Evercore Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126M | Sell |
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|
2025
Q1 | $134M | Sell |
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|
2024
Q4 | $125M | Buy |
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|
2024
Q3 | $130M | Sell |
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|
2024
Q2 | $116M | Buy |
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|
2024
Q1 | $118M | Buy |
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|
2023
Q4 | $102M | Buy |
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|
2023
Q3 | $93.9M | Buy |
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|
2023
Q2 | $86.2M | Buy |
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|
2023
Q1 | $86.2M | Sell |
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|
2022
Q4 | $98.1M | Buy |
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|
2022
Q3 | $78.6M | Buy |
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|
2022
Q2 | $84.1M | Sell |
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|
2022
Q1 | $92.5M | Sell |
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|
2021
Q4 | $85M | Buy |
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|
2021
Q3 | $75.9M | Sell |
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|
2021
Q2 | $69.9M | Buy |
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|
2021
Q1 | $69.1M | Buy |
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|
2020
Q4 | $66.1M | Buy |
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|
2020
Q3 | $49.7M | Buy |
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|
2020
Q2 | $53.8M | Buy |
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|
2020
Q1 | $46.8M | Sell |
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|
2019
Q4 | $67.8M | Buy |
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|
2019
Q3 | $69.4M | Buy |
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|
2019
Q2 | $62.4M | Buy |
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|
2019
Q1 | $58.1M | Buy |
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|
2018
Q4 | $53M | Buy |
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|
2018
Q3 | $54.5M | Sell |
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|
2018
Q2 | $51.8M | Buy |
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|
2018
Q1 | $53M | Sell |
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|
2017
Q4 | $58.4M | Sell |
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|
2017
Q3 | $57.7M | Sell |
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|
2017
Q2 | $60.3M | Sell |
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|
2017
Q1 | $57.7M | Sell |
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|
2016
Q4 | $56.3M | Sell |
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|
2016
Q3 | $54.5M | Buy |
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|
2016
Q2 | $56.4M | Buy |
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|
2016
Q1 | $51.2M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $37.1M | Buy |
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|
2015
Q2 | $34.9M | Buy |
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|
2015
Q1 | $37.4M | Buy |
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|
2014
Q4 | $36.9M | Buy |
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|
2014
Q3 | $33.5M | Buy |
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|
2014
Q2 | $32.2M | Buy |
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|
2014
Q1 | $29.6M | Buy |
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|
2013
Q4 | $30.2M | Buy |
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|
2013
Q3 | $25.8M | Buy |
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|
2013
Q2 | $23.7M | Buy |
|