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 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
72+ 4.14% |
$19.6K - $21.7K
|
1.81K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
71+ 7.73% |
$19.3K - $21.4K
|
990
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
71+ 1.98% |
$19.3K - $21.4K
|
3.65K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
70+ 8.97% |
$19K - $21.1K
|
850
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
70+ 15.32% |
$19K - $21.1K
|
527
$149K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
69+ 8.66% |
$18.7K - $20.8K
|
866
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
69New |
$18.7K - $20.8K
|
69
$19.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
68New |
$18.5K - $20.5K
|
68
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
68+ 0.9% |
$18.5K - $20.5K
|
7.63K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
67+ 19.88% |
$18.2K - $20.2K
|
404
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
67+ 1.75% |
$18.2K - $20.2K
|
3.89K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
66+ 2.74% |
$17.9K - $19.9K
|
2.47K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
66New |
$17.9K - $19.9K
|
66
$18.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
65+ 4.12% |
$17.7K - $19.6K
|
1.64K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
65+ 1.25% |
$17.7K - $19.6K
|
5.26K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
64+ 0.5% |
$17.4K - $19.3K
|
12.9K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
64New |
$17.4K - $19.3K
|
64
$18.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
63+ 1.27% |
$17.1K - $19K
|
5.02K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
63+ 0.96% |
$17.1K - $19K
|
6.59K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
63+ 0.81% |
$17.1K - $19K
|
7.81K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
60+ 6.72% |
$16.3K - $18.1K
|
953
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
60+ 2.97% |
$16.3K - $18.1K
|
2.08K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
60+ 0.11% |
$16.3K - $18.1K
|
52.8K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 12.37% |
$16.3K - $18.1K
|
545
$155K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
59+ 8.29% |
$16K - $17.8K
|
771
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
58+ 4.2% |
$15.8K - $17.5K
|
1.44K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
58+ 4.32% |
$15.8K - $17.5K
|
1.4K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
58+ 5.06% |
$15.8K - $17.5K
|
1.2K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
58+ 3.19% |
$15.8K - $17.5K
|
1.88K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
58+ 3.31% |
$15.8K - $17.5K
|
1.81K
$513K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
57+ 0.08% |
$15.5K - $17.2K
|
74.3K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
57+ 5.77% |
$15.5K - $17.2K
|
1.05K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
56+ 3.0% |
$15.2K - $16.9K
|
1.92K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
56+ 3.15% |
$15.2K - $16.9K
|
1.83K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
56+ 1.5% |
$15.2K - $16.9K
|
3.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
56+ 2.01% |
$15.2K - $16.9K
|
2.85K
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
55+ 1.78% |
$14.9K - $16.6K
|
3.14K
$890K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
55+ 2.23% |
$14.9K - $16.6K
|
2.53K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
54+ 8.81% |
$14.7K - $16.3K
|
667
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
53+ 5.82% |
$14.4K - $16K
|
964
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
52+ 0.36% |
$14.1K - $15.7K
|
14.3K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
51+ 0.16% |
$13.9K - $15.4K
|
31.5K
$8.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
50+ 0.37% |
$13.6K - $15.1K
|
13.5K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$14.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 3.08% |
$13.6K - $15.1K
|
1.68K
$475K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50+ 8.85% |
$13.6K - $15.1K
|
615
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50+ 0.82% |
$13.6K - $15.1K
|
6.12K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$14.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49+ 18.28% |
$13.3K - $14.8K
|
317
$89.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
49+ 0.37% |
$13.3K - $14.8K
|
13.1K
$3.72M
|