Ritter Daniher Financial Advisory’s Chubb CB Stock Holding History

Ritter Daniher Financial Advisory’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	$17K	Hold	50	–	–	﹤0.01%	383
2026 Q1	$16.3K	Hold	50	–	–	﹤0.01%	380
2025 Q4	$15.6K	Hold	50	–	–	﹤0.01%	379
2025 Q3	$14.1K	Hold	50	–	–	﹤0.01%	297
2025 Q2	$14.5K	Buy	+50	New	+$14.4K	﹤0.01%	244
2023 Q3	–	Sell	-24	Closed	-$4.62K	–	358
2023 Q2	$4.62K	Buy	+24	New	+$4.7K	﹤0.01%	259

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ritter Daniher Financial Advisory's CB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Chubb (CB) position steady in Q2 2026 at 50 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Ritter Daniher Financial Advisory first reported a position in CB in Q2 2023 and has held it in 6 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Ritter Daniher Financial Advisory held 50 shares of Chubb worth $17K as of Q2 2026.
Ritter Daniher Financial Advisory left its Chubb share count unchanged in Q2 2026.
Chubb made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #383 holding.
Ritter Daniher Financial Advisory first reported a position in Chubb in Q2 2023 and has held it in 6 quarters since.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.