Advisory Resource Group

Position in CB — Chubb Ltd

CIK 1764968 Tulsa, OK

Position in CB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,403,508

-$66,762 QoQ

Shares Held

4,119

-8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#982

of 2,131 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisory Resource Group holds $1,617,755 across 2 Insurance - Property & Casualty names. CB ranks #1 (86.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	4,119	$1,403,508
2	TRV	Travelers Companies, Inc.	649	$214,247

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,403,508	4,119	-8.7%	Shares	Sole	2026-07-14
2026-03-31	$1,470,270	4,511	-3.2%	Shares	Sole	2026-05-15
2025-12-31	$1,453,854	4,658	+0.8%	Shares	Sole	2026-02-12
2025-09-30	$1,304,841	4,623	+19.8%	Shares	Sole	2025-10-22
2025-06-30	$1,118,029	3,859	+2.7%	Shares	Sole	2025-08-08
2025-03-31	$1,135,180	3,759	+0.5%	Shares	Sole	2025-04-21
2024-12-31	$1,033,085	3,739	+7.3%	Shares	Sole	2025-01-28
2024-09-30	$1,004,750	3,484	-6.6%	Shares	Sole	2024-11-20
2024-06-30	$951,703	3,731	+5.6%	Shares	Sole	2024-07-24
2024-03-31	$915,506	3,533	+19.3%	Shares	Sole	2024-05-17
2023-12-31	$669,412	2,962	-1.5%	Shares	Sole	2024-01-11
2023-09-30	$625,997	3,007	+3.2%	Shares	Sole	2023-12-05
2023-06-30	$561,312	2,915	+6.2%	Shares	Sole	2023-07-11
2023-03-31	$533,024	2,745	+13.0%	Shares	Sole	2023-05-15
2022-12-31	$536,058	2,430	+128.2%	Shares	Sole	2023-01-27
2022-06-30	$209,357	1,065	-17.5%	Shares	Sole	2022-07-21
2022-03-31	$276,144	1,291	+5.9%	Shares	Sole	2022-04-06
2021-12-31	$235,644	1,219	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.