CB β€” CHUBB LIMITED

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  Β·  2 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. reported a position in CHUBB LIMITED (CB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.42% (2025 Q2)
πŸ“Š Avg. % of fund
0.39%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    CB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,036 -43 -4.0% 0.37% $292K $281.42
2025 Q2 INITIATED 1,079 β€” β€” 0.42% $313K $288.87

🏒 Other funds also holding CB

As of 2025 Q4 β€” sorted by position size

MYCIO WEALTH PARTNERS, LLC 3Y 7Y 63.5% Oldfield Partners LLP 3Y 7Y 15.62% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 14.68% Talaria Asset Management Pty Ltd 13.35% UNIO CAPITAL LLC 3Y 7Y 11.8% PERSONAL CFO SOLUTIONS, LLC 3Y 9.57% PhiloSmith Capital Corp 3Y 7.47% Fogel Capital Management, Inc. 7.08% GQG Partners LLC 3Y 7Y 6.42% Troy Asset Management Ltd 3Y 7Y 6.37%
← Back to LOCKERMAN FINANCIAL GROUP, INC. Holdings