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Evoke Wealth’s Chubb CB Stock Holding History

Evoke 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 		– Sell
-5,111
Closed -$1.67M – 101
2026
Q1 		$1.67M Sell
5,111
-25
-0.5% -$8.02K 0.03% 203
2025
Q4 		$1.61M Buy
5,136
+1,414
+38% +$413K 0.03% 213
2025
Q3 		$1.05M Buy
3,722
+362
+11% +$99.6K 0.02% 246
2025
Q2 		$977K Buy
3,360
+1,211
+56% +$348K 0.02% 238
2025
Q1 		$651K Buy
2,149
+339
+19% +$94.2K 0.02% 238
2024
Q4 		$502K Buy
1,810
+72
+4% +$20.4K 0.01% 262
2024
Q3 		$503K Buy
+1,738
New +$476K 0.01% 253
2024
Q2 		– Sell
-1,696
Closed -$441K – 142
2024
Q1 		$441K Buy
+1,696
New +$417K 0.01% 270
2023
Q4 		– Sell
-2,092
Closed -$437K – 132
2023
Q3 		$437K Buy
2,092
+96
+5% +$19.4K 0.02% 246
2023
Q2 		$386K Sell
1,996
-34,320
-95% -$6.72M 0.01% 249
2023
Q1 		$237K Sell
36,316
-5,000
-12% -$1.05M 0.01% 305
2022
Q4 		$363K Buy
41,316
+39,481
+2,152% +$8.21M 0.01% 253
2022
Q3 		$302K Buy
1,835
+734
+67% +$139K 0.01% 261
2022
Q2 		$217K Buy
1,101
+41
+4% +$8.45K 0.01% 303
2022
Q1 		$228K Sell
1,060
-73
-6% -$14.8K 0.01% 329
2021
Q4 		$185K Buy
1,133
+2
+0.2% +$376 0.01% 376
2021
Q3 		$165K Hold
1,131
– – 0.01% 361
2021
Q2 		$152K Sell
1,131
-3
-0.3% -$497 0.01% 390
2021
Q1 		$180K Buy
1,134
+682
+151% +$110K 0.01% 319
2020
Q4 		$70K Buy
452
+14
+3% +$1.96K ﹤0.01% 332
2020
Q3 		$51K Buy
438
+5
+1% +$628 ﹤0.01% 355
2020
Q2 		$55K Sell
433
-53
-11% -$6.14K 0.01% 340
2020
Q1 		$54.7K Sell
486
-566
-54% -$81.2K 0.01% 337
2019
Q4 		$165K Buy
1,052
+44
+4% +$6.73K 0.02% 250
2019
Q3 		$163K Buy
+1,008
New +$156K 0.02% 296

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

Evoke Wealth's CB Position: Q2 2026 in Review

Evoke Wealth sold out of Chubb (CB) in Q2 2026, closing a stake of 5,111 shares — an estimated $1.67M sold.

Evoke Wealth first reported a position in CB in Q3 2019 and held it in 25 quarters. The position peaked at $1.67M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Evoke Wealth reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,111 Chubb shares in Q2 2026, an estimated $1.67M.
  • Evoke Wealth first reported a position in Chubb in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Chubb position peaked at $1.67M in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.