Number of Shares
49,135.00
Current Holdings Value*
$14.84 Mil
% of Portfolio
7.98%
Total Estimate Gain
$2.39 Mil
% of Total Estimate Gain
21.82%

FOGEL CAPITAL MANAGEMENT, INC.'s Chubb Ltd Holding Summary

As of 2025-03-31, FOGEL CAPITAL MANAGEMENT, INC. held 49,135.00 shares of Chubb Ltd(CB), totaling $14.84 Mil. This investment constitutes 7.98% of their stock portfolio, and FOGEL CAPITAL MANAGEMENT, INC. now holds 0.01% of the outstanding Chubb Ltd(CB) stock.

The initial trade took place in 2023Q4. And since then FOGEL CAPITAL MANAGEMENT, INC. has made 4 purchases of CB, at an average price of $221.70, for a total of 49,376.00 shares. In addition, there have been 1 sales at an average price of $245.87 for 241.00 shares. Based on historical transaction data and CB's current price of $270.18, FOGEL CAPITAL MANAGEMENT, INC.'s estimated gain on his CB holdings is $2.39 Mil, reflecting a 21.82% gain to date.

FOGEL CAPITAL MANAGEMENT, INC. CB ($270.18) Holding Chart

FOGEL CAPITAL MANAGEMENT, INC. CB ($270.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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