Park Square Financial Group
CB icon

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
Q3 		$15.9K Hold
49
– – 0.18% 44
2026
Q2 		$16.7K Sell
49
-14
-22% -$4.57K 0.15% 43
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Park Square Financial Group's CB Position: Q3 2026 in Review

Park Square Financial Group held its Chubb (CB) position steady in Q3 2026 at 49 shares worth $15.9K. The position accounts for 0.18% of the portfolio, ranked #44.

Park Square Financial Group first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $87.6K in Q4 2024. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Park Square Financial Group held 49 shares of Chubb worth $15.9K as of Q3 2026.
  • Park Square Financial Group left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.18% of Park Square Financial Group's portfolio in Q3 2026, its #44 holding.
  • Park Square Financial Group first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
  • Park Square Financial Group's Chubb position peaked at $87.6K in Q4 2024.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.