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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
291New |
$65.5K - $75.7K
|
291
$77.6K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
290+ 11.15% |
$65.3K - $75.5K
|
2.89K
$771K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
289+ 3.52% |
$65.1K - $75.2K
|
8.49K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
285+ 12.43% |
$64.2K - $74.2K
|
2.58K
$687K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
280+ 2.98% |
$63.1K - $72.9K
|
9.67K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
268+ 29.52% |
$60.4K - $69.7K
|
1.18K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
266New |
$59.9K - $69.2K
|
266
$70.9K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
265+ 26.39% |
$59.7K - $69K
|
1.27K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
264New |
$59.5K - $68.7K
|
264
$70.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
261+ 6.17% |
$58.8K - $67.9K
|
4.49K
$1.2M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
261New |
$58.8K - $67.9K
|
261
$69.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
252+ 9.57% |
$56.8K - $65.6K
|
2.89K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
252+ 0.14% |
$56.8K - $65.6K
|
184K
$49M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
247+ 1.76% |
$55.6K - $64.3K
|
14.3K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
247+ 5.01% |
$55.6K - $64.3K
|
5.18K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
244+ 11.39% |
$55K - $63.5K
|
2.39K
$636K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
242New |
$54.5K - $63K
|
242
$64.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
241+ 18.84% |
$54.3K - $62.7K
|
1.52K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
240+ 10.02% |
$54.1K - $62.5K
|
2.64K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
231+ 10.98% |
$52K - $60.1K
|
2.33K
$622K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
230+ 1.23% |
$51.8K - $59.8K
|
18.9K
$5.04M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
229+ 70.9% |
$51.6K - $59.6K
|
552
$147K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
224+ 18.01% |
$50.5K - $58.3K
|
1.47K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
223+ 43.39% |
$50.2K - $58K
|
737
$197K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
220+ 3.33% |
$49.6K - $57.2K
|
6.84K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
220+ 3.24% |
$49.6K - $57.2K
|
7K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
219+ 2433.33% |
$49.3K - $57K
|
228
$60.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
218+ 5.0% |
$49.1K - $56.7K
|
4.58K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
218+ 0.99% |
$49.1K - $56.7K
|
22.3K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
218+ 2.52% |
$49.1K - $56.7K
|
8.87K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
218+ 0.55% |
$49.1K - $56.7K
|
39.6K
$10.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
213+ 1.73% |
$48K - $55.4K
|
12.5K
$3.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
212+ 9.56% |
$47.8K - $55.2K
|
2.43K
$648K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
205+ 759.26% |
$46.2K - $53.3K
|
232
$61.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
203+ 1.95% |
$45.7K - $52.8K
|
10.6K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
200+ 1.01% |
$45.1K - $52K
|
20.1K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
200+ 2.45% |
$45.1K - $52K
|
8.38K
$2.23M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
197+ 7.34% |
$44.4K - $51.3K
|
2.88K
$768K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
196+ 22.0% |
$44.1K - $51K
|
1.09K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
195+ 0.06% |
$43.9K - $50.7K
|
314K
$83.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
193+ 29.83% |
$43.5K - $50.2K
|
840
$224K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
192+ 7.79% |
$43.2K - $50K
|
2.66K
$708K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
190+ 1.43% |
$42.8K - $49.4K
|
13.5K
$3.6M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
182+ 16.71% |
$41K - $47.4K
|
1.27K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
182+ 10.6% |
$41K - $47.4K
|
1.9K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
182+ 4.72% |
$41K - $47.4K
|
4.04K
$1.08M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
181+ 3.05% |
$40.8K - $47.1K
|
6.12K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
180New |
$40.5K - $46.8K
|
180
$48K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
178+ 3.82% |
$40.1K - $46.3K
|
4.83K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
176+ 2.99% |
$39.6K - $45.8K
|
6.06K
$1.62M
|