EFG
CB icon

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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ethos Financial Group's CB Position: Q1 2026 in Review

Ethos Financial Group increased its Chubb (CB) stake by 44% in Q1 2026, buying an estimated $153K and bringing the position to 1,552 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #306.

Ethos Financial Group first reported a position in CB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q2 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Ethos Financial Group held 1,552 shares of Chubb worth $507K as of Q1 2026.
  • Ethos Financial Group bought 476 Chubb shares in Q1 2026, an estimated $153K.
  • Chubb made up 0.04% of Ethos Financial Group's portfolio in Q1 2026, its #306 holding.
  • Ethos Financial Group first reported a position in Chubb in Q2 2025 and has held it in 4 quarters since.
  • Ethos Financial Group's Chubb position peaked at $1.11M in Q2 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.