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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 0.33% 111
2025
Q3 		$749K Sell
2,654
-73
-3% -$20.1K 0.31% 115
2025
Q2 		$790K Sell
2,727
-3,760
-58% -$1.08M 0.34% 86
2025
Q1 		$1.96M Buy
6,487
+3,367
+108% +$936K 0.63% 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 0.6% 62

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mount Lucas Management's CB Position: Q1 2026 in Review

Mount Lucas Management sold out of Chubb (CB) in Q1 2026, closing a stake of 2,681 shares — an estimated $837K sold.

Mount Lucas Management first reported a position in CB in Q2 2024 and held it in 7 quarters. The position peaked at $2.11M in Q2 2024. 2,117 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Mount Lucas Management reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 2,681 Chubb shares in Q1 2026, an estimated $837K.
  • Mount Lucas Management first reported a position in Chubb in Q2 2024 and held it in 7 quarters.
  • Mount Lucas Management's Chubb position peaked at $2.11M in Q2 2024.
  • 2,117 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.