Monarch Capital Management’s Chubb CB Stock Holding History

Monarch Capital 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	$2.56M	Hold	7,853	–	–	0.59%	51
2026 Q2	$2.68M	Buy	7,853 +200	+3%	+$65.2K	0.62%	47
2026 Q1	$2.5M	Buy	7,653 +166	+2%	+$53.3K	0.61%	50
2025 Q4	$2.34M	Sell	7,487 -40	-0.5%	-$11.7K	0.58%	51
2025 Q3	$2.13M	Buy	7,527 +390	+5%	+$107K	0.52%	53
2025 Q2	$2.07M	Buy	7,137 +215	+3%	+$61.9K	0.56%	50
2025 Q1	$2.1M	Buy	6,922 +16	+0.2%	+$4.45K	0.58%	48
2024 Q4	$1.91M	Sell	6,906 -48	-0.7%	-$13.6K	0.52%	51
2024 Q3	$2.01M	Hold	6,954	–	–	0.54%	50
2024 Q2	$1.78M	Sell	6,954 -45	-0.6%	-$11.6K	0.52%	50
2024 Q1	$1.82M	Sell	6,999 -121	-2%	-$29.8K	0.51%	51
2023 Q4	$1.61M	Sell	7,120 -282	-4%	-$61.7K	0.49%	51
2023 Q3	$1.54M	Sell	7,402 -19	-0.3%	-$3.84K	0.5%	51
2023 Q2	$1.43M	Hold	7,421	–	–	0.43%	58
2023 Q1	$1.44M	Hold	7,421	–	–	0.44%	56
2022 Q4	$1.64M	Hold	7,421	–	–	0.5%	55
2022 Q3	$1.35M	Hold	7,421	–	–	0.44%	57
2022 Q2	$1.46M	Sell	7,421 -90	-1%	-$18.5K	0.43%	60
2022 Q1	$1.61M	Sell	7,511 -200	-3%	-$40.6K	0.43%	61
2021 Q4	$1.49M	Sell	7,711 -100	-1%	-$18.8K	0.38%	60
2021 Q3	$1.36M	Sell	7,811 -16	-0.2%	-$2.8K	0.38%	64
2021 Q2	$1.24M	Hold	7,827	–	–	0.36%	64
2021 Q1	$1.24M	Hold	7,827	–	–	0.37%	63
2020 Q4	$1.2M	Hold	7,827	–	–	0.38%	62
2020 Q3	$909K	Hold	7,827	–	–	0.32%	62
2020 Q2	$991K	Buy	7,827 +275	+4%	+$31.9K	0.36%	57
2020 Q1	$843K	Hold	7,552	–	–	0.34%	61
2019 Q4	$1.18M	Sell	7,552 -8	-0.1%	-$1.22K	0.38%	57
2019 Q3	$1.22M	Hold	7,560	–	–	0.43%	55
2019 Q2	$1.11M	Sell	7,560 -120	-2%	-$17.3K	0.4%	56
2019 Q1	$1.08M	Buy	7,680 +250	+3%	+$33.3K	0.39%	57
2018 Q4	$960K	Buy	7,430 +500	+7%	+$64.6K	0.39%	57
2018 Q3	$926K	Hold	6,930	–	–	0.34%	61
2018 Q2	$880K	Buy	6,930 +332	+5%	+$44.1K	0.34%	62
2018 Q1	$902K	Sell	6,598 -87	-1%	-$12.6K	0.35%	60
2017 Q4	$977K	Hold	6,685	–	–	0.36%	59
2017 Q3	$953K	Hold	6,685	–	–	0.36%	59
2017 Q2	$972K	Sell	6,685 -150	-2%	-$21.1K	0.37%	59
2017 Q1	$931K	Buy	6,835 +207	+3%	+$27.8K	0.34%	61
2016 Q4	$876K	Hold	6,628	–	–	0.33%	62
2016 Q3	$833K	Hold	6,628	–	–	0.32%	62
2016 Q2	$866K	Buy	6,628 +45	+0.7%	+$5.55K	0.32%	64
2016 Q1	$784K	Buy	+6,583	New	+$756K	0.28%	66

Other funds holding CB

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Monarch Capital Management's CB Position: Q3 2026 in Review

Monarch Capital Management held its Chubb (CB) position steady in Q3 2026 at 7,853 shares worth $2.56M. The position accounts for 0.59% of the portfolio, ranked #51.

Monarch Capital Management first reported a position in CB in Q1 2016 and has held it in 43 quarters since. The position peaked at $2.68M in Q2 2026. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Monarch Capital Management held 7,853 shares of Chubb worth $2.56M as of Q3 2026.
Monarch Capital Management left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.59% of Monarch Capital Management's portfolio in Q3 2026, its #51 holding.
Monarch Capital Management first reported a position in Chubb in Q1 2016 and has held it in 43 quarters since.
Monarch Capital Management's Chubb position peaked at $2.68M in Q2 2026.
1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.