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 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
26+ 1.03% |
$7.06K - $7.85K
|
2.54K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
26+ 0.26% |
$7.06K - $7.85K
|
10.1K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25+ 1.29% |
$6.79K - $7.55K
|
1.96K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25+ 2.19% |
$6.79K - $7.55K
|
1.17K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
25New |
$6.79K - $7.55K
|
25
$7.09K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
24New |
$6.52K - $7.25K
|
24
$6.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
24+ 1.56% |
$6.52K - $7.25K
|
1.56K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 1.51% |
$6.25K - $6.94K
|
1.54K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 1.11% |
$6.25K - $6.94K
|
2.1K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
23+ 0.24% |
$6.25K - $6.94K
|
9.6K
$2.72M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
23New |
$6.25K - $6.94K
|
23
$6.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 0.47% |
$5.97K - $6.64K
|
4.75K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 18.97% |
$5.97K - $6.64K
|
138
$39.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
21+ 0.09% |
$5.7K - $6.34K
|
24.5K
$6.93M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
21+ 0.96% |
$5.7K - $6.34K
|
2.21K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
21+ 1.44% |
$5.7K - $6.34K
|
1.48K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
21New |
$5.7K - $6.34K
|
21
$5.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21New |
$5.7K - $6.34K
|
21
$5.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21+ 2.63% |
$5.7K - $6.34K
|
821
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
21+ 61.76% |
$5.7K - $6.34K
|
55
$15.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
20+ 0.14% |
$5.43K - $6.04K
|
14.7K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
20+ 57.14% |
$5.43K - $6.04K
|
55
$15.6K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
20+ 0.28% |
$5.43K - $6.04K
|
7.16K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 0.03% |
$5.43K - $6.04K
|
66K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
20New |
$5.43K - $6.04K
|
20
$5.67K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
19New |
$5.16K - $5.74K
|
19
$5.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
19+ 0.26% |
$5.16K - $5.74K
|
7.39K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19+ 0.29% |
$5.16K - $5.74K
|
6.58K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
18+ 1.95% |
$4.89K - $5.43K
|
943
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 38.3% |
$4.89K - $5.43K
|
65
$18.4K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
18+ 1.35% |
$4.89K - $5.43K
|
1.36K
$385K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17+ 0.72% |
$4.62K - $5.13K
|
2.38K
$674K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
17+ 0.25% |
$4.62K - $5.13K
|
6.93K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16+ 0.5% |
$4.35K - $4.83K
|
3.21K
$911K
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
BUY
|
- |
15+ 0.42% |
$4.07K - $4.53K
|
3.59K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.12% |
$4.07K - $4.53K
|
1.35K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
15+ 0.46% |
$4.07K - $4.53K
|
3.31K
$937K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15New |
$4.07K - $4.53K
|
15
$4.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15+ 14.15% |
$4.07K - $4.53K
|
121
$34.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 1.08% |
$4.07K - $4.53K
|
1.41K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
15+ 0.44% |
$4.07K - $4.53K
|
3.43K
$973K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.4% |
$3.8K - $4.23K
|
3.5K
$991K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 1.43% |
$3.8K - $4.23K
|
994
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
13+ 1.38% |
$3.53K - $3.92K
|
953
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
13+ 0.31% |
$3.53K - $3.92K
|
4.24K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 0.18% |
$3.26K - $3.62K
|
6.58K
$1.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 2.99% |
$2.99K - $3.32K
|
379
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 0.96% |
$2.99K - $3.32K
|
1.16K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.25% |
$2.99K - $3.32K
|
891
$253K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11New |
$2.99K - $3.32K
|
11
$3.12K
|