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Family Legacy Financial Solutions’s Chubb CB Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-21
Closed -$5.93K – 74
2025
Q3 		$5.93K Hold
21
– – ﹤0.01% 176
2025
Q2 		$6.08K Buy
+21
New +$6.04K 0.01% 164

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BlackRock
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State Street
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Family Legacy Financial Solutions's CB Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Chubb (CB) in Q4 2025, closing a stake of 21 shares — an estimated $5.93K sold.

Family Legacy Financial Solutions first reported a position in CB in Q2 2025 and held it in 2 quarters. The position peaked at $6.08K in Q2 2025. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 21 Chubb shares in Q4 2025, an estimated $5.93K.
  • Family Legacy Financial Solutions first reported a position in Chubb in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Chubb position peaked at $6.08K in Q2 2025.
  • 2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.