Sicart Associates
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Sicart Associates’s Chubb CB Stock Holding History

Sicart Associates’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 		$306K Sell
850
-200
-19% -$69K 0.07% 60
2026
Q2 		$358K Hold
1,050
– – 0.09% 56
2026
Q1 		$342K Hold
1,050
– – 0.09% 57
2025
Q4 		$328K Hold
1,050
– – 0.09% 57
2025
Q3 		$296K Sell
1,050
-200
-16% -$55K 0.08% 57
2025
Q2 		$362K Sell
1,250
-140
-10% -$40.3K 0.13% 53
2025
Q1 		$421K Hold
1,390
– – 0.15% 51
2024
Q4 		$385K Sell
1,390
-120
-8% -$34.1K 0.14% 54
2024
Q3 		$437K Hold
1,510
– – 0.15% 54
2024
Q2 		$387K Hold
1,510
– – 0.15% 56
2024
Q1 		$393K Hold
1,510
– – 0.14% 58
2023
Q4 		$343K Hold
1,510
– – 0.13% 57
2023
Q3 		$316K Hold
1,510
– – 0.12% 55
2023
Q2 		$292K Sell
1,510
-310
-17% -$60.7K 0.11% 56
2023
Q1 		$355K Hold
1,820
– – 0.14% 55
2022
Q4 		$403K Hold
1,820
– – 0.14% 57
2022
Q3 		$333K Sell
1,820
-110
-6% -$20.9K 0.12% 59
2022
Q2 		$381K Sell
1,930
-60
-3% -$12.4K 0.12% 57
2022
Q1 		$427K Sell
1,990
-2,010
-50% -$408K 0.11% 58
2021
Q4 		$776K Sell
4,000
-535
-12% -$100K 0.2% 53
2021
Q3 		$790K Sell
4,535
-70
-2% -$12.3K 0.22% 52
2021
Q2 		$736K Buy
4,605
+25
+0.5% +$4.14K 0.18% 57
2021
Q1 		$727K Sell
4,580
-75
-2% -$12.1K 0.19% 54
2020
Q4 		$720K Buy
4,655
+2,175
+88% +$305K 0.18% 59
2020
Q3 		$292K Buy
2,480
+200
+9% +$25.1K 0.09% 84
2020
Q2 		$290K Buy
+2,280
New +$264K 0.09% 86

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

Sicart Associates's CB Position: Q3 2026 in Review

Sicart Associates reduced its Chubb (CB) stake by 19% in Q3 2026, selling an estimated $69K and leaving 850 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #60.

Sicart Associates first reported a position in CB in Q2 2020 and has held it in 26 quarters since. The position peaked at $790K in Q3 2021. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Sicart Associates held 850 shares of Chubb worth $306K as of Q3 2026.
  • Sicart Associates sold 200 Chubb shares in Q3 2026, an estimated $69K.
  • Chubb made up 0.07% of Sicart Associates's portfolio in Q3 2026, its #60 holding.
  • Sicart Associates first reported a position in Chubb in Q2 2020 and has held it in 26 quarters since.
  • Sicart Associates's Chubb position peaked at $790K in Q3 2021.
  • 1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.