A detailed history of Carson Advisory Inc. transactions in Chubb LTD stock. As of the latest transaction made, Carson Advisory Inc. holds 1,488 shares of CB stock, worth $432,368. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,488
Previous 1,563 4.8%
Holding current value
$432,368
Previous $405,000 6.42%
% of portfolio
0.28%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$243.01 - $274.28 $18,225 - $20,570
-75 Reduced 4.8%
1,488 $379,000
Q1 2024

May 03, 2024

BUY
$225.25 - $260.21 $450 - $520
2 Added 0.13%
1,563 $405,000
Q4 2023

Feb 06, 2024

BUY
$204.91 - $229.43 $2,868 - $3,212
14 Added 0.9%
1,561 $352,000
Q3 2023

Nov 08, 2023

BUY
$188.09 - $214.27 $55,298 - $62,995
294 Added 23.46%
1,547 $322,000
Q1 2023

May 05, 2023

SELL
$186.01 - $231.11 $55,616 - $69,101
-299 Reduced 19.27%
1,253 $243,000
Q4 2022

Feb 08, 2023

BUY
$184.68 - $222.05 $4,062 - $4,885
22 Added 1.44%
1,552 $342,000
Q3 2022

Nov 07, 2022

SELL
$174.74 - $202.41 $4,019 - $4,655
-23 Reduced 1.48%
1,530 $278,000
Q2 2022

Aug 03, 2022

BUY
$186.97 - $216.55 $18,883 - $21,871
101 Added 6.96%
1,553 $305,000
Q1 2022

May 03, 2022

BUY
$191.44 - $217.78 $7,083 - $8,057
37 Added 2.61%
1,452 $311,000
Q4 2021

Feb 08, 2022

BUY
$173.61 - $196.09 $245,658 - $277,467
1,415 New
1,415 $274,000

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 $121B
  • 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 Carson Advisory Inc. Portfolio

Follow Carson Advisory Inc. 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.