Sequoia Financial Advisors, LLC Chubb LTD Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Chubb LTD stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 21,347 shares of CB stock, worth $5.83 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

21,347

Previous 7,007 204.65%

Holding current value

$5.83 Million

Previous $1.79 Million 244.38%

% of portfolio

0.07%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$252.51 - $292.2 $3.62 Million - $4.19 Million	14,340 Added 204.65%	21,347 $6.15 Million
Q2 2024 Jul 15, 2024	BUY	$243.01 - $274.28 $45,442 - $51,290	187 Added 2.74%	7,007 $1.79 Million
Q1 2024 Apr 30, 2024	SELL	$225.25 - $260.21 $480,458 - $555,027	-2,133 Reduced 23.82%	6,820 $1.77 Million
Q4 2023 Jan 25, 2024	BUY	$204.91 - $229.43 $912,054 - $1.02 Million	4,451 Added 98.87%	8,953 $2.02 Million
Q3 2023 Nov 08, 2023	SELL	$188.09 - $214.27 $27,461 - $31,283	-146 Reduced 3.14%	4,502 $937,000
Q2 2023 Aug 08, 2023	BUY	$184.92 - $204.5 $44,195 - $48,875	239 Added 5.42%	4,648 $895,000
Q1 2023 Apr 24, 2023	SELL	$186.01 - $231.11 $51,710 - $64,248	-278 Reduced 5.93%	4,409 $856,000
Q4 2022 Feb 10, 2023	SELL	$184.68 - $222.05 $30,841 - $37,082	-167 Reduced 3.44%	4,687 $1.03 Million
Q4 2022 Jan 17, 2023	BUY	$184.68 - $222.05 $381,548 - $458,755	2,066 Added 74.1%	4,854 $0
Q3 2022 Oct 26, 2022	SELL	$174.74 - $202.41 $86,671 - $100,395	-496 Reduced 15.1%	2,788 $507,000
Q2 2022 Jul 22, 2022	BUY	$186.97 - $216.55 $47,677 - $55,220	255 Added 8.42%	3,284 $646,000
Q1 2022 May 13, 2022	BUY	$191.44 - $217.78 $217,092 - $246,962	1,134 Added 59.84%	3,029 $648,000
Q4 2021 Feb 11, 2022	BUY	$173.61 - $196.09 $328,990 - $371,590	1,895 New	1,895 $366,000
Q3 2021 Oct 26, 2021	SELL	$157.95 - $186.68 $222,235 - $262,658	-1,407 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$156.01 - $176.39 $20,905 - $23,636	134 Added 10.53%	1,407 $224,000
Q1 2021 May 14, 2021	SELL	$145.1 - $175.05 $7,255 - $8,752	-50 Reduced 3.78%	1,273 $201,000
Q4 2020 Feb 12, 2021	BUY	$115.88 - $155.42 $153,309 - $205,620	1,323 New	1,323 $204,000
Q2 2018 Aug 14, 2018	SELL	$124.57 - $138.29 $207,159 - $229,976	-1,663 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$134.57 - $156.15 $4,440 - $5,152	-33 Reduced 1.95%	1,663 $227,000
Q4 2017 Feb 13, 2018	BUY	$144.7 - $155.19 $9,839 - $10,552	68 Added 4.18%	1,696 $248,000
Q3 2017 Nov 13, 2017	BUY	$134.88 - $149.87 $12,004 - $13,338	89 Added 5.78%	1,628 $232,000
Q2 2017 Aug 09, 2017	BUY	N/A	1,539	1,539 $224,000

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 $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

Portfolio Update

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

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Chubb LTD Transaction History