Ever Source Wealth Advisors, LLC Chubb LTD Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

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 5,544 shares of CB stock, worth $1.64 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,544

Previous 4,841 14.52%

Holding current value

$1.64 Million

Previous $1.4 Million 11.55%

% of portfolio

0.07%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$265.99 - $289.59 $186,990 - $203,581	703 Added 14.52%	5,544 $1.56 Million
Q2 2025 Aug 13, 2025	BUY	$274.32 - $302.46 $612,282 - $675,090	2,232 Added 85.55%	4,841 $1.4 Million
Q1 2025 May 13, 2025	BUY	$257.71 - $301.99 $93,033 - $109,018	361 Added 16.06%	2,609 $787,000
Q4 2024 Feb 07, 2025	BUY	$271.57 - $301.89 $84,729 - $94,189	312 Added 16.12%	2,248 $621,000
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

# of Institutions

2,220

Shares Held

341M

Call Options Held

1.27M

Put Options Held

891K

View Full List

About Chubb Ltd

Ticker CB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 415,020,000
Market Cap $123B
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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Ever Source Wealth Advisors, LLC Chubb LTD Transaction History