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Ruedi Wealth Management’s Chubb CB Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-19
Closed -$5.74K – 95
2025
Q1 		$5.74K Hold
19
– – ﹤0.01% 206
2024
Q4 		$5.25K Hold
19
– – ﹤0.01% 209
2024
Q3 		$5.48K Sell
19
-6
-24% -$1.65K ﹤0.01% 208
2024
Q2 		$6.38K Buy
25
+6
+32% +$1.54K ﹤0.01% 231
2024
Q1 		$4.92K Hold
19
– – ﹤0.01% 199
2023
Q4 		$4.29K Buy
+19
New +$4.16K ﹤0.01% 177
2023
Q1 		– Sell
-28
Closed -$6.18K – 268
2022
Q4 		$6.18K Buy
+28
New +$5.83K ﹤0.01% 170

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ruedi Wealth Management's CB Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Chubb (CB) in Q2 2025, closing a stake of 19 shares — an estimated $5.74K sold.

Ruedi Wealth Management first reported a position in CB in Q4 2022 and held it in 7 quarters. The position peaked at $6.38K in Q2 2024. 1,956 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 19 Chubb shares in Q2 2025, an estimated $5.74K.
  • Ruedi Wealth Management first reported a position in Chubb in Q4 2022 and held it in 7 quarters.
  • Ruedi Wealth Management's Chubb position peaked at $6.38K in Q2 2024.
  • 1,956 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.