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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sunesis Advisors's CB Position: Q2 2026 in Review

Sunesis Advisors reduced its Chubb (CB) stake by 6.8% in Q2 2026, selling an estimated $50.9K and leaving 2,136 shares worth $728K. The position accounts for 0.3% of the portfolio, ranked #35.

Sunesis Advisors first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $775K in Q4 2025. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sunesis Advisors held 2,136 shares of Chubb worth $728K as of Q2 2026.
  • Sunesis Advisors sold 156 Chubb shares in Q2 2026, an estimated $50.9K.
  • Chubb made up 0.3% of Sunesis Advisors's portfolio in Q2 2026, its #35 holding.
  • Sunesis Advisors first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Sunesis Advisors's Chubb position peaked at $775K in Q4 2025.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.