Legacy Wealth Management (Mississippi)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
14,734
-404
| -3% | -$117K | 1.3% | 16 |
|
|
2025
Q1 | $4.57M | Hold |
15,138
| – | – | 1.49% | 16 |
|
|
2024
Q4 | $4.18M | Sell |
15,138
-690
| -4% | -$191K | 1.66% | 12 |
|
|
2024
Q3 | $4.56M | Hold |
15,828
| – | – | 1.68% | 15 |
|
|
2024
Q2 | $4.04M | Hold |
15,828
| – | – | 1.71% | 14 |
|
|
2024
Q1 | $4.1M | Hold |
15,828
| – | – | 1.85% | 10 |
|
|
2023
Q4 | $3.58M | Sell |
15,828
-140
| -0.9% | -$31.6K | 1.72% | 11 |
|
|
2023
Q3 | $3.32M | Sell |
15,968
-20
| -0.1% | -$4.16K | 1.73% | 13 |
|
|
2023
Q2 | $3.08M | Buy |
+15,988
| New | +$3.08M | 1.54% | 14 |
|
|
2020
Q1 | – | Sell |
-5,410
| Closed | -$842K | – | 99 |
|
|
2019
Q4 | $842K | Buy |
+5,410
| New | +$842K | 0.73% | 42 |
|