Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s Chubb CB Stock Holding History

Cyndeo Wealth 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
2026
Q3 		$10.5M Sell
32,165
-4,757
-13% -$1.64M 0.47% 59
2026
Q2 		$12.6M Buy
36,922
+7,964
+28% +$2.6M 0.59% 45
2026
Q1 		$9.44M Buy
28,958
+3,935
+16% +$1.26M 0.5% 63
2025
Q4 		$7.81M Buy
25,023
+655
+3% +$192K 0.42% 68
2025
Q3 		$6.88M Sell
24,368
-2,375
-9% -$654K 0.38% 76
2025
Q2 		$7.75M Buy
26,743
+403
+2% +$116K 0.46% 65
2025
Q1 		$7.95M Buy
26,340
+7,205
+38% +$2M 0.52% 58
2024
Q4 		$5.29M Buy
19,135
+237
+1% +$67.3K 0.36% 83
2024
Q3 		$5.45M Sell
18,898
-12,546
-40% -$3.44M 0.38% 83
2024
Q2 		$8.02M Buy
31,444
+405
+1% +$104K 0.63% 37
2024
Q1 		$8.04M Buy
31,039
+803
+3% +$197K 0.67% 34
2023
Q4 		$6.83M Sell
30,236
-2,216
-7% -$485K 0.63% 41
2023
Q3 		$6.76M Buy
32,452
+14,138
+77% +$2.86M 0.7% 38
2023
Q2 		$3.53M Buy
18,314
+15,512
+554% +$3.04M 0.37% 93
2023
Q1 		$544K Buy
2,802
+27
+1% +$5.67K 0.06% 213
2022
Q4 		$612K Buy
+2,775
New +$577K 0.07% 197

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

Cyndeo Wealth Partners's CB Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Chubb (CB) stake by 13% in Q3 2026, selling an estimated $1.64M and leaving 32,165 shares worth $10.5M. The position accounts for 0.47% of the portfolio, ranked #59.

Cyndeo Wealth Partners first reported a position in CB in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.6M in Q2 2026. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Cyndeo Wealth Partners held 32,165 shares of Chubb worth $10.5M as of Q3 2026.
  • Cyndeo Wealth Partners sold 4,757 Chubb shares in Q3 2026, an estimated $1.64M.
  • Chubb made up 0.47% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #59 holding.
  • Cyndeo Wealth Partners first reported a position in Chubb in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Chubb position peaked at $12.6M in Q2 2026.
  • 1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.