Lockheed Martin Investment Management’s Chubb CB Stock Holding History

Lockheed Martin Investment 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
2026 Q1	$7.56M	Buy	23,200 +380	+2%	+$122K	0.28%	67
2025 Q4	$7.12M	Buy	22,820 +14,120	+162%	+$4.13M	0.24%	69
2025 Q3	$2.46M	Sell	8,700 -280	-3%	-$77.1K	0.09%	99
2025 Q2	$2.6M	Sell	8,980 -250	-3%	-$71.9K	0.1%	95
2025 Q1	$2.79M	Sell	9,230 -170	-2%	-$47.2K	0.11%	92
2024 Q4	$2.6M	Sell	9,400 -32,960	-78%	-$9.36M	0.1%	87
2024 Q3	$12.2M	Sell	42,360 -11,530	-21%	-$3.16M	0.57%	41
2024 Q2	$13.7M	Buy	53,890 +24,440	+83%	+$6.28M	0.8%	28
2024 Q1	$7.63M	Buy	29,450 +23,550	+399%	+$5.79M	0.55%	39
2023 Q4	$1.33M	Sell	5,900 -5,620	-49%	-$1.23M	0.1%	100
2023 Q3	$2.4M	Sell	11,520 -26,980	-70%	-$5.45M	0.18%	73
2023 Q2	$7.41M	Buy	38,500 +10,130	+36%	+$1.98M	0.43%	50
2023 Q1	$5.51M	Sell	28,370 -65,800	-70%	-$13.8M	0.31%	56
2022 Q4	$20.8M	Buy	94,170 +3,410	+4%	+$709K	1.38%	17
2022 Q3	$16.5M	Sell	90,760 -20,500	-18%	-$3.89M	1.33%	20
2022 Q2	$21.9M	Sell	111,260 -89,818	-45%	-$18.5M	1.49%	15
2022 Q1	$43M	Buy	201,078 +17,100	+9%	+$3.48M	2.37%	11
2021 Q4	$35.6M	Hold	183,978	–	–	1.9%	11
2021 Q3	$31.9M	Buy	183,978 +47,210	+35%	+$8.28M	1.73%	14
2021 Q2	$21.7M	Buy	136,768 +31,840	+30%	+$5.28M	1.14%	18
2021 Q1	$16.6M	Buy	104,928 +38,270	+57%	+$6.17M	0.85%	33
2020 Q4	$10.3M	Hold	66,658	–	–	0.53%	47
2020 Q3	$7.74M	Buy	66,658 +33,480	+101%	+$4.21M	0.48%	43
2020 Q2	$4.2M	Hold	33,178	–	–	0.28%	58
2020 Q1	$3.71M	Hold	33,178	–	–	0.25%	54
2019 Q4	$5.16M	Buy	33,178 +4,728	+17%	+$723K	0.27%	55
2019 Q3	$4.59M	Sell	28,450 -15,850	-36%	-$2.45M	0.29%	58
2019 Q2	$6.52M	Buy	44,300 +13,700	+45%	+$1.98M	0.3%	78
2019 Q1	$4.29M	Buy	30,600 +19,600	+178%	+$2.61M	0.2%	63
2018 Q4	$1.42M	Buy	11,000 +5,700	+108%	+$737K	0.07%	61
2018 Q3	$708K	Hold	5,300	–	–	0.03%	63
2018 Q2	$673K	Sell	5,300 -2,000	-27%	-$266K	0.03%	73
2018 Q1	$998K	Hold	7,300	–	–	0.04%	94
2017 Q4	$1.07M	Sell	7,300 -61,400	-89%	-$9.17M	0.05%	96
2017 Q3	$9.79M	Buy	68,700 +9,050	+15%	+$1.31M	0.52%	32
2017 Q2	$8.67M	Buy	59,650 +50,950	+586%	+$7.17M	0.48%	33
2017 Q1	$1.19M	Buy	+8,700	New	+$1.17M	0.07%	111
2016 Q1	–	Sell	-3,000	Closed	-$351K	–	90
2015 Q4	$351K	Hold	3,000	–	–	0.03%	80
2015 Q3	$310K	Hold	3,000	–	–	0.03%	90
2015 Q2	$305K	Hold	3,000	–	–	0.02%	122
2015 Q1	$334K	Sell	3,000 -19,000	-86%	-$2.14M	0.02%	118
2014 Q4	$2.53M	Hold	22,000	–	–	0.11%	59
2014 Q3	$2.31M	Hold	22,000	–	–	0.1%	66
2014 Q2	$2.28M	Hold	22,000	–	–	0.1%	70
2014 Q1	$2.18M	Hold	22,000	–	–	0.11%	84
2013 Q4	$2.28M	Buy	+22,000	New	+$2.16M	0.13%	76

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

Lockheed Martin Investment Management's CB Position: Q1 2026 in Review

Lockheed Martin Investment Management increased its Chubb (CB) stake by 1.7% in Q1 2026, buying an estimated $122K and bringing the position to 23,200 shares worth $7.56M. The position accounts for 0.28% of the portfolio, ranked #67.

Lockheed Martin Investment Management first reported a position in CB in Q4 2013 and has held it in 46 quarters since. The position peaked at $43M in Q1 2022. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Lockheed Martin Investment Management held 23,200 shares of Chubb worth $7.56M as of Q1 2026.
Lockheed Martin Investment Management bought 380 Chubb shares in Q1 2026, an estimated $122K.
Chubb made up 0.28% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #67 holding.
Lockheed Martin Investment Management first reported a position in Chubb in Q4 2013 and has held it in 46 quarters since.
Lockheed Martin Investment Management's Chubb position peaked at $43M in Q1 2022.
2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.