Berry Wealth Group, LP CB Holdings History

Number of Shares
13,688.00
Current Holdings Value*
$4.13 Mil
% of Portfolio
3.23%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
29.61%

Berry Wealth Group, LP's Chubb Ltd Holding Summary

As of 2025-03-31, Berry Wealth Group, LP held 13,688.00 shares of Chubb Ltd(CB), totaling $4.13 Mil. This investment constitutes 3.23% of their stock portfolio, and Berry Wealth Group, LP now holds 0% of the outstanding Chubb Ltd(CB) stock.

The initial trade took place in 2023Q4. And since then Berry Wealth Group, LP has made 1 purchases of CB, at an average price of $219.03, for a total of 19,862.00 shares. In addition, there have been 4 sales at an average price of $271.38 for 6,174.00 shares. Based on historical transaction data and CB's current price of $289.53, Berry Wealth Group, LP's estimated gain on his CB holdings is $1.29 Mil, reflecting a 29.61% gain to date.

Berry Wealth Group, LP CB ($289.53) Holding Chart

Berry Wealth Group, LP CB ($289.53) 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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