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Legacy Financial Advisors’s Chubb CB Stock Holding History

Legacy Financial 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 		$1.5M Buy
4,403
+75
+2% +$24.5K 0.18% 93
2026
Q1 		$1.41M Buy
4,328
+309
+8% +$99.1K 0.2% 91
2025
Q4 		$1.25M Buy
4,019
+937
+30% +$274K 0.17% 105
2025
Q3 		$870K Buy
3,082
+309
+11% +$85K 0.12% 154
2025
Q2 		$803K Buy
2,773
+45
+2% +$12.9K 0.13% 138
2025
Q1 		$824K Buy
2,728
+110
+4% +$30.6K 0.14% 124
2024
Q4 		$723K Sell
2,618
-36
-1% -$10.2K 0.12% 142
2024
Q3 		$765K Buy
2,654
+168
+7% +$46.1K 0.13% 130
2024
Q2 		$634K Sell
2,486
-7
-0.3% -$1.8K 0.11% 154
2024
Q1 		$646K Buy
2,493
+16
+0.6% +$3.93K 0.12% 146
2023
Q4 		$560K Buy
2,477
+128
+5% +$28K 0.11% 147
2023
Q3 		$489K Buy
2,349
+428
+22% +$86.5K 0.1% 139
2023
Q2 		$370K Buy
1,921
+78
+4% +$15.3K 0.07% 176
2023
Q1 		$358K Sell
1,843
-165
-8% -$34.7K 0.07% 166
2022
Q4 		$443K Buy
2,008
+339
+20% +$70.5K 0.1% 126
2022
Q3 		$304K Sell
1,669
-111
-6% -$21.1K 0.07% 159
2022
Q2 		$350K Buy
1,780
+41
+2% +$8.45K 0.09% 133
2022
Q1 		$372K Buy
1,739
+205
+13% +$41.7K 0.08% 137
2021
Q4 		$297K Buy
1,534
+201
+15% +$37.8K 0.07% 143
2021
Q3 		$231K Sell
1,333
-1
-0.1% -$175 0.06% 158
2021
Q2 		$212K Sell
1,334
-18
-1% -$2.98K 0.05% 161
2021
Q1 		$214K Buy
+1,352
New +$218K 0.06% 146
2019
Q2 		– Sell
-656
Closed -$92K – 238
2019
Q1 		$92K Sell
656
-124
-16% -$16.5K 0.03% 178
2018
Q4 		$101K Buy
780
+194
+33% +$25.1K 0.04% 141
2018
Q3 		$78K Sell
586
-55
-9% -$7.44K 0.03% 200
2018
Q2 		$85K Buy
641
+24
+4% +$3.19K 0.03% 188
2018
Q1 		$83K Sell
617
-1,226
-67% -$178K 0.03% 186
2017
Q4 		$269K Buy
+1,843
New +$275K 0.11% 84

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 Financial Advisors's CB Position: Q2 2026 in Review

Legacy Financial Advisors increased its Chubb (CB) stake by 1.7% in Q2 2026, buying an estimated $24.5K and bringing the position to 4,403 shares worth $1.5M. The position accounts for 0.18% of the portfolio, ranked #93.

Legacy Financial Advisors first reported a position in CB in Q4 2017 and has held it in 28 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Legacy Financial Advisors held 4,403 shares of Chubb worth $1.5M as of Q2 2026.
  • Legacy Financial Advisors bought 75 Chubb shares in Q2 2026, an estimated $24.5K.
  • Chubb made up 0.18% of Legacy Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Legacy Financial Advisors first reported a position in Chubb in Q4 2017 and has held it in 28 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.