A detailed history of Philip James Wealth Mangement, LLC transactions in Chubb LTD stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 883 shares of CB stock, worth $245,191. This represents 0.03% of its overall portfolio holdings.

Number of Shares
883
Previous 881 0.23%
Holding current value
$245,191
Previous $225 Million 13.32%
% of portfolio
0.03%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$252.51 - $292.2 $505 - $584
2 Added 0.23%
883 $255 Million
Q2 2024

Jul 23, 2024

SELL
$243.01 - $274.28 $7,776 - $8,776
-32 Reduced 3.5%
881 $225 Million
Q1 2024

Apr 29, 2024

SELL
$225.25 - $260.21 $123,887 - $143,115
-550 Reduced 37.59%
913 $237 Million
Q4 2023

Jan 29, 2024

BUY
$204.91 - $229.43 $299,783 - $335,656
1,463 New
1,463 $331 Million

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
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.