KF
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KKM Financial’s Chubb CB Stock Holding History

KKM Financial’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
2026
Q1 		$5.82M Hold
18,638
– – 1.03% 33
2025
Q4 		$5.82M Buy
18,638
+2,691
+17% +$787K 1.03% 33
2025
Q3 		$4.5M Buy
15,947
+2,980
+23% +$820K 1.42% 30
2025
Q2 		$3.76M Buy
12,967
+2,891
+29% +$832K 1.31% 24
2025
Q1 		$3.04M Sell
10,076
-184
-2% -$51.1K 1.29% 23
2024
Q4 		$2.83M Buy
10,260
+480
+5% +$136K 1.18% 28
2024
Q3 		$2.82M Buy
9,780
+615
+7% +$169K 1.4% 23
2024
Q2 		$2.35M Buy
9,165
+85
+0.9% +$21.8K 1.12% 32
2024
Q1 		$2.35M Buy
9,080
+1,122
+14% +$276K 1.15% 34
2023
Q4 		$1.8M Buy
+7,958
New +$1.74M 1.13% 38

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KKM Financial's CB Position: Q1 2026 in Review

KKM Financial held its Chubb (CB) position steady in Q1 2026 at 18,638 shares worth $5.82M. The position accounts for 1.03% of the portfolio, ranked #33.

KKM Financial first reported a position in CB in Q4 2023 and has held it in 10 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • KKM Financial held 18,638 shares of Chubb worth $5.82M as of Q1 2026.
  • KKM Financial left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 1.03% of KKM Financial's portfolio in Q1 2026, its #33 holding.
  • KKM Financial first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.