Personal Cfo Solutions, LLC Chubb LTD Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Chubb LTD stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 193,795 shares of CB stock, worth $52.7 Million. This represents 7.94% of its overall portfolio holdings.

Number of Shares

193,795

Previous 192,796 0.52%

Holding current value

$52.7 Million

Previous $49.2 Million 13.61%

% of portfolio

7.94%

Previous 7.73%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$252.51 - $292.2 $252,257 - $291,907	999 Added 0.52%	193,795 $55.9 Million
Q2 2024 Aug 09, 2024	BUY	$243.01 - $274.28 $5.72 Million - $6.46 Million	23,557 Added 13.92%	192,796 $49.2 Million
Q1 2024 May 13, 2024	SELL	$225.25 - $260.21 $143,709 - $166,013	-638 Reduced 0.38%	169,239 $43.9 Million
Q4 2023 Feb 13, 2024	SELL	$204.91 - $229.43 $266,178 - $298,029	-1,299 Reduced 0.76%	169,877 $38.4 Million
Q3 2023 Nov 13, 2023	BUY	$188.09 - $214.27 $21.3 Million - $24.3 Million	113,326 Added 195.9%	171,176 $35.6 Million
Q2 2023 Aug 10, 2023	SELL	$184.92 - $204.5 $19.4 Million - $21.5 Million	-104,919 Reduced 64.46%	57,850 $11.1 Million
Q1 2023 May 09, 2023	SELL	$186.01 - $231.11 $4.42 Million - $5.49 Million	-23,754 Reduced 12.74%	162,769 $31.6 Million
Q4 2022 Feb 14, 2023	BUY	$184.68 - $222.05 $20.9 Million - $25.1 Million	113,104 Added 154.05%	186,523 $41.1 Million
Q3 2022 Nov 01, 2022	BUY	$174.74 - $202.41 $524 - $607	3 Added 0.0%	73,419 $13.4 Million
Q2 2022 Aug 05, 2022	SELL	$186.97 - $216.55 $10,470 - $12,126	-56 Reduced 0.08%	73,416 $14.4 Million
Q1 2022 May 02, 2022	SELL	$191.44 - $217.78 $4.82 Million - $5.49 Million	-25,194 Reduced 25.53%	73,472 $15.7 Million
Q4 2021 Feb 11, 2022	BUY	$173.61 - $196.09 $1.4 Million - $1.58 Million	8,047 Added 8.88%	98,666 $19.1 Million
Q3 2021 Nov 18, 2021	SELL	$157.95 - $186.68 $379,869 - $448,965	-2,405 Reduced 2.59%	90,619 $15.7 Million
Q2 2021 Jul 22, 2021	BUY	$156.01 - $176.39 $449,152 - $507,826	2,879 Added 3.19%	93,024 $14.8 Million
Q1 2021 Apr 21, 2021	BUY	$145.1 - $175.05 $39,467 - $47,613	272 Added 0.3%	90,145 $14.2 Million
Q4 2020 Feb 09, 2021	BUY	$115.88 - $155.42 $1.09 Million - $1.46 Million	9,416 Added 11.7%	89,873 $13.8 Million
Q3 2020 Nov 02, 2020	SELL	$113.85 - $136.03 $7.45 Million - $8.91 Million	-65,470 Reduced 44.86%	80,457 $9,000
Q2 2020 Aug 03, 2020	SELL	$95.25 - $140.7 $34,671 - $51,214	-364 Reduced 0.25%	145,927 $18.5 Million
Q1 2020 Apr 30, 2020	SELL	$94.2 - $165.33 $21,383 - $37,529	-227 Reduced 0.15%	146,291 $16.3 Million
Q4 2019 Feb 13, 2020	SELL	$147.72 - $162.06 $1.98 Million - $2.17 Million	-13,390 Reduced 8.37%	146,518 $22.8 Million
Q3 2019 Nov 13, 2019	BUY	$146.74 - $161.44 $23.5 Million - $25.8 Million	159,908 New	159,908 $25.7 Million

Others Institutions Holding CB

# of Institutions

2,002

Shares Held

342M

Call Options Held

2.03M

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 $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...

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Personal Cfo Solutions, LLC Chubb LTD Transaction History