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
Q3 		$329K Sell
1,010
-124
-11% -$42.8K 0.03% 428
2026
Q2 		$387K Sell
1,134
-19
-2% -$6.2K 0.04% 368
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

United Advisor Group's CB Position: Q3 2026 in Review

United Advisor Group reduced its Chubb (CB) stake by 11% in Q3 2026, selling an estimated $42.8K and leaving 1,010 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #428.

United Advisor Group first reported a position in CB in Q3 2025 and has held it in 5 quarters since. The position peaked at $387K in Q2 2026. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • United Advisor Group held 1,010 shares of Chubb worth $329K as of Q3 2026.
  • United Advisor Group sold 124 Chubb shares in Q3 2026, an estimated $42.8K.
  • Chubb made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #428 holding.
  • United Advisor Group first reported a position in Chubb in Q3 2025 and has held it in 5 quarters since.
  • United Advisor Group's Chubb position peaked at $387K in Q2 2026.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.