SA
CB icon

Sunesis Advisors’s Chubb CB Stock Holding History

Sunesis 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 		– Sell
-2,136
Closed -$728K – 29
2026
Q2 		$728K Sell
2,136
-156
-7% -$50.9K 0.3% 35
2026
Q1 		$747K Sell
2,292
-191
-8% -$61.3K 0.34% 33
2025
Q4 		$775K Hold
2,483
– – 0.35% 31
2025
Q3 		$701K Buy
+2,483
New +$683K 0.33% 31

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

Sunesis Advisors's CB Position: Q3 2026 in Review

Sunesis Advisors sold out of Chubb (CB) in Q3 2026, closing a stake of 2,136 shares — an estimated $728K sold.

Sunesis Advisors first reported a position in CB in Q3 2025 and held it in 4 quarters. The position peaked at $775K in Q4 2025. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Sunesis Advisors reported no remaining Chubb position as of Q3 2026 after selling out during the quarter.
  • Sunesis Advisors sold 2,136 Chubb shares in Q3 2026, an estimated $728K.
  • Sunesis Advisors first reported a position in Chubb in Q3 2025 and held it in 4 quarters.
  • Sunesis Advisors's Chubb position peaked at $775K in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.