Amplius Wealth Advisors, LLC Chubb LTD Transaction History

Amplius Wealth Advisors, LLC

$759 Million
Q2 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Chubb LTD stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 57,525 shares of CB stock, worth $16.7 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

57,525

Previous 51,707 11.25%

Holding current value

$16.7 Million

Previous $13.4 Million 9.52%

% of portfolio

1.93%

Previous 1.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$243.01 - $274.28 $1.41 Million - $1.6 Million	5,818 Added 11.25%	57,525 $14.7 Million
Q1 2024 Apr 16, 2024	SELL	$225.25 - $260.21 $726,206 - $838,917	-3,224 Reduced 5.87%	51,707 $13.4 Million
Q4 2023 Jan 10, 2024	SELL	$204.91 - $229.43 $1.12 Million - $1.25 Million	-5,451 Reduced 9.03%	54,931 $12.4 Million
Q3 2023 Oct 17, 2023	SELL	$188.09 - $214.27 $540,006 - $615,169	-2,871 Reduced 4.54%	60,382 $12.6 Million
Q2 2023 Jul 26, 2023	SELL	$184.92 - $204.5 $23,854 - $26,380	-129 Reduced 0.2%	63,253 $12.2 Million
Q1 2023 Apr 25, 2023	BUY	$186.01 - $231.11 $1.03 Million - $1.28 Million	5,517 Added 9.53%	63,382 $12.3 Million
Q4 2022 Jan 19, 2023	SELL	$184.68 - $222.05 $171,567 - $206,284	-929 Reduced 1.58%	57,865 $0
Q3 2022 Nov 10, 2022	BUY	$174.74 - $202.41 $956,002 - $1.11 Million	5,471 Added 10.26%	58,794 $10.7 Million
Q2 2022 Jul 21, 2022	BUY	$186.97 - $216.55 $71,235 - $82,505	381 Added 0.72%	53,323 $10.5 Million
Q1 2022 May 09, 2022	SELL	$191.44 - $217.78 $377,711 - $429,679	-1,973 Reduced 3.59%	52,942 $11.3 Million
Q4 2021 Jan 28, 2022	BUY	$173.61 - $196.09 $9.53 Million - $10.8 Million	54,915 New	54,915 $10.6 Million

Others Institutions Holding CB

# of Institutions

1,865

Shares Held

348M

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 $120B
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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Chubb LTD Transaction History