Holistic Financial Partners Chubb LTD Transaction History

Holistic Financial Partners

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$156.01 - $176.39 $264,436 - $298,981	-1,695 Closed	0 $0
Q1 2021 May 11, 2021	SELL	$145.1 - $175.05 $23,796 - $28,708	-164 Reduced 8.82%	1,695 $268,000
Q4 2020 Feb 10, 2021	BUY	$115.88 - $155.42 $927 - $1,243	8 Added 0.43%	1,859 $286,000
Q3 2020 Nov 13, 2020	BUY	$113.85 - $136.03 $210,736 - $251,791	1,851 New	1,851 $215,000
Q1 2020 May 05, 2020	SELL	$94.2 - $165.33 $138,285 - $242,704	-1,468 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$147.72 - $162.06 $6,056 - $6,644	41 Added 2.87%	1,468 $229,000
Q3 2019 Nov 07, 2019	BUY	$146.74 - $161.44 $209,397 - $230,374	1,427 New	1,427 $232,000
Q2 2018 Aug 14, 2018	SELL	$124.57 - $138.29 $30,893 - $34,295	-248 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$134.57 - $156.15 $13,726 - $15,927	-102 Reduced 29.14%	248 $34,000
Q4 2017 Feb 09, 2018	BUY	$144.7 - $155.19 $50,644 - $54,316	350	350 $51,000

2,139

356M

1.54M

1.1M

Ticker CB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 415,020,000
Market Cap $118B
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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