Evelyn Partners Investment Management Services’s Chubb CB Stock Holding History

Evelyn Partners Investment Management Services’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	$22.9M	Buy	70,285 +2,786	+4%	+$894K	2.7%	11
2025 Q4	$21.1M	Buy	67,499 +7,641	+13%	+$2.23M	2.64%	11
2025 Q3	$16.9M	Buy	59,858 +9,325	+18%	+$2.57M	2.27%	14
2025 Q2	$14.6M	Buy	50,533 +3,069	+6%	+$883K	2.2%	15
2025 Q1	$14.3M	Buy	47,464 +5,814	+14%	+$1.62M	2.35%	11
2024 Q4	$11.5M	Buy	+41,650	New	+$11.8M	2.01%	16

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 $315B AUM 27.84% 1-Year Est. Return

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

Evelyn Partners Investment Management Services increased its Chubb (CB) stake by 4.1% in Q1 2026, buying an estimated $894K and bringing the position to 70,285 shares worth $22.9M. The position accounts for 2.7% of the portfolio, ranked #11.

Evelyn Partners Investment Management Services first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Evelyn Partners Investment Management Services held 70,285 shares of Chubb worth $22.9M as of Q1 2026.
Evelyn Partners Investment Management Services bought 2,786 Chubb shares in Q1 2026, an estimated $894K.
Chubb made up 2.7% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #11 holding.
Evelyn Partners Investment Management Services first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

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