Evelyn Partners Investment Management LLP

Position in CB — Chubb Ltd

CIK 2065206 London, X0

Back to CB Full portfolio

Position in CB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$86,632,845

+$3,951,321 QoQ

Shares Held

265,802

+0.3% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

2.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

Evelyn Partners Investment Management LLP holds $101,933,086 across 4 Insurance - Property & Casualty names. CB ranks #1 (85.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	265,802	$86,632,845
2	MKL	Markel Group Inc.	7,772	$14,876,151
3	ALL	Allstate Corp	1,342	$278,250
4	TRV	Travelers Companies, Inc.	500	$145,840

All Filings in CB

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$86,632,845	265,802	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$82,681,524	264,903	+2.2%	Shares	Sole	2026-02-13
2025-09-30	$73,144,240	259,147	+4.6%	Shares	Sole	2025-11-14
2025-06-30	$71,745,681	247,638	+5.1%	Shares	Sole	2025-11-26
2025-03-31	$71,144,314	235,585	+5.2%	Shares	Sole	2025-12-08
2024-12-31	$61,869,372	223,921	—	Shares	Sole	2025-12-11
No filing history on record for this holder in this stock.