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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
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 $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

Parcion Private Wealth's CB Position: Q1 2026 in Review

Parcion Private Wealth reduced its Chubb (CB) stake by 3.4% in Q1 2026, selling an estimated $47.8K and leaving 4,196 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #132.

Parcion Private Wealth first reported a position in CB in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.2M in Q4 2020. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Parcion Private Wealth held 4,196 shares of Chubb worth $1.37M as of Q1 2026.
  • Parcion Private Wealth sold 149 Chubb shares in Q1 2026, an estimated $47.8K.
  • Chubb made up 0.08% of Parcion Private Wealth's portfolio in Q1 2026, its #132 holding.
  • Parcion Private Wealth first reported a position in Chubb in Q4 2019 and has held it in 17 quarters since.
  • Parcion Private Wealth's Chubb position peaked at $5.2M in Q4 2020.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.