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Sarver Vrooman Wealth Advisors’s Chubb CB Stock Holding History

Sarver Vrooman Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.6K Sell
135
-5
-4% -$1.63K 0.03% 69
2026
Q1 		$45.6K Buy
140
+13
+10% +$4.17K 0.03% 65
2025
Q4 		$39.6K Sell
127
-77
-38% -$22.5K 0.03% 82
2025
Q3 		$57.6K Hold
204
– – 0.04% 74
2025
Q2 		$59.1K Sell
204
-67
-25% -$19.3K 0.04% 71
2025
Q1 		$81.8K Buy
+271
New +$75.3K 0.05% 37

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's CB Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Chubb (CB) stake by 3.6% in Q2 2026, selling an estimated $1.63K and leaving 135 shares worth $47.6K. The position accounts for 0.03% of the portfolio, ranked #69.

Sarver Vrooman Wealth Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. The position peaked at $81.8K in Q1 2025. 388 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 135 shares of Chubb worth $47.6K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 5 Chubb shares in Q2 2026, an estimated $1.63K.
  • Chubb made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Chubb position peaked at $81.8K in Q1 2025.
  • 388 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.