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 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-17- 0.73% |
$3.83K - $4.42K
|
2.32K
$618K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-18- 1.21% |
$4.05K - $4.68K
|
1.47K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-18- 0.24% |
$4.05K - $4.68K
|
7.48K
$1.99M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18- 5.68% |
$4.05K - $4.68K
|
299
$79.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-19- 4.21% |
$4.28K - $4.94K
|
432
$115K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-20- 0.46% |
$4.51K - $5.2K
|
4.35K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-20- 3.0% |
$4.51K - $5.2K
|
646
$172K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-20- 71.43% |
$4.51K - $5.2K
|
8
$2.13K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-21- 0.52% |
$4.73K - $5.46K
|
4K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-21- 0.48% |
$4.73K - $5.46K
|
4.38K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-21- 1.25% |
$4.73K - $5.46K
|
1.66K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-21- 0.91% |
$4.73K - $5.46K
|
2.29K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-22- 0.23% |
$4.96K - $5.72K
|
9.73K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-23- 1.05% |
$5.18K - $5.98K
|
2.16K
$576K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-25- 22.12% |
$5.63K - $6.51K
|
88
$23.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-25- 0.12% |
$5.63K - $6.51K
|
21.1K
$5.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-25- 0.38% |
$5.63K - $6.51K
|
6.49K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-26- 0.38% |
$5.86K - $6.77K
|
6.76K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 9.96% |
$5.86K - $6.77K
|
235
$62.7K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-26- 2.89% |
$5.86K - $6.77K
|
875
$233K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-28- 1.15% |
$6.31K - $7.29K
|
2.4K
$639K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-28- 2.59% |
$6.31K - $7.29K
|
1.05K
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-29- 3.01% |
$6.53K - $7.55K
|
934
$249K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-29- 2.67% |
$6.53K - $7.55K
|
1.06K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-30- 2.74% |
$6.76K - $7.81K
|
1.07K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 15.66% |
$6.98K - $8.07K
|
167
$44.5K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-32- 2.55% |
$7.21K - $8.33K
|
1.23K
$327K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-32- 1.4% |
$7.21K - $8.33K
|
2.26K
$602K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 67.31% |
$7.88K - $9.11K
|
17
$4.53K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-35- 2.15% |
$7.88K - $9.11K
|
1.6K
$425K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-36- 4.09% |
$8.11K - $9.37K
|
845
$225K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 2.14% |
$8.11K - $9.37K
|
1.65K
$439K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-37- 5.15% |
$8.33K - $9.63K
|
682
$182K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-37- 3.76% |
$8.33K - $9.63K
|
948
$253K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-38- 1.95% |
$8.56K - $9.89K
|
1.91K
$510K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-39- 2.26% |
$8.78K - $10.1K
|
1.69K
$450K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-40- 2.97% |
$9.01K - $10.4K
|
1.31K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-40- 1.54% |
$9.01K - $10.4K
|
2.55K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-40- 1.04% |
$9.01K - $10.4K
|
3.79K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-41- 0.31% |
$9.24K - $10.7K
|
13K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-41- 2.29% |
$9.24K - $10.7K
|
1.75K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-41- 0.75% |
$9.24K - $10.7K
|
5.43K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-42- 2.15% |
$9.46K - $10.9K
|
1.91K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-42- 0.36% |
$9.46K - $10.9K
|
11.5K
$3.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-44- 0.52% |
$9.91K - $11.4K
|
8.44K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-44- 0.19% |
$9.91K - $11.4K
|
23.1K
$6.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-45- 3.67% |
$10.1K - $11.7K
|
1.18K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-47- 0.05% |
$10.6K - $12.2K
|
88.9K
$23.7M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-48- 1.3% |
$10.8K - $12.5K
|
3.64K
$971K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-49- 2.38% |
$11K - $12.8K
|
2.01K
$535K
|