Everhart Financial Group, Inc.

Position in CB — Chubb Ltd

CIK 1852858 Dublin, OH

Position in CB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,031,419

+$4,740 QoQ

Shares Held

3,027

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,081

of 2,131 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $4,424,594 across 5 Insurance - Property & Casualty names. CB ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THG	Hanover Insurance Group, Inc.	5,089	$1,089,656
2	CB	Chubb Ltd This page	3,027	$1,031,419
3	PGR	Progressive Corp/Oh/	4,706	$1,028,025
4	ORI	Old Republic International Corp	23,821	$974,755
5	TRV	Travelers Companies, Inc.	911	$300,739

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,031,419	3,027	-3.9%	Shares	Sole	2026-07-09
2026-03-31	$1,026,679	3,150	+14.8%	Shares	Sole	2026-04-09
2025-12-31	$856,145	2,743	+9.5%	Shares	Sole	2026-01-07
2025-09-30	$707,318	2,506	+16.6%	Shares	Sole	2025-11-04
2025-06-30	$622,608	2,149	+9.1%	Shares	Sole	2025-08-07
2025-03-31	$594,618	1,969	+11.1%	Shares	Sole	2025-04-16
2024-12-31	$489,879	1,773	-2.8%	Shares	Sole	2025-01-30
2024-09-30	$526,311	1,825	+9.9%	Shares	Sole	2024-11-04
2024-06-30	$423,687	1,661	+4.3%	Shares	Sole	2024-07-24
2024-03-31	$412,794	1,593	+12.3%	Shares	Sole	2024-05-13
2023-12-31	$320,694	1,419	+10.0%	Shares	Sole	2024-01-12
2023-09-30	$268,552	1,290	+15.3%	Shares	Sole	2023-10-25
2023-06-30	$215,474	1,119	-2.6%	Shares	Sole	2023-07-13
2022-09-30	$208,980	1,149	-0.6%	Shares	Sole	2022-10-12
2022-06-30	$227,246	1,156	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.