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Legend Financial Advisors’s Chubb CB Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-63
Closed -$18.3K – 54
2025
Q2 		$18.3K Buy
+63
New +$18.1K 0.01% 91
2025
Q1 		– Sell
-63
Closed -$17.4K – 66
2024
Q4 		$17.4K Hold
63
– – 0.01% 92
2024
Q3 		$18.2K Sell
63
-78
-55% -$21.4K 0.01% 78
2024
Q2 		$36K Sell
141
-13
-8% -$3.34K 0.03% 71
2024
Q1 		$39.9K Buy
154
+50
+48% +$12.3K 0.03% 63
2023
Q4 		$23.5K Buy
104
+26
+33% +$5.69K 0.02% 84
2023
Q3 		$16.2K Sell
78
-111
-59% -$22.4K 0.01% 103
2023
Q2 		$36.4K Buy
189
+37
+24% +$7.25K 0.03% 74
2023
Q1 		$29.5K Sell
152
-37
-20% -$7.78K 0.02% 80
2022
Q4 		$41.7K Buy
189
+111
+142% +$23.1K 0.04% 75
2022
Q3 		$14.2K Buy
+78
New +$14.8K 0.01% 117

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legend Financial Advisors's CB Position: Q3 2025 in Review

Legend Financial Advisors sold out of Chubb (CB) in Q3 2025, closing a stake of 63 shares — an estimated $18.3K sold.

Legend Financial Advisors first reported a position in CB in Q3 2022 and held it in 11 quarters. The position peaked at $41.7K in Q4 2022. 1,924 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Legend Financial Advisors reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 63 Chubb shares in Q3 2025, an estimated $18.3K.
  • Legend Financial Advisors first reported a position in Chubb in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Chubb position peaked at $41.7K in Q4 2022.
  • 1,924 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.