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Twin Peaks Wealth Advisors’s Chubb CB Stock Holding History

Twin Peaks 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
Q1 		$109K Buy
+333
New +$107K 0.03% 275
2025
Q3 		– Sell
-225
Closed -$60.7K – 477
2025
Q2 		$60.7K Buy
+225
New +$64.7K 0.02% 309

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Twin Peaks Wealth Advisors's CB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Chubb (CB) in Q1 2026: 333 shares worth $109K. The stake represents 0.03% of the portfolio and ranks #275 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CB in Q2 2025 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 333 shares of Chubb worth $109K as of Q1 2026.
  • Chubb was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Chubb made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #275 holding.
  • Twin Peaks Wealth Advisors first reported a position in Chubb in Q2 2025 and has held it in 2 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.