Park Edge Advisors’s Chubb CB Stock Holding History

Park Edge Advisors’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	$417K	Hold	1,224	–	–	0.09%	111
2026 Q1	$399K	Hold	1,224	–	–	0.09%	98
2025 Q4	$382K	Hold	1,224	–	–	0.09%	109
2025 Q3	$345K	Hold	1,224	–	–	0.08%	118
2025 Q2	$355K	Hold	1,224	–	–	0.09%	107
2025 Q1	$370K	Hold	1,224	–	–	0.1%	98
2024 Q4	$338K	Hold	1,224	–	–	0.1%	106
2024 Q3	$353K	Hold	1,224	–	–	0.1%	106
2024 Q2	$312K	Hold	1,224	–	–	0.1%	112
2024 Q1	$317K	Hold	1,224	–	–	0.09%	102
2023 Q4	$277K	Hold	1,224	–	–	0.1%	97
2023 Q3	$255K	Hold	1,224	–	–	0.09%	91
2023 Q2	$236K	Hold	1,224	–	–	0.08%	94
2023 Q1	$238K	Hold	1,224	–	–	0.09%	89
2022 Q4	$270K	Buy	+1,224	New	+$255K	0.12%	77

Other funds holding CB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Park Edge Advisors's CB Position: Q2 2026 in Review

Park Edge Advisors held its Chubb (CB) position steady in Q2 2026 at 1,224 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #111.

Park Edge Advisors first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Park Edge Advisors held 1,224 shares of Chubb worth $417K as of Q2 2026.
Park Edge Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.09% of Park Edge Advisors's portfolio in Q2 2026, its #111 holding.
Park Edge Advisors first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.