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Live Oak Investment Partners’s Chubb CB Stock Holding History

Live Oak Investment Partners’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
Q4 		– Sell
-714
Closed -$202K – 86
2025
Q3 		$202K Buy
+714
New +$197K 0.13% 82
2025
Q2 		– Sell
-674
Closed -$204K – 84
2025
Q1 		$204K Buy
+674
New +$187K 0.16% 86
2024
Q4 		– Hold
0
– – – 84
2024
Q3 		– Hold
0
– – – 83
2024
Q2 		– Hold
0
– – – 82
2023
Q4 		– Hold
0
– – – 74
2023
Q3 		– Hold
0
– – – 78
2023
Q2 		– Hold
0
– – – 75
2023
Q1 		– Hold
0
– – – 75
2022
Q4 		– Hold
0
– – – 72

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
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

Live Oak Investment Partners's CB Position: Q4 2025 in Review

Live Oak Investment Partners sold out of Chubb (CB) in Q4 2025, closing a stake of 714 shares — an estimated $202K sold.

Live Oak Investment Partners first reported a position in CB in Q1 2025 and held it in 2 quarters. The position peaked at $204K in Q1 2025. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Live Oak Investment Partners reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Live Oak Investment Partners sold 714 Chubb shares in Q4 2025, an estimated $202K.
  • Live Oak Investment Partners first reported a position in Chubb in Q1 2025 and held it in 2 quarters.
  • Live Oak Investment Partners's Chubb position peaked at $204K in Q1 2025.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Live Oak Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.