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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
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 $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

Evolution Wealth Management's CB Position: Q1 2026 in Review

Evolution Wealth Management held its Chubb (CB) position steady in Q1 2026 at 18 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Evolution Wealth Management first reported a position in CB in Q2 2025 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Evolution Wealth Management held 18 shares of Chubb worth $5.87K as of Q1 2026.
  • Evolution Wealth Management left its Chubb share count unchanged in Q1 2026.
  • Chubb made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #595 holding.
  • Evolution Wealth Management first reported a position in Chubb in Q2 2025 and has held it in 4 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.