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 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
107+ 1.95% |
$24.1K - $27.8K
|
5.6K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
107New |
$24.1K - $27.8K
|
107
$28.5K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
107+ 2.51% |
$24.1K - $27.8K
|
4.37K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
106+ 0.24% |
$23.9K - $27.6K
|
45.2K
$12M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
102+ 1.21% |
$23K - $26.5K
|
8.57K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
102+ 0.79% |
$23K - $26.5K
|
13.1K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
101+ 9.42% |
$22.8K - $26.3K
|
1.17K
$313K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
101+ 3.35% |
$22.8K - $26.3K
|
3.12K
$831K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 0.75% |
$22.5K - $26K
|
13.4K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
99+ 309.38% |
$22.3K - $25.8K
|
131
$34.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
98+ 1.37% |
$22.1K - $25.5K
|
7.23K
$1.93M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
98New |
$22.1K - $25.5K
|
98
$26.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
97+ 1.31% |
$21.8K - $25.2K
|
7.48K
$1.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
94+ 1.81% |
$21.2K - $24.5K
|
5.29K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
94+ 1.91% |
$21.2K - $24.5K
|
5.02K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
94+ 3.44% |
$21.2K - $24.5K
|
2.83K
$754K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
93+ 5.97% |
$20.9K - $24.2K
|
1.65K
$440K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
93+ 147.62% |
$20.9K - $24.2K
|
156
$41.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
92+ 1.49% |
$20.7K - $23.9K
|
6.29K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
91+ 7.05% |
$20.5K - $23.7K
|
1.38K
$368K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
91+ 51.41% |
$20.5K - $23.7K
|
268
$71.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
87+ 3.5% |
$19.6K - $22.6K
|
2.57K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
86+ 3.23% |
$19.4K - $22.4K
|
2.75K
$733K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
84+ 2.14% |
$18.9K - $21.9K
|
4K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
83+ 2.63% |
$18.7K - $21.6K
|
3.24K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
83+ 0.13% |
$18.7K - $21.6K
|
63.8K
$17M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
82+ 1.43% |
$18.5K - $21.3K
|
5.83K
$1.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
80+ 7.8% |
$18K - $20.8K
|
1.11K
$295K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
79New |
$17.8K - $20.6K
|
79
$21.1K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
79+ 7.12% |
$17.8K - $20.6K
|
1.19K
$317K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
79+ 376.19% |
$17.8K - $20.6K
|
100
$26.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
77New |
$17.3K - $20K
|
77
$20.5K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
76+ 4.34% |
$17.1K - $19.8K
|
1.83K
$487K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 1.57% |
$16.9K - $19.5K
|
4.85K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
75+ 2.69% |
$16.9K - $19.5K
|
2.86K
$763K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
74+ 0.56% |
$16.7K - $19.3K
|
13.4K
$3.56M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
74+ 1.06% |
$16.7K - $19.3K
|
7.02K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
74+ 1.61% |
$16.7K - $19.3K
|
4.68K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
74+ 4.51% |
$16.7K - $19.3K
|
1.71K
$457K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
73+ 1.79% |
$16.4K - $19K
|
4.15K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
73+ 5.42% |
$16.4K - $19K
|
1.42K
$379K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
72+ 5.99% |
$16.2K - $18.7K
|
1.27K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
70+ 7.16% |
$15.8K - $18.2K
|
1.05K
$279K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
70+ 2.84% |
$15.8K - $18.2K
|
2.53K
$675K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
69+ 5.34% |
$15.5K - $18K
|
1.36K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
69+ 7.49% |
$15.5K - $18K
|
990
$264K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
67+ 0.45% |
$15.1K - $17.4K
|
15K
$3.99M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
66+ 3.1% |
$14.9K - $17.2K
|
2.2K
$585K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
66+ 0.55% |
$14.9K - $17.2K
|
12K
$3.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
65+ 0.31% |
$14.6K - $16.9K
|
21.4K
$5.7M
|