CB — CHUBB LIMITED

Ownership history in EVEXIA WEALTH LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which EVEXIA WEALTH LLC reported a position in CHUBB LIMITED (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
3.12% (2025 Q1)
Avg. % of fund
2.69%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 31,284 -380 -1.2% 2.63% $9.4M $311.20
2025 Q3 REDUCED 31,664 -162 -0.5% 2.68% $8.9M $281.42
2025 Q2 ADDED 31,826 +1,693 +5.6% 2.74% $8.7M $288.87
2025 Q1 REDUCED 30,133 -56 -0.2% 3.12% $8.6M $300.09
8 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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