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EverSource Wealth Advisors’s Chubb CB Stock Holding History

EverSource Wealth 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 		$1.94M Sell
5,695
-1,421
-20% -$463K 0.07% 223
2026
Q1 		$2.32M Sell
7,116
-157
-2% -$50.4K 0.07% 198
2025
Q4 		$2.27M Buy
7,273
+1,729
+31% +$506K 0.08% 174
2025
Q3 		$1.56M Buy
5,544
+703
+15% +$193K 0.06% 215
2025
Q2 		$1.4M Buy
4,841
+2,232
+86% +$642K 0.06% 212
2025
Q1 		$788K Buy
2,609
+361
+16% +$100K 0.04% 292
2024
Q4 		$621K Buy
2,248
+312
+16% +$88.6K 0.03% 327
2024
Q3 		$558K Buy
1,936
+49
+3% +$13.4K 0.04% 304
2024
Q2 		$520K Buy
1,887
+82
+5% +$21.1K 0.03% 306
2024
Q1 		$449K Sell
1,805
-306
-14% -$75.2K 0.04% 288
2023
Q4 		$477K Sell
2,111
-332
-14% -$72.6K 0.04% 252
2023
Q3 		$509K Sell
2,443
-247
-9% -$49.9K 0.05% 227
2023
Q2 		$518K Sell
2,690
-199
-7% -$39K 0.06% 224
2023
Q1 		$561K Sell
2,889
-239
-8% -$50.2K 0.07% 203
2022
Q4 		$690K Sell
3,128
-871
-22% -$181K 0.1% 159
2022
Q3 		$727K Sell
3,999
-365
-8% -$69.3K 0.17% 117
2022
Q2 		$858K Buy
4,364
+799
+22% +$165K 0.22% 82
2022
Q1 		$763K Buy
3,565
+1,535
+76% +$312K 0.19% 104
2021
Q4 		$392K Buy
+2,030
New +$381K 0.11% 144

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

EverSource Wealth Advisors's CB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Chubb (CB) stake by 20% in Q2 2026, selling an estimated $463K and leaving 5,695 shares worth $1.94M. The position accounts for 0.07% of the portfolio, ranked #223.

EverSource Wealth Advisors first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.32M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • EverSource Wealth Advisors held 5,695 shares of Chubb worth $1.94M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,421 Chubb shares in Q2 2026, an estimated $463K.
  • Chubb made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • EverSource Wealth Advisors first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Chubb position peaked at $2.32M in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.