Number of Shares
17,997.00
Current Holdings Value*
$5.21 Mil
% of Portfolio
3.17%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
23.92%

VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Chubb Ltd Holding Summary

As of 2025-06-30, VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 17,997.00 shares of Chubb Ltd(CB), totaling $5.21 Mil. This investment constitutes 3.17% of their stock portfolio, and VIRGINIA WEALTH MANAGEMENT GROUP, INC. now holds 0% of the outstanding Chubb Ltd(CB) stock.

The initial trade took place in 2021Q4. And since then VIRGINIA WEALTH MANAGEMENT GROUP, INC. has made 8 purchases of CB, at an average price of $206.75, for a total of 27,280.00 shares. In addition, there have been 6 sales at an average price of $221.46 for 9,283.00 shares. Based on historical transaction data and CB's current price of $274.13, VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s estimated gain on his CB holdings is $1.35 Mil, reflecting a 23.92% gain to date.

VIRGINIA WEALTH MANAGEMENT GROUP, INC. CB ($274.13) Holding Chart

VIRGINIA WEALTH MANAGEMENT GROUP, INC. 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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