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Park Square Financial Group’s Chubb CB Stock Holding History

Park Square Financial Group’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 		$20.5K Sell
63
-95
-60% -$30.5K 0.16% 41
2025
Q4 		$43.7K Buy
158
+29
+22% +$8.48K 0.26% 37
2025
Q3 		$36.4K Sell
129
-148
-53% -$40.7K 0.16% 48
2025
Q2 		$80.3K Buy
277
+32
+13% +$9.21K 0.06% 232
2025
Q1 		$74K Sell
245
-72
-23% -$20K 0.06% 218
2024
Q4 		$87.6K Buy
+317
New +$90K 0.06% 200

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

Park Square Financial Group's CB Position: Q1 2026 in Review

Park Square Financial Group reduced its Chubb (CB) stake by 60% in Q1 2026, selling an estimated $30.5K and leaving 63 shares worth $20.5K. The position accounts for 0.16% of the portfolio, ranked #41.

Park Square Financial Group first reported a position in CB in Q4 2024 and has held it in 6 quarters since. The position peaked at $87.6K in Q4 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Park Square Financial Group held 63 shares of Chubb worth $20.5K as of Q1 2026.
  • Park Square Financial Group sold 95 Chubb shares in Q1 2026, an estimated $30.5K.
  • Chubb made up 0.16% of Park Square Financial Group's portfolio in Q1 2026, its #41 holding.
  • Park Square Financial Group first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Chubb position peaked at $87.6K in Q4 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.