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 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
65+ 2.39% |
$14.6K - $16.9K
|
2.79K
$743K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
65+ 3.92% |
$14.6K - $16.9K
|
1.72K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
65+ 5.28% |
$14.6K - $16.9K
|
1.3K
$345K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
64+ 2.32% |
$14.4K - $16.7K
|
2.83K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
64+ 3.75% |
$14.4K - $16.7K
|
1.77K
$472K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
63+ 2.12% |
$14.2K - $16.4K
|
3.03K
$808K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
63+ 42.86% |
$14.2K - $16.4K
|
210
$56K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
60+ 82.19% |
$13.5K - $15.6K
|
133
$35.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
59+ 1.59% |
$13.3K - $15.4K
|
3.77K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
58New |
$13.1K - $15.1K
|
58
$15.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
58+ 0.53% |
$13.1K - $15.1K
|
11K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
58+ 13.27% |
$13.1K - $15.1K
|
495
$132K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
56+ 4.14% |
$12.6K - $14.6K
|
1.41K
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
54+ 4.17% |
$12.2K - $14.1K
|
1.35K
$360K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 52.0% |
$11.7K - $13.5K
|
152
$40.5K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
51+ 51.52% |
$11.5K - $13.3K
|
150
$40K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
51+ 2.23% |
$11.5K - $13.3K
|
2.34K
$623K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
51+ 0.53% |
$11.5K - $13.3K
|
9.6K
$2.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 48.08% |
$11.3K - $13K
|
154
$41.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
50+ 0.11% |
$11.3K - $13K
|
46.9K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
50+ 2.1% |
$11.3K - $13K
|
2.43K
$648K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
49+ 17.13% |
$11K - $12.8K
|
335
$89.3K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
49+ 11.06% |
$11K - $12.8K
|
492
$131K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
49+ 0.62% |
$11K - $12.8K
|
7.99K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
48+ 3.86% |
$10.8K - $12.5K
|
1.29K
$345K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
47+ 1.27% |
$10.6K - $12.2K
|
3.74K
$996K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
46+ 4.28% |
$10.4K - $12K
|
1.12K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 2.51% |
$10.4K - $12K
|
1.88K
$502K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
44New |
$9.91K - $11.4K
|
44
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
44+ 4.55% |
$9.91K - $11.4K
|
1.01K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
44+ 0.18% |
$9.91K - $11.4K
|
25K
$6.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
43New |
$9.69K - $11.2K
|
43
$11.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 11.05% |
$9.46K - $10.9K
|
422
$113K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
41+ 1.39% |
$9.24K - $10.7K
|
2.99K
$796K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
41New |
$9.24K - $10.7K
|
41
$10.9K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
41+ 0.29% |
$9.24K - $10.7K
|
14.2K
$3.78M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
40+ 3.67% |
$9.01K - $10.4K
|
1.13K
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
39+ 37.5% |
$8.78K - $10.1K
|
143
$38.1K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
39+ 2.14% |
$8.78K - $10.1K
|
1.86K
$497K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
38+ 1.05% |
$8.56K - $9.89K
|
3.66K
$975K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
38+ 1.13% |
$8.56K - $9.89K
|
3.4K
$907K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
38+ 0.16% |
$8.56K - $9.89K
|
23.8K
$6.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
37+ 0.76% |
$8.33K - $9.63K
|
4.92K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
37+ 0.73% |
$8.33K - $9.63K
|
5.08K
$1.35M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37New |
$8.33K - $9.63K
|
37
$9.87K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
37+ 0.76% |
$8.33K - $9.63K
|
4.92K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
36+ 2.15% |
$8.11K - $9.37K
|
1.71K
$457K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
36+ 2.61% |
$8.11K - $9.37K
|
1.42K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
36+ 120.0% |
$8.11K - $9.37K
|
66
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
35+ 0.35% |
$7.88K - $9.11K
|
9.97K
$2.66M
|