Transform Wealth, LLC Chubb LTD Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Chubb LTD stock. As of the latest transaction made, Transform Wealth, LLC holds 40,549 shares of CB stock, worth $11.6 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

40,549

Previous 36,036 12.52%

Holding current value

$11.6 Million

Previous $10.4 Million 7.84%

% of portfolio

0.64%

Previous 0.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$271.57 - $301.89 $1.23 Million - $1.36 Million	4,513 Added 12.52%	40,549 $11.2 Million
Q3 2024 Oct 15, 2024	BUY	$252.51 - $292.2 $149,990 - $173,566	594 Added 1.68%	36,036 $10.4 Million
Q2 2024 Jul 15, 2024	BUY	$243.01 - $274.28 $154,797 - $174,716	637 Added 1.83%	35,442 $9.04 Million
Q1 2024 Apr 15, 2024	BUY	$225.25 - $260.21 $321,431 - $371,319	1,427 Added 4.28%	34,805 $9.02 Million
Q4 2023 Jan 18, 2024	BUY	$204.91 - $229.43 $1.61 Million - $1.8 Million	7,835 Added 30.67%	33,378 $7.54 Million
Q3 2023 Oct 10, 2023	SELL	$188.09 - $214.27 $1.9 Million - $2.17 Million	-10,108 Reduced 28.35%	25,543 $5.32 Million
Q2 2023 Jul 13, 2023	BUY	$184.92 - $204.5 $8,136 - $8,998	44 Added 0.12%	35,651 $6.86 Million
Q1 2023 Apr 14, 2023	BUY	$186.01 - $231.11 $9,672 - $12,017	52 Added 0.15%	35,607 $6.91 Million
Q4 2022 Jan 12, 2023	BUY	$184.68 - $222.05 $199,085 - $239,369	1,078 Added 3.13%	35,555 $0
Q3 2022 Oct 21, 2022	BUY	$174.74 - $202.41 $276,089 - $319,807	1,580 Added 4.8%	34,477 $6.3 Million
Q2 2022 Jul 15, 2022	BUY	$186.97 - $216.55 $193,140 - $223,696	1,033 Added 3.24%	32,897 $6.49 Million
Q1 2022 Apr 25, 2022	BUY	$191.44 - $217.78 $6.1 Million - $6.94 Million	31,864 New	31,864 $6.82 Million

Others Institutions Holding CB

# of Institutions

2,077

Shares Held

356M

Call Options Held

1.32M

Put Options Held

1.3M

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 Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Chubb LTD Transaction History