York Bridge Wealth Partners, LLC Chubb LTD Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Chubb LTD stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 1,968 shares of CB stock, worth $501,997. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,968

Previous 1,968 -0.0%

Holding current value

$501,997

Previous $358,000 21.23%

% of portfolio

0.11%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	BUY	$174.74 - $202.41 $13,105 - $15,180	75 Added 3.96%	1,968 $358,000
Q2 2021 Jul 22, 2021	BUY	$156.01 - $176.39 $15,601 - $17,639	100 Added 5.58%	1,893 $301,000
Q1 2021 Apr 15, 2021	BUY	$145.1 - $175.05 $49,769 - $60,042	343 Added 23.66%	1,793 $283,000
Q4 2020 Jan 19, 2021	SELL	$115.88 - $155.42 $169,068 - $226,757	-1,459 Reduced 50.15%	1,450 $223,000
Q3 2020 Oct 19, 2020	SELL	$113.85 - $136.03 $11,385 - $13,603	-100 Reduced 3.32%	2,909 $338,000

Q2 2020 Jul 20, 2020	BUY	$95.25 - $140.7 $666 - $984	7 Added 0.23%	3,009 $381,000
Q1 2020 Apr 16, 2020	SELL	$94.2 - $165.33 $121,612 - $213,441	-1,291 Reduced 30.07%	3,002 $335,000
Q4 2019 Jan 17, 2020	BUY	$147.72 - $162.06 $13,442 - $14,747	91 Added 2.17%	4,293 $668,000
Q3 2019 Oct 21, 2019	SELL	$146.74 - $161.44 $145,859 - $160,471	-994 Reduced 19.13%	4,202 $678,000
Q2 2019 Jul 18, 2019	BUY	$136.57 - $150.94 $819 - $905	6 Added 0.12%	5,196 $765,000
Q1 2019 May 09, 2019	SELL	$124.67 - $140.08 $118,810 - $133,496	-953 Reduced 15.51%	5,190 $727,000
Q4 2018 Feb 14, 2019	SELL	$120.19 - $136.59 $10,937 - $12,429	-91 Reduced 1.46%	6,143 $793,000
Q3 2018 Nov 14, 2018	SELL	$126.81 - $140.12 $56,937 - $62,913	-449 Reduced 6.72%	6,234 $830,000
Q2 2018 Aug 10, 2018	BUY	$124.57 - $138.29 $747 - $829	6 Added 0.09%	6,683 $849,000
Q1 2018 May 15, 2018	SELL	$134.57 - $156.15 $6,728 - $7,807	-50 Reduced 0.74%	6,677 $900,000
Q4 2017 Feb 12, 2018	BUY	$144.7 - $155.19 $54,262 - $58,196	375 Added 5.9%	6,727 $991,000
Q3 2017 Oct 27, 2017	BUY	$134.88 - $149.87 $674 - $749	5 Added 0.08%	6,352 $905,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,347	6,347 $929,000

Others Institutions Holding CB

# of Institutions

1,819

Shares Held

344M

Call Options Held

1.52M

Put Options Held

1.19M

View Full List

About Chubb Ltd

Ticker CB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 415,020,000
Market Cap $106B
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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York Bridge Wealth Partners, LLC Chubb LTD Transaction History