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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Canvas Wealth Advisors's CB Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Chubb (CB) stake by 2.5% in Q2 2026, selling an estimated $5.54K and leaving 674 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #226.

Canvas Wealth Advisors first reported a position in CB in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.26M in Q3 2021. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Canvas Wealth Advisors held 674 shares of Chubb worth $230K as of Q2 2026.
Canvas Wealth Advisors sold 17 Chubb shares in Q2 2026, an estimated $5.54K.
Chubb made up 0.03% of Canvas Wealth Advisors's portfolio in Q2 2026, its #226 holding.
Canvas Wealth Advisors first reported a position in Chubb in Q1 2021 and has held it in 13 quarters since.
Canvas Wealth Advisors's Chubb position peaked at $1.26M in Q3 2021.
465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.