Legal Advantage Investments’s Chubb CB Stock Holding History

Legal Advantage Investments’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	$579K	Sell	1,700 -50	-3%	-$16.3K	0.2%	62
2026 Q1	$570K	Hold	1,750	–	–	0.29%	62
2025 Q4	$546K	Hold	1,750	–	–	0.25%	67
2025 Q3	$494K	Hold	1,750	–	–	0.22%	72
2025 Q2	$507K	Hold	1,750	–	–	0.24%	73
2025 Q1	$528K	Hold	1,750	–	–	0.29%	69
2024 Q4	$484K	Hold	1,750	–	–	0.26%	74
2024 Q3	$505K	Hold	1,750	–	–	0.28%	73
2024 Q2	$446K	Hold	1,750	–	–	0.26%	75
2024 Q1	$453K	Hold	1,750	–	–	0.25%	78
2023 Q4	$396K	Sell	1,750 -50	-3%	-$10.9K	0.24%	79
2023 Q3	$375K	Hold	1,800	–	–	0.27%	75
2023 Q2	$347K	Sell	1,800 -200	-10%	-$39.2K	0.23%	80
2023 Q1	$388K	Hold	2,000	–	–	0.29%	74
2022 Q4	$441K	Buy	+2,000	New	+$416K	0.36%	63

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal Advantage Investments's CB Position: Q2 2026 in Review

Legal Advantage Investments reduced its Chubb (CB) stake by 2.9% in Q2 2026, selling an estimated $16.3K and leaving 1,700 shares worth $579K. The position accounts for 0.2% of the portfolio, ranked #62.

Legal Advantage Investments first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Legal Advantage Investments held 1,700 shares of Chubb worth $579K as of Q2 2026.
Legal Advantage Investments sold 50 Chubb shares in Q2 2026, an estimated $16.3K.
Chubb made up 0.2% of Legal Advantage Investments's portfolio in Q2 2026, its #62 holding.
Legal Advantage Investments first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.