Monument Capital Management’s Chubb CB Stock Holding History

Monument 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	$356K	Buy	+1,044	New	+$341K	0.07%	201
2018 Q4	–	Sell	-13,697	Closed	-$1.83M	–	132
2018 Q3	$1.83M	Buy	13,697 +1,886	+16%	+$255K	1.03%	51
2018 Q2	$1.5M	Sell	11,811 -626	-5%	-$83.2K	1.04%	51
2018 Q1	$1.66M	Buy	12,437 +1,242	+11%	+$180K	1.13%	50
2017 Q4	$1.64M	Buy	+11,195	New	+$1.67M	1.15%	49

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

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

Monument Capital Management opened a new position in Chubb (CB) in Q2 2026: 1,044 shares worth $356K. The stake represents 0.07% of the portfolio and ranks #201 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in CB as recently as Q3 2018.

Monument Capital Management first reported a position in CB in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.83M in Q3 2018. 975 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Monument Capital Management held 1,044 shares of Chubb worth $356K as of Q2 2026.
Chubb was a new Monument Capital Management position in Q2 2026.
Chubb made up 0.07% of Monument Capital Management's portfolio in Q2 2026, its #201 holding.
Monument Capital Management first reported a position in Chubb in Q4 2017 and has held it in 5 quarters since.
Monument Capital Management's Chubb position peaked at $1.83M in Q3 2018.
975 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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