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San Luis Wealth Advisors’s Chubb CB Stock Holding History

San Luis 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 		$347K Buy
1,017
+20
+2% +$6.52K 0.05% 148
2026
Q1 		$325K Buy
997
+1
+0.1% +$321 0.05% 142
2025
Q4 		$311K Sell
996
-96
-9% -$28.1K 0.05% 150
2025
Q3 		$308K Buy
1,092
+151
+16% +$41.6K 0.06% 152
2025
Q2 		$273K Buy
941
+2
+0.2% +$576 0.06% 122
2025
Q1 		$284K Buy
939
+2
+0.2% +$556 0.06% 117
2024
Q4 		$259K Buy
937
+3
+0.3% +$852 0.05% 127
2024
Q3 		$269K Hold
934
– – 0.06% 123
2024
Q2 		$238K Sell
934
-134
-13% -$34.4K 0.06% 118
2024
Q1 		$277K Sell
1,068
-186
-15% -$45.7K 0.15% 38
2023
Q4 		$283K Sell
1,254
-127
-9% -$27.8K 0.12% 45
2023
Q3 		$287K Sell
1,381
-619
-31% -$125K 0.14% 55
2023
Q2 		$385K Sell
2,000
-1,308
-40% -$256K 0.14% 130
2023
Q1 		$642K Sell
3,308
-790
-19% -$166K 0.25% 104
2022
Q4 		$904K Sell
4,098
-3,140
-43% -$653K 0.84% 41
2022
Q3 		$1.32M Sell
7,238
-3,087
-30% -$586K 1.38% 23
2022
Q2 		$2.03M Buy
10,325
+4,433
+75% +$913K 2.33% 13
2022
Q1 		$1.14M Hold
5,892
– – 0.56% 40
2021
Q4 		$1.14M Sell
5,892
-4,113
-41% -$773K 1.16% 21
2021
Q3 		$1.74M Buy
+10,005
New +$1.75M 0.97% 25
2020
Q4 		$576K Buy
+3,741
New +$524K 0.37% 70

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 $3.37T 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

San Luis Wealth Advisors's CB Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Chubb (CB) stake by 2% in Q2 2026, buying an estimated $6.52K and bringing the position to 1,017 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #148.

San Luis Wealth Advisors first reported a position in CB in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.03M in Q2 2022. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • San Luis Wealth Advisors held 1,017 shares of Chubb worth $347K as of Q2 2026.
  • San Luis Wealth Advisors bought 20 Chubb shares in Q2 2026, an estimated $6.52K.
  • Chubb made up 0.05% of San Luis Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • San Luis Wealth Advisors first reported a position in Chubb in Q4 2020 and has held it in 21 quarters since.
  • San Luis Wealth Advisors's Chubb position peaked at $2.03M in Q2 2022.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.