Phoenix Wealth Advisors Chubb LTD Transaction History

Phoenix Wealth Advisors

$229 Million
Q4 2024

A detailed history of Phoenix Wealth Advisors transactions in Chubb LTD stock. As of the latest transaction made, Phoenix Wealth Advisors holds 9,153 shares of CB stock, worth $2.45 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

9,153

Previous 9,379 2.41%

Holding current value

$2.45 Million

Previous $2.7 Million 6.47%

% of portfolio

1.1%

Previous 1.26%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$271.57 - $301.89 $61,374 - $68,227	-226 Reduced 2.41%	9,153 $2.53 Million
Q3 2024 Nov 08, 2024	SELL	$252.51 - $292.2 $476,991 - $551,965	-1,889 Reduced 16.76%	9,379 $2.7 Million
Q2 2024 Jul 17, 2024	SELL	$243.01 - $274.28 $218,465 - $246,577	-899 Reduced 7.39%	11,268 $2.87 Million
Q1 2024 Apr 26, 2024	SELL	$225.25 - $260.21 $61,493 - $71,037	-273 Reduced 2.19%	12,167 $3.15 Million
Q4 2023 Jan 30, 2024	SELL	$204.91 - $229.43 $147,945 - $165,648	-722 Reduced 5.49%	12,440 $2.81 Million
Q3 2023 Nov 06, 2023	SELL	$188.09 - $214.27 $78,057 - $88,922	-415 Reduced 3.06%	13,162 $2.74 Million
Q2 2023 Jul 13, 2023	SELL	$184.92 - $204.5 $119,458 - $132,107	-646 Reduced 4.54%	13,577 $2.61 Million
Q1 2023 May 05, 2023	SELL	$186.01 - $231.11 $6,138 - $7,626	-33 Reduced 0.23%	14,223 $2.76 Million
Q4 2022 Feb 06, 2023	BUY	$184.68 - $222.05 $37,490 - $45,076	203 Added 1.44%	14,256 $3.14 Million
Q3 2022 Nov 07, 2022	BUY	$174.74 - $202.41 $26,909 - $31,171	154 Added 1.11%	14,053 $2.56 Million
Q2 2022 Aug 01, 2022	BUY	$186.97 - $216.55 $26,362 - $30,533	141 Added 1.02%	13,899 $2.73 Million
Q1 2022 May 02, 2022	BUY	$191.44 - $217.78 $2.23 Million - $2.53 Million	11,635 Added 548.05%	13,758 $2.92 Million
Q4 2021 Feb 11, 2022	BUY	$173.61 - $196.09 $298,956 - $337,666	1,722 Added 429.43%	2,123 $410,000
Q3 2021 Nov 15, 2021	BUY	$157.95 - $186.68 $7,897 - $9,334	50 Added 14.25%	401 $70,000
Q2 2021 Jul 23, 2021	SELL	$156.01 - $176.39 $3,744 - $4,233	-24 Reduced 6.4%	351 $57,000
Q1 2021 Apr 12, 2021	BUY	$145.1 - $175.05 $19,008 - $22,931	131 Added 53.69%	375 $60,000
Q4 2020 Feb 05, 2021	BUY	$115.88 - $155.42 $28,274 - $37,922	244 New	244 $38,000

Others Institutions Holding CB

# of Institutions

2,053

Shares Held

354M

Call Options Held

1.8M

Put Options Held

1.81M

View Full List

About Chubb Ltd

Ticker CB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 415,020,000
Market Cap $111B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Account

Phoenix Wealth Advisors Chubb LTD Transaction History