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EP Wealth Advisors’s Chubb CB Stock Holding History

EP Wealth Advisors’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
Q1 		$5.28M Sell
16,213
-1,198
-7% -$384K 0.03% 301
2025
Q4 		$5.43M Buy
+17,411
New +$5.09M 0.03% 268
2025
Q2 		$4.65M Buy
16,060
+830
+5% +$239K 0.03% 273
2025
Q1 		$4.6M Buy
15,230
+7,562
+99% +$2.1M 0.04% 230
2024
Q4 		$2.12M Buy
7,668
+440
+6% +$125K 0.02% 349
2024
Q3 		$2.08M Buy
7,228
+890
+14% +$244K 0.02% 353
2024
Q2 		$1.62M Buy
6,338
+2,743
+76% +$704K 0.02% 316
2024
Q1 		$931K Buy
3,595
+788
+28% +$194K 0.01% 390
2023
Q4 		$634K Sell
2,807
-283
-9% -$61.9K 0.01% 448
2023
Q3 		$643K Buy
3,090
+1,063
+52% +$215K 0.01% 413
2023
Q2 		$480K Sell
2,027
-3,732
-65% -$731K 0.01% 470
2023
Q1 		$1.32M Buy
5,759
+3,600
+167% +$757K 0.02% 271
2022
Q4 		$476K Buy
+2,159
New +$449K 0.01% 387
2022
Q3 		– Sell
-2,532
Closed -$498K – 377
2022
Q2 		$498K Buy
2,532
+532
+27% +$110K 0.01% 371
2022
Q1 		$428K Sell
2,000
-582
-23% -$118K 0.01% 410
2021
Q4 		$499K Buy
2,582
+1,115
+76% +$209K 0.01% 353
2021
Q3 		$254K Buy
1,467
+38
+3% +$6.66K 0.01% 467
2021
Q2 		$227K Sell
1,429
-860
-38% -$143K 0.01% 495
2021
Q1 		$362K Buy
+2,289
New +$369K 0.01% 371

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EP Wealth Advisors's CB Position: Q1 2026 in Review

EP Wealth Advisors reduced its Chubb (CB) stake by 6.9% in Q1 2026, selling an estimated $384K and leaving 16,213 shares worth $5.28M. The position accounts for 0.03% of the portfolio, ranked #301.

EP Wealth Advisors first reported a position in CB in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.43M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • EP Wealth Advisors held 16,213 shares of Chubb worth $5.28M as of Q1 2026.
  • EP Wealth Advisors sold 1,198 Chubb shares in Q1 2026, an estimated $384K.
  • Chubb made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #301 holding.
  • EP Wealth Advisors first reported a position in Chubb in Q1 2021 and has held it in 19 quarters since.
  • EP Wealth Advisors's Chubb position peaked at $5.43M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.