RWM
CB icon

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
Q2 		$3.47M Buy
10,191
+445
+5% +$145K 0.05% 268
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 $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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's CB Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Chubb (CB) stake by 4.6% in Q2 2026, buying an estimated $145K and bringing the position to 10,191 shares worth $3.47M. The position accounts for 0.05% of the portfolio, ranked #268.

Ritholtz Wealth Management first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ritholtz Wealth Management held 10,191 shares of Chubb worth $3.47M as of Q2 2026.
  • Ritholtz Wealth Management bought 445 Chubb shares in Q2 2026, an estimated $145K.
  • Chubb made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Ritholtz Wealth Management first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.