Number of Shares
5,543.00
Current Holdings Value*
$1.67 Mil
% of Portfolio
0.52%
Total Estimate Gain
$91,885.57
% of Total Estimate Gain
3.78%

Empire Financial Management Company, LLC's Chubb Ltd Holding Summary

As of 2025-03-31, Empire Financial Management Company, LLC held 5,543.00 shares of Chubb Ltd(CB), totaling $1.67 Mil. This investment constitutes 0.52% of their stock portfolio, and Empire Financial Management Company, LLC now holds 0% of the outstanding Chubb Ltd(CB) stock.

The initial trade took place in 2023Q1. And since then Empire Financial Management Company, LLC has made 5 purchases of CB, at an average price of $263.28, for a total of 9,243.00 shares. In addition, there have been 1 sales at an average price of $277.87 for 3,700.00 shares. Based on historical transaction data and CB's current price of $270.11, Empire Financial Management Company, LLC's estimated gain on his CB holdings is $91,885.57, reflecting a 3.78% gain to date.

Empire Financial Management Company, LLC CB ($270.11) Holding Chart

Empire Financial Management Company, LLC CB ($270.11) 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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