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Ritholtz Wealth Management’s Chubb CB Stock Holding History

Ritholtz Wealth Management’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
Q1 		$3.18M Buy
9,746
+8
+0.1% +$2.57K 0.06% 258
2025
Q4 		$3.04M Buy
9,738
+1,075
+12% +$314K 0.06% 250
2025
Q3 		$2.45M Sell
8,663
-175
-2% -$48.2K 0.05% 281
2025
Q2 		$2.56M Buy
8,838
+1,047
+13% +$301K 0.06% 234
2025
Q1 		$2.35M Buy
7,791
+426
+6% +$118K 0.07% 213
2024
Q4 		$2.04M Buy
7,365
+236
+3% +$67K 0.06% 232
2024
Q3 		$2.06M Sell
7,129
-416
-6% -$114K 0.06% 227
2024
Q2 		$1.92M Buy
7,545
+162
+2% +$41.6K 0.06% 207
2024
Q1 		$1.91M Buy
7,383
+2,174
+42% +$535K 0.07% 205
2023
Q4 		$1.18M Buy
5,209
+420
+9% +$91.8K 0.05% 275
2023
Q3 		$997K Buy
4,789
+987
+26% +$200K 0.04% 282
2023
Q2 		$732K Sell
3,802
-403
-10% -$79K 0.03% 344
2023
Q1 		$816K Sell
4,205
-107
-2% -$22.5K 0.04% 310
2022
Q4 		$951K Sell
4,312
-3,067
-42% -$638K 0.05% 243
2022
Q3 		$1.34M Buy
7,379
+3,427
+87% +$651K 0.07% 194
2022
Q2 		$777K Buy
3,952
+595
+18% +$123K 0.05% 233
2022
Q1 		$718K Buy
3,357
+977
+41% +$199K 0.05% 242
2021
Q4 		$460K Buy
2,380
+275
+13% +$51.7K 0.03% 322
2021
Q3 		$365K Buy
2,105
+232
+12% +$40.7K 0.03% 334
2021
Q2 		$298K Buy
1,873
+209
+13% +$34.6K 0.02% 367
2021
Q1 		$263K Buy
1,664
+305
+22% +$49.1K 0.02% 343
2020
Q4 		$209K Buy
+1,359
New +$190K 0.02% 335

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ritholtz Wealth Management's CB Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Chubb (CB) stake by 0.08% in Q1 2026, buying an estimated $2.57K and bringing the position to 9,746 shares worth $3.18M. The position accounts for 0.06% of the portfolio, ranked #258.

Ritholtz Wealth Management first reported a position in CB in Q4 2020 and has held it in 22 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Ritholtz Wealth Management held 9,746 shares of Chubb worth $3.18M as of Q1 2026.
  • Ritholtz Wealth Management bought 8 Chubb shares in Q1 2026, an estimated $2.57K.
  • Chubb made up 0.06% of Ritholtz Wealth Management's portfolio in Q1 2026, its #258 holding.
  • Ritholtz Wealth Management first reported a position in Chubb in Q4 2020 and has held it in 22 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.