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LGT Financial Advisors’s Chubb CB Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-4
Closed -$1.16K – 425
2025
Q2 		$1.16K Buy
+4
New +$1.15K ﹤0.01% 379
2024
Q2 		– Sell
-502
Closed -$130K – 788
2024
Q1 		$130K Sell
502
-72
-13% -$17.7K 0.15% 155
2023
Q4 		$130K Hold
574
– – 0.16% 143
2023
Q3 		$119K Buy
+574
New +$116K 0.15% 141

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LGT Financial Advisors's CB Position: Q3 2025 in Review

LGT Financial Advisors sold out of Chubb (CB) in Q3 2025, closing a stake of 4 shares — an estimated $1.16K sold.

LGT Financial Advisors first reported a position in CB in Q3 2023 and held it in 4 quarters. The position peaked at $130K in Q1 2024. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • LGT Financial Advisors reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 4 Chubb shares in Q3 2025, an estimated $1.16K.
  • LGT Financial Advisors first reported a position in Chubb in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Chubb position peaked at $130K in Q1 2024.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.