Evergreen Wealth Management
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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
Q3 		$339K Buy
1,041
+257
+33% +$88.7K 0.13% 58
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Evergreen Wealth Management's CB Position: Q3 2026 in Review

Evergreen Wealth Management increased its Chubb (CB) stake by 33% in Q3 2026, buying an estimated $88.7K and bringing the position to 1,041 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #58.

Evergreen Wealth Management first reported a position in CB in Q1 2025 and has held it in 5 quarters since. 1,312 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Evergreen Wealth Management held 1,041 shares of Chubb worth $339K as of Q3 2026.
  • Evergreen Wealth Management bought 257 Chubb shares in Q3 2026, an estimated $88.7K.
  • Chubb made up 0.13% of Evergreen Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Evergreen Wealth Management first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.