Evelyn Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$121M Buy
372,151
+6,137
+2% +$2.12M 1.94% 13
2026
Q2
$125M Buy
+366,014
New +$119M 0.27% 11

Other funds holding CB

Evelyn Partners's CB Position: Q3 2026 in Review

Evelyn Partners increased its Chubb (CB) stake by 1.7% in Q3 2026, buying an estimated $2.12M and bringing the position to 372,151 shares worth $121M. The position accounts for 1.94% of the portfolio, ranked #13.

Evelyn Partners first reported a position in CB in Q2 2026 and has held it in 2 quarters since. The position peaked at $125M in Q2 2026. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Evelyn Partners held 372,151 shares of Chubb worth $121M as of Q3 2026.
  • Evelyn Partners bought 6,137 Chubb shares in Q3 2026, an estimated $2.12M.
  • Chubb made up 1.94% of Evelyn Partners's portfolio in Q3 2026, its #13 holding.
  • Evelyn Partners first reported a position in Chubb in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Chubb position peaked at $125M in Q2 2026.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.