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Chubb shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Chubb (CB) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 15k 282.25
2025-06-30 $4.3M 15k 289.72
2025-03-31 $4.5M 15k 301.99
2024-12-31 $4.1M 15k 276.30
2024-09-30 $4.6M 16k 288.39
2024-06-30 $4.3M 17k 255.08
2024-03-31 $5.9M 23k 259.13
2023-12-31 $6.4M 29k 226.00
2023-09-30 $12M 58k 208.18
2023-06-30 $11M 57k 192.56
2023-03-31 $11M 58k 194.18
2022-12-31 $27M 123k 220.60
2022-09-30 $8.0M 44k 181.87
2022-06-30 $8.5M 43k 196.57
2022-03-31 $10M 47k 213.90
2021-12-31 $9.2M 47k 193.31
2021-09-30 $7.8M 45k 173.47
2021-06-30 $7.5M 47k 158.94
2021-03-31 $7.8M 50k 157.97
2020-12-31 $8.1M 53k 153.92
2020-09-30 $8.5M 73k 116.11
2020-06-30 $11M 89k 126.62
2020-03-31 $10M 93k 111.69
2019-12-31 $16M 102k 155.66
2019-09-30 $17M 103k 161.44
2019-06-30 $15M 104k 147.29
2019-03-31 $16M 111k 140.08
2018-12-31 $17M 129k 129.18
2018-09-30 $18M 133k 133.64
2018-06-30 $17M 133k 127.02
2018-03-31 $18M 132k 136.77
2017-12-31 $18M 124k 146.16
2017-09-30 $18M 123k 142.55
2017-06-30 $17M 119k 145.38
2017-03-31 $13M 98k 136.25
2016-12-31 $13M 101k 132.12
2016-09-30 $13M 101k 125.65
2016-06-30 $13M 98k 131.00
2016-03-31 $11M 91k 119.15

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
GQG Partners
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company
Raymond James Financial

View all funds holding Chubb