Facet Wealth Inc
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Facet Wealth Inc’s Chubb CB Stock Holding History

Facet Wealth Inc’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 		$652K Sell
2,005
-320
-14% -$110K 0.01% 199
2026
Q2 		$792K Buy
2,325
+1,156
+99% +$377K 0.01% 148
2026
Q1 		$381K Buy
1,169
+63
+6% +$20.2K 0.01% 210
2025
Q4 		$336K Buy
1,106
+262
+31% +$76.6K 0.01% 207
2025
Q3 		$238K Buy
844
+87
+11% +$23.9K ﹤0.01% 194
2025
Q2 		$201K Buy
+757
New +$218K ﹤0.01% 173

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

Facet Wealth Inc's CB Position: Q3 2026 in Review

Facet Wealth Inc reduced its Chubb (CB) stake by 14% in Q3 2026, selling an estimated $110K and leaving 2,005 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #199.

Facet Wealth Inc first reported a position in CB in Q2 2025 and has held it in 6 quarters since. The position peaked at $792K in Q2 2026. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Facet Wealth Inc held 2,005 shares of Chubb worth $652K as of Q3 2026.
  • Facet Wealth Inc sold 320 Chubb shares in Q3 2026, an estimated $110K.
  • Chubb made up 0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #199 holding.
  • Facet Wealth Inc first reported a position in Chubb in Q2 2025 and has held it in 6 quarters since.
  • Facet Wealth Inc's Chubb position peaked at $792K in Q2 2026.
  • 1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.