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

Legacy Wealth Management (Mississippi)’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	$3.32M	Sell	9,757 -1,907	-16%	-$622K	0.85%	21
2026 Q1	$3.8M	Sell	11,664 -2,947	-20%	-$945K	1.08%	16
2025 Q4	$4.56M	Buy	14,611 +1,966	+16%	+$575K	1.22%	17
2025 Q3	$3.57M	Sell	12,645 -2,089	-14%	-$575K	1.07%	17
2025 Q2	$4.27M	Sell	14,734 -404	-3%	-$116K	1.3%	16
2025 Q1	$4.57M	Hold	15,138	–	–	1.49%	16
2024 Q4	$4.18M	Sell	15,138 -690	-4%	-$196K	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%	-$30.6K	1.72%	11
2023 Q3	$3.32M	Sell	15,968 -20	-0.1%	-$4.04K	1.73%	13
2023 Q2	$3.08M	Buy	+15,988	New	+$3.13M	1.54%	14
2020 Q1	–	Sell	-5,410	Closed	-$842K	–	99
2019 Q4	$842K	Buy	+5,410	New	+$828K	0.73%	42

Other funds holding CB

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

Legacy Wealth Management (Mississippi) reduced its Chubb (CB) stake by 16% in Q2 2026, selling an estimated $622K and leaving 9,757 shares worth $3.32M. The position accounts for 0.85% of the portfolio, ranked #21.

Legacy Wealth Management (Mississippi) first reported a position in CB in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.57M in Q1 2025. 592 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Legacy Wealth Management (Mississippi) held 9,757 shares of Chubb worth $3.32M as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 1,907 Chubb shares in Q2 2026, an estimated $622K.
Chubb made up 0.85% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #21 holding.
Legacy Wealth Management (Mississippi) first reported a position in Chubb in Q4 2019 and has held it in 14 quarters since.
Legacy Wealth Management (Mississippi)'s Chubb position peaked at $4.57M in Q1 2025.
592 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.