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LRI Investments’s Chubb CB Stock Holding History

LRI Investments’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
Q2 		$1.02M Sell
2,994
-148
-5% -$48.3K 0.08% 126
2026
Q1 		$1.02M Buy
3,142
+438
+16% +$141K 0.09% 109
2025
Q4 		$844K Sell
2,704
-40
-1% -$11.7K 0.07% 129
2025
Q3 		$774K Buy
2,744
+4
+0.1% +$1.1K 0.06% 137
2025
Q2 		$794K Sell
2,740
-9
-0.3% -$2.59K 0.07% 129
2025
Q1 		$830K Buy
2,749
+7
+0.3% +$1.95K 0.08% 120
2024
Q4 		$758K Hold
2,742
– – 0.07% 102
2024
Q3 		$787K Buy
2,742
+1,385
+102% +$380K 0.08% 105
2024
Q2 		$346K Buy
1,357
+300
+28% +$77K 0.04% 155
2024
Q1 		$274K Buy
+1,057
New +$260K 0.07% 114

Other funds holding CB

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LRI Investments's CB Position: Q2 2026 in Review

LRI Investments reduced its Chubb (CB) stake by 4.7% in Q2 2026, selling an estimated $48.3K and leaving 2,994 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #126.

LRI Investments first reported a position in CB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • LRI Investments held 2,994 shares of Chubb worth $1.02M as of Q2 2026.
  • LRI Investments sold 148 Chubb shares in Q2 2026, an estimated $48.3K.
  • Chubb made up 0.08% of LRI Investments's portfolio in Q2 2026, its #126 holding.
  • LRI Investments first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Chubb position peaked at $1.02M in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.