Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$19,344,832
-$3,542,298 QoQ
Shares Held
56,773
-19.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#321
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ethic Inc. holds $104,842,870 across 15 Insurance - Property & Casualty names. CB ranks #1 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
56,773 | $19,344,832 | |
| 2 | PGR |
Progressive Corp/Oh/
|
86,709 | $18,941,581 | |
| 3 | L |
Loews Corp
|
143,177 | $16,209,068 | |
| 4 | ALL |
Allstate Corp
|
67,931 | $16,163,502 | |
| 5 | TRV |
Travelers Companies, Inc.
|
48,739 | $16,089,718 | |
| 6 | CINF |
Cincinnati Financial Corp
|
20,910 | $3,871,277 | |
| 7 | AIZ |
Assurant, Inc.
|
13,169 | $3,536,271 | |
| 8 | MKL |
Markel Group Inc.
|
1,464 | $2,859,206 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,344,832 | 56,773 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $22,887,130 | 70,221 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,191,042 | 64,690 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,136,232 | 57,170 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $16,753,059 | 57,825 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $17,405,797 | 57,637 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,873,711 | 57,451 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,270,281 | 39,080 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,063,070 | 55,132 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,126,800 | 39,080 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,938,702 | 35,127 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,289,006 | 35,013 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,034,024 | 36,529 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,087,181 | 36,498 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,393,870 | 28,984 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,382,762 | 24,097 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,963,841 | 25,251 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,152,654 | 19,414 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,924,586 | 15,129 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,413,627 | 13,913 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,031,888 | 12,784 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,429,786 | 9,051 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $810,234 | 5,264 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $349,753 | 3,012 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $282,995 | 2,235 | 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. | ||||||