Ever Source Wealth Advisors, LLC Chubb LTD Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Chubb LTD stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,805 shares of CB stock, worth $455,780. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,805
Previous 2,111 14.5%
Holding current value
$455,780
Previous $547,000 14.63%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
SELL
$225.25 - $260.21 $68,926 - $79,624
-306 Reduced 14.5%
1,805 $467,000
Q4 2023

Feb 09, 2024
SELL
$204.91 - $229.43 $68,030 - $76,170
-332 Reduced 13.59%
2,111 $477,000
Q3 2023

Nov 03, 2023
SELL
$188.09 - $214.27 $46,458 - $52,924
-247 Reduced 9.18%
2,443 $508,000
Q2 2023

Aug 04, 2023
SELL
$184.92 - $204.5 $36,799 - $40,695
-199 Reduced 6.89%
2,690 $517,000
Q1 2023

May 11, 2023
SELL
$186.01 - $231.11 $44,456 - $55,235
-239 Reduced 7.64%
2,889 $560,000
Q4 2022

Feb 09, 2023
SELL
$184.68 - $222.05 $160,856 - $193,405
-871 Reduced 21.78%
3,128 $689,000
Q3 2022

Nov 07, 2022
SELL
$174.74 - $202.41 $63,780 - $73,879
-365 Reduced 8.36%
3,999 $727,000
Q2 2022

Aug 01, 2022
BUY
$186.97 - $216.55 $149,389 - $173,023
799 Added 22.41%
4,364 $858,000
Q1 2022

May 25, 2022
BUY
$191.44 - $217.78 $293,860 - $334,292
1,535 Added 75.62%
3,565 $763,000
Q4 2021

Feb 07, 2022
BUY
$173.61 - $196.09 $352,428 - $398,062
2,030 New
2,030 $392,000

Others Institutions Holding CB

# of Institutions
1,822
Shares Held
344M
Call Options Held
1.52M
Put Options Held
1.19M
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 $105B
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email