Evergreen Private Wealth’s Chubb CB Stock Holding History

Evergreen Private Wealth’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
2025 Q3	–	Sell	-13	Closed	-$3.77K	–	245
2025 Q2	$3.77K	Buy	+13	New	+$3.74K	﹤0.01%	204

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evergreen Private Wealth's CB Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Chubb (CB) in Q3 2025, closing a stake of 13 shares — an estimated $3.77K sold.

Evergreen Private Wealth first reported a position in CB in Q2 2025 and held it in 1 quarter. The position peaked at $3.77K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Evergreen Private Wealth reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 13 Chubb shares in Q3 2025, an estimated $3.77K.
Evergreen Private Wealth first reported a position in Chubb in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's Chubb position peaked at $3.77K in Q2 2025.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.