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 Q3	$359K	Buy	1,105 +61	+6%	+$21.1K	0.07%	191
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

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

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

Monument Capital Management increased its Chubb (CB) stake by 5.8% in Q3 2026, buying an estimated $21.1K and bringing the position to 1,105 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #191.

Monument Capital Management first reported a position in CB in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.83M in Q3 2018. 1,431 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Monument Capital Management held 1,105 shares of Chubb worth $359K as of Q3 2026.
Monument Capital Management bought 61 Chubb shares in Q3 2026, an estimated $21.1K.
Chubb made up 0.07% of Monument Capital Management's portfolio in Q3 2026, its #191 holding.
Monument Capital Management first reported a position in Chubb in Q4 2017 and has held it in 6 quarters since.
Monument Capital Management's Chubb position peaked at $1.83M in Q3 2018.
1,431 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.