Purchases and Sales Made in Q1 2024 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
466+ 2.83% |
$105K - $121K
|
16.9K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465+ 14.39% |
$105K - $121K
|
3.7K
$986K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
459+ 1.6% |
$103K - $119K
|
29.2K
$7.78M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
457+ 10.98% |
$103K - $119K
|
4.62K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
449+ 19.64% |
$101K - $117K
|
2.74K
$729K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
443New |
$99.8K - $115K
|
443
$118K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
439+ 19.69% |
$98.9K - $114K
|
2.67K
$711K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
428+ 5.17% |
$96.4K - $111K
|
8.7K
$2.32M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
425New |
$95.7K - $111K
|
425
$113K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
417+ 13.58% |
$93.9K - $109K
|
3.49K
$930K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
415+ 5.99% |
$93.5K - $108K
|
7.34K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
413+ 17.69% |
$93K - $107K
|
2.75K
$732K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
413+ 0.33% |
$93K - $107K
|
126K
$33.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
410+ 1.41% |
$92.4K - $107K
|
29.4K
$7.85M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
406+ 0.32% |
$91.5K - $106K
|
127K
$33.8M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
399+ 14.49% |
$89.9K - $104K
|
3.15K
$841K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
398+ 16.32% |
$89.6K - $104K
|
2.84K
$756K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
393+ 3.21% |
$88.5K - $102K
|
12.6K
$3.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
388+ 3.76% |
$87.4K - $101K
|
10.7K
$2.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
380+ 36.43% |
$85.6K - $98.9K
|
1.42K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
378+ 20.29% |
$85.1K - $98.4K
|
2.24K
$598K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
378+ 30.96% |
$85.1K - $98.4K
|
1.6K
$426K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
372+ 0.18% |
$83.8K - $96.8K
|
209K
$55.9M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
369+ 4.23% |
$83.1K - $96K
|
9.09K
$2.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
364+ 2.14% |
$82K - $94.7K
|
17.3K
$4.62M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
361New |
$81.3K - $93.9K
|
361
$96.3K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
361New |
$81.3K - $93.9K
|
361
$96.3K
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
348+ 1.23% |
$78.4K - $90.6K
|
28.6K
$7.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
343+ 6.25% |
$77.3K - $89.3K
|
5.83K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
338+ 111.92% |
$76.1K - $88K
|
640
$171K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
337New |
$75.9K - $87.7K
|
337
$89.9K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
336+ 21.28% |
$75.7K - $87.4K
|
1.92K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
335New |
$75.5K - $87.2K
|
335
$89.3K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
333+ 3.24% |
$75K - $86.6K
|
10.6K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
329+ 4.7% |
$74.1K - $85.6K
|
7.32K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
329+ 56.05% |
$74.1K - $85.6K
|
916
$244K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
328+ 43.79% |
$73.9K - $85.3K
|
1.08K
$287K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
327+ 28.76% |
$73.7K - $85.1K
|
1.46K
$390K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
324+ 9.12% |
$73K - $84.3K
|
3.88K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
315+ 0.81% |
$71K - $82K
|
39.1K
$10.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
313+ 7.6% |
$70.5K - $81.4K
|
4.43K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
312+ 6.55% |
$70.3K - $81.2K
|
5.08K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
309+ 6.76% |
$69.6K - $80.4K
|
4.88K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
307+ 26.56% |
$69.2K - $79.9K
|
1.46K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
305+ 6.08% |
$68.7K - $79.4K
|
5.32K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
297+ 4.67% |
$66.9K - $77.3K
|
6.66K
$1.78M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
297+ 2.81% |
$66.9K - $77.3K
|
10.9K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
296+ 1.32% |
$66.7K - $77K
|
22.7K
$6.06M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
294+ 13.26% |
$66.2K - $76.5K
|
2.51K
$670K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
291+ 2.15% |
$65.5K - $75.7K
|
13.8K
$3.69M
|