UAS
CB icon

United Asset Strategies’s Chubb CB Stock Holding History

United Asset Strategies’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
Q2 		$1.02M Buy
3,002
+61
+2% +$19.9K 0.07% 141
2026
Q1 		$959K Buy
2,941
+169
+6% +$54.2K 0.08% 141
2025
Q4 		$865K Sell
2,772
-28
-1% -$8.19K 0.07% 159
2025
Q3 		$790K Buy
2,800
+13
+0.5% +$3.58K 0.06% 167
2025
Q2 		$807K Sell
2,787
-251
-8% -$72.2K 0.07% 158
2025
Q1 		$917K Sell
3,038
-41
-1% -$11.4K 0.09% 150
2024
Q4 		$851K Buy
3,079
+40
+1% +$11.4K 0.08% 144
2024
Q3 		$876K Sell
3,039
-63
-2% -$17.3K 0.08% 150
2024
Q2 		$791K Sell
3,102
-415
-12% -$107K 0.08% 149
2024
Q1 		$911K Buy
3,517
+114
+3% +$28K 0.09% 150
2023
Q4 		$769K Sell
3,403
-61
-2% -$13.3K 0.09% 164
2023
Q3 		$721K Buy
3,464
+386
+13% +$78K 0.09% 149
2023
Q2 		$593K Buy
3,078
+117
+4% +$22.9K 0.07% 162
2023
Q1 		$575K Buy
2,961
+77
+3% +$16.2K 0.08% 165
2022
Q4 		$636K Buy
2,884
+318
+12% +$66.2K 0.09% 162
2022
Q3 		$467K Buy
2,566
+158
+7% +$30K 0.07% 154
2022
Q2 		$473K Buy
2,408
+186
+8% +$38.3K 0.07% 158
2022
Q1 		$475K Buy
2,222
+137
+7% +$27.8K 0.06% 156
2021
Q4 		$403K Buy
+2,085
New +$392K 0.05% 166

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

United Asset Strategies's CB Position: Q2 2026 in Review

United Asset Strategies increased its Chubb (CB) stake by 2.1% in Q2 2026, buying an estimated $19.9K and bringing the position to 3,002 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #141.

United Asset Strategies first reported a position in CB in Q4 2021 and has held it in 19 quarters since. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • United Asset Strategies held 3,002 shares of Chubb worth $1.02M as of Q2 2026.
  • United Asset Strategies bought 61 Chubb shares in Q2 2026, an estimated $19.9K.
  • Chubb made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #141 holding.
  • United Asset Strategies first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • 665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.