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 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-28- 1.42% |
$7.6K - $8.45K
|
1.94K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-29- 1.85% |
$7.88K - $8.75K
|
1.54K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-29- 0.09% |
$7.88K - $8.75K
|
32.1K
$9.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-29- 4.13% |
$7.88K - $8.75K
|
674
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-30- 0.68% |
$8.15K - $9.06K
|
4.38K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30- 15.15% |
$8.15K - $9.06K
|
168
$47.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-32- 1.86% |
$8.69K - $9.66K
|
1.69K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-32- 0.26% |
$8.69K - $9.66K
|
12.5K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-32- 3.73% |
$8.69K - $9.66K
|
825
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-33- 1.46% |
$8.96K - $9.96K
|
2.22K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-33- 3.96% |
$8.96K - $9.96K
|
801
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-33- 3.49% |
$8.96K - $9.96K
|
913
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-34- 2.31% |
$9.23K - $10.3K
|
1.44K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-34- 0.43% |
$9.23K - $10.3K
|
7.82K
$2.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-34- 1.81% |
$9.23K - $10.3K
|
1.85K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-34- 2.21% |
$9.23K - $10.3K
|
1.5K
$426K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-34- 2.82% |
$9.23K - $10.3K
|
1.17K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-35- 3.85% |
$9.5K - $10.6K
|
873
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-35- 14.58% |
$9.5K - $10.6K
|
205
$58.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-35- 4.46% |
$9.5K - $10.6K
|
750
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-36- 1.36% |
$9.78K - $10.9K
|
2.62K
$742K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-37- 2.21% |
$10K - $11.2K
|
1.64K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-37- 0.72% |
$10K - $11.2K
|
5.12K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-37- 4.73% |
$10K - $11.2K
|
745
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-39- 1.84% |
$10.6K - $11.8K
|
2.08K
$591K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-40- 0.59% |
$10.9K - $12.1K
|
6.74K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-40- 1.46% |
$10.9K - $12.1K
|
2.71K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-40- 4.58% |
$10.9K - $12.1K
|
834
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-40- 2.11% |
$10.9K - $12.1K
|
1.86K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-41- 3.26% |
$11.1K - $12.4K
|
1.22K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-41- 2.56% |
$11.1K - $12.4K
|
1.56K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-42- 0.02% |
$11.4K - $12.7K
|
194K
$54.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-45- 0.05% |
$12.2K - $13.6K
|
97.1K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-45- 1.72% |
$12.2K - $13.6K
|
2.57K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-45- 0.45% |
$12.2K - $13.6K
|
10K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-48- 0.69% |
$13K - $14.5K
|
6.91K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-48- 3.79% |
$13K - $14.5K
|
1.22K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-48- 2.62% |
$13K - $14.5K
|
1.78K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-48- 2.28% |
$13K - $14.5K
|
2.06K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-49- 0.54% |
$13.3K - $14.8K
|
8.97K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-50- 1.47% |
$13.6K - $15.1K
|
3.36K
$953K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-50- 0.44% |
$13.6K - $15.1K
|
11.3K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 1.5% |
$13.6K - $15.1K
|
3.29K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-50- 2.9% |
$13.6K - $15.1K
|
1.68K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-52- 2.85% |
$14.1K - $15.7K
|
1.77K
$503K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-52- 27.96% |
$14.1K - $15.7K
|
134
$38K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-53- 6.69% |
$14.4K - $16K
|
739
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-54- 76.06% |
$14.7K - $16.3K
|
17
$4.82K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-57- 1.63% |
$15.5K - $17.2K
|
3.44K
$974K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-58- 2.45% |
$15.8K - $17.5K
|
2.31K
$655K
|