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
Q2 		$8.26M Buy
24,254
+5,616
+30% +$1.83M 1.13% 34
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

KKM Financial's CB Position: Q2 2026 in Review

KKM Financial increased its Chubb (CB) stake by 30% in Q2 2026, buying an estimated $1.83M and bringing the position to 24,254 shares worth $8.26M. The position accounts for 1.13% of the portfolio, ranked #34.

KKM Financial first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • KKM Financial held 24,254 shares of Chubb worth $8.26M as of Q2 2026.
  • KKM Financial bought 5,616 Chubb shares in Q2 2026, an estimated $1.83M.
  • Chubb made up 1.13% of KKM Financial's portfolio in Q2 2026, its #34 holding.
  • KKM Financial first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.