Evernest Financial Advisors, LLC

Position in CB — Chubb Ltd

CIK 2009530 CARMEL, IN

Position in CB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$504,539

+$79,432 QoQ

Shares Held

1,548

+13.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Mar 31, 2026

Evernest Financial Advisors, LLC holds $2,760,461 across 3 Insurance - Property & Casualty names. CB ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KINS	Kingstone Companies, Inc.	95,016	$1,384,383
2	TRV	Travelers Companies, Inc.	2,988	$871,539
3	CB	Chubb Ltd This page	1,548	$504,539

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$504,539	1,548	+13.7%	Shares	Sole	2026-05-04
2025-12-31	$425,107	1,362	-12.0%	Shares	Sole	2026-02-13
2025-09-30	$436,640	1,547	-10.3%	Shares	Sole	2025-11-12
2025-06-30	$499,767	1,725	+48.6%	Shares	Sole	2025-07-28
2025-03-31	$350,610	1,161	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.