Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CB holding history

Chubb Ltd in every 13F filed by Gladstone Institutional Advisory LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overview All 13F holders of CB Full Q2 2026 holdings

Shares (Q2 2026): 1,695
Value: $577.6K
% of portfolio: <0.1%
Quarters held: 21; Since Q2 2021

Holdings of CB by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,695	$577.6K	<0.1%	−46−2.6%	Reduced	Holders
Q1 2026	1,741	$567.7K	<0.1%	−182−9.5%	Reduced	Holders
Q4 2025	1,923	$600.4K	<0.1%	−105−5.2%	Reduced	Holders
Q3 2025	2,028	$572.5K	<0.1%	+117+6.1%	Added	Holders
Q2 2025	1,911	$553.6K	<0.1%	−75−3.8%	Reduced	Holders
Q1 2025	1,986	$599.7K	<0.1%	−10,892−84.6%	Reduced	Holders
Q4 2024	12,878	$3.56M	0.2%	+2,073+19.2%	Added	Holders
Q3 2024	10,805	$3.12M	0.2%	+8,332+336.9%	Added	Holders
Q2 2024	2,473	$630.8K	<0.1%	−52−2.1%	Reduced	Holders
Q1 2024	2,525	$654.2K	<0.1%	−6,836−73.0%	Reduced	Holders
Q4 2023	9,361	$2.12M	0.1%	+5,753+159.5%	Added	Holders
Q3 2023	3,608	$751.2K	<0.1%	−2,843−44.1%	Reduced	Holders
Q2 2023	6,451	$1.24M	0.1%	−17,549−73.1%	Reduced	Holders
Q1 2023	24,000	$4.66M	0.3%	+8,305+52.9%	Added	Holders
Q4 2022	15,695	$3.46M	0.2%	+404+2.6%	Added	Holders
Q3 2022	15,291	$2.78M	0.2%	+4,049+36.0%	Added	Holders
Q2 2022	11,242	$2.21M	0.2%	+7,256+182.0%	Added	Holders
Q1 2022	3,986	$853.0K	0.1%	−2,307−36.7%	Reduced	Holders
Q4 2021	6,293	$1.22M	0.1%	−1,292−17.0%	Reduced	Holders
Q3 2021	7,585	$1.32M	0.1%	+4,585+152.8%	Added	Holders
Q2 2021	3,000	$477.0K	0.1%	+3,000	New	Holders