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 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
439+ 20.75% |
$119K - $133K
|
2.56K
$725K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
438+ 13.02% |
$119K - $132K
|
3.8K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
432+ 6.38% |
$117K - $130K
|
7.21K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
430+ 2.01% |
$117K - $130K
|
21.9K
$6.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
423+ 9.5% |
$115K - $128K
|
4.88K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
422+ 1.94% |
$115K - $127K
|
22.2K
$6.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
421+ 25.52% |
$114K - $127K
|
2.07K
$587K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
415+ 28.23% |
$113K - $125K
|
1.89K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
415+ 33.63% |
$113K - $125K
|
1.65K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
413+ 0.72% |
$112K - $125K
|
57.6K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
410+ 5.38% |
$111K - $124K
|
8.03K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
405+ 11.58% |
$110K - $122K
|
3.9K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
405+ 36.13% |
$110K - $122K
|
1.53K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
400+ 60.51% |
$109K - $121K
|
1.06K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
400+ 6.45% |
$109K - $121K
|
6.6K
$1.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
397+ 5.23% |
$108K - $120K
|
7.98K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
390+ 5.11% |
$106K - $118K
|
8.03K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
390+ 1.28% |
$106K - $118K
|
30.9K
$8.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
386+ 1.92% |
$105K - $117K
|
20.5K
$5.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
386+ 28.15% |
$105K - $117K
|
1.76K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
383+ 0.2% |
$104K - $116K
|
192K
$54.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
382+ 0.3% |
$104K - $115K
|
127K
$36M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
381+ 2.93% |
$103K - $115K
|
13.4K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
373+ 5.61% |
$101K - $113K
|
7.02K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
370+ 44.21% |
$100K - $112K
|
1.21K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
370+ 53.01% |
$100K - $112K
|
1.07K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
369+ 3.11% |
$100K - $111K
|
12.2K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
366+ 1.86% |
$99.4K - $110K
|
20.1K
$5.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
365New |
$99.1K - $110K
|
365
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
363+ 12.77% |
$98.6K - $110K
|
3.21K
$909K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
359New |
$97.5K - $108K
|
359
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
354+ 4.91% |
$96.1K - $107K
|
7.56K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
351+ 2.87% |
$95.3K - $106K
|
12.6K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
349+ 4.35% |
$94.8K - $105K
|
8.37K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
347+ 0.84% |
$94.2K - $105K
|
41.5K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
343+ 5.38% |
$93.1K - $104K
|
6.72K
$1.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
337+ 12.09% |
$91.5K - $102K
|
3.13K
$886K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
337+ 18.22% |
$91.5K - $102K
|
2.19K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
335+ 36.89% |
$91K - $101K
|
1.24K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
330New |
$89.6K - $99.6K
|
330
$93.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
329+ 9.96% |
$89.3K - $99.3K
|
3.63K
$1.03M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
329New |
$89.3K - $99.3K
|
329
$93.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
325New |
$88.3K - $98.1K
|
325
$92.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
321+ 13.48% |
$87.2K - $96.9K
|
2.7K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
321+ 0.46% |
$87.2K - $96.9K
|
69.4K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
320+ 0.1% |
$86.9K - $96.6K
|
334K
$94.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
319+ 13.58% |
$86.6K - $96.3K
|
2.67K
$757K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
319New |
$86.6K - $96.3K
|
319
$90.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
317New |
$86.1K - $95.7K
|
317
$89.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
316+ 133.9% |
$85.8K - $95.4K
|
552
$157K
|