A detailed history of Phillips Wealth Planners LLC transactions in Chubb LTD stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,382 shares of CB stock, worth $377,562. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,382
Previous 1,446 4.43%
Holding current value
$377,562
Previous $371 Million 9.29%
% of portfolio
0.39%
Previous 0.39%

Shares

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

Oct 28, 2024

SELL
$252.51 - $292.2 $16,160 - $18,700
-64 Reduced 4.43%
1,382 $405 Million
Q2 2024

Aug 02, 2024

BUY
$243.01 - $274.28 $7,533 - $8,502
31 Added 2.19%
1,446 $371 Million
Q1 2024

Apr 29, 2024

BUY
$225.25 - $260.21 $8,109 - $9,367
36 Added 2.61%
1,415 $347 Million
Q4 2023

Feb 12, 2024

SELL
$204.91 - $229.43 $4,098 - $4,588
-20 Reduced 1.43%
1,379 $317 Million
Q3 2023

Oct 30, 2023

BUY
$188.09 - $214.27 $188 - $214
1 Added 0.07%
1,399 $295 Million
Q2 2023

Jul 26, 2023

BUY
$184.92 - $204.5 $49,373 - $54,601
267 Added 23.61%
1,398 $269 Million
Q1 2023

May 15, 2023

BUY
$186.01 - $231.11 $210,377 - $261,385
1,131 New
1,131 $229 Million

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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.