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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
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

Other funds holding CB

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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

Park Square Financial Group's CB Position: Q2 2026 in Review

Park Square Financial Group reduced its Chubb (CB) stake by 22% in Q2 2026, selling an estimated $4.57K and leaving 49 shares worth $16.7K. The position accounts for 0.15% of the portfolio, ranked #43.

Park Square Financial Group first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $87.6K in Q4 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Park Square Financial Group held 49 shares of Chubb worth $16.7K as of Q2 2026.
  • Park Square Financial Group sold 14 Chubb shares in Q2 2026, an estimated $4.57K.
  • Chubb made up 0.15% of Park Square Financial Group's portfolio in Q2 2026, its #43 holding.
  • Park Square Financial Group first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Chubb position peaked at $87.6K in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.