Everence Capital Management’s Chubb CB Stock Holding History

Everence Capital 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	$4.23M	Hold	12,990	–	–	0.26%	67
2025 Q4	$4.05M	Hold	12,990	–	–	0.24%	70
2025 Q3	$3.67M	Hold	12,990	–	–	0.22%	80
2025 Q2	$3.76M	Sell	12,990 -1,250	-9%	-$360K	0.24%	66
2025 Q1	$4.3M	Buy	14,240 +1,240	+10%	+$345K	0.29%	59
2024 Q4	$3.59M	Sell	13,000 -700	-5%	-$199K	0.23%	67
2024 Q3	$3.95M	Hold	13,700	–	–	0.25%	70
2024 Q2	$3.41K	Hold	13,700	–	–	0.24%	78
2024 Q1	$3.55K	Buy	13,700 +3,150	+30%	+$775K	0.23%	84
2023 Q4	$2.38M	Buy	10,550 +1,690	+19%	+$370K	0.17%	112
2023 Q3	$1.84K	Hold	8,860	–	–	0.14%	126
2023 Q2	$1.65M	Hold	8,860	–	–	0.13%	129
2023 Q1	$1.72K	Hold	8,860	–	–	0.14%	127
2022 Q4	$1.96K	Buy	8,860 +4,320	+95%	+$899K	0.17%	115
2022 Q3	$826K	Buy	+4,540	New	+$862K	0.08%	226
2020 Q4	–	Sell	-16,937	Closed	-$1.97M	–	700
2020 Q3	$1.97M	Sell	16,937 -7,640	-31%	-$960K	0.22%	80
2020 Q2	$3M	Hold	24,577	–	–	0.35%	50
2020 Q1	$2.75M	Hold	24,577	–	–	0.39%	47
2019 Q4	$3.83M	Buy	24,577 +4,525	+23%	+$692K	0.57%	31
2019 Q3	$3.24M	Hold	20,052	–	–	0.52%	35
2019 Q2	$2.95M	Hold	20,052	–	–	0.49%	43
2019 Q1	$2.81M	Buy	20,052 +1,175	+6%	+$156K	0.49%	43
2018 Q4	$2.44M	Hold	18,877	–	–	0.57%	41
2018 Q3	$2.52M	Hold	18,877	–	–	0.5%	46
2018 Q2	$2.4M	Hold	18,877	–	–	0.51%	45
2018 Q1	$2.58M	Hold	18,877	–	–	0.57%	37
2017 Q4	$2.76M	Sell	18,877 -4,340	-19%	-$648K	0.6%	34
2017 Q3	$3.31M	Buy	+23,217	New	+$3.36M	0.76%	27
2016 Q4	–	Sell	-15,917	Closed	-$2M	–	318
2016 Q3	$2M	Buy	15,917 +1,510	+10%	+$192K	0.59%	43
2016 Q2	$1.88M	Buy	14,407 +4,950	+52%	+$610K	0.58%	45
2016 Q1	$1.13M	Buy	9,457 +5,037	+114%	+$579K	0.35%	80
2015 Q4	$516K	Hold	4,420	–	–	0.17%	168
2015 Q3	$457K	Hold	4,420	–	–	0.16%	183
2015 Q2	$449K	Hold	4,420	–	–	0.15%	195
2015 Q1	$504K	Hold	4,420	–	–	0.17%	177
2014 Q4	$508K	Hold	4,420	–	–	0.17%	171
2014 Q3	$470K	Hold	4,420	–	–	0.17%	172
2014 Q2	$458K	Hold	4,420	–	–	0.17%	177
2014 Q1	$438K	Hold	4,420	–	–	0.17%	174
2013 Q4	$458K	Hold	4,420	–	–	0.18%	166
2013 Q3	$414K	Hold	4,420	–	–	0.18%	160
2013 Q2	$396K	Buy	+4,420	New	+$396K	0.18%	160

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 $298B AUM 21.96% 1-Year Est. Return

Everence Capital Management's CB Position: Q1 2026 in Review

Everence Capital Management held its Chubb (CB) position steady in Q1 2026 at 12,990 shares worth $4.23M. The position accounts for 0.26% of the portfolio, ranked #67.

Everence Capital Management first reported a position in CB in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.3M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Everence Capital Management held 12,990 shares of Chubb worth $4.23M as of Q1 2026.
Everence Capital Management left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.26% of Everence Capital Management's portfolio in Q1 2026, its #67 holding.
Everence Capital Management first reported a position in Chubb in Q2 2013 and has held it in 42 quarters since.
Everence Capital Management's Chubb position peaked at $4.3M in Q1 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.