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Legacy Wealth Management (Idaho)’s Chubb CB Stock Holding History

Legacy Wealth Management (Idaho)’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
-36
Closed -$11.7K – 304
2026
Q1 		$11.7K Buy
36
+24
+200% +$7.7K 0.01% 456
2025
Q4 		$3.75K Buy
12
+3
+33% +$877 ﹤0.01% 584
2025
Q3 		$2.54K Hold
9
– – ﹤0.01% 513
2025
Q2 		$2.61K Hold
9
– – ﹤0.01% 473
2025
Q1 		$2.72K Hold
9
– – ﹤0.01% 496
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

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 Wealth Management (Idaho)'s CB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Chubb (CB) in Q2 2026, closing a stake of 36 shares — an estimated $11.7K sold.

Legacy Wealth Management (Idaho) first reported a position in CB in Q3 2024 and held it in 7 quarters. The position peaked at $11.7K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 36 Chubb shares in Q2 2026, an estimated $11.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Chubb in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Chubb position peaked at $11.7K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.