Congress Wealth Management LLC Chubb LTD Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Chubb LTD stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,732 shares of CB stock, worth $502,868. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,732

Previous 1,628 6.39%

Holding current value

$502,868

Previous $415,000 20.24%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$252.51 - $292.2 $26,261 - $30,388	104 Added 6.39%	1,732 $499,000
Q2 2024 Aug 13, 2024	BUY	$243.01 - $274.28 $45,442 - $51,290	187 Added 12.98%	1,628 $415,000
Q1 2024 Apr 18, 2024	SELL	$225.25 - $260.21 $120,959 - $139,732	-537 Reduced 27.15%	1,441 $373,000
Q4 2023 Feb 09, 2024	BUY	$204.91 - $229.43 $33,605 - $37,626	164 Added 9.04%	1,978 $447,000
Q3 2023 Oct 30, 2023	BUY	$188.09 - $214.27 $29,342 - $33,426	156 Added 9.41%	1,814 $377,000
Q2 2023 Jul 13, 2023	SELL	$184.92 - $204.5 $111,506 - $123,313	-603 Reduced 26.67%	1,658 $319,000
Q1 2023 Apr 14, 2023	SELL	$186.01 - $231.11 $3,162 - $3,928	-17 Reduced 0.75%	2,261 $439,000
Q4 2022 Feb 02, 2023	SELL	$184.68 - $222.05 $17,729 - $21,316	-96 Reduced 4.04%	2,278 $502,000
Q2 2022 Aug 11, 2022	SELL	$186.97 - $216.55 $21,314 - $24,686	-114 Reduced 4.58%	2,374 $467,000
Q1 2022 May 16, 2022	BUY	$191.44 - $217.78 $5,168 - $5,880	27 Added 1.1%	2,488 $532,000
Q4 2021 Feb 04, 2022	BUY	$173.61 - $196.09 $427,254 - $482,577	2,461 New	2,461 $476,000

Others Institutions Holding CB

# of Institutions

1,984

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 $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...

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Congress Wealth Management LLC Chubb LTD Transaction History