Evernest Financial Advisors, LLC

Position in CB — Chubb Ltd

CIK 2009530 CARMEL, IN

Position in CB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$517,243

+$12,704 QoQ

Shares Held

1,518

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,369

of 2,143 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

Evernest Financial Advisors, LLC holds $3,382,028 across 4 Insurance - Property & Casualty names. CB ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KINS	Kingstone Companies, Inc.	87,135	$1,658,179
2	TRV	Travelers Companies, Inc.	3,037	$1,002,574
3	CB	Chubb Ltd This page	1,518	$517,243
4	PGR	Progressive Corp/Oh/	934	$204,032

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,243	1,518	-1.9%	Shares	Sole	2026-08-06
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.