ATWOOD & PALMER INC

Position in CB — Chubb Ltd

CIK 1044929 KANSAS CITY, MO

Position in CB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$44,296

+$1,926 QoQ

Shares Held

130

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,957

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ATWOOD & PALMER INC holds $164,846 across 5 Insurance - Property & Casualty names. CB ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	150	$49,518
2	CB	Chubb Ltd This page	130	$44,296
3	ALL	Allstate Corp	150	$35,691
4	PLMR	Palomar Holdings, Inc.	150	$18,958
5	PGR	Progressive Corp/Oh/	75	$16,383

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,296	130	0.0%	Shares	Sole	2026-07-08
2026-03-31	$42,370	130	0.0%	Shares	Sole	2026-04-15
2025-12-31	$40,575	130	0.0%	Shares	Sole	2026-01-28
2025-09-30	$36,692	130	0.0%	Shares	Sole	2025-10-15
2025-06-30	$37,663	130	0.0%	Shares	Sole	2025-07-08
2025-03-31	$39,258	130	-36.6%	Shares	Sole	2025-04-15
2024-12-31	$56,641	205	0.0%	Shares	Sole	2025-01-16
2024-09-30	$59,119	205	+57.7%	Shares	Sole	2024-10-07
2024-06-30	$33,160	130	0.0%	Shares	Sole	2024-07-10
2024-03-31	$33,686	130	-43.5%	Shares	Sole	2024-04-10
2023-12-31	$51,980	230	0.0%	Shares	Sole	2024-01-12
2023-09-30	$47,881	230	0.0%	Shares	Sole	2023-10-20
2023-06-30	$44,288	230	0.0%	Shares	Sole	2023-07-18
2023-03-31	$44,661	230	0.0%	Shares	Sole	2023-04-21
2022-12-31	$50,738	230	0.0%	Shares	Sole	2023-01-31
2022-09-30	$41,832	230	0.0%	Shares	Sole	2022-10-12
2022-06-30	$45,213	230	-30.3%	Shares	Sole	2022-07-21
2022-03-31	$70,587	330	+34.7%	Shares	Sole	2022-04-29
2021-12-31	$47,360	245	+6.5%	Shares	Sole	2022-01-24
2021-09-30	$39,900	230	0.0%	Shares	Sole	2021-10-29
2021-06-30	$36,556	230	0.0%	Shares	Sole	2021-07-26
2021-03-31	$36,333	230	+76.9%	Shares	Sole	2021-04-26
2020-12-31	$20,009	130	0.0%	Shares	Sole	2021-02-04
2020-09-30	$15,095	130	0.0%	Shares	Sole	2020-10-28
2020-06-30	$16,460	130	0.0%	Shares	Sole	2020-07-24
2020-03-31	$14,519	130	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.