Evernest Financial Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Buy
1,725
+564
+49% +$163K 0.16% 111
2025
Q1
$350K Buy
+1,161
New +$350K 0.13% 119