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
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
176+ 5.8% |
$39.6K - $45.8K
|
3.21K
$856K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
176+ 5.09% |
$39.6K - $45.8K
|
3.63K
$969K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
175+ 5.25% |
$39.4K - $45.5K
|
3.51K
$936K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
174+ 12.26% |
$39.2K - $45.3K
|
1.59K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
174+ 3.86% |
$39.2K - $45.3K
|
4.68K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
173+ 11.12% |
$39K - $45K
|
1.73K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
172+ 18.88% |
$38.7K - $44.8K
|
1.08K
$289K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
170New |
$38.3K - $44.2K
|
170
$45.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
169+ 0.42% |
$38.1K - $44K
|
40.5K
$10.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
169+ 1.26% |
$38.1K - $44K
|
13.6K
$3.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
169+ 18.31% |
$38.1K - $44K
|
1.09K
$291K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
168+ 10.88% |
$37.8K - $43.7K
|
1.71K
$457K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
165+ 2.31% |
$37.2K - $42.9K
|
7.3K
$1.95M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
164New |
$36.9K - $42.7K
|
164
$43.7K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
163+ 1.02% |
$36.7K - $42.4K
|
16.2K
$4.31M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
160+ 9.43% |
$36K - $41.6K
|
1.86K
$495K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
158+ 8.87% |
$35.6K - $41.1K
|
1.94K
$517K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
155+ 3.53% |
$34.9K - $40.3K
|
4.54K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
154+ 1.57% |
$34.7K - $40.1K
|
9.99K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
153+ 11.94% |
$34.5K - $39.8K
|
1.43K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
153+ 215.49% |
$34.5K - $39.8K
|
224
$59.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
151+ 3.62% |
$34K - $39.3K
|
4.33K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
148+ 3.15% |
$33.3K - $38.5K
|
4.84K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
148+ 13.87% |
$33.3K - $38.5K
|
1.22K
$324K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
147+ 8.88% |
$33.1K - $38.3K
|
1.8K
$481K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
144+ 2.44% |
$32.4K - $37.5K
|
6.03K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
142+ 10.67% |
$32K - $36.9K
|
1.47K
$393K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
141+ 11.83% |
$31.8K - $36.7K
|
1.33K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
141+ 11.88% |
$31.8K - $36.7K
|
1.33K
$354K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
140+ 3.94% |
$31.5K - $36.4K
|
3.69K
$984K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
139+ 3.72% |
$31.3K - $36.2K
|
3.87K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139+ 3.7% |
$31.3K - $36.2K
|
3.89K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
135+ 9.24% |
$30.4K - $35.1K
|
1.6K
$426K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
131+ 5.2% |
$29.5K - $34.1K
|
2.65K
$706K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
127+ 7.96% |
$28.6K - $33K
|
1.72K
$459K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
125+ 7.88% |
$28.2K - $32.5K
|
1.71K
$456K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
124+ 1.82% |
$27.9K - $32.3K
|
6.94K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
121+ 0.17% |
$27.3K - $31.5K
|
72K
$19.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
117+ 1.74% |
$26.4K - $30.4K
|
6.85K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
115+ 0.67% |
$25.9K - $29.9K
|
17.2K
$4.58M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
114+ 3.35% |
$25.7K - $29.7K
|
3.52K
$938K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
112New |
$25.2K - $29.1K
|
112
$29.9K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
112+ 2.11% |
$25.2K - $29.1K
|
5.43K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
111+ 5.47% |
$25K - $28.9K
|
2.14K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
111+ 1.39% |
$25K - $28.9K
|
8.08K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
110+ 3.41% |
$24.8K - $28.6K
|
3.34K
$890K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
110+ 9.91% |
$24.8K - $28.6K
|
1.22K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
110+ 2.58% |
$24.8K - $28.6K
|
4.37K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
109+ 2.25% |
$24.6K - $28.4K
|
4.95K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
109+ 6.37% |
$24.6K - $28.4K
|
1.82K
$486K
|