EWM
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Evergreen Wealth Management’s Chubb CB Stock Holding History

Evergreen Wealth 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
Q2 		$267K Buy
784
+35
+5% +$11.4K 0.13% 54
2026
Q1 		$244K Buy
749
+51
+7% +$16.4K 0.13% 52
2025
Q4 		$218K Buy
+698
New +$204K 0.11% 54
2025
Q2 		– Sell
-663
Closed -$200K – 51
2025
Q1 		$200K Buy
+663
New +$184K 0.12% 53

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evergreen Wealth Management's CB Position: Q2 2026 in Review

Evergreen Wealth Management increased its Chubb (CB) stake by 4.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 784 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #54.

Evergreen Wealth Management first reported a position in CB in Q1 2025 and has held it in 4 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Evergreen Wealth Management held 784 shares of Chubb worth $267K as of Q2 2026.
  • Evergreen Wealth Management bought 35 Chubb shares in Q2 2026, an estimated $11.4K.
  • Chubb made up 0.13% of Evergreen Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Evergreen Wealth Management first reported a position in Chubb in Q1 2025 and has held it in 4 quarters since.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.