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Everest Financial Group’s Chubb CB Stock Holding History

Everest Financial Group’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
Q2 		$856K Buy
2,512
+80
+3% +$26.1K 0.12% 108
2026
Q1 		$793K Buy
+2,432
New +$780K 0.13% 100

Other funds holding CB

Berkshire Hathaway
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Everest Financial Group's CB Position: Q2 2026 in Review

Everest Financial Group increased its Chubb (CB) stake by 3.3% in Q2 2026, buying an estimated $26.1K and bringing the position to 2,512 shares worth $856K. The position accounts for 0.12% of the portfolio, ranked #108.

Everest Financial Group first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,144 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Everest Financial Group held 2,512 shares of Chubb worth $856K as of Q2 2026.
  • Everest Financial Group bought 80 Chubb shares in Q2 2026, an estimated $26.1K.
  • Chubb made up 0.12% of Everest Financial Group's portfolio in Q2 2026, its #108 holding.
  • Everest Financial Group first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.