A detailed history of Heron Financial Group, LLC transactions in Chubb LTD stock. As of the latest transaction made, Heron Financial Group, LLC holds 1,329 shares of CB stock, worth $369,036. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,329
Previous 1,309 1.53%
Holding current value
$369,036
Previous $254,000 0.39%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$184.92 - $204.5 $3,698 - $4,090
20 Added 1.53%
1,329 $255,000
Q1 2023

Apr 19, 2023

SELL
$186.01 - $231.11 $3,720 - $4,622
-20 Reduced 1.5%
1,309 $254,000
Q3 2022

Oct 27, 2022

SELL
$174.74 - $202.41 $67,973 - $78,737
-389 Reduced 22.64%
1,329 $242,000
Q2 2022

Jul 29, 2022

BUY
$186.97 - $216.55 $9,348 - $10,827
50 Added 3.0%
1,718 $338,000
Q3 2021

Nov 04, 2021

SELL
$157.95 - $186.68 $22,113 - $26,135
-140 Reduced 7.74%
1,668 $289,000
Q2 2021

Aug 16, 2021

SELL
$156.01 - $176.39 $37,442 - $42,333
-240 Reduced 11.72%
1,808 $287,000
Q3 2020

Oct 15, 2020

BUY
$113.85 - $136.03 $27,324 - $32,647
240 Added 13.27%
2,048 $244,000
Q1 2020

Apr 23, 2020

SELL
$94.2 - $165.33 $22,419 - $39,348
-238 Reduced 11.63%
1,808 $221,000
Q4 2019

Feb 14, 2020

BUY
$147.72 - $162.06 $302,235 - $331,574
2,046 New
2,046 $336,000

Others Institutions Holding CB

About Chubb Ltd


  • Ticker CB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 415,020,000
  • Market Cap $115B
  • 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...
More about CB
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