United Capital Financial Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
14,869
+130
| +0.9% | +$37.7K | 0.03% | 304 |
|
|
2025
Q1 | $4.45M | Sell |
14,739
-101
| -0.7% | -$30.5K | 0.04% | 286 |
|
|
2024
Q4 | $4.1M | Sell |
14,840
-1,264
| -8% | -$349K | 0.03% | 290 |
|
|
2024
Q3 | $4.64M | Sell |
16,104
-663
| -4% | -$191K | 0.04% | 276 |
|
|
2024
Q2 | $4.28M | Sell |
16,767
-5,880
| -26% | -$1.5M | 0.04% | 284 |
|
|
2024
Q1 | $5.87M | Sell |
22,647
-5,823
| -20% | -$1.51M | 0.05% | 256 |
|
|
2023
Q4 | $6.43M | Sell |
28,470
-29,970
| -51% | -$6.77M | 0.05% | 255 |
|
|
2023
Q3 | $12.2M | Buy |
58,440
+1,498
| +3% | +$312K | 0.08% | 205 |
|
|
2023
Q2 | $11M | Sell |
56,942
-871
| -2% | -$168K | 0.06% | 226 |
|
|
2023
Q1 | $11.2M | Sell |
57,813
-64,885
| -53% | -$12.6M | 0.06% | 222 |
|
|
2022
Q4 | $27.1M | Buy |
122,698
+78,986
| +181% | +$17.4M | 0.15% | 132 |
|
|
2022
Q3 | $7.95M | Buy |
43,712
+374
| +0.9% | +$68K | 0.05% | 264 |
|
|
2022
Q2 | $8.52M | Sell |
43,338
-3,484
| -7% | -$685K | 0.05% | 275 |
|
|
2022
Q1 | $10M | Sell |
46,822
-516
| -1% | -$110K | 0.05% | 281 |
|
|
2021
Q4 | $9.15M | Buy |
47,338
+2,207
| +5% | +$427K | 0.04% | 288 |
|
|
2021
Q3 | $7.83M | Sell |
45,131
-1,791
| -4% | -$311K | 0.04% | 304 |
|
|
2021
Q2 | $7.46M | Sell |
46,922
-2,626
| -5% | -$417K | 0.04% | 315 |
|
|
2021
Q1 | $7.83M | Sell |
49,548
-3,400
| -6% | -$537K | 0.04% | 290 |
|
|
2020
Q4 | $8.15M | Sell |
52,948
-19,920
| -27% | -$3.07M | 0.05% | 277 |
|
|
2020
Q3 | $8.46M | Sell |
72,868
-16,090
| -18% | -$1.87M | 0.06% | 270 |
|
|
2020
Q2 | $11.3M | Sell |
88,958
-4,051
| -4% | -$513K | 0.08% | 233 |
|
|
2020
Q1 | $10.4M | Sell |
93,009
-9,169
| -9% | -$1.02M | 0.09% | 230 |
|
|
2019
Q4 | $15.9M | Sell |
102,178
-1,043
| -1% | -$162K | 0.1% | 233 |
|
|
2019
Q3 | $16.7M | Sell |
103,221
-739
| -0.7% | -$119K | 0.12% | 217 |
|
|
2019
Q2 | $15.3M | Sell |
103,960
-7,457
| -7% | -$1.1M | 0.1% | 221 |
|
|
2019
Q1 | $15.6M | Sell |
111,417
-17,469
| -14% | -$2.45M | 0.11% | 203 |
|
|
2018
Q4 | $16.7M | Sell |
128,886
-4,180
| -3% | -$540K | 0.13% | 161 |
|
|
2018
Q3 | $17.8M | Buy |
133,066
+597
| +0.5% | +$79.8K | 0.13% | 178 |
|
|
2018
Q2 | $16.8M | Buy |
132,469
+253
| +0.2% | +$32.1K | 0.13% | 179 |
|
|
2018
Q1 | $18.1M | Buy |
132,216
+8,391
| +7% | +$1.15M | 0.14% | 171 |
|
|
2017
Q4 | $18.1M | Buy |
123,825
+1,296
| +1% | +$189K | 0.14% | 166 |
|
|
2017
Q3 | $17.5M | Buy |
122,529
+3,155
| +3% | +$450K | 0.15% | 157 |
|
|
2017
Q2 | $17.4M | Buy |
119,374
+21,080
| +21% | +$3.06M | 0.16% | 151 |
|
|
2017
Q1 | $13.4M | Sell |
98,294
-2,242
| -2% | -$305K | 0.12% | 190 |
|
|
2016
Q4 | $13.3M | Sell |
100,536
-181
| -0.2% | -$23.9K | 0.13% | 178 |
|
|
2016
Q3 | $12.7M | Buy |
100,717
+2,883
| +3% | +$362K | 0.12% | 195 |
|
|
2016
Q2 | $12.8M | Buy |
97,834
+6,762
| +7% | +$886K | 0.13% | 173 |
|
|
2016
Q1 | $10.9M | Buy |
91,072
+13,208
| +17% | +$1.57M | 0.12% | 182 |
|
|
2015
Q4 | $9.1M | Buy |
77,864
+12,626
| +19% | +$1.48M | 0.1% | 212 |
|
|
2015
Q3 | $6.75M | Buy |
65,238
+61,403
| +1,601% | +$6.35M | 0.08% | 259 |
|
|
2015
Q2 | $390K | Sell |
3,835
-79
| -2% | -$8.03K | ﹤0.01% | 1004 |
|
|
2015
Q1 | $419K | Buy |
3,914
+870
| +29% | +$93.1K | 0.01% | 969 |
|
|
2014
Q4 | $350K | Buy |
+3,044
| New | +$350K | 0.01% | 923 |
|