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
|
Plancorp, LLC
|
BUY
|
- |
212+ 8.87% |
$57.6K - $64K
|
2.6K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
211+ 7.5% |
$57.3K - $63.7K
|
3.02K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
210+ 25.89% |
$57K - $63.4K
|
1.02K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
210+ 3.67% |
$57K - $63.4K
|
5.93K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
208+ 83.2% |
$56.5K - $62.8K
|
458
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
208+ 2.17% |
$56.5K - $62.8K
|
9.78K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
202+ 7.4% |
$54.9K - $61K
|
2.93K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
202+ 1.0% |
$54.9K - $61K
|
20.5K
$5.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
201+ 9.88% |
$54.6K - $60.7K
|
2.24K
$634K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
200+ 2.33% |
$54.3K - $60.4K
|
8.78K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
200+ 13.78% |
$54.3K - $60.4K
|
1.65K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
200New |
$54.3K - $60.4K
|
200
$56.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
197+ 16.9% |
$53.5K - $59.5K
|
1.36K
$387K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
196+ 14.57% |
$53.2K - $59.2K
|
1.54K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
195+ 1.94% |
$53K - $58.9K
|
10.3K
$2.91M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
195+ 13.99% |
$53K - $58.9K
|
1.59K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
192+ 9.74% |
$52.1K - $58K
|
2.16K
$613K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
192+ 18.36% |
$52.1K - $58K
|
1.24K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
190+ 4.83% |
$51.6K - $57.4K
|
4.12K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
187+ 19.91% |
$50.8K - $56.5K
|
1.13K
$319K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
187+ 14.53% |
$50.8K - $56.5K
|
1.47K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
186+ 2.73% |
$50.5K - $56.2K
|
7K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
184+ 4.6% |
$50K - $55.5K
|
4.19K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
178+ 0.48% |
$48.3K - $53.7K
|
37.3K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
174+ 11.1% |
$47.3K - $52.5K
|
1.74K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
174+ 1023.53% |
$47.3K - $52.5K
|
191
$54.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
172+ 7.62% |
$46.7K - $51.9K
|
2.43K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
171+ 7.06% |
$46.4K - $51.6K
|
2.59K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
170+ 0.5% |
$46.2K - $51.3K
|
33.9K
$9.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
170+ 8.29% |
$46.2K - $51.3K
|
2.22K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
169+ 9.39% |
$45.9K - $51K
|
1.97K
$558K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
166+ 1.48% |
$45.1K - $50.1K
|
11.4K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
166New |
$45.1K - $50.1K
|
166
$47.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
163+ 4.05% |
$44.3K - $49.2K
|
4.19K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
160+ 21.62% |
$43.5K - $48.3K
|
900
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
159+ 0.24% |
$43.2K - $48K
|
67.2K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
159+ 5.21% |
$43.2K - $48K
|
3.21K
$910K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
159+ 11.06% |
$43.2K - $48K
|
1.6K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
159New |
$43.2K - $48K
|
159
$45.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
158+ 1.12% |
$42.9K - $47.7K
|
14.3K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
156+ 0.33% |
$42.4K - $47.1K
|
47.5K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
154New |
$41.8K - $46.5K
|
154
$43.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
153+ 91.62% |
$41.6K - $46.2K
|
320
$90.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
152+ 5.57% |
$41.3K - $45.9K
|
2.88K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
151+ 13.92% |
$41K - $45.6K
|
1.24K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
150+ 15.12% |
$40.7K - $45.3K
|
1.14K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
150+ 7.89% |
$40.7K - $45.3K
|
2.05K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
149+ 1.05% |
$40.5K - $45K
|
14.3K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
148+ 3.99% |
$40.2K - $44.7K
|
3.85K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
148+ 9.12% |
$40.2K - $44.7K
|
1.77K
$502K
|