MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in CB — Chubb Ltd

CIK 1965241 ST. LOUIS, MO

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,187,550

+$1,986,126 QoQ

Shares Held

6,420

+938.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#828

of 2,131 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $5,750,859 across 4 Insurance - Property & Casualty names. CB ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	6,420	$2,187,550
2	WRB	Berkley W R Corp	27,279	$1,923,987
3	RLI	Rli Corp	24,361	$1,439,004
4	PGR	Progressive Corp/Oh/	917	$200,318

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,187,550	6,420	+938.8%	Shares	Sole	2026-08-05
2026-03-31	$201,424	618	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.