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 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35+ 2.87% |
$7.88K - $9.11K
|
1.26K
$335K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
35New |
$7.88K - $9.11K
|
35
$9.33K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
34+ 2.04% |
$7.66K - $8.85K
|
1.7K
$453K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
34+ 3.39% |
$7.66K - $8.85K
|
1.04K
$276K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33+ 0.91% |
$7.43K - $8.59K
|
3.65K
$974K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
31+ 1.04% |
$6.98K - $8.07K
|
3K
$800K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
30+ 2.96% |
$6.76K - $7.81K
|
1.04K
$278K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
30+ 0.39% |
$6.76K - $7.81K
|
7.71K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.54% |
$6.76K - $7.81K
|
5.58K
$1.49M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
30+ 2.6% |
$6.76K - $7.81K
|
1.19K
$316K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
29+ 0.1% |
$6.53K - $7.55K
|
27.8K
$7.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
29+ 1.16% |
$6.53K - $7.55K
|
2.54K
$676K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
28New |
$6.31K - $7.29K
|
28
$7.47K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
26+ 1.51% |
$5.86K - $6.77K
|
1.75K
$466K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26+ 0.07% |
$5.86K - $6.77K
|
38.6K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 1.17% |
$5.63K - $6.51K
|
2.17K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
24+ 1.57% |
$5.41K - $6.25K
|
1.55K
$413K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 2.28% |
$5.18K - $5.98K
|
1.03K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
23+ 1.76% |
$5.18K - $5.98K
|
1.33K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20+ 0.25% |
$4.51K - $5.2K
|
7.91K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20+ 1.17% |
$4.51K - $5.2K
|
1.73K
$462K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20+ 17.09% |
$4.51K - $5.2K
|
137
$36.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
19+ 0.62% |
$4.28K - $4.94K
|
3.07K
$819K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 1.7% |
$4.28K - $4.94K
|
1.14K
$303K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 4.64% |
$4.05K - $4.68K
|
406
$108K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
18+ 0.09% |
$4.05K - $4.68K
|
19.9K
$5.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
17+ 0.94% |
$3.83K - $4.42K
|
1.82K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
17+ 0.57% |
$3.83K - $4.42K
|
3.02K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.65% |
$3.6K - $4.16K
|
2.49K
$665K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15+ 0.27% |
$3.38K - $3.9K
|
5.65K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 2.9% |
$3.38K - $3.9K
|
533
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
15+ 0.31% |
$3.38K - $3.9K
|
4.83K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
15+ 1.67% |
$3.38K - $3.9K
|
915
$244K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15New |
$3.38K - $3.9K
|
15
$4K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 1.37% |
$3.15K - $3.64K
|
1.04K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14+ 1.17% |
$3.15K - $3.64K
|
1.21K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14+ 1.39% |
$3.15K - $3.64K
|
1.02K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
12+ 0.08% |
$2.7K - $3.12K
|
15.2K
$4.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
11New |
$2.48K - $2.86K
|
11
$2.93K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
11+ 1.22% |
$2.48K - $2.86K
|
911
$243K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
11+ 0.03% |
$2.48K - $2.86K
|
31.6K
$8.43M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 22.22% |
$2.25K - $2.6K
|
55
$14.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 0.18% |
$2.03K - $2.34K
|
5.12K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9+ 0.27% |
$2.03K - $2.34K
|
3.39K
$904K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
9+ 0.28% |
$2.03K - $2.34K
|
3.17K
$844K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
9+ 0.17% |
$2.03K - $2.34K
|
5.45K
$1.45M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 1.2% |
$2.03K - $2.34K
|
758
$202K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8+ 0.78% |
$1.8K - $2.08K
|
1.03K
$275K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
8New |
$1.8K - $2.08K
|
8
$2.13K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
8+ 0.11% |
$1.8K - $2.08K
|
7.15K
$1.91M
|