Legacy Advisors
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Legacy Advisors’s Chubb CB Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-2,008
Closed -$686K – 324
2026
Q2 		$686K Buy
+2,008
New +$655K 0.06% 157
2025
Q1 		$428K Buy
1,413
+200
+16% +$55.6K 0.04% 286
2024
Q4 		$336K Buy
1,213
+31
+3% +$8.8K 0.03% 298
2024
Q3 		$342K Buy
1,182
+56
+5% +$15.4K 0.04% 282
2024
Q2 		$288K Buy
1,126
+48
+4% +$12.3K 0.04% 262
2024
Q1 		$280K Sell
1,078
-341
-24% -$83.8K 0.04% 257
2023
Q4 		$322K Sell
1,419
-238
-14% -$52K 0.04% 233
2023
Q3 		$346K Buy
1,657
+190
+13% +$38.4K 0.06% 218
2023
Q2 		$282K Sell
1,467
-240
-14% -$47K 0.04% 226
2023
Q1 		$333K Buy
1,707
+121
+8% +$25.4K 0.06% 191
2022
Q4 		$351K Buy
1,586
+313
+25% +$65.1K 0.06% 176
2022
Q3 		$233K Buy
1,273
+1
+0.1% +$190 0.05% 198
2022
Q2 		$252K Sell
1,272
-160
-11% -$33K 0.05% 184
2022
Q1 		$308K Buy
+1,432
New +$291K 0.06% 162
2019
Q3 		– Sell
-530
Closed -$78K – 147
2019
Q2 		$78K Buy
530
+270
+104% +$39K 0.05% 175
2019
Q1 		$36K Buy
+260
New +$34.6K 0.01% 238
2018
Q4 		– Sell
-856
Closed -$115K – 164
2018
Q3 		$115K Buy
856
+806
+1,612% +$109K 0.06% 172
2018
Q2 		$6K Hold
50
– – ﹤0.01% 335
2018
Q1 		$7K Buy
+50
New +$7.24K 0.01% 288
2017
Q4 		– Sell
-41
Closed -$5K – 359
2017
Q3 		$5K Buy
+41
New +$5.93K 0.01% 287

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Legacy Advisors's CB Position: Q3 2026 in Review

Legacy Advisors sold out of Chubb (CB) in Q3 2026, closing a stake of 2,008 shares — an estimated $686K sold.

Legacy Advisors first reported a position in CB in Q3 2017 and held it in 20 quarters. The position peaked at $686K in Q2 2026. 620 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Legacy Advisors reported no remaining Chubb position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 2,008 Chubb shares in Q3 2026, an estimated $686K.
  • Legacy Advisors first reported a position in Chubb in Q3 2017 and held it in 20 quarters.
  • Legacy Advisors's Chubb position peaked at $686K in Q2 2026.
  • 620 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.