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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
Q2 		– Sell
-333
Closed -$109K – 543
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 $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

Twin Peaks Wealth Advisors's CB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 333 shares — an estimated $109K sold.

Twin Peaks Wealth Advisors first reported a position in CB in Q2 2025 and held it in 2 quarters. The position peaked at $109K in Q1 2026. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 333 Chubb shares in Q2 2026, an estimated $109K.
  • Twin Peaks Wealth Advisors first reported a position in Chubb in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Chubb position peaked at $109K in Q1 2026.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.