Legacy Financial Advisors, Inc. Chubb LTD Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Chubb LTD stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,654 shares of CB stock, worth $756,947. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,654

Previous 2,486 6.76%

Holding current value

$756,947

Previous $634,000 20.66%

% of portfolio

0.15%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$252.51 - $292.2 $42,421 - $49,089	168 Added 6.76%	2,654 $765,000
Q2 2024 Aug 13, 2024	SELL	$243.01 - $274.28 $1,701 - $1,919	-7 Reduced 0.28%	2,486 $634,000
Q1 2024 May 14, 2024	BUY	$225.25 - $260.21 $3,604 - $4,163	16 Added 0.65%	2,493 $646,000
Q4 2023 Feb 06, 2024	BUY	$204.91 - $229.43 $26,228 - $29,367	128 Added 5.45%	2,477 $559,000
Q3 2023 Nov 13, 2023	BUY	$188.09 - $214.27 $80,502 - $91,707	428 Added 22.28%	2,349 $489,000
Q2 2023 Aug 08, 2023	BUY	$184.92 - $204.5 $14,423 - $15,951	78 Added 4.23%	1,921 $369,000
Q1 2023 May 03, 2023	SELL	$186.01 - $231.11 $30,691 - $38,133	-165 Reduced 8.22%	1,843 $357,000
Q4 2022 Feb 06, 2023	BUY	$184.68 - $222.05 $62,606 - $75,274	339 Added 20.31%	2,008 $442,000
Q3 2022 Nov 09, 2022	SELL	$174.74 - $202.41 $19,396 - $22,467	-111 Reduced 6.24%	1,669 $304,000
Q2 2022 Aug 08, 2022	BUY	$186.97 - $216.55 $7,665 - $8,878	41 Added 2.36%	1,780 $350,000
Q1 2022 May 04, 2022	BUY	$191.44 - $217.78 $39,245 - $44,644	205 Added 13.36%	1,739 $372,000
Q4 2021 Feb 04, 2022	BUY	$173.61 - $196.09 $34,895 - $39,414	201 Added 15.08%	1,534 $297,000
Q3 2021 Oct 26, 2021	SELL	$157.95 - $186.68 $157 - $186	-1 Reduced 0.07%	1,333 $231,000
Q2 2021 Jul 21, 2021	SELL	$156.01 - $176.39 $2,808 - $3,175	-18 Reduced 1.33%	1,334 $212,000
Q1 2021 Apr 28, 2021	BUY	$145.1 - $175.05 $196,175 - $236,667	1,352 New	1,352 $214,000
Q2 2019 Aug 07, 2019	SELL	$136.57 - $150.94 $89,589 - $99,016	-656 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$124.67 - $140.08 $15,459 - $17,369	-124 Reduced 15.9%	656 $92,000
Q4 2018 Jan 16, 2019	BUY	$120.19 - $136.59 $23,316 - $26,498	194 Added 33.11%	780 $101,000
Q3 2018 Oct 30, 2018	SELL	$126.81 - $140.12 $6,974 - $7,706	-55 Reduced 8.58%	586 $78,000
Q2 2018 Jul 17, 2018	BUY	$124.57 - $138.29 $2,989 - $3,318	24 Added 3.89%	641 $85,000
Q1 2018 Apr 12, 2018	SELL	$134.57 - $156.15 $164,982 - $191,439	-1,226 Reduced 66.52%	617 $83,000
Q4 2017 Feb 09, 2018	BUY	$144.7 - $155.19 $266,682 - $286,015	1,843	1,843 $269,000

Others Institutions Holding CB

# of Institutions

1,982

Shares Held

343M

Call Options Held

2.04M

Put Options Held

1.89M

View Full List

About Chubb Ltd

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...

More about CB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Account

Legacy Financial Advisors, Inc. Chubb LTD Transaction History