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
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
978New |
$266K - $295K
|
978
$280K
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
974New |
$265K - $294K
|
974
$279K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
961+ 2.5% |
$261K - $290K
|
39.4K
$11.3M
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
950New |
$258K - $287K
|
950
$272K
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
943New |
$256K - $285K
|
943
$270K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
938+ 3.77% |
$255K - $283K
|
25.8K
$7.41M
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
932+ 0.5% |
$253K - $281K
|
186K
$53.4M
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
928New |
$252K - $280K
|
928
$266K
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
919New |
$250K - $277K
|
919
$264K
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
917+ 7.82% |
$249K - $277K
|
12.6K
$3.63M
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
903+ 46.71% |
$245K - $273K
|
2.84K
$813K
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
901New |
$245K - $272K
|
901
$258K
|
|
Feb 12, 2025
Q4 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
900+ 1.94% |
$244K - $272K
|
47.2K
$13.5M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
897New |
$244K - $271K
|
897
$257K
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
897New |
$244K - $271K
|
897
$257K
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
889New |
$241K - $268K
|
889
$255K
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
887New |
$241K - $268K
|
887
$254K
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
880+ 0.72% |
$239K - $266K
|
124K
$35.4M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
880New |
$239K - $266K
|
880
$252K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
878+ 1.22% |
$238K - $265K
|
72.9K
$20.9M
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
877+ 2.12% |
$238K - $265K
|
42.2K
$12.1M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
859+ 0.94% |
$233K - $259K
|
92K
$26.4M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
853New |
$232K - $258K
|
853
$245K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
843+ 752.68% |
$229K - $254K
|
955
$274K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
840+ 25.05% |
$228K - $254K
|
4.19K
$1.2M
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
839New |
$228K - $253K
|
839
$241K
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
836New |
$227K - $252K
|
836
$240K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
835+ 12.8% |
$227K - $252K
|
7.36K
$2.11M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
823+ 2.03% |
$224K - $248K
|
41.3K
$11.8M
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
822New |
$223K - $248K
|
822
$236K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
796New |
$216K - $240K
|
796
$228K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
794+ 21.01% |
$216K - $240K
|
4.57K
$1.31M
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
794New |
$216K - $240K
|
794
$228K
|
|
Feb 12, 2025
Q4 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
790New |
$215K - $238K
|
790
$227K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
776+ 83.53% |
$211K - $234K
|
1.71K
$489K
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
769+ 68.66% |
$209K - $232K
|
1.89K
$542K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
767New |
$208K - $232K
|
767
$220K
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
765New |
$208K - $231K
|
765
$219K
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
764+ 27.68% |
$207K - $231K
|
3.52K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
757+ 13.67% |
$206K - $229K
|
6.3K
$1.81M
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
756+ 0.58% |
$205K - $228K
|
130K
$37.4M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
755+ 19.24% |
$205K - $228K
|
4.68K
$1.34M
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
748+ 19.77% |
$203K - $226K
|
4.53K
$1.3M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
743New |
$202K - $224K
|
743
$213K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
742New |
$202K - $224K
|
742
$213K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
733+ 13.94% |
$199K - $221K
|
5.99K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
733New |
$199K - $221K
|
733
$210K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
718+ 1.33% |
$195K - $217K
|
54.9K
$15.7M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
716+ 65.09% |
$194K - $216K
|
1.82K
$521K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
702+ 14.21% |
$191K - $212K
|
5.64K
$1.62M
|