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Lockerman Financial Group’s Chubb CB Stock Holding History

Lockerman Financial Group’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
-1,036
Closed -$292K – 88
2025
Q3 		$292K Sell
1,036
-43
-4% -$11.8K 0.37% 90
2025
Q2 		$313K Buy
+1,079
New +$311K 0.42% 81

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lockerman Financial Group's CB Position: Q4 2025 in Review

Lockerman Financial Group sold out of Chubb (CB) in Q4 2025, closing a stake of 1,036 shares — an estimated $292K sold.

Lockerman Financial Group first reported a position in CB in Q2 2025 and held it in 2 quarters. The position peaked at $313K in Q2 2025. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Lockerman Financial Group reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,036 Chubb shares in Q4 2025, an estimated $292K.
  • Lockerman Financial Group first reported a position in Chubb in Q2 2025 and held it in 2 quarters.
  • Lockerman Financial Group's Chubb position peaked at $313K in Q2 2025.
  • 2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.