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My Legacy Advisors’s Chubb CB Stock Holding History

My Legacy 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
Q2 		$243K Buy
+867
New +$249K 0.09% 193
2023
Q3 		– Sell
-1,169
Closed -$222K – 206
2023
Q2 		$222K Buy
1,169
+87
+8% +$17K 0.09% 202
2023
Q1 		$212K Buy
1,082
+75
+7% +$15.8K 0.09% 200
2022
Q4 		$211K Buy
+1,007
New +$210K 0.09% 199

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

My Legacy Advisors's CB Position: Q2 2025 in Review

My Legacy Advisors opened a new position in Chubb (CB) in Q2 2025: 867 shares worth $243K. The stake represents 0.09% of the portfolio and ranks #193 among its holdings. This is a return to the name: My Legacy Advisors previously reported a position in CB as recently as Q2 2023.

My Legacy Advisors first reported a position in CB in Q4 2022 and has held it in 4 quarters since. 1,956 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • My Legacy Advisors held 867 shares of Chubb worth $243K as of Q2 2025.
  • Chubb was a new My Legacy Advisors position in Q2 2025.
  • Chubb made up 0.09% of My Legacy Advisors's portfolio in Q2 2025, its #193 holding.
  • My Legacy Advisors first reported a position in Chubb in Q4 2022 and has held it in 4 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.