Number of Shares
160,856.00
Current Holdings Value*
$46.60 Mil
% of Portfolio
2.62%
Total Estimate Gain
$8.40 Mil
% of Total Estimate Gain
22.91%

SMITH CHAS P & ASSOCIATES PA CPAS's Chubb Ltd Holding Summary

As of 2025-06-30, SMITH CHAS P & ASSOCIATES PA CPAS held 160,856.00 shares of Chubb Ltd(CB), totaling $46.60 Mil. This investment constitutes 2.62% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0.04% of the outstanding Chubb Ltd(CB) stock.

The initial trade took place in 2023Q4. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 6 purchases of CB, at an average price of $223.04, for a total of 164,453.00 shares. In addition, there have been 1 sales at an average price of $274.15 for 3,597.00 shares. Based on historical transaction data and CB's current price of $274.13, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his CB holdings is $8.40 Mil, reflecting a 22.91% gain to date.

SMITH CHAS P & ASSOCIATES PA CPAS CB ($274.13) Holding Chart

SMITH CHAS P & ASSOCIATES PA CPAS CB ($274.13) 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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