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Chubb shares owned by Legacy Financial Group

Quarter-by-quarter ownership of Chubb (CB) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 630 325.75
2023-09-30 $101M 484 208179.75

More positions owned by Legacy Financial Group

Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard Small-cap Etf Etf (VB)
Essential 40 Stock Etf Etf (ESN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)
Invesco Bulletshares 2029 High Yield Corporate Bond Etf Etf (BSJT)

View all positions for Legacy Financial Group

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
GQG Partners
FMR
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Capital World Investors
Ameriprise Financial
Morgan Stanley

View all funds holding Chubb