Rational Advisors
CB icon

Rational Advisors’s Chubb CB Stock Holding History

Rational 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 		$926K Buy
+2,848
New +$983K 0.09% 91
2023
Q1 		– Sell
-5,368
Closed -$1.18M – 269
2022
Q4 		$1.18M Sell
5,368
-1,676
-24% -$349K 0.1% 69
2022
Q3 		$1.28M Buy
+7,044
New +$1.34M 0.1% 67
2020
Q4 		– Sell
-507
Closed -$59K – 267
2020
Q3 		$59K Buy
+507
New +$63.7K 0.03% 180
2020
Q1 		– Sell
-297
Closed -$46K – 217
2019
Q4 		$46K Sell
297
-32
-10% -$4.9K 0.02% 363
2019
Q3 		$53K Sell
329
-479
-59% -$74.1K 0.02% 353
2019
Q2 		$119K Buy
808
+785
+3,413% +$113K 0.04% 271
2019
Q1 		$3K Sell
23
-435
-95% -$57.9K ﹤0.01% 481
2018
Q4 		$59K Buy
+458
New +$59.2K 0.02% 270
2018
Q3 		– Sell
-8
Closed -$1K – 523
2018
Q2 		$1K Sell
8
-265
-97% -$35.2K ﹤0.01% 452
2018
Q1 		$37K Buy
+273
New +$39.5K 0.02% 291
2015
Q3 		$10K Hold
96
– – ﹤0.01% 328
2015
Q2 		$10K Hold
96
– – ﹤0.01% 346
2015
Q1 		$11K Sell
96
-12,664
-99% -$1.42M ﹤0.01% 331
2014
Q4 		$1.47M Buy
+12,760
New +$1.41M 0.29% 111
2013
Q4 		$5.57M Sell
53,840
-16
-0% -$1.57K 0.48% 56
2013
Q3 		$5.04M Hold
53,856
– – 0.39% 62
2013
Q2 		$4.82M Buy
+53,856
New +$4.82M 0.4% 66

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

Rational Advisors's CB Position: Q3 2026 in Review

Rational Advisors opened a new position in Chubb (CB) in Q3 2026: 2,848 shares worth $926K. The stake represents 0.09% of the portfolio and ranks #91 among its holdings. This is a return to the name: Rational Advisors previously reported a position in CB as recently as Q4 2022.

Rational Advisors first reported a position in CB in Q2 2013 and has held it in 18 quarters since. The position peaked at $5.57M in Q4 2013. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Rational Advisors held 2,848 shares of Chubb worth $926K as of Q3 2026.
  • Chubb was a new Rational Advisors position in Q3 2026.
  • Chubb made up 0.09% of Rational Advisors's portfolio in Q3 2026, its #91 holding.
  • Rational Advisors first reported a position in Chubb in Q2 2013 and has held it in 18 quarters since.
  • Rational Advisors's Chubb position peaked at $5.57M in Q4 2013.
  • 1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

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