LMR Partners’s Chubb CB Stock Holding History

LMR 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	-656	Closed	-$192K	–	1541
2025 Q3	$185K	Buy	656 +206	+46%	+$56.7K	﹤0.01%	1224
2025 Q2	$130K	Buy	+450	New	+$129K	﹤0.01%	1157
2024 Q1	–	Sell	-30,710	Closed	-$6.94M	–	1168
2023 Q4	$6.94M	Sell	30,710 -84,548	-73%	-$18.5M	0.08%	247
2023 Q3	$24M	Buy	+115,258	New	+$23.3M	0.27%	86
2021 Q2	–	Sell	-1,586	Closed	-$251K	–	1140
2021 Q1	$251K	Buy	+1,586	New	+$256K	0.01%	759
2019 Q2	–	Sell	-7,377	Closed	-$1.03M	–	444
2019 Q1	$1.03M	Buy	+7,377	New	+$981K	0.05%	170
2018 Q4	–	Sell	-2,630	Closed	-$351K	–	351
2018 Q3	$351K	Buy	+2,630	New	+$356K	0.02%	238
2017 Q3	–	Sell	-22,092	Closed	-$3.21M	–	346
2017 Q2	$3.21M	Buy	+22,092	New	+$3.11M	0.2%	97
2015 Q4	–	Sell	-26,501	Closed	-$2.74M	–	241
2015 Q3	$2.74M	Buy	+26,501	New	+$2.77M	0.3%	80

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LMR Partners's CB Position: Q4 2025 in Review

LMR Partners sold out of Chubb (CB) in Q4 2025, closing a stake of 656 shares — an estimated $192K sold.

LMR Partners first reported a position in CB in Q3 2015 and held it in 9 quarters. The position peaked at $24M in Q3 2023. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

LMR Partners reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 656 Chubb shares in Q4 2025, an estimated $192K.
LMR Partners first reported a position in Chubb in Q3 2015 and held it in 9 quarters.
LMR Partners's Chubb position peaked at $24M in Q3 2023.
2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.