Legacy Private Trust Co.

Bank

Position in CB — Chubb Ltd

CIK 1352547 NEENAH, WI

Position in CB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,586,144

+$7,014 QoQ

Shares Held

4,655

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#943

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Private Trust Co. holds $4,679,460 across 4 Insurance - Property & Casualty names. CB ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	11,189	$2,444,236
2	CB	Chubb Ltd This page	4,655	$1,586,144
3	ALL	Allstate Corp	1,507	$358,575
4	TRV	Travelers Companies, Inc.	880	$290,505

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,586,144	4,655	-3.9%	Shares	Sole	2026-07-21
2026-03-31	$1,579,130	4,845	-15.4%	Shares	Sole	2026-04-07
2025-12-31	$1,788,135	5,729	-6.3%	Shares	Sole	2026-01-08
2025-09-30	$1,724,829	6,111	+45.2%	Shares	Sole	2025-10-08
2025-06-30	$1,219,431	4,209	-12.1%	Shares	Sole	2025-07-08
2025-03-31	$1,445,324	4,786	-54.9%	Shares	Sole	2025-04-04
2024-12-31	$2,933,752	10,618	-0.2%	Shares	Sole	2025-01-08
2024-09-30	$3,067,027	10,635	-1.6%	Shares	Sole	2024-10-07
2024-06-30	$2,755,884	10,804	+1.0%	Shares	Sole	2024-07-12
2024-03-31	$2,773,208	10,702	+3.8%	Shares	Sole	2024-04-10
2023-12-31	$2,330,964	10,314	+42.4%	Shares	Sole	2024-01-10
2023-09-30	$1,507,639	7,242	-13.5%	Shares	Sole	2023-10-11
2023-06-30	$1,611,726	8,370	+1.7%	Shares	Sole	2023-07-07
2023-03-31	$1,597,518	8,227	+572.7%	Shares	Sole	2023-04-12
2022-12-31	$269,793	1,223	0.0%	Shares	Sole	2023-01-19
2022-09-30	$222,439	1,223	-12.2%	Shares	Sole	2022-10-06
2022-06-30	$273,835	1,393	-9.4%	Shares	Sole	2022-07-07
2022-03-31	$328,978	1,538	+2.0%	Shares	Sole	2022-04-11
2021-12-31	$291,511	1,508	0.0%	Shares	Sole	2022-01-12
2021-09-30	$261,607	1,508	-14.2%	Shares	Sole	2021-10-12
2021-06-30	$279,416	1,758	-12.9%	Shares	Sole	2021-07-09
2021-03-31	$318,783	2,018	-21.6%	Shares	Sole	2021-04-09
2020-12-31	$396,036	2,573	-6.5%	Shares	Sole	2021-01-12
2020-09-30	$319,678	2,753	-24.4%	Shares	Sole	2020-10-14
2020-06-30	$460,896	3,640	-16.0%	Shares	Sole	2020-07-09
2020-03-31	$483,952	4,333	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.