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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
Q2 		$9.71M Buy
27,890
+92
+0.3% +$30K 2.63% 16
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 $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

Evexia Wealth's CB Position: Q2 2026 in Review

Evexia Wealth increased its Chubb (CB) stake by 0.33% in Q2 2026, buying an estimated $30K and bringing the position to 27,890 shares worth $9.71M. The position accounts for 2.63% of the portfolio, ranked #16.

Evexia Wealth first reported a position in CB in Q1 2023 and has held it in 14 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Evexia Wealth held 27,890 shares of Chubb worth $9.71M as of Q2 2026.
  • Evexia Wealth bought 92 Chubb shares in Q2 2026, an estimated $30K.
  • Chubb made up 2.63% of Evexia Wealth's portfolio in Q2 2026, its #16 holding.
  • Evexia Wealth first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.