Sound Financial Strategies Group, LLC Chubb LTD Transaction History

Sound Financial Strategies Group, LLC

$106 Million
Q1 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Chubb LTD stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 2,718 shares of CB stock, worth $724,374. This represents 0.78% of its overall portfolio holdings.

Number of Shares

2,718

Previous 3,205 15.2%

Holding current value

$724,374

Previous $885,000 7.34%

% of portfolio

0.78%

Previous 0.81%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$257.71 - $301.99 $125,504 - $147,069	-487 Reduced 15.2%	2,718 $820,000
Q4 2024 Feb 06, 2025	BUY	$271.57 - $301.89 $98,579 - $109,586	363 Added 12.77%	3,205 $885,000
Q3 2024 Nov 12, 2024	BUY	$252.51 - $292.2 $11,110 - $12,856	44 Added 1.57%	2,842 $819,000
Q2 2024 Aug 12, 2024	BUY	$243.01 - $274.28 $60,266 - $68,021	248 Added 9.73%	2,798 $713,000
Q1 2024 May 13, 2024	SELL	$225.25 - $260.21 $9,010 - $10,408	-40 Reduced 1.54%	2,550 $660,000
Q4 2023 Feb 02, 2024	SELL	$204.91 - $229.43 $312,077 - $349,421	-1,523 Reduced 37.03%	2,590 $585,000
Q3 2023 Nov 06, 2023	BUY	$188.09 - $214.27 $773,614 - $881,292	4,113 New	4,113 $856,000
Q4 2022 Jan 30, 2023	BUY	$184.68 - $222.05 $908,440 - $1.09 Million	4,919 New	4,919 $1.08 Million
Q2 2022 Jul 25, 2022	SELL	$186.97 - $216.55 $1.44 Million - $1.66 Million	-7,686 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$191.44 - $217.78 $774,183 - $880,702	4,044 Added 111.04%	7,686 $1.64 Million
Q4 2021 Feb 03, 2022	SELL	$173.61 - $196.09 $22,569 - $25,491	-130 Reduced 3.45%	3,642 $704,000
Q3 2021 Nov 03, 2021	SELL	$157.95 - $186.68 $11,214 - $13,254	-71 Reduced 1.85%	3,772 $654,000
Q2 2021 Jul 30, 2021	BUY	$156.01 - $176.39 $13,728 - $15,522	88 Added 2.34%	3,843 $611,000
Q1 2021 May 07, 2021	BUY	$145.1 - $175.05 $544,850 - $657,312	3,755 New	3,755 $593,000
Q4 2020 Jan 22, 2021	SELL	$115.88 - $155.42 $429,103 - $575,520	-3,703 Closed	0 $0
Q3 2020 Oct 19, 2020	SELL	$113.85 - $136.03 $7,969 - $9,522	-70 Reduced 1.86%	3,703 $430,000
Q2 2020 Jul 17, 2020	SELL	$95.25 - $140.7 $95 - $140	-1 Reduced 0.03%	3,773 $478,000
Q1 2020 May 08, 2020	SELL	$94.2 - $165.33 $340,344 - $597,337	-3,613 Reduced 48.91%	3,774 $422,000
Q4 2019 Feb 14, 2020	BUY	$147.72 - $162.06 $1.09 Million - $1.2 Million	7,387 New	7,387 $1.15 Million

Others Institutions Holding CB

# of Institutions

2,155

Shares Held

348M

Call Options Held

1.55M

Put Options Held

1.1M

View Full List

About Chubb Ltd

Ticker CB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 415,020,000
Market Cap $111B
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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Sound Financial Strategies Group, LLC Chubb LTD Transaction History