood Investments's Chubb position peaked at $641K in Q2 2020.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.