9258 Wealth Management, LLC Chubb LTD Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

A detailed history of 9258 Wealth Management, LLC transactions in Chubb LTD stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,493 shares of CB stock, worth $421,682. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,493

Previous 1,574 5.15%

Holding current value

$421,682

Previous $407,000 6.63%

% of portfolio

0.06%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$243.01 - $274.28 $19,683 - $22,216	-81 Reduced 5.15%	1,493 $380,000
Q1 2024 May 03, 2024	SELL	$225.25 - $260.21 $12,614 - $14,571	-56 Reduced 3.44%	1,574 $407,000
Q4 2023 Feb 06, 2024	SELL	$204.91 - $229.43 $60,448 - $67,681	-295 Reduced 15.32%	1,630 $368,000
Q3 2023 Nov 08, 2023	SELL	$188.09 - $214.27 $60,000 - $68,352	-319 Reduced 14.22%	1,925 $400,000
Q2 2023 Aug 08, 2023	BUY	$184.92 - $204.5 $8,691 - $9,611	47 Added 2.14%	2,244 $432,000
Q1 2023 May 03, 2023	BUY	$186.01 - $231.11 $56,919 - $70,719	306 Added 16.18%	2,197 $426,000
Q4 2022 Feb 03, 2023	BUY	$184.68 - $222.05 $83,660 - $100,588	453 Added 31.5%	1,891 $417,000
Q3 2022 Nov 08, 2022	SELL	$174.74 - $202.41 $3,320 - $3,845	-19 Reduced 1.3%	1,438 $262,000
Q2 2022 Aug 04, 2022	BUY	$186.97 - $216.55 $10,470 - $12,126	56 Added 4.0%	1,457 $286,000
Q1 2022 May 13, 2022	SELL	$191.44 - $217.78 $40,776 - $46,387	-213 Reduced 13.2%	1,401 $300,000
Q4 2021 Feb 11, 2022	BUY	$173.61 - $196.09 $41,319 - $46,669	238 Added 17.3%	1,614 $312,000
Q3 2021 Nov 12, 2021	SELL	$157.95 - $186.68 $11,214 - $13,254	-71 Reduced 4.91%	1,376 $239,000
Q2 2021 Aug 13, 2021	BUY	$156.01 - $176.39 $225,746 - $255,236	1,447 New	1,447 $230,000
Q1 2021 May 11, 2021	SELL	$145.1 - $175.05 $196,900 - $237,542	-1,357 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$115.88 - $155.42 $157,249 - $210,904	1,357 New	1,357 $209,000

Others Institutions Holding CB

# of Institutions

1,912

Shares Held

349M

Call Options Held

1.49M

Put Options Held

1.6M

View Full List

About Chubb Ltd

Ticker CB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 415,020,000
Market Cap $117B
Description
Chubb Limited provides insurance and reinsurance products worldwide. The company's North America Commercial P&C Insurance segment offers commercial property, casualty, workers' compensation, package policies, risk management, financial lines, marine, construction, environmental, medical, cyber risk, surety, and excess casualty; and group acc...

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9258 Wealth Management, LLC Chubb LTD Transaction History