Purchases and Sales Made in Q4 2024 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 2024. The information is specifically focused on institutions that hold shares of Chubb Ltd.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
702+ 5.23% |
$191K - $212K
|
14.1K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
696+ 0.71% |
$189K - $210K
|
99.3K
$28.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
695+ 48.5% |
$189K - $210K
|
2.13K
$603K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
689+ 3.96% |
$187K - $208K
|
18.1K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
688+ 20.98% |
$187K - $208K
|
3.97K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
673+ 8.36% |
$183K - $203K
|
8.72K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
669+ 13.12% |
$182K - $202K
|
5.77K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
662+ 5.13% |
$180K - $200K
|
13.6K
$3.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
652+ 5.67% |
$177K - $197K
|
12.2K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
642+ 0.96% |
$174K - $194K
|
67.4K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
639+ 6.84% |
$174K - $193K
|
9.98K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
627+ 13.88% |
$170K - $189K
|
5.15K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
625+ 8.07% |
$170K - $189K
|
8.37K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
622+ 2.09% |
$169K - $188K
|
30.3K
$8.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
618+ 8.31% |
$168K - $187K
|
8.05K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
616New |
$167K - $186K
|
616
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
614+ 44.88% |
$167K - $185K
|
1.98K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
600+ 77.82% |
$163K - $181K
|
1.37K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
596+ 29.46% |
$162K - $180K
|
2.62K
$743K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
592+ 12.78% |
$161K - $179K
|
5.22K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
575+ 4.28% |
$156K - $174K
|
14K
$3.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
568+ 21.31% |
$154K - $171K
|
3.23K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
549+ 6.16% |
$149K - $166K
|
9.47K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
546+ 4.62% |
$148K - $165K
|
12.4K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
544+ 5.71% |
$148K - $164K
|
10.1K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
541+ 20.62% |
$147K - $163K
|
3.17K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
536+ 0.24% |
$146K - $162K
|
226K
$63.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
533+ 9.18% |
$145K - $161K
|
6.34K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
530+ 2.77% |
$144K - $160K
|
19.6K
$5.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
529+ 43.65% |
$144K - $160K
|
1.74K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
523+ 0.73% |
$142K - $158K
|
71.7K
$20.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
520+ 51.84% |
$141K - $157K
|
1.52K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
513+ 6.96% |
$139K - $155K
|
7.88K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
506+ 28.65% |
$137K - $153K
|
2.27K
$644K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
505+ 1.41% |
$137K - $152K
|
36.3K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
497+ 1.51% |
$135K - $150K
|
33.4K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
496+ 36.02% |
$135K - $150K
|
1.87K
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
490+ 25.3% |
$133K - $148K
|
2.43K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
483+ 2.66% |
$131K - $146K
|
18.6K
$5.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
482New |
$131K - $146K
|
482
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
480+ 4.91% |
$130K - $145K
|
10.3K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
472+ 8.65% |
$128K - $142K
|
5.93K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
470New |
$128K - $142K
|
470
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
468+ 3.89% |
$127K - $141K
|
12.5K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
464+ 17.48% |
$126K - $140K
|
3.12K
$884K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
461+ 21.88% |
$125K - $139K
|
2.57K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
454+ 9.27% |
$123K - $137K
|
5.35K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
450+ 51.96% |
$122K - $136K
|
1.32K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
446+ 96.75% |
$121K - $135K
|
907
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
440+ 6.09% |
$119K - $133K
|
7.67K
$2.17M
|