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Ellevest Inc’s Chubb CB Stock Holding History

Ellevest Inc’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74M Sell
5,122
-319
-6% -$104K 0.21% 73
2026
Q1 		$1.77M Buy
5,441
+150
+3% +$48.1K 0.25% 57
2025
Q4 		$1.65M Sell
5,291
-114
-2% -$33.3K 0.23% 63
2025
Q3 		$1.53M Buy
5,405
+3,845
+246% +$1.06M 0.22% 65
2025
Q2 		$452K Sell
1,560
-51
-3% -$14.7K 0.07% 213
2025
Q1 		$487K Sell
1,611
-136
-8% -$37.8K 0.03% 199
2024
Q4 		$483K Sell
1,747
-447
-20% -$127K 0.03% 205
2024
Q3 		$633K Sell
2,194
-142
-6% -$38.9K 0.04% 169
2024
Q2 		$596K Buy
2,336
+330
+16% +$84.7K 0.04% 173
2024
Q1 		$520K Sell
2,006
-49
-2% -$12K 0.03% 190
2023
Q4 		$464K Buy
2,055
+284
+16% +$62.1K 0.03% 198
2023
Q3 		$369K Sell
1,771
-123
-6% -$24.9K 0.03% 221
2023
Q2 		$365K Buy
1,894
+379
+25% +$74.3K 0.03% 226
2023
Q1 		$294K Sell
1,515
-127
-8% -$26.7K 0.02% 243
2022
Q4 		$362K Buy
1,642
+648
+65% +$135K 0.03% 198
2022
Q3 		$181K Sell
994
-420
-30% -$79.8K 0.02% 289
2022
Q2 		$278K Buy
1,414
+1,179
+502% +$243K 0.03% 211
2022
Q1 		$50K Sell
235
-135
-36% -$27.4K ﹤0.01% 527
2021
Q4 		$72K Buy
370
+177
+92% +$33.2K 0.01% 443
2021
Q3 		$33K Buy
193
+49
+34% +$8.59K ﹤0.01% 564
2021
Q2 		$23K Sell
144
-42
-23% -$6.96K ﹤0.01% 610
2021
Q1 		$29K Buy
186
+42
+29% +$6.77K ﹤0.01% 583
2020
Q4 		$22K Sell
144
-80
-36% -$11.2K ﹤0.01% 611
2020
Q3 		$26K Sell
224
-9
-4% -$1.13K ﹤0.01% 475
2020
Q2 		$30K Sell
233
-243
-51% -$28.2K 0.01% 429
2020
Q1 		$53K Buy
476
+236
+98% +$33.8K 0.01% 216
2019
Q4 		$37K Buy
240
+219
+1,043% +$33.5K 0.01% 260
2019
Q3 		$3K Buy
+21
New +$3.25K ﹤0.01% 293

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ellevest Inc's CB Position: Q2 2026 in Review

Ellevest Inc reduced its Chubb (CB) stake by 5.9% in Q2 2026, selling an estimated $104K and leaving 5,122 shares worth $1.74M. The position accounts for 0.21% of the portfolio, ranked #73.

Ellevest Inc first reported a position in CB in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.77M in Q1 2026. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ellevest Inc held 5,122 shares of Chubb worth $1.74M as of Q2 2026.
  • Ellevest Inc sold 319 Chubb shares in Q2 2026, an estimated $104K.
  • Chubb made up 0.21% of Ellevest Inc's portfolio in Q2 2026, its #73 holding.
  • Ellevest Inc first reported a position in Chubb in Q3 2019 and has held it in 28 quarters since.
  • Ellevest Inc's Chubb position peaked at $1.77M in Q1 2026.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.