Number of Shares
548,325.00
Current Holdings Value*
$158.86 Mil
% of Portfolio
2.24%
Total Estimate Gain
$111.68 Mil
% of Total Estimate Gain
97.39%

CONFLUENCE INVESTMENT MANAGEMENT LLC's Chubb Ltd Holding Summary

As of 2025-06-30, CONFLUENCE INVESTMENT MANAGEMENT LLC held 548,325.00 shares of Chubb Ltd(CB), totaling $158.86 Mil. This investment constitutes 2.24% 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 23 sales at an average price of $183.60 for 397,912.00 shares. Based on historical transaction data and CB's current price of $279.58, CONFLUENCE INVESTMENT MANAGEMENT LLC's estimated gain on his CB holdings is $111.68 Mil, reflecting a 97.39% gain to date.

CONFLUENCE INVESTMENT MANAGEMENT LLC CB ($279.58) Holding Chart

CONFLUENCE INVESTMENT MANAGEMENT LLC CB ($279.58) 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 %

Top Ranked Articles

  • 1