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Evelyn Partners Investment Management’s Chubb CB Stock Holding History

Evelyn Partners Investment 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 		$86.6M Buy
265,802
+899
+0.3% +$288K 2.35% 12
2025
Q4 		$82.7M Buy
264,903
+5,756
+2% +$1.68M 2.28% 13
2025
Q3 		$73.1M Buy
259,147
+11,509
+5% +$3.17M 2.08% 14
2025
Q2 		$71.7M Buy
247,638
+12,053
+5% +$3.47M 2.19% 12
2025
Q1 		$71.1M Buy
235,585
+11,664
+5% +$3.24M 2.37% 12
2024
Q4 		$61.9M Buy
+223,921
New +$63.6M 2.01% 13

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

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

Evelyn Partners Investment Management increased its Chubb (CB) stake by 0.34% in Q1 2026, buying an estimated $288K and bringing the position to 265,802 shares worth $86.6M. The position accounts for 2.35% of the portfolio, ranked #12.

Evelyn Partners Investment Management 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 held 265,802 shares of Chubb worth $86.6M as of Q1 2026.
  • Evelyn Partners Investment Management bought 899 Chubb shares in Q1 2026, an estimated $288K.
  • Chubb made up 2.35% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #12 holding.
  • Evelyn Partners Investment Management 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's 13F filing for Q1 2026, filed 15 May 2026.