EW
CB icon

Evexia Wealth’s Chubb CB Stock Holding History

Evexia Wealth’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 		$9.17M Sell
27,798
-3,486
-11% -$1.12M 2.52% 15
2025
Q4 		$9.42M Sell
31,284
-380
-1% -$111K 2.63% 14
2025
Q3 		$8.95M Sell
31,664
-162
-0.5% -$44.6K 2.68% 14
2025
Q2 		$8.72M Buy
31,826
+1,693
+6% +$487K 2.74% 15
2025
Q1 		$8.58M Sell
30,133
-56
-0.2% -$15.6K 3.12% 15
2024
Q4 		$8.16M Sell
30,189
-578
-2% -$164K 2.76% 16
2024
Q3 		$8.53M Buy
30,767
+2,976
+11% +$816K 3.02% 15
2024
Q2 		$7.28M Sell
27,791
-299
-1% -$76.8K 2.73% 17
2024
Q1 		$6.9M Buy
28,090
+3,897
+16% +$958K 2.84% 17
2023
Q4 		$5.97M Buy
24,193
+631
+3% +$138K 2.52% 18
2023
Q3 		$5.08M Buy
23,562
+34
+0.1% +$6.87K 2.57% 18
2023
Q2 		$4.6M Buy
23,528
+440
+2% +$86.2K 2.21% 23
2023
Q1 		$4.63M Buy
+23,088
New +$4.85M 2.5% 21

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

Evexia Wealth's CB Position: Q1 2026 in Review

Evexia Wealth reduced its Chubb (CB) stake by 11% in Q1 2026, selling an estimated $1.12M and leaving 27,798 shares worth $9.17M. The position accounts for 2.52% of the portfolio, ranked #15.

Evexia Wealth first reported a position in CB in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.42M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Evexia Wealth held 27,798 shares of Chubb worth $9.17M as of Q1 2026.
  • Evexia Wealth sold 3,486 Chubb shares in Q1 2026, an estimated $1.12M.
  • Chubb made up 2.52% of Evexia Wealth's portfolio in Q1 2026, its #15 holding.
  • Evexia Wealth first reported a position in Chubb in Q1 2023 and has held it in 13 quarters since.
  • Evexia Wealth's Chubb position peaked at $9.42M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.