Legacy Bridge’s Chubb CB Stock Holding History

Legacy Bridge’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	-28	Closed	-$8.74K	–	351
2025 Q4	$8.74K	Buy	+28	New	+$8.19K	﹤0.01%	319

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Bridge's CB Position: Q1 2026 in Review

Legacy Bridge sold out of Chubb (CB) in Q1 2026, closing a stake of 28 shares — an estimated $8.74K sold.

Legacy Bridge first reported a position in CB in Q4 2025 and held it in 1 quarter. The position peaked at $8.74K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Legacy Bridge reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 28 Chubb shares in Q1 2026, an estimated $8.74K.
Legacy Bridge first reported a position in Chubb in Q4 2025 and held it in 1 quarter.
Legacy Bridge's Chubb position peaked at $8.74K in Q4 2025.
2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.