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 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-8- 0.36% |
$2.17K - $2.42K
|
2.24K
$634K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8- 0.16% |
$2.17K - $2.42K
|
4.89K
$1.39M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-9- 0.2% |
$2.44K - $2.72K
|
4.44K
$1.26M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-9- 0.31% |
$2.44K - $2.72K
|
2.86K
$810K
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-9- 0.09% |
$2.44K - $2.72K
|
10.5K
$2.97M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-10- 0.44% |
$2.72K - $3.02K
|
2.24K
$635K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-10- 1.31% |
$2.72K - $3.02K
|
754
$214K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 22.22% |
$2.72K - $3.02K
|
35
$9.92K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10- 0.24% |
$2.72K - $3.02K
|
4.14K
$1.17M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.29% |
$2.72K - $3.02K
|
3.49K
$989K
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-10- 0.35% |
$2.72K - $3.02K
|
2.86K
$810K
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.03% |
$2.72K - $3.02K
|
30.7K
$8.71M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11- 0.06% |
$2.99K - $3.32K
|
18.5K
$5.25M
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 2.11% |
$3.26K - $3.62K
|
556
$158K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-14- 29.17% |
$3.8K - $4.23K
|
34
$9.64K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14- 0.16% |
$3.8K - $4.23K
|
8.62K
$2.44M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14- 63.64% |
$3.8K - $4.23K
|
8
$2.27K
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-15- 0.2% |
$4.07K - $4.53K
|
7.47K
$2.12M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 0.57% |
$4.07K - $4.53K
|
2.63K
$746K
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 1.0% |
$4.07K - $4.53K
|
1.49K
$422K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-15- 42.86% |
$4.07K - $4.53K
|
20
$5.67K
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-15- 0.14% |
$4.07K - $4.53K
|
10.8K
$3.07M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-15- 5.95% |
$4.07K - $4.53K
|
237
$67.2K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-16- 0.89% |
$4.35K - $4.83K
|
1.78K
$506K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-17- 0.16% |
$4.62K - $5.13K
|
10.6K
$3.01M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17- 0.89% |
$4.62K - $5.13K
|
1.88K
$534K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-17- 2.02% |
$4.62K - $5.13K
|
826
$234K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-17- 5.03% |
$4.62K - $5.13K
|
321
$91K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-18- 1.97% |
$4.89K - $5.43K
|
897
$254K
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-19- 1.43% |
$5.16K - $5.74K
|
1.31K
$371K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19- 2.03% |
$5.16K - $5.74K
|
915
$259K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-20- 0.99% |
$5.43K - $6.04K
|
2.01K
$570K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-20- 0.75% |
$5.43K - $6.04K
|
2.63K
$747K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.53% |
$5.43K - $6.04K
|
3.77K
$1.07M
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
SELL
|
- |
-20- 2.35% |
$5.43K - $6.04K
|
830
$235K
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-20- 1.43% |
$5.43K - $6.04K
|
1.38K
$391K
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-22- 0.46% |
$5.97K - $6.64K
|
4.73K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-22- 0.67% |
$5.97K - $6.64K
|
3.25K
$922K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-23- 0.45% |
$6.25K - $6.94K
|
5.11K
$1.45M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-23- 2.84% |
$6.25K - $6.94K
|
788
$223K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-23- 0.76% |
$6.25K - $6.94K
|
2.99K
$847K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-23Closed |
$6.25K - $6.94K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-23- 0.09% |
$6.25K - $6.94K
|
25.9K
$7.35M
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-23- 2.58% |
$6.25K - $6.94K
|
869
$246K
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-25- 0.09% |
$6.79K - $7.55K
|
27.5K
$7.81M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-25- 1.96% |
$6.79K - $7.55K
|
1.25K
$354K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-25- 49.02% |
$6.79K - $7.55K
|
26
$7.37K
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 3.33% |
$6.79K - $7.55K
|
726
$206K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-26- 1.14% |
$7.06K - $7.85K
|
2.26K
$642K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-28- 2.89% |
$7.6K - $8.45K
|
941
$267K
|