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Northwest & Ethical Investments’s Chubb CB Stock Holding History

Northwest & Ethical Investments’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 		$5.41M Sell
15,869
-16,393
-51% -$5.35M 0.13% 128
2026
Q1 		$10.5M Buy
32,262
+9,648
+43% +$3.1M 0.24% 106
2025
Q4 		$7.06M Buy
22,614
+2,720
+14% +$795K 0.16% 144
2025
Q3 		$5.62M Sell
19,894
-9,437
-32% -$2.6M 0.13% 172
2025
Q2 		$8.5M Buy
29,331
+7,232
+33% +$2.08M 0.21% 134
2025
Q1 		$6.67M Sell
22,099
-1,328
-6% -$369K 0.18% 151
2024
Q4 		$6.47M Sell
23,427
-3,601
-13% -$1.02M 0.18% 164
2024
Q3 		$7.79M Sell
27,028
-3,347
-11% -$918K 0.21% 144
2024
Q2 		$7.75M Sell
30,375
-21,333
-41% -$5.48M 0.22% 134
2024
Q1 		$13.4M Buy
51,708
+30,309
+142% +$7.45M 0.39% 84
2023
Q4 		$4.84M Sell
21,399
-127
-0.6% -$27.8K 0.15% 179
2023
Q3 		$4.48M Sell
21,526
-30,695
-59% -$6.21M 0.15% 175
2023
Q2 		$10.1M Buy
52,221
+26,112
+100% +$5.12M 0.32% 103
2023
Q1 		$5.07M Sell
26,109
-53
-0.2% -$11.1K 0.17% 171
2022
Q4 		$5.77M Buy
26,162
+187
+0.7% +$38.9K 0.2% 153
2022
Q3 		$4.72M Sell
25,975
-229
-0.9% -$43.5K 0.19% 158
2022
Q2 		$5.15M Buy
26,204
+1,081
+4% +$223K 0.19% 149
2022
Q1 		$5.37M Sell
25,123
-8,227
-25% -$1.67M 0.17% 157
2021
Q4 		$6.45M Buy
33,350
+5,364
+19% +$1.01M 0.19% 139
2021
Q3 		$4.86M Sell
27,986
-234
-0.8% -$41K 0.16% 167
2021
Q2 		$4.49M Sell
28,220
-18,224
-39% -$3.02M 0.15% 172
2021
Q1 		$7.34M Sell
46,444
-8,974
-16% -$1.45M 0.26% 118
2020
Q4 		$8.53M Sell
55,418
-6,867
-11% -$963K 0.33% 101
2020
Q3 		$7.23M Buy
62,285
+2,499
+4% +$314K 0.32% 104
2020
Q2 		$7.57M Buy
59,786
+5,879
+11% +$681K 0.36% 95
2020
Q1 		$6.02M Buy
53,907
+7,533
+16% +$1.08M 0.35% 95
2019
Q4 		$7.22M Buy
46,374
+3,549
+8% +$543K 0.33% 98
2019
Q3 		$6.91M Buy
42,825
+126
+0.3% +$19.5K 0.34% 94
2019
Q2 		$6.29M Buy
42,699
+11,645
+37% +$1.68M 0.32% 102
2019
Q1 		$4.35M Sell
31,054
-458
-1% -$60.9K 0.23% 138
2018
Q4 		$4.07M Buy
31,512
+17,509
+125% +$2.26M 0.24% 129
2018
Q3 		$1.87M Sell
14,003
-1,356
-9% -$183K 0.12% 233
2018
Q2 		$1.95M Sell
15,359
-1,297
-8% -$172K 0.13% 226
2018
Q1 		$2.28M Buy
16,656
+2,949
+22% +$427K 0.15% 201
2017
Q4 		$2M Buy
13,707
+3,131
+30% +$468K 0.13% 219
2017
Q3 		$1.51M Buy
10,576
+374
+4% +$54.1K 0.09% 245
2017
Q2 		$1.48M Hold
10,202
– – 0.1% 233
2017
Q1 		$1.39M Buy
10,202
+1,841
+22% +$248K 0.09% 240
2016
Q4 		$1.1M Sell
8,361
-1,139
-12% -$145K 0.08% 255
2016
Q3 		$1.19M Buy
+9,500
New +$1.21M 0.08% 229

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

Northwest & Ethical Investments's CB Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Chubb (CB) stake by 51% in Q2 2026, selling an estimated $5.35M and leaving 15,869 shares worth $5.41M. The position accounts for 0.13% of the portfolio, ranked #128.

Northwest & Ethical Investments first reported a position in CB in Q3 2016 and has held it in 40 quarters since. The position peaked at $13.4M in Q1 2024. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Northwest & Ethical Investments held 15,869 shares of Chubb worth $5.41M as of Q2 2026.
  • Northwest & Ethical Investments sold 16,393 Chubb shares in Q2 2026, an estimated $5.35M.
  • Chubb made up 0.13% of Northwest & Ethical Investments's portfolio in Q2 2026, its #128 holding.
  • Northwest & Ethical Investments first reported a position in Chubb in Q3 2016 and has held it in 40 quarters since.
  • Northwest & Ethical Investments's Chubb position peaked at $13.4M in Q1 2024.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.