Canvas Wealth Advisors
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Canvas Wealth Advisors’s Chubb CB Stock Holding History

Canvas 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
Q3 		$213K Sell
587
-87
-13% -$30K 0.03% 251
2026
Q2 		$230K Sell
674
-17
-2% -$5.54K 0.03% 226
2026
Q1 		$226K Buy
691
+14
+2% +$4.49K 0.04% 223
2025
Q4 		$212K Buy
+677
New +$198K 0.04% 209
2023
Q3 		– Sell
-2,177
Closed -$437K – 125
2023
Q2 		$437K Sell
2,177
-108
-5% -$21.2K 0.16% 75
2023
Q1 		$455K Buy
2,285
+84
+4% +$17.7K 0.19% 74
2022
Q4 		$485K Sell
2,201
-241
-10% -$50.1K 0.2% 77
2022
Q3 		$499K Buy
2,442
+1,311
+116% +$249K 0.21% 70
2022
Q2 		$222K Sell
1,131
-18
-2% -$3.71K 0.09% 116
2022
Q1 		$239K Sell
1,149
-3,076
-73% -$625K 0.09% 126
2021
Q4 		$817K Sell
4,225
-3,024
-42% -$568K 0.29% 68
2021
Q3 		$1.26M Buy
7,249
+109
+2% +$19.1K 0.51% 47
2021
Q2 		$1.14M Buy
7,140
+511
+8% +$84.7K 0.51% 49
2021
Q1 		$1.07M Buy
+6,629
New +$1.07M 0.62% 44

Other funds holding CB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Canvas Wealth Advisors's CB Position: Q3 2026 in Review

Canvas Wealth Advisors reduced its Chubb (CB) stake by 13% in Q3 2026, selling an estimated $30K and leaving 587 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #251.

Canvas Wealth Advisors first reported a position in CB in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.26M in Q3 2021. 1,312 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Canvas Wealth Advisors held 587 shares of Chubb worth $213K as of Q3 2026.
  • Canvas Wealth Advisors sold 87 Chubb shares in Q3 2026, an estimated $30K.
  • Chubb made up 0.03% of Canvas Wealth Advisors's portfolio in Q3 2026, its #251 holding.
  • Canvas Wealth Advisors first reported a position in Chubb in Q1 2021 and has held it in 14 quarters since.
  • Canvas Wealth Advisors's Chubb position peaked at $1.26M in Q3 2021.
  • 1,312 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.