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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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return