Councilmark Asset Management’s Chubb CB Stock Holding History

Councilmark Asset Management’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	$436K	Hold	1,339	–	–	0.22%	60
2026 Q2	$456K	Hold	1,339	–	–	0.24%	63
2026 Q1	$436K	Hold	1,339	–	–	0.25%	62
2025 Q4	$418K	Sell	1,339 -48	-3%	-$14K	0.23%	64
2025 Q3	$391K	Hold	1,387	–	–	0.22%	66
2025 Q2	$402K	Hold	1,387	–	–	0.25%	66
2025 Q1	$419K	Hold	1,387	–	–	0.28%	60
2024 Q4	$383K	Hold	1,387	–	–	0.26%	62
2024 Q3	$400K	Hold	1,387	–	–	0.27%	63
2024 Q2	$354K	Hold	1,387	–	–	0.25%	66
2024 Q1	$359K	Buy	+1,387	New	+$341K	0.26%	65

Other funds holding CB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Councilmark Asset Management's CB Position: Q3 2026 in Review

Councilmark Asset Management held its Chubb (CB) position steady in Q3 2026 at 1,339 shares worth $436K. The position accounts for 0.22% of the portfolio, ranked #60.

Councilmark Asset Management first reported a position in CB in Q1 2024 and has held it in 11 quarters since. The position peaked at $456K in Q2 2026. 1,394 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Councilmark Asset Management held 1,339 shares of Chubb worth $436K as of Q3 2026.
Councilmark Asset Management left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.22% of Councilmark Asset Management's portfolio in Q3 2026, its #60 holding.
Councilmark Asset Management first reported a position in Chubb in Q1 2024 and has held it in 11 quarters since.
Councilmark Asset Management's Chubb position peaked at $456K in Q2 2026.
1,394 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Councilmark Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.