UAG
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United Advisor Group’s Chubb CB Stock Holding History

United Advisor 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 		$376K Buy
1,153
+183
+19% +$58.7K 0.05% 342
2025
Q4 		$303K Sell
970
-22
-2% -$6.43K 0.04% 372
2025
Q3 		$280K Buy
+992
New +$273K 0.04% 370

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

United Advisor Group's CB Position: Q1 2026 in Review

United Advisor Group increased its Chubb (CB) stake by 19% in Q1 2026, buying an estimated $58.7K and bringing the position to 1,153 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #342.

United Advisor Group first reported a position in CB in Q3 2025 and has held it in 3 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • United Advisor Group held 1,153 shares of Chubb worth $376K as of Q1 2026.
  • United Advisor Group bought 183 Chubb shares in Q1 2026, an estimated $58.7K.
  • Chubb made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #342 holding.
  • United Advisor Group first reported a position in Chubb in Q3 2025 and has held it in 3 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.