Ethic Inc.

Position in CB — Chubb Ltd

CIK 1780570 NEW YORK, NY

Position in CB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$22,887,130

+$2,696,088 QoQ

Shares Held

70,221

+8.6% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89.30376952763417.ToString("F0")% Shared 0.ToString("F0")% None 10.696230472365817.ToString("F0")%

Financial Services · as of Mar 31, 2026

Ethic Inc. holds $95,245,299 across 15 Insurance - Property & Casualty names. CB ranks #1 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	70,221	$22,887,130
2	PGR	Progressive Corp/Oh/	78,392	$15,540,430
3	TRV	Travelers Companies, Inc.	51,026	$14,883,263
4	L	Loews Corp	126,958	$13,551,496
5	ALL	Allstate Corp	53,589	$11,111,143
6	MKL	Markel Group Inc.	1,590	$3,043,371
7	CINF	Cincinnati Financial Corp	18,413	$2,897,285
8	AIZ	Assurant, Inc.	12,132	$2,642,470

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,887,130	70,221	+8.6%	Shares	Sole	2026-04-27
2025-12-31	$20,191,042	64,690	+13.2%	Shares	Sole	2026-02-03
2025-09-30	$16,136,232	57,170	-1.1%	Shares	Sole	2025-10-17
2025-06-30	$16,753,059	57,825	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$17,405,797	57,637	+0.3%	Shares	Sole	2025-05-13
2024-12-31	$15,873,711	57,451	+47.0%	Shares	Sole	2025-02-14
2024-09-30	$11,270,281	39,080	-29.1%	Shares	Sole	2024-11-13
2024-06-30	$14,063,070	55,132	+41.1%	Shares	Sole	2024-08-13
2024-03-31	$10,126,800	39,080	+11.3%	Shares	Sole	2024-05-13
2023-12-31	$7,938,702	35,127	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$7,289,006	35,013	-4.2%	Shares	Sole	2023-11-14
2023-06-30	$7,034,024	36,529	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$7,087,181	36,498	+25.9%	Shares	Sole	2023-05-12
2022-12-31	$6,393,870	28,984	+20.3%	Shares	Sole	2023-02-14
2022-09-30	$4,382,762	24,097	-4.6%	Shares	Sole	2022-11-14
2022-06-30	$4,963,841	25,251	+30.1%	Shares	Sole	2022-08-10
2022-03-31	$4,152,654	19,414	+28.3%	Shares	Sole	2022-05-16
2021-12-31	$2,924,586	15,129	+8.7%	Shares	Sole	2022-02-14
2021-09-30	$2,413,627	13,913	+8.8%	Shares	Sole	2021-11-15
2021-06-30	$2,031,888	12,784	+41.2%	Shares	Sole	2021-08-10
2021-03-31	$1,429,786	9,051	+71.9%	Shares	Sole	2021-05-13
2020-12-31	$810,234	5,264	+74.8%	Shares	Sole	2021-02-10
2020-09-30	$349,753	3,012	+34.8%	Shares	Sole	2020-10-27
2020-06-30	$282,995	2,235	-49.0%	Shares	Sole	2020-08-12
2020-03-31	$489,313	4,381	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.