Number of Shares
558,131.00
Current Holdings Value*
$168.55 Mil
% of Portfolio
2.43%
Total Estimate Gain
$113.83 Mil
% of Total Estimate Gain
99.26%

CONFLUENCE INVESTMENT MANAGEMENT LLC's Chubb Ltd Holding Summary

As of 2025-03-31, CONFLUENCE INVESTMENT MANAGEMENT LLC held 558,131.00 shares of Chubb Ltd(CB), totaling $168.55 Mil. This investment constitutes 2.43% of their stock portfolio, and CONFLUENCE INVESTMENT MANAGEMENT LLC now holds 0.14% of the outstanding Chubb Ltd(CB) stock.

The initial trade took place in 2013Q4. And since then CONFLUENCE INVESTMENT MANAGEMENT LLC has made 18 purchases of CB, at an average price of $121.19, for a total of 946,237.00 shares. In addition, there have been 22 sales at an average price of $180.96 for 388,106.00 shares. Based on historical transaction data and CB's current price of $283.57, CONFLUENCE INVESTMENT MANAGEMENT LLC's estimated gain on his CB holdings is $113.83 Mil, reflecting a 99.26% gain to date.

CONFLUENCE INVESTMENT MANAGEMENT LLC CB ($283.57) Holding Chart

CONFLUENCE INVESTMENT MANAGEMENT LLC CB ($283.57) 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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