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Everpar Advisors’s Chubb CB Stock Holding History

Everpar 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 		$651K Buy
1,910
+4
+0.2% +$1.3K 0.19% 115
2026
Q1 		$621K Buy
1,906
+287
+18% +$92.1K 0.21% 101
2025
Q4 		$505K Buy
1,619
+457
+39% +$134K 0.19% 122
2025
Q3 		$328K Buy
1,162
+139
+14% +$38.3K 0.13% 184
2025
Q2 		$296K Buy
1,023
+292
+40% +$84K 0.13% 205
2025
Q1 		$221K Sell
731
-32
-4% -$8.89K 0.12% 238
2024
Q4 		$211K Buy
763
+28
+4% +$7.95K 0.11% 253
2024
Q3 		$212K Sell
735
-129
-15% -$35.4K 0.11% 242
2024
Q2 		$220K Buy
+864
New +$222K 0.11% 240

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Everpar Advisors's CB Position: Q2 2026 in Review

Everpar Advisors increased its Chubb (CB) stake by 0.21% in Q2 2026, buying an estimated $1.3K and bringing the position to 1,910 shares worth $651K. The position accounts for 0.19% of the portfolio, ranked #115.

Everpar Advisors first reported a position in CB in Q2 2024 and has held it in 9 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Everpar Advisors held 1,910 shares of Chubb worth $651K as of Q2 2026.
  • Everpar Advisors bought 4 Chubb shares in Q2 2026, an estimated $1.3K.
  • Chubb made up 0.19% of Everpar Advisors's portfolio in Q2 2026, its #115 holding.
  • Everpar Advisors first reported a position in Chubb in Q2 2024 and has held it in 9 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.