Evermay Wealth Management’s Chubb CB Stock Holding History

Evermay 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	$411K	Buy	1,207 +116	+11%	+$37.8K	0.04%	137
2026 Q1	$356K	Sell	1,091 -491	-31%	-$158K	0.04%	144
2025 Q4	$495K	Sell	1,582 -8	-0.5%	-$2.34K	0.06%	123
2025 Q3	$450K	Sell	1,590 -94	-6%	-$25.9K	0.05%	135
2025 Q2	$489K	Buy	1,684 +38	+2%	+$10.9K	0.06%	128
2025 Q1	$498K	Sell	1,646 -26	-2%	-$7.22K	0.07%	124
2024 Q4	$463K	Buy	1,672 +33	+2%	+$9.37K	0.07%	129
2024 Q3	$473K	Buy	1,639 +49	+3%	+$13.4K	0.08%	129
2024 Q2	$406K	Sell	1,590 -56	-3%	-$14.4K	0.07%	142
2024 Q1	$427K	Sell	1,646 -36	-2%	-$8.85K	0.06%	140
2023 Q4	$381K	Buy	1,682 +10	+0.6%	+$2.19K	0.07%	124
2023 Q3	$349K	Buy	1,672 +122	+8%	+$24.7K	0.07%	120
2023 Q2	$299K	Buy	1,550 +39	+3%	+$7.64K	0.06%	135
2023 Q1	$294K	Buy	1,511 +840	+125%	+$177K	0.06%	138
2022 Q4	$148K	Buy	671 +284	+73%	+$59.1K	0.03%	191
2022 Q3	$71K	Buy	387 +79	+26%	+$15K	0.01%	250
2022 Q2	$61K	Hold	308	–	–	0.01%	262
2022 Q1	$66K	Hold	308	–	–	0.01%	278
2021 Q4	$60K	Hold	308	–	–	0.01%	259
2021 Q3	$53K	Hold	308	–	–	0.01%	256
2021 Q2	$49K	Buy	+308	New	+$51K	0.01%	286
2019 Q4	–	Sell	-1,949	Closed	-$315K	–	161
2019 Q3	$315K	Sell	1,949 -89	-4%	-$13.8K	0.09%	112
2019 Q2	$300K	Sell	2,038 -6	-0.3%	-$866	0.08%	112
2019 Q1	$286K	Sell	2,044 -35	-2%	-$4.66K	0.08%	113
2018 Q4	$269K	Buy	2,079 +6	+0.3%	+$775	0.09%	111
2018 Q3	$277K	Buy	2,073 +70	+3%	+$9.47K	0.09%	114
2018 Q2	$254K	Buy	2,003 +456	+29%	+$60.6K	0.08%	117
2018 Q1	$212K	Sell	1,547 -63	-4%	-$9.12K	0.07%	127
2017 Q4	$235K	Sell	1,610 -65	-4%	-$9.71K	0.09%	123
2017 Q3	$239K	Buy	1,675 +63	+4%	+$9.12K	0.1%	91
2017 Q2	$234K	Hold	1,612	–	–	0.1%	84
2017 Q1	$220K	Hold	1,612	–	–	0.1%	93
2016 Q4	$213K	Hold	1,612	–	–	0.1%	73
2016 Q3	$203K	Hold	1,612	–	–	0.1%	73
2016 Q2	$211K	Buy	+1,612	New	+$199K	0.11%	71

Other funds holding CB

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Evermay Wealth Management increased its Chubb (CB) stake by 11% in Q2 2026, buying an estimated $37.8K and bringing the position to 1,207 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #137.

Evermay Wealth Management first reported a position in CB in Q2 2016 and has held it in 35 quarters since. The position peaked at $498K in Q1 2025. 740 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Evermay Wealth Management held 1,207 shares of Chubb worth $411K as of Q2 2026.
Evermay Wealth Management bought 116 Chubb shares in Q2 2026, an estimated $37.8K.
Chubb made up 0.04% of Evermay Wealth Management's portfolio in Q2 2026, its #137 holding.
Evermay Wealth Management first reported a position in Chubb in Q2 2016 and has held it in 35 quarters since.
Evermay Wealth Management's Chubb position peaked at $498K in Q1 2025.
740 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.