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Ethos Financial Group’s Chubb CB Stock Holding History

Ethos Financial Group’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 		$536K Sell
1,481
-71
-5% -$23.2K 0.04% 349
2026
Q1 		$507K Buy
1,552
+476
+44% +$153K 0.04% 306
2025
Q4 		$337K Sell
1,076
-470
-30% -$137K 0.02% 366
2025
Q3 		$438K Sell
1,546
-2,263
-59% -$623K 0.03% 290
2025
Q2 		$1.11M Buy
+3,809
New +$1.1M 0.1% 164

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 $3.38T AUM 44.17% 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

Ethos Financial Group's CB Position: Q2 2026 in Review

Ethos Financial Group reduced its Chubb (CB) stake by 4.6% in Q2 2026, selling an estimated $23.2K and leaving 1,481 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #349.

Ethos Financial Group first reported a position in CB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ethos Financial Group held 1,481 shares of Chubb worth $536K as of Q2 2026.
  • Ethos Financial Group sold 71 Chubb shares in Q2 2026, an estimated $23.2K.
  • Chubb made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #349 holding.
  • Ethos Financial Group first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's Chubb position peaked at $1.11M in Q2 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.