Evergreen Capital Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.86M Buy
27,098
+1,601
+6% +$514K 0.19% 126
2025
Q4
$7.98M Buy
25,497
+2,524
+11% +$738K 0.18% 136
2025
Q3
$6.51M Buy
22,973
+344
+2% +$94.7K 0.15% 151
2025
Q2
$6.58M Buy
22,629
+650
+3% +$187K 0.2% 135
2025
Q1
$6.66M Sell
21,979
-8,338
-28% -$2.32M 0.22% 133
2024
Q4
$8.4M Buy
30,317
+622
+2% +$177K 0.27% 101
2024
Q3
$8.59M Buy
29,695
+297
+1% +$81.4K 0.29% 97
2024
Q2
$7.53M Buy
29,398
+236
+0.8% +$60.6K 0.27% 108
2024
Q1
$7.58M Buy
29,162
+459
+2% +$113K 0.29% 98
2023
Q4
$6.51M Sell
28,703
-918
-3% -$201K 0.27% 111
2023
Q3
$6.19M Sell
29,621
-173
-0.6% -$35K 0.27% 113
2023
Q2
$5.76M Buy
29,794
+26,347
+764% +$5.16M 0.24% 122
2023
Q1
$672K Buy
3,447
+389
+13% +$81.8K 0.03% 326
2022
Q4
$677K Buy
3,058
+644
+27% +$134K 0.03% 324
2022
Q3
$440K Buy
2,414
+122
+5% +$23.2K 0.02% 361
2022
Q2
$453K Sell
2,292
-2,582
-53% -$532K 0.02% 358
2022
Q1
$1.04M Buy
4,874
+238
+5% +$48.4K 0.04% 282
2021
Q4
$896K Buy
4,636
+106
+2% +$19.9K 0.04% 298
2021
Q3
$786K Buy
4,530
+65
+1% +$11.4K 0.04% 307
2021
Q2
$710K Buy
4,465
+53
+1% +$8.78K 0.03% 295
2021
Q1
$697K Buy
4,412
+1,395
+46% +$225K 0.04% 289
2020
Q4
$464K Sell
3,017
-24
-0.8% -$3.36K 0.03% 299
2020
Q3
$353K Buy
3,041
+178
+6% +$22.4K 0.02% 310
2020
Q2
$363K Buy
+2,863
New +$332K 0.03% 278
2020
Q1
Sell
-3,578
Closed -$557K 400
2019
Q4
$557K Sell
3,578
-47
-1% -$7.19K 0.05% 232
2019
Q3
$585K Buy
3,625
+11
+0.3% +$1.7K 0.05% 205
2019
Q2
$532K Buy
3,614
+361
+11% +$52.1K 0.05% 224
2019
Q1
$456K Sell
3,253
-1,641
-34% -$218K 0.05% 223
2018
Q4
$632K Sell
4,894
-103
-2% -$13.3K 0.07% 190
2018
Q3
$668K Buy
4,997
+70
+1% +$9.47K 0.06% 195
2018
Q2
$626K Buy
4,927
+61
+1% +$8.11K 0.06% 198
2018
Q1
$666K Buy
+4,866
New +$705K 0.06% 180

Other funds holding CB

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

Evergreen Capital Management increased its Chubb (CB) stake by 6.3% in Q1 2026, buying an estimated $514K and bringing the position to 27,098 shares worth $8.86M. The position accounts for 0.19% of the portfolio, ranked #126.

Evergreen Capital Management first reported a position in CB in Q1 2018 and has held it in 32 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Evergreen Capital Management held 27,098 shares of Chubb worth $8.86M as of Q1 2026.
  • Evergreen Capital Management bought 1,601 Chubb shares in Q1 2026, an estimated $514K.
  • Chubb made up 0.19% of Evergreen Capital Management's portfolio in Q1 2026, its #126 holding.
  • Evergreen Capital Management first reported a position in Chubb in Q1 2018 and has held it in 32 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.