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Regent Peak Wealth Advisors’s Chubb CB Stock Holding History

Regent Peak Wealth Advisors’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 		$322K Buy
944
+47
+5% +$15.3K 0.06% 142
2026
Q1 		$292K Buy
897
+21
+2% +$6.74K 0.06% 143
2025
Q4 		$273K Sell
876
-8
-0.9% -$2.34K 0.05% 147
2025
Q3 		$250K Buy
+884
New +$243K 0.05% 159
2025
Q1 		$262K Sell
868
-11
-1% -$3.06K 0.06% 133
2024
Q4 		$243K Sell
879
-366
-29% -$104K 0.05% 142
2024
Q3 		$359K Buy
1,245
+10
+0.8% +$2.74K 0.08% 108
2024
Q2 		$3.15M Buy
1,235
+18
+1% +$4.62K 0.72% 30
2024
Q1 		$315K Sell
1,217
-57
-4% -$14K 0.08% 116
2023
Q4 		$288K Buy
1,274
+30
+2% +$6.56K 0.08% 112
2023
Q3 		$259K Buy
1,244
+47
+4% +$9.5K 0.08% 120
2023
Q2 		$230K Buy
1,197
+38
+3% +$7.45K 0.07% 132
2023
Q1 		$225K Sell
1,159
-111
-9% -$23.3K 0.07% 137
2022
Q4 		$281K Buy
+1,270
New +$264K 0.09% 121
2022
Q3 		– Sell
-1,094
Closed -$215K – 148
2022
Q2 		$215K Buy
1,094
+37
+4% +$7.62K 0.07% 146
2022
Q1 		$226K Buy
1,057
+18
+2% +$3.66K 0.06% 147
2021
Q4 		$201K Buy
+1,039
New +$195K 0.05% 165
2021
Q1 		– Sell
-940
Closed -$145K – 277
2020
Q4 		$145K Buy
+940
New +$132K 0.05% 173
2020
Q1 		– Sell
-1,814
Closed -$282K – 117
2019
Q4 		$282K Buy
+1,814
New +$278K 0.13% 100

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Regent Peak Wealth Advisors's CB Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Chubb (CB) stake by 5.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 944 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #142.

Regent Peak Wealth Advisors first reported a position in CB in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.15M in Q2 2024. 424 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Regent Peak Wealth Advisors held 944 shares of Chubb worth $322K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 47 Chubb shares in Q2 2026, an estimated $15.3K.
  • Chubb made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Regent Peak Wealth Advisors first reported a position in Chubb in Q4 2019 and has held it in 19 quarters since.
  • Regent Peak Wealth Advisors's Chubb position peaked at $3.15M in Q2 2024.
  • 424 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.