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Evolve Private Wealth’s Chubb CB Stock Holding History

Evolve Private 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 		$2.7M Sell
7,910
-2,400
-23% -$783K 0.17% 119
2026
Q1 		$3.36M Sell
10,310
-576
-5% -$185K 0.18% 97
2025
Q4 		$3.41M Buy
+10,886
New +$3.18M 0.2% 86

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's CB Position: Q2 2026 in Review

Evolve Private Wealth reduced its Chubb (CB) stake by 23% in Q2 2026, selling an estimated $783K and leaving 7,910 shares worth $2.7M. The position accounts for 0.17% of the portfolio, ranked #119.

Evolve Private Wealth first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.41M in Q4 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Evolve Private Wealth held 7,910 shares of Chubb worth $2.7M as of Q2 2026.
  • Evolve Private Wealth sold 2,400 Chubb shares in Q2 2026, an estimated $783K.
  • Chubb made up 0.17% of Evolve Private Wealth's portfolio in Q2 2026, its #119 holding.
  • Evolve Private Wealth first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Chubb position peaked at $3.41M in Q4 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.