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 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	$1.35M	Sell	7,811 -16	-0.2%	-$2.81K	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	$1.21M	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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

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

Monarch Capital Management's CB Position: Q2 2026 in Review

Monarch Capital Management increased its Chubb (CB) stake by 2.6% in Q2 2026, buying an estimated $65.2K and bringing the position to 7,853 shares worth $2.68M. The position accounts for 0.62% of the portfolio, ranked #47.

Monarch Capital Management first reported a position in CB in Q1 2016 and has held it in 42 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Monarch Capital Management held 7,853 shares of Chubb worth $2.68M as of Q2 2026.
Monarch Capital Management bought 200 Chubb shares in Q2 2026, an estimated $65.2K.
Chubb made up 0.62% of Monarch Capital Management's portfolio in Q2 2026, its #47 holding.
Monarch Capital Management first reported a position in Chubb in Q1 2016 and has held it in 42 quarters since.
977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.