United Asset Strategies, Inc.

Position in CB — Chubb Ltd

CIK 1539948 GARDEN CITY, NY

Position in CB

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,022,901

+$64,341 QoQ

Shares Held

3,002

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,085

of 2,131 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $1,322,649 across 2 Insurance - Property & Casualty names. CB ranks #1 (77.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	3,002	$1,022,901
2	TRV	Travelers Companies, Inc.	908	$299,748

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,022,901	3,002	+2.1%	Shares	Sole	2026-07-13
2026-03-31	$958,560	2,941	+6.1%	Shares	Sole	2026-04-29
2025-12-31	$865,196	2,772	-1.0%	Shares	Sole	2026-01-28
2025-09-30	$790,300	2,800	+0.5%	Shares	Sole	2025-10-23
2025-06-30	$807,449	2,787	-8.3%	Shares	Sole	2025-08-08
2025-03-31	$917,445	3,038	-1.3%	Shares	Sole	2025-05-14
2024-12-31	$850,727	3,079	+1.3%	Shares	Sole	2025-01-22
2024-09-30	$876,417	3,039	-2.0%	Shares	Sole	2024-10-28
2024-06-30	$791,258	3,102	-11.8%	Shares	Sole	2024-08-01
2024-03-31	$911,360	3,517	+3.3%	Shares	Sole	2024-04-23
2023-12-31	$769,078	3,403	-1.8%	Shares	Sole	2024-01-30
2023-09-30	$721,135	3,464	+12.5%	Shares	Sole	2023-11-07
2023-06-30	$592,699	3,078	+4.0%	Shares	Sole	2023-07-25
2023-03-31	$574,966	2,961	+2.7%	Shares	Sole	2023-07-25
2022-12-31	$636,210	2,884	+12.4%	Shares	Sole	2023-01-26
2022-09-30	$466,704	2,566	+6.6%	Shares	Sole	2022-10-24
2022-06-30	$473,364	2,408	+8.4%	Shares	Sole	2022-08-15
2022-03-31	$475,285	2,222	+6.6%	Shares	Sole	2022-04-29
2021-12-31	$403,051	2,085	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.