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 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2+ 0.12% |
$543 - $604
|
1.61K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2New |
$543 - $604
|
2
$567
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 4.65% |
$543 - $604
|
45
$12.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.03% |
$543 - $604
|
6.85K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
2+ 0.25% |
$543 - $604
|
794
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$543 - $604
|
2
$567
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.23% |
$543 - $604
|
857
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
2+ 2.7% |
$543 - $604
|
76
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 14.29% |
$543 - $604
|
16
$4.54K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.04% |
$272 - $302
|
2.3K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $302
|
964
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.85% |
$272 - $302
|
118
$33.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1+ 0.11% |
$272 - $302
|
884
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$272 - $302
|
1
$284
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$272 - $302
|
1.62K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.02% |
$272 - $302
|
4.22K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1+ 0.0% |
$272 - $302
|
68.7K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.14% |
$272 - $302
|
739
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$272 - $302
|
1
$284
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $302
|
1.01K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1- 1.52% |
$272 - $302
|
65
$18.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 1.14% |
$272 - $302
|
87
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1- 0.13% |
$272 - $302
|
750
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1- 0.01% |
$272 - $302
|
8.82K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1- 0.12% |
$272 - $302
|
821
$233K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.12% |
$272 - $302
|
835
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 1.92% |
$543 - $604
|
102
$28.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.11% |
$543 - $604
|
1.77K
$501K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2- 0.25% |
$543 - $604
|
810
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2- 0.07% |
$543 - $604
|
2.84K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.89% |
$543 - $604
|
222
$63K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.01% |
$815 - $906
|
56.9K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 0.29% |
$815 - $906
|
1.05K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4- 0.14% |
$1.09K - $1.21K
|
2.78K
$789K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-4- 0.47% |
$1.09K - $1.21K
|
840
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4- 0.27% |
$1.09K - $1.21K
|
1.47K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5- 0.46% |
$1.36K - $1.51K
|
1.08K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 2.66% |
$1.36K - $1.51K
|
183
$51.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.77% |
$1.36K - $1.51K
|
277
$78.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5- 0.04% |
$1.36K - $1.51K
|
12.8K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5- 10.87% |
$1.36K - $1.51K
|
41
$11.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-6- 0.09% |
$1.63K - $1.81K
|
6.92K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-6- 0.11% |
$1.63K - $1.81K
|
5.67K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7- 0.07% |
$1.9K - $2.11K
|
10.1K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-7- 0.04% |
$1.9K - $2.11K
|
16.2K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-7- 0.1% |
$1.9K - $2.11K
|
6.95K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7- 0.69% |
$1.9K - $2.11K
|
1K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7- 1.43% |
$1.9K - $2.11K
|
481
$136K
|