LWAM
CB icon

Legacy Wealth Asset Management’s Chubb CB Stock Holding History

Legacy Wealth Asset Management’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 		$1.72M Buy
5,047
+4
+0.1% +$1.3K 0.38% 65
2026
Q1 		$1.64M Sell
5,043
-5,010
-50% -$1.61M 0.4% 54
2025
Q4 		$3.14M Sell
10,053
-306
-3% -$89.5K 0.77% 15
2025
Q3 		$2.92M Buy
10,359
+3,067
+42% +$844K 0.71% 15
2025
Q2 		$2.11M Buy
7,292
+1,950
+37% +$561K 0.54% 43
2025
Q1 		$1.61M Buy
5,342
+418
+8% +$116K 0.45% 58
2024
Q4 		$1.36M Sell
4,924
-124
-2% -$35.2K 0.37% 64
2024
Q3 		$1.46M Buy
5,048
+7
+0.1% +$1.92K 0.39% 71
2024
Q2 		$1.29M Buy
5,041
+18
+0.4% +$4.62K 0.36% 75
2024
Q1 		$1.3M Buy
5,023
+1,965
+64% +$483K 0.36% 69
2023
Q4 		$691K Sell
3,058
-12
-0.4% -$2.62K 0.23% 142
2023
Q3 		$639K Buy
3,070
+8
+0.3% +$1.62K 0.23% 135
2023
Q2 		$590K Sell
3,062
-951
-24% -$186K 0.21% 164
2023
Q1 		$779K Sell
4,013
-76
-2% -$16K 0.28% 107
2022
Q4 		$902K Sell
4,089
-4
-0.1% -$832 0.34% 92
2022
Q3 		$744K Sell
4,093
-1,367
-25% -$260K 0.33% 102
2022
Q2 		$1.07M Sell
5,460
-99
-2% -$20.4K 0.44% 64
2022
Q1 		$1.19M Buy
5,559
+57
+1% +$11.6K 0.42% 65
2021
Q4 		$1.06M Buy
5,502
+33
+0.6% +$6.2K 0.36% 85
2021
Q3 		$949K Buy
5,469
+22
+0.4% +$3.86K 0.43% 71
2021
Q2 		$866K Buy
5,447
+75
+1% +$12.4K 0.38% 95
2021
Q1 		$849K Buy
5,372
+11
+0.2% +$1.77K 0.39% 86
2020
Q4 		$825K Buy
+5,361
New +$751K 0.42% 78

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Legacy Wealth Asset Management's CB Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Chubb (CB) stake by 0.08% in Q2 2026, buying an estimated $1.3K and bringing the position to 5,047 shares worth $1.72M. The position accounts for 0.38% of the portfolio, ranked #65.

Legacy Wealth Asset Management first reported a position in CB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.14M in Q4 2025. 478 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Legacy Wealth Asset Management held 5,047 shares of Chubb worth $1.72M as of Q2 2026.
  • Legacy Wealth Asset Management bought 4 Chubb shares in Q2 2026, an estimated $1.3K.
  • Chubb made up 0.38% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #65 holding.
  • Legacy Wealth Asset Management first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Chubb position peaked at $3.14M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.