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 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-50- 0.59% |
$11.3K - $13K
|
8.49K
$2.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 4.25% |
$11.3K - $13K
|
1.13K
$300K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-50- 1.15% |
$11.3K - $13K
|
4.31K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 0.69% |
$11.3K - $13K
|
7.15K
$1.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-51- 0.52% |
$11.5K - $13.3K
|
9.75K
$2.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-51- 3.91% |
$11.5K - $13.3K
|
1.26K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-51- 1.2% |
$11.5K - $13.3K
|
4.2K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-53- 2.3% |
$11.9K - $13.8K
|
2.25K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-54- 46.55% |
$12.2K - $14.1K
|
62
$16.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-55- 3.29% |
$12.4K - $14.3K
|
1.62K
$431K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-55- 4.56% |
$12.4K - $14.3K
|
1.15K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-55- 14.95% |
$12.4K - $14.3K
|
313
$83.5K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-55- 1.44% |
$12.4K - $14.3K
|
3.76K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-55- 2.08% |
$12.4K - $14.3K
|
2.59K
$690K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-56- 0.1% |
$12.6K - $14.6K
|
56K
$14.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56- 6.32% |
$12.6K - $14.6K
|
830
$221K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-56- 3.44% |
$12.6K - $14.6K
|
1.57K
$420K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-57- 6.24% |
$12.8K - $14.8K
|
857
$229K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-57- 4.47% |
$12.8K - $14.8K
|
1.22K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-57- 0.82% |
$12.8K - $14.8K
|
6.87K
$1.83M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-58- 1.63% |
$13.1K - $15.1K
|
3.5K
$933K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-60- 18.75% |
$13.5K - $15.6K
|
260
$69.3K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-61- 2.02% |
$13.7K - $15.9K
|
2.96K
$788K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-62- 2.33% |
$14K - $16.1K
|
2.6K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-63- 0.8% |
$14.2K - $16.4K
|
7.82K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-63- 0.64% |
$14.2K - $16.4K
|
9.84K
$2.62M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-65- 1.5% |
$14.6K - $16.9K
|
4.26K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-66- 5.41% |
$14.9K - $17.2K
|
1.15K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-66- 4.7% |
$14.9K - $17.2K
|
1.34K
$357K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-69- 0.73% |
$15.5K - $18K
|
9.34K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-70- 4.38% |
$15.8K - $18.2K
|
1.53K
$407K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-72- 12.54% |
$16.2K - $18.7K
|
502
$134K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-72- 6.99% |
$16.2K - $18.7K
|
958
$255K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-75- 6.19% |
$16.9K - $19.5K
|
1.14K
$303K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-78- 8.73% |
$17.6K - $20.3K
|
815
$217K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-80- 2.62% |
$18K - $20.8K
|
2.98K
$794K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-80- 3.44% |
$18K - $20.8K
|
2.25K
$599K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-80- 2.73% |
$18K - $20.8K
|
2.85K
$761K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-81- 2.96% |
$18.2K - $21.1K
|
2.65K
$708K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-82- 2.93% |
$18.5K - $21.3K
|
2.72K
$724K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-82- 2.22% |
$18.5K - $21.3K
|
3.61K
$963K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-84- 0.28% |
$18.9K - $21.9K
|
30.2K
$8.06M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-85- 8.28% |
$19.1K - $22.1K
|
942
$251K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-85- 7.07% |
$19.1K - $22.1K
|
1.12K
$298K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-86- 2.35% |
$19.4K - $22.4K
|
3.58K
$955K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-87- 3.06% |
$19.6K - $22.6K
|
2.76K
$735K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-88- 2.55% |
$19.8K - $22.9K
|
3.37K
$898K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-89- 2.32% |
$20K - $23.2K
|
3.74K
$998K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-89- 1.86% |
$20K - $23.2K
|
4.7K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-90- 0.23% |
$20.3K - $23.4K
|
39.3K
$10.5M
|