Center For Financial Planning, Inc. Chubb LTD Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Chubb LTD stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,738 shares of CB stock, worth $480,070. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,738

Previous 2,733 36.41%

Holding current value

$480,070

Previous $697,000 28.12%

% of portfolio

0.07%

Previous 0.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$252.51 - $292.2 $251,247 - $290,739	-995 Reduced 36.41%	1,738 $501,000
Q2 2024 Jul 18, 2024	BUY	$243.01 - $274.28 $20,655 - $23,313	85 Added 3.21%	2,733 $697,000
Q1 2024 Apr 25, 2024	BUY	$225.25 - $260.21 $29,507 - $34,087	131 Added 5.2%	2,648 $686,000
Q4 2023 Jan 29, 2024	BUY	$204.91 - $229.43 $3,688 - $4,129	18 Added 0.72%	2,517 $568,000
Q3 2023 Oct 24, 2023	BUY	$188.09 - $214.27 $13,354 - $15,213	71 Added 2.92%	2,499 $520,000
Q2 2023 Aug 09, 2023	BUY	$184.92 - $204.5 $19,971 - $22,086	108 Added 4.66%	2,428 $467,000
Q1 2023 May 02, 2023	SELL	$186.01 - $231.11 $10,044 - $12,479	-54 Reduced 2.27%	2,320 $450,000
Q4 2022 Jan 27, 2023	BUY	$184.68 - $222.05 $46,539 - $55,956	252 Added 11.88%	2,374 $0
Q2 2022 Aug 12, 2022	BUY	$186.97 - $216.55 $16,827 - $19,489	90 Added 4.43%	2,122 $417,000
Q1 2022 May 03, 2022	BUY	$191.44 - $217.78 $15,698 - $17,857	82 Added 4.21%	2,032 $435,000
Q4 2021 Feb 08, 2022	BUY	$173.61 - $196.09 $12,499 - $14,118	72 Added 3.83%	1,950 $377,000
Q3 2021 Oct 27, 2021	BUY	$157.95 - $186.68 $24,166 - $28,562	153 Added 8.87%	1,878 $326,000
Q2 2021 Jul 29, 2021	BUY	$156.01 - $176.39 $1,092 - $1,234	7 Added 0.41%	1,725 $274,000
Q1 2021 May 10, 2021	BUY	$145.1 - $175.05 $111,872 - $134,963	771 Added 81.41%	1,718 $271,000
Q4 2020 Feb 09, 2021	BUY	$115.88 - $155.42 $8,691 - $11,656	75 Added 8.6%	947 $146,000
Q3 2020 Nov 12, 2020	BUY	$113.85 - $136.03 $25,502 - $30,470	224 Added 34.57%	872 $101,000
Q2 2020 Aug 06, 2020	SELL	$95.25 - $140.7 $271,653 - $401,276	-2,852 Reduced 81.49%	648 $82,000
Q1 2020 May 11, 2020	BUY	$94.2 - $165.33 $8,101 - $14,218	86 Added 2.52%	3,500 $391,000
Q4 2019 Feb 14, 2020	BUY	$147.72 - $162.06 $504,316 - $553,272	3,414 New	3,414 $531,000

Others Institutions Holding CB

# of Institutions

1,985

Shares Held

343M

Call Options Held

2.04M

Put Options Held

1.89M

View Full List

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...

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Center For Financial Planning, Inc. Chubb LTD Transaction History