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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
Q2 		$3.94M Buy
11,570
+189
+2% +$61.6K 0.47% 68
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
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 $3.38T AUM 44.17% 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

Parr McKnight Wealth Management Group's CB Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Chubb (CB) stake by 1.7% in Q2 2026, buying an estimated $61.6K and bringing the position to 11,570 shares worth $3.94M. The position accounts for 0.47% of the portfolio, ranked #68.

Parr McKnight Wealth Management Group first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.53M in Q1 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Parr McKnight Wealth Management Group held 11,570 shares of Chubb worth $3.94M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 189 Chubb shares in Q2 2026, an estimated $61.6K.
  • Chubb made up 0.47% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #68 holding.
  • Parr McKnight Wealth Management Group first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Parr McKnight Wealth Management Group's Chubb position peaked at $4.53M in Q1 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.