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Legacy Capital Wealth Partners’s Chubb CB Stock Holding History

Legacy Capital Wealth Partners’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
-2,505
Closed -$707K – 380
2025
Q3 		$707K Sell
2,505
-104
-4% -$28.6K 0.15% 144
2025
Q2 		$756K Sell
2,609
-57
-2% -$16.4K 0.17% 121
2025
Q1 		$805K Sell
2,666
-187
-7% -$52K 0.2% 104
2024
Q4 		$788K Sell
2,853
-3,152
-52% -$895K 0.2% 102
2024
Q3 		$1.73M Buy
6,005
+2,819
+88% +$773K 0.35% 54
2024
Q2 		$813K Buy
+3,186
New +$818K 0.21% 91
2024
Q1 		– Sell
-3,148
Closed -$711K – 151
2023
Q4 		$711K Sell
3,148
-125
-4% -$27.3K 0.2% 102
2023
Q3 		$681K Buy
+3,273
New +$662K 0.19% 114
2023
Q2 		– Sell
-3,082
Closed -$599K – 72
2023
Q1 		$599K Buy
+3,082
New +$648K 0.16% 118
2021
Q2 		– Sell
-2,870
Closed -$456K – 32
2021
Q1 		$456K Sell
2,870
-213
-7% -$34.3K 0.19% 49
2020
Q4 		$477K Buy
+3,083
New +$432K 0.2% 46

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Capital Wealth Partners's CB Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of Chubb (CB) in Q4 2025, closing a stake of 2,505 shares — an estimated $707K sold.

Legacy Capital Wealth Partners first reported a position in CB in Q4 2020 and held it in 11 quarters. The position peaked at $1.73M in Q3 2024. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Legacy Capital Wealth Partners reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,505 Chubb shares in Q4 2025, an estimated $707K.
  • Legacy Capital Wealth Partners first reported a position in Chubb in Q4 2020 and held it in 11 quarters.
  • Legacy Capital Wealth Partners's Chubb position peaked at $1.73M in Q3 2024.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.