PPW
CB icon

Parcion Private Wealth’s Chubb CB Stock Holding History

Parcion Private Wealth’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 		$1.52M Buy
4,468
+272
+6% +$88.7K 0.08% 135
2026
Q1 		$1.37M Sell
4,196
-149
-3% -$47.8K 0.08% 132
2025
Q4 		$1.36M Buy
4,345
+3,041
+233% +$889K 0.08% 120
2025
Q3 		$368K Buy
1,304
+397
+44% +$109K 0.02% 240
2025
Q2 		$263K Buy
907
+211
+30% +$60.7K 0.02% 254
2025
Q1 		$210K Buy
+696
New +$193K 0.02% 270
2022
Q4 		– Sell
-15,204
Closed -$2.77M – 194
2022
Q3 		$2.77M Sell
15,204
-155
-1% -$29.4K 0.31% 72
2022
Q2 		$2.83M Sell
15,359
-1,614
-10% -$332K 0.28% 80
2022
Q1 		$3.58M Sell
16,973
-4,842
-22% -$984K 0.34% 68
2021
Q4 		$4.28M Sell
21,815
-233
-1% -$43.8K 0.39% 66
2021
Q3 		$4M Buy
22,048
+147
+0.7% +$25.8K 0.35% 70
2021
Q2 		$3.48M Buy
21,901
+386
+2% +$64K 0.35% 73
2021
Q1 		$3.4M Sell
21,515
-12,236
-36% -$1.97M 0.38% 71
2020
Q4 		$5.2M Buy
33,751
+12,505
+59% +$1.75M 0.69% 30
2020
Q3 		$2.48M Buy
21,246
+13,075
+160% +$1.64M 0.38% 62
2020
Q2 		$1.04M Buy
8,171
+1,809
+28% +$210K 0.18% 85
2020
Q1 		$711K Buy
6,362
+266
+4% +$38.1K 0.2% 80
2019
Q4 		$949K Buy
+6,096
New +$933K 0.21% 78

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

Parcion Private Wealth's CB Position: Q2 2026 in Review

Parcion Private Wealth increased its Chubb (CB) stake by 6.5% in Q2 2026, buying an estimated $88.7K and bringing the position to 4,468 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #135.

Parcion Private Wealth first reported a position in CB in Q4 2019 and has held it in 18 quarters since. The position peaked at $5.2M in Q4 2020. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Parcion Private Wealth held 4,468 shares of Chubb worth $1.52M as of Q2 2026.
  • Parcion Private Wealth bought 272 Chubb shares in Q2 2026, an estimated $88.7K.
  • Chubb made up 0.08% of Parcion Private Wealth's portfolio in Q2 2026, its #135 holding.
  • Parcion Private Wealth first reported a position in Chubb in Q4 2019 and has held it in 18 quarters since.
  • Parcion Private Wealth's Chubb position peaked at $5.2M in Q4 2020.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.