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Evernest Financial Advisors’s Chubb CB Stock Holding History

Evernest Financial Advisors’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
Q1 		$502K Buy
1,548
+186
+14% +$59.7K 0.1% 114
2025
Q4 		$444K Sell
1,362
-185
-12% -$54.1K 0.09% 123
2025
Q3 		$437K Sell
1,547
-178
-10% -$49K 0.12% 122
2025
Q2 		$500K Buy
1,725
+564
+49% +$162K 0.16% 111
2025
Q1 		$350K Buy
+1,161
New +$323K 0.13% 119

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evernest Financial Advisors's CB Position: Q1 2026 in Review

Evernest Financial Advisors increased its Chubb (CB) stake by 14% in Q1 2026, buying an estimated $59.7K and bringing the position to 1,548 shares worth $502K. The position accounts for 0.1% of the portfolio, ranked #114.

Evernest Financial Advisors first reported a position in CB in Q1 2025 and has held it in 5 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Evernest Financial Advisors held 1,548 shares of Chubb worth $502K as of Q1 2026.
  • Evernest Financial Advisors bought 186 Chubb shares in Q1 2026, an estimated $59.7K.
  • Chubb made up 0.1% of Evernest Financial Advisors's portfolio in Q1 2026, its #114 holding.
  • Evernest Financial Advisors first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.