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 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-94- 4.4% |
$25.5K - $28.4K
|
2.04K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-94- 1.28% |
$25.5K - $28.4K
|
7.25K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-96- 5.55% |
$26.1K - $29K
|
1.63K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-96- 2.03% |
$26.1K - $29K
|
4.64K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-98- 0.72% |
$26.6K - $29.6K
|
13.5K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-99- 7.23% |
$26.9K - $29.9K
|
1.27K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 12.94% |
$27.2K - $30.2K
|
673
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-100- 6.91% |
$27.2K - $30.2K
|
1.35K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-100- 10.8% |
$27.2K - $30.2K
|
826
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-103- 1.22% |
$28K - $31.1K
|
8.35K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-103- 2.86% |
$28K - $31.1K
|
3.5K
$992K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-103- 5.53% |
$28K - $31.1K
|
1.76K
$499K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-104- 0.89% |
$28.2K - $31.4K
|
11.6K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-104- 1.54% |
$28.2K - $31.4K
|
6.64K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-105- 6.2% |
$28.5K - $31.7K
|
1.59K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-106- 36.43% |
$28.8K - $32K
|
185
$52.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-109- 1.27% |
$29.6K - $32.9K
|
8.44K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-110- 2.91% |
$29.9K - $33.2K
|
3.67K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-113- 9.79% |
$30.7K - $34.1K
|
1.04K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-113- 11.23% |
$30.7K - $34.1K
|
893
$253K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-115- 12.42% |
$31.2K - $34.7K
|
811
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-116- 10.88% |
$31.5K - $35K
|
950
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-116- 2.8% |
$31.5K - $35K
|
4.03K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-117- 1.32% |
$31.8K - $35.3K
|
8.73K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-120- 7.95% |
$32.6K - $36.2K
|
1.39K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-120- 2.92% |
$32.6K - $36.2K
|
3.99K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-121- 10.11% |
$32.9K - $36.5K
|
1.08K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-121- 1.87% |
$32.9K - $36.5K
|
6.34K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 0.94% |
$33.1K - $36.8K
|
12.8K
$3.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-124- 2.46% |
$33.7K - $37.4K
|
4.92K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-126- 0.35% |
$34.2K - $38K
|
35.8K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-126- 2.49% |
$34.2K - $38K
|
4.94K
$1.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-126- 2.85% |
$34.2K - $38K
|
4.3K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-128- 5.76% |
$34.8K - $38.6K
|
2.09K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-130- 9.25% |
$35.3K - $39.2K
|
1.28K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-130- 0.7% |
$35.3K - $39.2K
|
18.5K
$5.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-130- 0.5% |
$35.3K - $39.2K
|
25.8K
$7.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-133- 74.72% |
$36.1K - $40.2K
|
45
$12.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-134- 5.57% |
$36.4K - $40.5K
|
2.27K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-135- 4.27% |
$36.7K - $40.8K
|
3.03K
$858K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-135- 0.99% |
$36.7K - $40.8K
|
13.6K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-136- 1.65% |
$36.9K - $41.1K
|
8.09K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-140- 2.11% |
$38K - $42.3K
|
6.49K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-140- 1.98% |
$38K - $42.3K
|
6.93K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-140- 2.77% |
$38K - $42.3K
|
4.92K
$1.4M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-142- 7.92% |
$38.6K - $42.9K
|
1.65K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-142- 1.23% |
$38.6K - $42.9K
|
11.4K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-143- 10.14% |
$38.8K - $43.2K
|
1.27K
$359K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-143- 5.8% |
$38.8K - $43.2K
|
2.32K
$658K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-143- 5.8% |
$38.8K - $43.2K
|
2.32K
$658K
|