Position in CB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$137,076,379
+$3,028,331 QoQ
Shares Held
420,570
-2.1% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.70394940200204.ToString("F0")%
Shared 3.5344889079106925.ToString("F0")%
None 3.7615616900872624.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $204,263,990 across 6 Insurance - Property & Casualty names. CB ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
420,570 | $137,076,379 | |
| 2 | PGR |
Progressive Corp/Oh/
|
317,370 | $62,915,428 | |
| 3 | TRV |
Travelers Companies, Inc.
|
10,447 | $3,047,180 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
|
200 | $439,392 | |
| 5 | ALL |
Allstate Corp
|
1,915 | $397,055 | |
| 6 | MKL |
Markel Group Inc.
|
203 | $388,556 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,076,379 | 420,570 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $134,048,048 | 429,476 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $123,232,889 | 436,609 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $126,158,283 | 435,449 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $133,982,392 | 443,665 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $125,399,306 | 453,852 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $130,043,990 | 450,931 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $116,435,600 | 456,467 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $118,176,754 | 456,052 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $102,378,904 | 453,004 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $93,873,148 | 450,923 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $86,189,855 | 447,600 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $86,161,548 | 443,720 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $98,060,229 | 444,516 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $78,594,712 | 432,124 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $84,127,785 | 427,957 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $92,508,112 | 432,483 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $85,025,662 | 439,841 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $75,881,713 | 437,409 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $69,918,818 | 439,907 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $69,105,239 | 437,458 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $66,134,498 | 429,668 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $49,690,999 | 427,928 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $53,844,014 | 425,241 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $46,846,358 | 419,432 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||