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.
| 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 |
| 2024 Q4 | ADDED | 453,852 | +2,921 | +0.6% | 1.88% | $125.4M | $273.70 |
| 2024 Q3 | REDUCED | 450,931 | -5,536 | -1.2% | 1.95% | $130.0M | $284.73 |
| 2024 Q2 | ADDED | 456,467 | +415 | +0.1% | 1.83% | $116.4M | $251.05 |
| 2024 Q1 | ADDED | 456,052 | +3,048 | +0.7% | 1.85% | $118.2M | $254.15 |
| 2023 Q4 | ADDED | 453,004 | +2,081 | +0.5% | 1.72% | $102.4M | $220.93 |
| 2023 Q3 | ADDED | 450,923 | +3,323 | +0.7% | 1.76% | $93.9M | $202.73 |
As of 2025 Q4 — sorted by position size