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 1,936 shares of CB stock, worth $537,588. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,936
Previous 1,887 2.6%
Holding current value
$537,588
Previous $481,000 16.01%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 08, 2024

BUY
$252.51 - $292.2 $12,372 - $14,317
49 Added 2.6%
1,936 $558,000
Q2 2024

Aug 13, 2024

BUY
$243.01 - $274.28 $19,926 - $22,490
82 Added 4.54%
1,887 $481,000
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

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...
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.