Ellevest, Inc.

Position in CB — Chubb Ltd

CIK 1644128 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,745,270

-$28,115 QoQ

Shares Held

5,122

-5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#909

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $3,874,774 across 5 Insurance - Property & Casualty names. CB ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	5,122	$1,745,270
2	PGR	Progressive Corp/Oh/	3,655	$798,434
3	L	Loews Corp	4,942	$559,483
4	ALL	Allstate Corp	2,051	$488,014
5	TRV	Travelers Companies, Inc.	859	$283,573

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,745,270	5,122	-5.9%	Shares	Sole	2026-08-10
2026-03-31	$1,773,385	5,441	+2.8%	Shares	Sole	2026-05-11
2025-12-31	$1,651,426	5,291	-2.1%	Shares	Sole	2026-02-10
2025-09-30	$1,525,561	5,405	+246.5%	Shares	Sole	2025-11-14
2025-06-30	$451,963	1,560	-3.2%	Shares	Sole	2025-08-05
2025-03-31	$486,505	1,611	-7.8%	Shares	Sole	2025-05-14
2024-12-31	$482,696	1,747	-20.4%	Shares	Sole	2025-02-14
2024-09-30	$632,727	2,194	-6.1%	Shares	Sole	2024-11-13
2024-06-30	$595,866	2,336	+16.5%	Shares	Sole	2024-08-14
2024-03-31	$519,814	2,006	-2.4%	Shares	Sole	2024-05-13
2023-12-31	$464,430	2,055	+16.0%	Shares	Sole	2024-02-06
2023-09-30	$368,686	1,771	-6.5%	Shares	Sole	2023-11-09
2023-06-30	$364,708	1,894	+25.0%	Shares	Sole	2023-08-09
2023-03-31	$294,182	1,515	-7.7%	Shares	Sole	2023-05-04
2022-12-31	$362,225	1,642	+65.2%	Shares	Sole	2023-02-03
2022-09-30	$180,788	994	-29.7%	Shares	Sole	2022-11-02
2022-06-30	$277,964	1,414	+501.7%	Shares	Sole	2022-07-18
2022-03-31	$50,266	235	-36.5%	Shares	Sole	2022-04-19
2021-12-31	$71,524	370	+91.7%	Shares	Sole	2022-01-24
2021-09-30	$33,481	193	+34.0%	Shares	Sole	2021-10-19
2021-06-30	$22,887	144	-22.6%	Shares	Sole	2021-07-13
2021-03-31	$29,382	186	+29.2%	Shares	Sole	2021-05-03
2020-12-31	$22,164	144	-35.7%	Shares	Sole	2021-02-04
2020-09-30	$26,010	224	-3.9%	Shares	Sole	2020-10-26
2020-06-30	$29,502	233	-51.1%	Shares	Sole	2020-07-06
2020-03-31	$53,164	476	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.