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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
110+ 2.52% |
$29.9K - $33.2K
|
4.48K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
110+ 0.76% |
$29.9K - $33.2K
|
14.6K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
110+ 1.69% |
$29.9K - $33.2K
|
6.61K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
109+ 14.06% |
$29.6K - $32.9K
|
884
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
108+ 19.12% |
$29.3K - $32.6K
|
673
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
105+ 3.31% |
$28.5K - $31.7K
|
3.28K
$929K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
105New |
$28.5K - $31.7K
|
105
$29.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
104New |
$28.2K - $31.4K
|
104
$29.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
103+ 0.74% |
$28K - $31.1K
|
14K
$3.97M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
103+ 2.91% |
$28K - $31.1K
|
3.65K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
100+ 5.0% |
$27.2K - $30.2K
|
2.1K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
100+ 1.31% |
$27.2K - $30.2K
|
7.76K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 1.14% |
$27.2K - $30.2K
|
8.89K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
100+ 11.49% |
$27.2K - $30.2K
|
970
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
100+ 8.77% |
$27.2K - $30.2K
|
1.24K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
99+ 5.47% |
$26.9K - $29.9K
|
1.91K
$541K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
99+ 4.4% |
$26.9K - $29.9K
|
2.35K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98+ 2.27% |
$26.6K - $29.6K
|
4.41K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
98+ 1.62% |
$26.6K - $29.6K
|
6.14K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
97+ 1.19% |
$26.3K - $29.3K
|
8.23K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
96+ 11.35% |
$26.1K - $29K
|
942
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
95+ 4.2% |
$25.8K - $28.7K
|
2.36K
$668K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
95+ 7.52% |
$25.8K - $28.7K
|
1.36K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
95+ 2.6% |
$25.8K - $28.7K
|
3.75K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
95+ 0.77% |
$25.8K - $28.7K
|
12.4K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
93+ 2.96% |
$25.3K - $28.1K
|
3.24K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
93+ 0.12% |
$25.3K - $28.1K
|
80.8K
$22.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
91+ 7.22% |
$24.7K - $27.5K
|
1.35K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
91+ 2.57% |
$24.7K - $27.5K
|
3.63K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
90+ 3.04% |
$24.4K - $27.2K
|
3.05K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
89+ 254.29% |
$24.2K - $26.9K
|
124
$35.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
88+ 2.31% |
$23.9K - $26.6K
|
3.9K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
87+ 1.1% |
$23.6K - $26.3K
|
8K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
86+ 0.36% |
$23.4K - $26K
|
23.8K
$6.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
86+ 38.74% |
$23.4K - $26K
|
308
$87.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
82+ 1.45% |
$22.3K - $24.8K
|
5.73K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
79+ 6.38% |
$21.5K - $23.8K
|
1.32K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
79+ 5.36% |
$21.5K - $23.8K
|
1.55K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
78+ 1.52% |
$21.2K - $23.5K
|
5.2K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
78New |
$21.2K - $23.5K
|
78
$22.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
77+ 4.43% |
$20.9K - $23.2K
|
1.82K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
76+ 5.92% |
$20.6K - $22.9K
|
1.36K
$385K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
75+ 6.16% |
$20.4K - $22.6K
|
1.29K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
75+ 4.73% |
$20.4K - $22.6K
|
1.66K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
75New |
$20.4K - $22.6K
|
75
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
75New |
$20.4K - $22.6K
|
75
$21.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
75+ 2.54% |
$20.4K - $22.6K
|
3.03K
$858K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
74+ 3.02% |
$20.1K - $22.3K
|
2.52K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
74+ 0.42% |
$20.1K - $22.3K
|
17.9K
$5.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
72+ 5.73% |
$19.6K - $21.7K
|
1.33K
$377K
|