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Evolution Wealth Management’s Chubb CB Stock Holding History

Evolution Wealth Management’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 		$15K Buy
44
+26
+144% +$8.48K 0.01% 516
2026
Q1 		$5.87K Hold
18
– – ﹤0.01% 595
2025
Q4 		$5.62K Sell
18
-2
-10% -$585 ﹤0.01% 534
2025
Q3 		$5.64K Hold
20
– – 0.01% 438
2025
Q2 		$5.79K Buy
+20
New +$5.75K 0.01% 435

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

Evolution Wealth Management's CB Position: Q2 2026 in Review

Evolution Wealth Management increased its Chubb (CB) stake by 144% in Q2 2026, buying an estimated $8.48K and bringing the position to 44 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #516.

Evolution Wealth Management first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Evolution Wealth Management held 44 shares of Chubb worth $15K as of Q2 2026.
  • Evolution Wealth Management bought 26 Chubb shares in Q2 2026, an estimated $8.48K.
  • Chubb made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #516 holding.
  • Evolution Wealth Management first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.