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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
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Advisors's CB Position: Q2 2026 in Review

Legacy Advisors opened a new position in Chubb (CB) in Q2 2026: 2,008 shares worth $686K. The stake represents 0.06% of the portfolio and ranks #157 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in CB as recently as Q1 2025.

Legacy Advisors first reported a position in CB in Q3 2017 and has held it in 20 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Legacy Advisors held 2,008 shares of Chubb worth $686K as of Q2 2026.
  • Chubb was a new Legacy Advisors position in Q2 2026.
  • Chubb made up 0.06% of Legacy Advisors's portfolio in Q2 2026, its #157 holding.
  • Legacy Advisors first reported a position in Chubb in Q3 2017 and has held it in 20 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.