MLM
CB icon

Mount Lucas Management’s Chubb CB Stock Holding History

Mount Lucas 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 		– Sell
-2,681
Closed -$837K – 171
2025
Q4 		$837K Buy
2,681
+27
+1% +$7.89K 0.37% 111
2025
Q3 		$749K Sell
2,654
-73
-3% -$20.1K 0.34% 115
2025
Q2 		$790K Sell
2,727
-3,760
-58% -$1.08M 0.38% 86
2025
Q1 		$1.96M Buy
6,487
+3,367
+108% +$936K 0.92% 30
2024
Q4 		$862K Sell
3,120
-183
-6% -$52K 0.3% 75
2024
Q3 		$953K Sell
3,303
-4,974
-60% -$1.36M 0.32% 74
2024
Q2 		$2.11M Buy
+8,277
New +$2.13M 0.75% 62

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return