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Legacy Investment Solutions’s Chubb CB Stock Holding History

Legacy Investment Solutions’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
Q2 		$2.61K Buy
+9
New +$2.59K ﹤0.01% 473
2024
Q4 		$2.43K Hold
9
– – ﹤0.01% 473
2024
Q3 		$2.55K Buy
+9
New +$2.47K ﹤0.01% 460

Other funds holding CB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Investment Solutions's CB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Chubb (CB) in Q2 2025: 9 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CB in Q3 2024 and has held it in 3 quarters since. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Legacy Investment Solutions held 9 shares of Chubb worth $2.61K as of Q2 2025.
  • Chubb was a new Legacy Investment Solutions position in Q2 2025.
  • Chubb made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #473 holding.
  • Legacy Investment Solutions first reported a position in Chubb in Q3 2024 and has held it in 3 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.