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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
Q2 		$517K Sell
1,518
-30
-2% -$9.79K 0.11% 114
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evernest Financial Advisors's CB Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Chubb (CB) stake by 1.9% in Q2 2026, selling an estimated $9.79K and leaving 1,518 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #114.

Evernest Financial Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Evernest Financial Advisors held 1,518 shares of Chubb worth $517K as of Q2 2026.
  • Evernest Financial Advisors sold 30 Chubb shares in Q2 2026, an estimated $9.79K.
  • Chubb made up 0.11% of Evernest Financial Advisors's portfolio in Q2 2026, its #114 holding.
  • Evernest Financial Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.