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 $733,937. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,654

Previous 2,486 6.76%

Holding current value

$733,937

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

1,985

Shares Held

342M

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 $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...

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Legacy Financial Advisors, Inc. Chubb LTD Transaction History