LPL Financial’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$177M Buy
543,222
+29,209
+6% +$9.37M 0.05% 374
2025
Q4
$160M Sell
514,013
-17,100
-3% -$5M 0.04% 387
2025
Q3
$150M Buy
531,113
+46,683
+10% +$12.8M 0.04% 387
2025
Q2
$140M Buy
484,430
+49,800
+11% +$14.3M 0.05% 364
2025
Q1
$131M Buy
434,630
+59,525
+16% +$16.5M 0.05% 338
2024
Q4
$104M Buy
375,105
+26,426
+8% +$7.5M 0.04% 390
2024
Q3
$101M Buy
348,679
+17,934
+5% +$4.92M 0.04% 367
2024
Q2
$84.4M Buy
330,745
+21,978
+7% +$5.64M 0.04% 393
2024
Q1
$80M Buy
308,767
+4,810
+2% +$1.18M 0.04% 394
2023
Q4
$68.7M Buy
303,957
+4,422
+1% +$967K 0.04% 404
2023
Q3
$62.4M Buy
299,535
+16,915
+6% +$3.42M 0.04% 386
2023
Q2
$54.4M Buy
282,620
+18,594
+7% +$3.64M 0.04% 411
2023
Q1
$51.3M Buy
264,026
+23,772
+10% +$5M 0.04% 405
2022
Q4
$53M Buy
240,254
+27,117
+13% +$5.64M 0.05% 379
2022
Q3
$38.8M Buy
213,137
+12,271
+6% +$2.33M 0.04% 416
2022
Q2
$39.5M Buy
200,866
+37,886
+23% +$7.8M 0.04% 402
2022
Q1
$34.9M Buy
162,980
+15,382
+10% +$3.13M 0.03% 466
2021
Q4
$28.5M Buy
147,598
+29,609
+25% +$5.56M 0.02% 536
2021
Q3
$20.5M Buy
117,989
+22,306
+23% +$3.91M 0.02% 619
2021
Q2
$15.2M Sell
95,683
-3,580
-4% -$593K 0.02% 701
2021
Q1
$15.7M Buy
99,263
+9,289
+10% +$1.5M 0.02% 629
2020
Q4
$13.8M Buy
89,974
+23,324
+35% +$3.27M 0.02% 604
2020
Q3
$7.74M Buy
66,650
+3,835
+6% +$482K 0.01% 746
2020
Q2
$7.95M Buy
62,815
+1,809
+3% +$210K 0.01% 673
2020
Q1
$6.81M Buy
61,006
+5,424
+10% +$778K 0.01% 632
2019
Q4
$8.65M Buy
55,582
+2,070
+4% +$317K 0.02% 631
2019
Q3
$8.64M Sell
53,512
-2,052
-4% -$318K 0.02% 582
2019
Q2
$8.18M Sell
55,564
-562
-1% -$81.1K 0.02% 588
2019
Q1
$7.86M Sell
56,126
-1,910
-3% -$254K 0.02% 587
2018
Q4
$7.5M Sell
58,036
-2,062
-3% -$266K 0.02% 548
2018
Q3
$8.03M Sell
60,098
-6,845
-10% -$926K 0.02% 571
2018
Q2
$8.5M Sell
66,943
-1,065
-2% -$142K 0.02% 513
2018
Q1
$9.3M Sell
68,008
-5,924
-8% -$858K 0.03% 475
2017
Q4
$10.8M Buy
73,932
+1,576
+2% +$235K 0.03% 401
2017
Q3
$10.3M Sell
72,356
-805
-1% -$116K 0.04% 372
2017
Q2
$10.6M Buy
73,161
+30,211
+70% +$4.25M 0.04% 344
2017
Q1
$5.85M Sell
42,950
-6,757
-14% -$909K 0.04% 379
2016
Q4
$6.55M Buy
49,707
+8,988
+22% +$1.15M 0.05% 333
2016
Q3
$5.01M Buy
40,719
+6,103
+18% +$774K 0.05% 379
2016
Q2
$4.48M Sell
34,616
-31,578
-48% -$3.89M 0.04% 417
2016
Q1
$7.81M Buy
66,194
+37,606
+132% +$4.32M 0.02% 525
2015
Q4
$3.29M Buy
28,588
+6,333
+28% +$717K 0.01% 904
2015
Q3
$2.32M Buy
22,255
+3,100
+16% +$324K 0.01% 776
2015
Q2
$1.98M Buy
19,155
+44
+0.2% +$4.74K 0.01% 913
2015
Q1
$2.12M Sell
19,111
-8,893
-32% -$1,000K 0.01% 880
2014
Q4
$3.22M Buy
28,004
+5,734
+26% +$635K 0.02% 665
2014
Q3
$2.31M Sell
22,270
-1,312
-6% -$137K 0.01% 789
2014
Q2
$2.44M Buy
23,582
+4,040
+21% +$414K 0.01% 772
2014
Q1
$1.94M Sell
19,542
-2,814
-13% -$273K 0.01% 860
2013
Q4
$2.31M Buy
22,356
+725
+3% +$71.2K 0.01% 747
2013
Q3
$2.04M Buy
21,631
+2,073
+11% +$189K 0.01% 776
2013
Q2
$1.75M Buy
+19,558
New +$1.75M 0.01% 788

Other funds holding CB

LPL Financial's CB Position: Q1 2026 in Review

LPL Financial increased its Chubb (CB) stake by 5.7% in Q1 2026, buying an estimated $9.37M and bringing the position to 543,222 shares worth $177M. The position accounts for 0.05% of the portfolio, ranked #374.

LPL Financial first reported a position in CB in Q2 2013 and has held it in 52 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • LPL Financial held 543,222 shares of Chubb worth $177M as of Q1 2026.
  • LPL Financial bought 29,209 Chubb shares in Q1 2026, an estimated $9.37M.
  • Chubb made up 0.05% of LPL Financial's portfolio in Q1 2026, its #374 holding.
  • LPL Financial first reported a position in Chubb in Q2 2013 and has held it in 52 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.