Twin Focus Capital Partners’s Chubb CB Stock Holding History

Twin Focus Capital Partners’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
2023 Q3	–	Sell	-1,673	Closed	-$322K	–	175
2023 Q2	$322K	Buy	1,673 +115	+7%	+$22.5K	0.07%	156
2023 Q1	$303K	Buy	1,558 +17	+1%	+$3.57K	0.06%	165
2022 Q4	$340K	Sell	1,541 -8	-0.5%	-$1.66K	0.07%	137
2022 Q3	$282K	Buy	1,549 +12	+0.8%	+$2.28K	0.07%	154
2022 Q2	$302K	Buy	1,537 +9	+0.6%	+$1.85K	0.07%	147
2022 Q1	$327K	Buy	1,528 +51	+3%	+$10.4K	0.06%	156
2021 Q4	$286K	Buy	+1,477	New	+$277K	0.06%	173

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Twin Focus Capital Partners's CB Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of Chubb (CB) in Q3 2023, closing a stake of 1,673 shares — an estimated $322K sold.

Twin Focus Capital Partners first reported a position in CB in Q4 2021 and held it in 7 quarters. The position peaked at $340K in Q4 2022. 1,476 funds tracked by Wall St. Rank hold CB as of Q3 2023.

Twin Focus Capital Partners reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 1,673 Chubb shares in Q3 2023, an estimated $322K.
Twin Focus Capital Partners first reported a position in Chubb in Q4 2021 and held it in 7 quarters.
Twin Focus Capital Partners's Chubb position peaked at $340K in Q4 2022.
1,476 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.