Parr McKnight Wealth Management Group’s Chubb CB Stock Holding History

Parr McKnight Wealth Management 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	$3.71M	Sell	11,381 -2,184	-16%	-$701K	0.49%	65
2025 Q4	$4.23M	Sell	13,565 -1,065	-7%	-$311K	0.56%	57
2025 Q3	$4.13M	Sell	14,630 -936	-6%	-$258K	0.54%	59
2025 Q2	$4.51M	Buy	15,566 +566	+4%	+$163K	0.62%	48
2025 Q1	$4.53M	Sell	15,000 -641	-4%	-$178K	0.65%	44
2024 Q4	$4.32M	Buy	+15,641	New	+$4.44M	0.62%	46

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parr McKnight Wealth Management Group's CB Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Chubb (CB) stake by 16% in Q1 2026, selling an estimated $701K and leaving 11,381 shares worth $3.71M. The position accounts for 0.49% of the portfolio, ranked #65.

Parr McKnight Wealth Management Group first reported a position in CB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.53M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Parr McKnight Wealth Management Group held 11,381 shares of Chubb worth $3.71M as of Q1 2026.
Parr McKnight Wealth Management Group sold 2,184 Chubb shares in Q1 2026, an estimated $701K.
Chubb made up 0.49% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #65 holding.
Parr McKnight Wealth Management Group first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Chubb position peaked at $4.53M in Q1 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.