Evercore Wealth Management, LLC Chubb LTD Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Chubb LTD stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 450,931 shares of CB stock, worth $121 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
450,931
Previous 456,467 1.21%
Holding current value
$121 Million
Previous $116 Million 11.65%
% of portfolio
1.95%
Previous 1.83%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$252.51 - $292.2 $1.4 Million - $1.62 Million
-5,536 Reduced 1.21%
450,931 $130 Million
Q2 2024

Aug 14, 2024
BUY
$243.01 - $274.28 $100,849 - $113,826
415 Added 0.09%
456,467 $116 Million
Q1 2024

May 15, 2024
BUY
$225.25 - $260.21 $686,562 - $793,120
3,048 Added 0.67%
456,052 $118 Million
Q4 2023

Feb 14, 2024
BUY
$204.91 - $229.43 $426,417 - $477,443
2,081 Added 0.46%
453,004 $102 Million
Q3 2023

Nov 14, 2023
BUY
$188.09 - $214.27 $625,023 - $712,019
3,323 Added 0.74%
450,923 $93.9 Million
Q2 2023

Aug 04, 2023
BUY
$184.92 - $204.5 $717,489 - $793,460
3,880 Added 0.87%
447,600 $86.2 Million
Q1 2023

May 15, 2023
SELL
$186.01 - $231.11 $148,063 - $183,963
-796 Reduced 0.18%
443,720 $86.2 Million
Q4 2022

Feb 14, 2023
BUY
$184.68 - $222.05 $2.29 Million - $2.75 Million
12,392 Added 2.87%
444,516 $98 Million
Q3 2022

Nov 14, 2022
BUY
$174.74 - $202.41 $728,141 - $843,442
4,167 Added 0.97%
432,124 $78.6 Million
Q2 2022

Aug 15, 2022
SELL
$186.97 - $216.55 $846,226 - $980,105
-4,526 Reduced 1.05%
427,957 $84.1 Million
Q1 2022

May 16, 2022
SELL
$191.44 - $217.78 $1.41 Million - $1.6 Million
-7,358 Reduced 1.67%
432,483 $92.5 Million
Q4 2021

Feb 14, 2022
BUY
$173.61 - $196.09 $422,219 - $476,890
2,432 Added 0.56%
439,841 $85 Million
Q3 2021

Nov 15, 2021
SELL
$157.95 - $186.68 $394,559 - $466,326
-2,498 Reduced 0.57%
437,409 $75.9 Million
Q2 2021

Aug 16, 2021
BUY
$156.01 - $176.39 $382,068 - $431,979
2,449 Added 0.56%
439,907 $69.9 Million
Q1 2021

May 17, 2021
BUY
$145.1 - $175.05 $1.13 Million - $1.36 Million
7,790 Added 1.81%
437,458 $69.1 Million
Q4 2020

Feb 16, 2021
BUY
$115.88 - $155.42 $201,631 - $270,430
1,740 Added 0.41%
429,668 $66.1 Million
Q3 2020

Nov 16, 2020
BUY
$113.85 - $136.03 $305,914 - $365,512
2,687 Added 0.63%
427,928 $49.7 Million
Q2 2020

Aug 13, 2020
BUY
$95.25 - $140.7 $553,307 - $817,326
5,809 Added 1.38%
425,241 $53.8 Million
Q1 2020

May 14, 2020
SELL
$94.2 - $165.33 $1.51 Million - $2.64 Million
-15,977 Reduced 3.67%
419,432 $46.8 Million
Q4 2019

Feb 13, 2020
BUY
$147.72 - $162.06 $852,344 - $935,086
5,770 Added 1.34%
435,409 $67.8 Million
Q3 2019

Nov 14, 2019
BUY
$146.74 - $161.44 $829,667 - $912,781
5,654 Added 1.33%
429,639 $69.4 Million
Q2 2019

Aug 13, 2019
BUY
$136.57 - $150.94 $1.27 Million - $1.4 Million
9,286 Added 2.24%
423,985 $62.4 Million
Q1 2019

May 14, 2019
BUY
$124.67 - $140.08 $533,462 - $599,402
4,279 Added 1.04%
414,699 $58.1 Million
Q4 2018

Feb 13, 2019
BUY
$120.19 - $136.59 $352,877 - $401,028
2,936 Added 0.72%
410,420 $53 Million
Q3 2018

Nov 13, 2018
SELL
$126.81 - $140.12 $24,347 - $26,903
-192 Reduced 0.05%
407,484 $54.5 Million
Q2 2018

Aug 14, 2018
BUY
$124.57 - $138.29 $2.52 Million - $2.8 Million
20,228 Added 5.22%
407,676 $51.8 Million
Q1 2018

May 15, 2018
SELL
$134.57 - $156.15 $1.68 Million - $1.95 Million
-12,475 Reduced 3.12%
387,448 $53 Million
Q4 2017

Feb 13, 2018
SELL
$144.7 - $155.19 $652,452 - $699,751
-4,509 Reduced 1.11%
399,923 $58.4 Million
Q3 2017

Nov 13, 2017
BUY
$134.88 - $149.87 $54.5 Million - $60.6 Million
404,432
404,432 $57.7 Million

Others Institutions Holding CB

# of Institutions
2,029
Shares Held
347M
Call Options Held
1.82M
Put Options Held
1.8M
View Full List

About Chubb Ltd

CB Quotes by TradingView
  • 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
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