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Ethic Inc’s Chubb CB Stock Holding History

Ethic 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 		$19.3M Sell
56,773
-13,448
-19% -$4.39M 0.24% 63
2026
Q1 		$22.9M Buy
70,221
+5,531
+9% +$1.77M 0.36% 41
2025
Q4 		$20.2M Buy
64,690
+7,520
+13% +$2.2M 0.31% 52
2025
Q3 		$16.1M Sell
57,170
-655
-1% -$180K 0.27% 64
2025
Q2 		$16.5M Buy
57,825
+188
+0.3% +$54.1K 0.3% 57
2025
Q1 		$17.4M Buy
57,637
+186
+0.3% +$51.7K 0.35% 46
2024
Q4 		$15.9M Buy
57,451
+18,371
+47% +$5.22M 0.32% 48
2024
Q3 		$10.1M Sell
39,080
-16,052
-29% -$4.4M 0.26% 74
2024
Q2 		$14.1M Buy
55,132
+16,052
+41% +$4.12M 0.33% 54
2024
Q1 		$10.1M Buy
39,080
+3,953
+11% +$972K 0.26% 74
2023
Q4 		$7.94M Buy
35,127
+114
+0.3% +$24.9K 0.23% 90
2023
Q3 		$7.29M Sell
35,013
-1,516
-4% -$306K 0.26% 80
2023
Q2 		$7.03M Buy
36,529
+31
+0.1% +$6.07K 0.26% 82
2023
Q1 		$7.09M Buy
36,498
+7,514
+26% +$1.58M 0.29% 79
2022
Q4 		$6.39M Buy
28,984
+4,887
+20% +$1.02M 0.35% 57
2022
Q3 		$4.38M Sell
24,097
-1,154
-5% -$219K 0.3% 78
2022
Q2 		$4.96M Buy
25,251
+5,837
+30% +$1.2M 0.35% 58
2022
Q1 		$4.15M Buy
19,414
+4,285
+28% +$871K 0.29% 84
2021
Q4 		$2.92M Buy
15,129
+1,216
+9% +$228K 0.23% 110
2021
Q3 		$2.41M Buy
13,913
+1,129
+9% +$198K 0.25% 98
2021
Q2 		$2.03M Buy
12,784
+3,733
+41% +$619K 0.25% 97
2021
Q1 		$1.43M Buy
9,051
+3,787
+72% +$610K 0.25% 96
2020
Q4 		$810K Buy
5,264
+2,252
+75% +$316K 0.21% 111
2020
Q3 		$350K Buy
3,012
+777
+35% +$97.6K 0.13% 193
2020
Q2 		$283K Sell
2,235
-2,146
-49% -$249K 0.16% 177
2020
Q1 		$489K Sell
4,381
-101
-2% -$14.5K 0.41% 75
2019
Q4 		$698K Buy
+4,482
New +$686K 0.51% 51

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

Ethic Inc's CB Position: Q2 2026 in Review

Ethic Inc reduced its Chubb (CB) stake by 19% in Q2 2026, selling an estimated $4.39M and leaving 56,773 shares worth $19.3M. The position accounts for 0.24% of the portfolio, ranked #63.

Ethic Inc first reported a position in CB in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.9M in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ethic Inc held 56,773 shares of Chubb worth $19.3M as of Q2 2026.
  • Ethic Inc sold 13,448 Chubb shares in Q2 2026, an estimated $4.39M.
  • Chubb made up 0.24% of Ethic Inc's portfolio in Q2 2026, its #63 holding.
  • Ethic Inc first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Chubb position peaked at $22.9M in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.