Legacy Financial Advisors, Inc.

Position in CB — Chubb Ltd

CIK 1730810 COVINGTON, KY

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,500,278

+$89,653 QoQ

Shares Held

4,403

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#961

of 2,131 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $4,032,645 across 5 Insurance - Property & Casualty names. CB ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	4,403	$1,500,278
2	ALL	Allstate Corp	4,315	$1,026,711
3	TRV	Travelers Companies, Inc.	1,832	$604,779
4	PGR	Progressive Corp/Oh/	2,573	$562,071
5	CINF	Cincinnati Financial Corp	1,830	$338,806

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,500,278	4,403	+1.7%	Shares	Sole	2026-08-05
2026-03-31	$1,410,625	4,328	+7.7%	Shares	Sole	2026-04-30
2025-12-31	$1,254,410	4,019	+30.4%	Shares	Sole	2026-02-04
2025-09-30	$869,894	3,082	+11.1%	Shares	Sole	2025-11-10
2025-06-30	$803,393	2,773	+1.6%	Shares	Sole	2025-08-07
2025-03-31	$823,828	2,728	+4.2%	Shares	Sole	2025-05-14
2024-12-31	$723,353	2,618	-1.4%	Shares	Sole	2025-02-13
2024-09-30	$765,387	2,654	+6.8%	Shares	Sole	2024-11-14
2024-06-30	$634,128	2,486	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$646,011	2,493	+0.6%	Shares	Sole	2024-05-14
2023-12-31	$559,802	2,477	+5.4%	Shares	Sole	2024-02-13
2023-09-30	$489,014	2,349	+22.3%	Shares	Sole	2023-11-13
2023-06-30	$369,907	1,921	+4.2%	Shares	Sole	2023-08-08
2023-03-31	$357,873	1,843	-8.2%	Shares	Sole	2023-05-03
2022-12-31	$442,964	2,008	+20.3%	Shares	Sole	2023-02-06
2022-09-30	$303,557	1,669	-6.2%	Shares	Sole	2022-11-09
2022-06-30	$349,912	1,780	+2.4%	Shares	Sole	2022-08-08
2022-03-31	$371,972	1,739	+13.4%	Shares	Sole	2022-05-04
2021-12-31	$296,537	1,534	+15.1%	Shares	Sole	2022-02-04
2021-09-30	$231,248	1,333	-0.1%	Shares	Sole	2021-10-26
2021-06-30	$212,025	1,334	-1.3%	Shares	Sole	2021-07-21
2021-03-31	$213,575	1,352	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.