CB — CHUBB CORP COM

Ownership history in Evercore Wealth Management, LLC  ·  65 quarters on record

This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in CHUBB CORP COM (CB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.49% (2016 Q2)
Avg. % of fund
1.21%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
65
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 429,476 -7,133 -1.6% 1.96% $134.0M $311.20
2025 Q3 ADDED 436,609 +1,160 +0.3% 1.81% $123.2M $281.42
2025 Q2 REDUCED 435,449 -8,216 -1.9% 1.96% $126.2M $288.87
2025 Q1 REDUCED 443,665 -10,187 -2.2% 2.15% $134.0M $300.09
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CB price (monthly, adj. close)

Other funds also holding CB

As of 2025 Q4 — sorted by position size

MYCIO WEALTH PARTNERS, LLC 3Y 7Y 63.5% Oldfield Partners LLP 3Y 7Y 15.62% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 14.68% Talaria Asset Management Pty Ltd 13.35% UNIO CAPITAL LLC 3Y 7Y 11.8% PERSONAL CFO SOLUTIONS, LLC 3Y 9.57% PhiloSmith Capital Corp 3Y 7.47% Fogel Capital Management, Inc. 7.08% GQG Partners LLC 3Y 7Y 6.42% Troy Asset Management Ltd 3Y 7Y 6.37%
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