Surevest, LLC Chubb LTD Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Chubb LTD stock. As of the latest transaction made, Surevest, LLC holds 13,050 shares of CB stock, worth $3.72 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

13,050

Previous 11,558 12.91%

Holding current value

$3.72 Million

Previous $2.27 Million 4.49%

% of portfolio

0.65%

Previous 0.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$174.74 - $202.41 $260,712 - $301,995	1,492 Added 12.91%	13,050 $2.37 Million
Q2 2022 Aug 15, 2022	BUY	$186.97 - $216.55 $559,414 - $647,917	2,992 Added 34.93%	11,558 $2.27 Million
Q1 2022 May 16, 2022	BUY	$191.44 - $217.78 $1.64 Million - $1.86 Million	8,547 Added 44984.21%	8,566 $1.83 Million
Q4 2021 Feb 11, 2022	BUY	$173.61 - $196.09 $3,298 - $3,725	19 New	19 $4,000
Q4 2019 Jan 14, 2020	SELL	$147.72 - $162.06 $209,023 - $229,314	-1,415 Closed	0 $0
Q3 2019 Oct 15, 2019	SELL	$146.74 - $161.44 $105,065 - $115,591	-716 Reduced 33.6%	1,415 $228,000
Q2 2019 Jul 10, 2019	SELL	$136.57 - $150.94 $794,700 - $878,319	-5,819 Reduced 73.19%	2,131 $314,000
Q1 2019 Apr 09, 2019	SELL	$124.67 - $140.08 $238,743 - $268,253	-1,915 Reduced 19.41%	7,950 $1.11 Million
Q4 2018 Feb 20, 2019	BUY	$120.19 - $136.59 $1.19 Million - $1.35 Million	9,865 New	9,865 $1.27 Million

Others Institutions Holding CB

# of Institutions

1,982

Shares Held

343M

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 $118B
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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Account