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
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-506- 37.82% |
$137K - $153K
|
832
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-507- 2.26% |
$138K - $153K
|
21.9K
$6.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-510- 1.08% |
$139K - $154K
|
46.9K
$13.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-530- 2.49% |
$144K - $160K
|
20.7K
$5.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-530- 5.65% |
$144K - $160K
|
8.86K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-531- 13.84% |
$144K - $160K
|
3.31K
$937K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-543- 0.6% |
$147K - $164K
|
89.3K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-547- 1.04% |
$149K - $165K
|
52.3K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-557- 1.12% |
$151K - $168K
|
49K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-569- 0.7% |
$155K - $172K
|
80.8K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-578- 1.88% |
$157K - $174K
|
30.2K
$8.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-579- 1.18% |
$157K - $175K
|
48.6K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-599- 20.45% |
$163K - $181K
|
2.33K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-600- 17.14% |
$163K - $181K
|
2.9K
$822K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-602- 25.06% |
$163K - $182K
|
1.8K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-607- 0.1% |
$165K - $183K
|
593K
$168M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-609- 4.38% |
$165K - $184K
|
13.3K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-611- 1.97% |
$166K - $184K
|
30.3K
$8.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-616- 23.18% |
$167K - $186K
|
2.04K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-618- 2.59% |
$168K - $187K
|
23.2K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-621- 32.68% |
$169K - $187K
|
1.28K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-628- 3.84% |
$171K - $190K
|
15.7K
$4.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-628- 3.02% |
$171K - $190K
|
20.1K
$5.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-636- 8.18% |
$173K - $192K
|
7.14K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-642- 1.94% |
$174K - $194K
|
32.4K
$9.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-644- 26.5% |
$175K - $194K
|
1.79K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-647- 2.23% |
$176K - $195K
|
28.4K
$8.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-652- 4.12% |
$177K - $197K
|
15.2K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-653- 39.74% |
$177K - $197K
|
990
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-654- 3.72% |
$178K - $197K
|
16.9K
$4.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-654- 3.16% |
$178K - $197K
|
20K
$5.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-660- 12.77% |
$179K - $199K
|
4.51K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-662- 23.09% |
$180K - $200K
|
2.21K
$625K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-668- 8.48% |
$181K - $202K
|
7.21K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-668- 0.44% |
$181K - $202K
|
150K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-672- 1.41% |
$182K - $203K
|
46.9K
$13.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-690- 4.36% |
$187K - $208K
|
15.1K
$4.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-695- 1.76% |
$189K - $210K
|
38.7K
$11M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-700- 5.11% |
$190K - $211K
|
13K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-740- 8.51% |
$201K - $223K
|
7.95K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-751- 1.99% |
$204K - $227K
|
37K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-755- 3.5% |
$205K - $228K
|
20.8K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-767- 11.8% |
$208K - $232K
|
5.73K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-769- 47.06% |
$209K - $232K
|
865
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-773- 13.73% |
$210K - $233K
|
4.86K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-796- 1.37% |
$216K - $240K
|
57.3K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-810- 10.53% |
$220K - $245K
|
6.88K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-817- 5.62% |
$222K - $247K
|
13.7K
$3.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-820- 0.75% |
$223K - $248K
|
108K
$30.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-823- 20.46% |
$224K - $248K
|
3.2K
$907K
|