A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Chubb LTD stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,268 shares of CB stock, worth $346,417. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,268
Previous 1,302 2.61%
Holding current value
$346,417
Previous $332,000 9.94%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2024

SELL
$252.51 - $292.2 $8,585 - $9,934
-34 Reduced 2.61%
1,268 $365,000
Q2 2024

Aug 06, 2024

BUY
$243.01 - $274.28 $11,421 - $12,891
47 Added 3.75%
1,302 $332,000
Q1 2024

May 15, 2024

BUY
$225.25 - $260.21 $7,883 - $9,107
35 Added 2.87%
1,255 $325,000
Q2 2023

Aug 01, 2023

SELL
$184.92 - $204.5 $35,874 - $39,673
-194 Reduced 13.72%
1,220 $234,000
Q1 2022

May 16, 2022

BUY
$191.44 - $217.78 $37,139 - $42,249
194 Added 15.9%
1,414 $302,000
Q3 2021

Nov 30, 2021

BUY
$157.95 - $186.68 $192,699 - $227,749
1,220 New
1,220 $212,000
Q1 2021

May 17, 2021

SELL
$145.1 - $175.05 $234,046 - $282,355
-1,613 Closed
0 $0
Q2 2020

Aug 11, 2020

BUY
$95.25 - $140.7 $153,638 - $226,949
1,613 New
1,613 $204,000
Q1 2020

May 19, 2020

SELL
$94.2 - $165.33 $172,009 - $301,892
-1,826 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$147.72 - $162.06 $269,736 - $295,921
1,826 New
1,826 $284,000

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 $113B
  • 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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.