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 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3- 0.04% |
$676 - $781
|
7.33K
$1.95M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3- 0.16% |
$676 - $781
|
1.86K
$497K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-4- 0.15% |
$901 - $1.04K
|
2.63K
$701K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4- 0.21% |
$901 - $1.04K
|
1.9K
$506K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 1.19% |
$901 - $1.04K
|
331
$88.3K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4Closed |
$901 - $1.04K
|
0
$0
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 40.0% |
$901 - $1.04K
|
6
$1.6K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5- 0.47% |
$1.13K - $1.3K
|
1.05K
$280K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-5- 0.19% |
$1.13K - $1.3K
|
2.69K
$716K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 16.13% |
$1.13K - $1.3K
|
26
$6.93K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 4.76% |
$1.13K - $1.3K
|
100
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5- 0.19% |
$1.13K - $1.3K
|
2.69K
$717K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-5- 0.05% |
$1.13K - $1.3K
|
10.6K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 2.05% |
$1.35K - $1.56K
|
287
$76.5K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-6- 0.26% |
$1.35K - $1.56K
|
2.28K
$608K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-6- 0.06% |
$1.35K - $1.56K
|
9.36K
$2.5M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.02% |
$1.35K - $1.56K
|
36.3K
$9.68M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.38% |
$1.35K - $1.56K
|
1.59K
$424K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6Closed |
$1.35K - $1.56K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-7- 1.39% |
$1.58K - $1.82K
|
497
$133K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7Closed |
$1.58K - $1.82K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-7- 0.41% |
$1.58K - $1.82K
|
1.7K
$452K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-8- 0.05% |
$1.8K - $2.08K
|
16.2K
$4.32M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-8- 0.69% |
$1.8K - $2.08K
|
1.16K
$308K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-8- 14.29% |
$1.8K - $2.08K
|
48
$12.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-9- 0.07% |
$2.03K - $2.34K
|
12.9K
$3.44M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-9- 4.69% |
$2.03K - $2.34K
|
183
$48.8K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-9- 0.38% |
$2.03K - $2.34K
|
2.36K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9- 0.18% |
$2.03K - $2.34K
|
4.93K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 1.7% |
$2.25K - $2.6K
|
579
$154K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 0.59% |
$2.25K - $2.6K
|
1.68K
$448K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10- 0.39% |
$2.25K - $2.6K
|
2.58K
$687K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-10- 1.09% |
$2.25K - $2.6K
|
908
$242K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-10- 0.15% |
$2.25K - $2.6K
|
6.48K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.42% |
$2.25K - $2.6K
|
2.35K
$625K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-11- 0.03% |
$2.48K - $2.86K
|
37.1K
$9.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-12- 1.16% |
$2.7K - $3.12K
|
1.03K
$273K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-12- 1.74% |
$2.7K - $3.12K
|
679
$181K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 12.63% |
$2.7K - $3.12K
|
83
$22.1K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 5.29% |
$2.7K - $3.12K
|
215
$57.3K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-12- 0.88% |
$2.7K - $3.12K
|
1.36K
$362K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-13- 1.34% |
$2.93K - $3.38K
|
958
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-14- 1.19% |
$3.15K - $3.64K
|
1.16K
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$3.15K - $3.64K
|
14.8K
$3.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16- 1.11% |
$3.6K - $4.16K
|
1.42K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-16- 0.19% |
$3.6K - $4.16K
|
8.27K
$2.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-17- 1.77% |
$3.83K - $4.42K
|
943
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 4.31% |
$3.83K - $4.42K
|
377
$101K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-17- 0.44% |
$3.83K - $4.42K
|
3.87K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-17- 1.08% |
$3.83K - $4.42K
|
1.56K
$417K
|