Bank of Montreal’s Chubb CB Stock Holding History

Bank of Montreal’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
2019 Q1	–	Sell	-12,000	Closed	-$1.55M	–	4348
2018 Q4	$1.55M	Buy	+12,000	New	+$1.55M	﹤0.01%	1659

Other funds holding CB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's CB Position: Q2 2026 in Review

Bank of Montreal increased its Chubb (CB) stake by 10% in Q2 2026, buying an estimated $18M and bringing the position to 595,119 shares worth $203M. The position accounts for 0.07% of the portfolio, ranked #233.

Bank of Montreal first reported a position in CB in Q2 2013 and has held it in 53 quarters since. 1,822 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Bank of Montreal held 595,119 shares of Chubb worth $203M as of Q2 2026.
Bank of Montreal bought 55,084 Chubb shares in Q2 2026, an estimated $18M.
Chubb made up 0.07% of Bank of Montreal's portfolio in Q2 2026, its #233 holding.
Bank of Montreal first reported a position in Chubb in Q2 2013 and has held it in 53 quarters since.
1,822 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.