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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CB holding history

Chubb Ltd in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
416,081
Value
$141.8M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of CB by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026416,081$141.8M2.0%−4,489−1.1%ReducedHolders
Q1 2026420,570$137.1M2.2%−8,906−2.1%ReducedHolders
Q4 2025429,476$134.0M2.0%−7,133−1.6%ReducedHolders
Q3 2025436,609$123.2M1.8%+1,160+0.3%AddedHolders
Q2 2025435,449$126.2M2.0%−8,216−1.9%ReducedHolders
Q1 2025443,665$134.0M2.2%−10,187−2.2%ReducedHolders
Q4 2024453,852$125.4M1.9%+2,921+0.6%AddedHolders
Q3 2024450,931$130.0M2.0%−5,536−1.2%ReducedHolders
Q2 2024456,467$116.4M1.8%+415+0.1%AddedHolders
Q1 2024456,052$118.2M1.9%+3,048+0.7%AddedHolders
Q4 2023453,004$102.4M1.7%+2,081+0.5%AddedHolders
Q3 2023450,923$93.9M1.8%+3,323+0.7%AddedHolders
Q2 2023447,600$86.2M1.6%+3,880+0.9%AddedHolders
Q1 2023443,720$86.2M1.7%−796−0.2%ReducedHolders
Q4 2022444,516$98.1M2.1%+12,392+2.9%AddedHolders
Q3 2022432,124$78.6M1.8%+4,167+1.0%AddedHolders
Q2 2022427,957$84.1M1.8%−4,526−1.0%ReducedHolders
Q1 2022432,483$92.5M1.6%−7,358−1.7%ReducedHolders
Q4 2021439,841$85.0M1.4%+2,432+0.6%AddedHolders
Q3 2021437,409$75.9M1.4%−2,498−0.6%ReducedHolders
Q2 2021439,907$69.9M1.3%+2,449+0.6%AddedHolders
Q1 2021437,458$69.1M1.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.