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 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
315+ 2.94% |
$85.5K - $95.1K
|
11K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
315New |
$85.5K - $95.1K
|
315
$89.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
313New |
$85K - $94.5K
|
313
$88.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
313+ 3.98% |
$85K - $94.5K
|
8.18K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
312+ 16.12% |
$84.7K - $94.2K
|
2.25K
$637K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
308+ 16.97% |
$83.6K - $93K
|
2.12K
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$81.5K - $90.6K
|
300
$85.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
300New |
$81.5K - $90.6K
|
300
$85.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.45% |
$81.5K - $90.6K
|
67.2K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
299+ 4.73% |
$81.2K - $90.3K
|
6.63K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
299+ 1.83% |
$81.2K - $90.3K
|
16.6K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
297+ 3.22% |
$80.7K - $89.7K
|
9.52K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
296New |
$80.4K - $89.4K
|
296
$83.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
295+ 17.21% |
$80.1K - $89.1K
|
2.01K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
295+ 0.27% |
$80.1K - $89.1K
|
111K
$31.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
291+ 0.58% |
$79K - $87.8K
|
50.3K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
289+ 3.7% |
$78.5K - $87.2K
|
8.1K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
288+ 18.65% |
$78.2K - $86.9K
|
1.83K
$520K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
282New |
$76.6K - $85.1K
|
282
$80K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
278+ 6.18% |
$75.5K - $83.9K
|
4.78K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
275+ 7.57% |
$74.7K - $83K
|
3.91K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
273+ 5.72% |
$74.1K - $82.4K
|
5.04K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
273+ 5.84% |
$74.1K - $82.4K
|
4.95K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
271+ 6.37% |
$73.6K - $81.8K
|
4.53K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
268+ 8.13% |
$72.8K - $80.9K
|
3.57K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
267+ 16.6% |
$72.5K - $80.6K
|
1.88K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
264+ 2.12% |
$71.7K - $79.7K
|
12.7K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
261+ 0.06% |
$70.9K - $78.8K
|
404K
$115M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
260+ 8.34% |
$70.6K - $78.5K
|
3.38K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
255+ 7.32% |
$69.3K - $77K
|
3.74K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
250+ 6.38% |
$67.9K - $75.5K
|
4.17K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
250+ 2.83% |
$67.9K - $75.5K
|
9.07K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
250+ 3.66% |
$67.9K - $75.5K
|
7.08K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
249New |
$67.6K - $75.2K
|
249
$70.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
246+ 11.41% |
$66.8K - $74.3K
|
2.4K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
246+ 2.32% |
$66.8K - $74.3K
|
10.8K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
241+ 1.39% |
$65.4K - $72.8K
|
17.5K
$4.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
239+ 12.55% |
$64.9K - $72.2K
|
2.14K
$608K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
237+ 1.25% |
$64.4K - $71.5K
|
19.1K
$5.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
237+ 6.51% |
$64.4K - $71.5K
|
3.88K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
236+ 3.31% |
$64.1K - $71.2K
|
7.37K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
235+ 29.82% |
$63.8K - $70.9K
|
1.02K
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
234+ 3.14% |
$63.5K - $70.6K
|
7.68K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
224+ 17.72% |
$60.8K - $67.6K
|
1.49K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
223+ 41.22% |
$60.6K - $67.3K
|
764
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
221+ 12.82% |
$60K - $66.7K
|
1.95K
$552K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
221+ 0.14% |
$60K - $66.7K
|
157K
$44.6M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
221+ 12.82% |
$60K - $66.7K
|
1.95K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
216+ 24.63% |
$58.7K - $65.2K
|
1.09K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
213+ 7.29% |
$57.8K - $64.3K
|
3.13K
$888K
|