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Everhart Financial Group’s Chubb CB Stock Holding History

Everhart 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 		$1.03M Sell
3,027
-123
-4% -$40.1K 0.07% 163
2026
Q1 		$1.03M Buy
3,150
+407
+15% +$131K 0.09% 164
2025
Q4 		$856K Buy
2,743
+237
+9% +$69.3K 0.08% 178
2025
Q3 		$707K Buy
2,506
+357
+17% +$98.3K 0.07% 205
2025
Q2 		$623K Buy
2,149
+180
+9% +$51.8K 0.07% 198
2025
Q1 		$595K Buy
1,969
+196
+11% +$54.5K 0.08% 171
2024
Q4 		$490K Sell
1,773
-52
-3% -$14.8K 0.1% 194
2024
Q3 		$526K Buy
1,825
+164
+10% +$45K 0.12% 187
2024
Q2 		$424K Buy
1,661
+68
+4% +$17.5K 0.11% 183
2024
Q1 		$413K Buy
1,593
+174
+12% +$42.8K 0.12% 174
2023
Q4 		$321K Buy
1,419
+129
+10% +$28.2K 0.11% 169
2023
Q3 		$269K Buy
1,290
+171
+15% +$34.6K 0.11% 165
2023
Q2 		$215K Buy
+1,119
New +$219K 0.09% 202
2022
Q4 		– Sell
-1,149
Closed -$209K – 191
2022
Q3 		$209K Sell
1,149
-7
-0.6% -$1.33K 0.12% 181
2022
Q2 		$227K Buy
+1,156
New +$238K 0.14% 156

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Everhart Financial Group reduced its Chubb (CB) stake by 3.9% in Q2 2026, selling an estimated $40.1K and leaving 3,027 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #163.

Everhart Financial Group first reported a position in CB in Q2 2022 and has held it in 15 quarters since. 436 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Everhart Financial Group held 3,027 shares of Chubb worth $1.03M as of Q2 2026.
  • Everhart Financial Group sold 123 Chubb shares in Q2 2026, an estimated $40.1K.
  • Chubb made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #163 holding.
  • Everhart Financial Group first reported a position in Chubb in Q2 2022 and has held it in 15 quarters since.
  • 436 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.