Sarver Vrooman Wealth Advisors

Position in CB — Chubb Ltd

CIK 2076215 KANSAS CITY, MO

Position in CB

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$45,999

+$369 QoQ

Shares Held

135

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,952

of 2,131 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sarver Vrooman Wealth Advisors holds $189,048 across 4 Insurance - Property & Casualty names. CB ranks #3 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	148	$48,857
2	AFG	American Financial Group Inc	346	$48,419
3	CB	Chubb Ltd This page	135	$45,999
4	WRB	Berkley W R Corp	649	$45,773

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,999	135	-3.6%	Shares	Sole	2026-07-02
2026-03-31	$45,630	140	+10.2%	Shares	Sole	2026-04-15
2025-12-31	$39,639	127	-37.7%	Shares	Sole	2026-04-23
2025-09-30	$57,579	204	0.0%	Shares	Sole	2025-10-23
2025-06-30	$59,102	204	-24.7%	Shares	Sole	2025-07-09
2025-03-31	$81,839	271	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.