Evelyn Partners Asset Management’s Chubb CB Stock Holding History

Evelyn Partners Asset 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 Q1	$2.81M	Buy	8,628 +258	+3%	+$82.8K	0.69%	41
2025 Q4	$2.61M	Buy	8,370 +128	+2%	+$37.4K	0.61%	44
2025 Q3	$2.33M	Buy	8,242 +384	+5%	+$106K	0.53%	46
2025 Q2	$2.28M	Buy	7,858 +395	+5%	+$114K	0.58%	45
2025 Q1	$2.25M	Buy	7,463 +166	+2%	+$46.1K	0.63%	43
2024 Q4	$2.02M	Buy	+7,297	New	+$2.07M	0.54%	46

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evelyn Partners Asset Management's CB Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Chubb (CB) stake by 3.1% in Q1 2026, buying an estimated $82.8K and bringing the position to 8,628 shares worth $2.81M. The position accounts for 0.69% of the portfolio, ranked #41.

Evelyn Partners Asset Management first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Evelyn Partners Asset Management held 8,628 shares of Chubb worth $2.81M as of Q1 2026.
Evelyn Partners Asset Management bought 258 Chubb shares in Q1 2026, an estimated $82.8K.
Chubb made up 0.69% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #41 holding.
Evelyn Partners Asset Management first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.