Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Chubb CB Stock Holding History

Legacy Financial Group (Iowa)’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 		– Sell
-630
Closed -$205K – 134
2026
Q1 		$205K Buy
+630
New +$202K 0.03% 118
2023
Q4 		– Sell
-484
Closed -$101K – 99
2023
Q3 		$101K Buy
+484
New +$97.8K 0.02% 130

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Legacy Financial Group (Iowa)'s CB Position: Q2 2026 in Review

Legacy Financial Group (Iowa) sold out of Chubb (CB) in Q2 2026, closing a stake of 630 shares — an estimated $205K sold.

Legacy Financial Group (Iowa) first reported a position in CB in Q3 2023 and held it in 2 quarters. The position peaked at $205K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Legacy Financial Group (Iowa) reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 630 Chubb shares in Q2 2026, an estimated $205K.
  • Legacy Financial Group (Iowa) first reported a position in Chubb in Q3 2023 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s Chubb position peaked at $205K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.