Chubb shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Chubb (CB) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Chubb
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All positions including Chubb held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chubb by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 13k | 282.25 |
| 2025-06-30 | $4.3M | 15k | 289.72 |
| 2025-03-31 | $4.6M | 15k | 301.99 |
| 2024-12-31 | $4.2M | 15k | 276.30 |
| 2024-09-30 | $4.6M | 16k | 288.39 |
| 2024-06-30 | $4.0M | 16k | 255.08 |
| 2024-03-31 | $4.1M | 16k | 259.13 |
| 2023-12-31 | $3.6M | 16k | 226.00 |
| 2023-09-30 | $3.3M | 16k | 208.18 |
| 2023-06-30 | $3.1M | 16k | 192.56 |
| 2019-12-31 | $842k | 5.4k | 155.66 |
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