EWM
Evercore Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126M | Sell |
435,449
-8,216
| -2% | -$2.38M | 1.96% | 16 |
|
|
2025
Q1 | $134M | Sell |
443,665
-10,187
| -2% | -$3.08M | 2.15% | 17 |
|
|
2024
Q4 | $125M | Buy |
453,852
+2,921
| +0.6% | +$807K | 1.88% | 19 |
|
|
2024
Q3 | $130M | Sell |
450,931
-5,536
| -1% | -$1.6M | 1.95% | 19 |
|
|
2024
Q2 | $116M | Buy |
456,467
+415
| +0.1% | +$106K | 1.83% | 21 |
|
|
2024
Q1 | $118M | Buy |
456,052
+3,048
| +0.7% | +$790K | 1.85% | 20 |
|
|
2023
Q4 | $102M | Buy |
453,004
+2,081
| +0.5% | +$470K | 1.72% | 23 |
|
|
2023
Q3 | $93.9M | Buy |
450,923
+3,323
| +0.7% | +$692K | 1.76% | 20 |
|
|
2023
Q2 | $86.2M | Buy |
447,600
+3,880
| +0.9% | +$747K | 1.58% | 26 |
|
|
2023
Q1 | $86.2M | Sell |
443,720
-796
| -0.2% | -$155K | 1.72% | 20 |
|
|
2022
Q4 | $98.1M | Buy |
444,516
+12,392
| +3% | +$2.73M | 2.06% | 15 |
|
|
2022
Q3 | $78.6M | Buy |
432,124
+4,167
| +1% | +$758K | 1.77% | 19 |
|
|
2022
Q2 | $84.1M | Sell |
427,957
-4,526
| -1% | -$890K | 1.77% | 17 |
|
|
2022
Q1 | $92.5M | Sell |
432,483
-7,358
| -2% | -$1.57M | 1.64% | 21 |
|
|
2021
Q4 | $85M | Buy |
439,841
+2,432
| +0.6% | +$470K | 1.38% | 28 |
|
|
2021
Q3 | $75.9M | Sell |
437,409
-2,498
| -0.6% | -$433K | 1.37% | 28 |
|
|
2021
Q2 | $69.9M | Buy |
439,907
+2,449
| +0.6% | +$389K | 1.28% | 30 |
|
|
2021
Q1 | $69.1M | Buy |
437,458
+7,790
| +2% | +$1.23M | 1.37% | 29 |
|
|
2020
Q4 | $66.1M | Buy |
429,668
+1,740
| +0.4% | +$268K | 1.43% | 26 |
|
|
2020
Q3 | $49.7M | Buy |
427,928
+2,687
| +0.6% | +$312K | 1.22% | 30 |
|
|
2020
Q2 | $53.8M | Buy |
425,241
+5,809
| +1% | +$736K | 1.44% | 24 |
|
|
2020
Q1 | $46.8M | Sell |
419,432
-15,977
| -4% | -$1.78M | 1.54% | 23 |
|
|
2019
Q4 | $67.8M | Buy |
435,409
+5,770
| +1% | +$898K | 1.83% | 18 |
|
|
2019
Q3 | $69.4M | Buy |
429,639
+5,654
| +1% | +$913K | 2.03% | 14 |
|
|
2019
Q2 | $62.4M | Buy |
423,985
+9,286
| +2% | +$1.37M | 1.9% | 15 |
|
|
2019
Q1 | $58.1M | Buy |
414,699
+4,279
| +1% | +$599K | 1.87% | 16 |
|
|
2018
Q4 | $53M | Buy |
410,420
+2,936
| +0.7% | +$379K | 2% | 13 |
|
|
2018
Q3 | $54.5M | Sell |
407,484
-192
| -0% | -$25.7K | 1.74% | 16 |
|
|
2018
Q2 | $51.8M | Buy |
407,676
+20,228
| +5% | +$2.57M | 1.77% | 14 |
|
|
2018
Q1 | $53M | Sell |
387,448
-12,475
| -3% | -$1.71M | 2.02% | 12 |
|
|
2017
Q4 | $58.4M | Sell |
399,923
-4,509
| -1% | -$659K | 2.17% | 10 |
|
|
2017
Q3 | $57.7M | Sell |
404,432
-10,046
| -2% | -$1.43M | 2.25% | 9 |
|
|
2017
Q2 | $60.3M | Sell |
414,478
-9,017
| -2% | -$1.31M | 2.33% | 7 |
|
|
2017
Q1 | $57.7M | Sell |
423,495
-2,856
| -0.7% | -$389K | 2.26% | 7 |
|
|
2016
Q4 | $56.3M | Sell |
426,351
-7,559
| -2% | -$999K | 2.33% | 8 |
|
|
2016
Q3 | $54.5M | Buy |
433,910
+2,270
| +0.5% | +$285K | 2.26% | 7 |
|
|
2016
Q2 | $56.4M | Buy |
431,640
+1,671
| +0.4% | +$218K | 2.49% | 4 |
|
|
2016
Q1 | $51.2M | Buy |
+429,969
| New | +$51.2M | 2.26% | 9 |
|
|
2015
Q4 | – | Sell |
-359,028
| Closed | -$37.1M | – | 1015 |
|
|
2015
Q3 | $37.1M | Buy |
359,028
+16,445
| +5% | +$1.7M | 1.77% | 12 |
|
|
2015
Q2 | $34.9M | Buy |
342,583
+7,128
| +2% | +$725K | 1.57% | 14 |
|
|
2015
Q1 | $37.4M | Buy |
335,455
+13,868
| +4% | +$1.55M | 1.72% | 11 |
|
|
2014
Q4 | $36.9M | Buy |
321,587
+1,459
| +0.5% | +$167K | 1.84% | 9 |
|
|
2014
Q3 | $33.5M | Buy |
320,128
+9,787
| +3% | +$1.03M | 1.68% | 9 |
|
|
2014
Q2 | $32.2M | Buy |
310,341
+11,844
| +4% | +$1.23M | 1.66% | 9 |
|
|
2014
Q1 | $29.6M | Buy |
298,497
+6,738
| +2% | +$668K | 1.66% | 10 |
|
|
2013
Q4 | $30.2M | Buy |
291,759
+15,871
| +6% | +$1.64M | 1.66% | 7 |
|
|
2013
Q3 | $25.8M | Buy |
275,888
+10,514
| +4% | +$983K | 1.48% | 11 |
|
|
2013
Q2 | $23.7M | Buy |
+265,374
| New | +$23.7M | 1.34% | 14 |
|