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 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-90- 3.23% |
$20.3K - $23.4K
|
2.7K
$719K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-90- 40.0% |
$20.3K - $23.4K
|
135
$36K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-91- 1.24% |
$20.5K - $23.7K
|
7.25K
$1.93M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-92- 3.31% |
$20.7K - $23.9K
|
2.69K
$716K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 10.22% |
$20.7K - $23.9K
|
808
$215K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-93- 3.16% |
$20.9K - $24.2K
|
2.85K
$759K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-96- 5.89% |
$21.6K - $25K
|
1.54K
$409K
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-96- 1.99% |
$21.6K - $25K
|
4.73K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-97- 7.11% |
$21.8K - $25.2K
|
1.27K
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-98- 2.0% |
$22.1K - $25.5K
|
4.81K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-98- 1.28% |
$22.1K - $25.5K
|
7.54K
$2.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 43.48% |
$22.5K - $26K
|
130
$34.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-100- 7.22% |
$22.5K - $26K
|
1.29K
$343K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 4.69% |
$22.5K - $26K
|
2.03K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-100- 5.33% |
$22.5K - $26K
|
1.78K
$473K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-101- 10.84% |
$22.8K - $26.3K
|
831
$222K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-101- 1.9% |
$22.8K - $26.3K
|
5.23K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-102- 0.53% |
$23K - $26.5K
|
19K
$5.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-103- 2.01% |
$23.2K - $26.8K
|
5.02K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-105- 1.13% |
$23.7K - $27.3K
|
9.17K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-109- 5.76% |
$24.6K - $28.4K
|
1.78K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-110- 8.41% |
$24.8K - $28.6K
|
1.2K
$319K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-111- 1.44% |
$25K - $28.9K
|
7.6K
$2.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-112- 37.97% |
$25.2K - $29.1K
|
183
$48.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-113- 11.64% |
$25.5K - $29.4K
|
858
$229K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-114- 0.28% |
$25.7K - $29.7K
|
40.3K
$10.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-115- 1.07% |
$25.9K - $29.9K
|
10.7K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-115- 0.84% |
$25.9K - $29.9K
|
13.6K
$3.63M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-116- 11.59% |
$26.1K - $30.2K
|
885
$236K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-117- 1.95% |
$26.4K - $30.4K
|
5.9K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-119- 4.06% |
$26.8K - $31K
|
2.81K
$749K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-120- 0.1% |
$27K - $31.2K
|
122K
$32.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-121- 4.53% |
$27.3K - $31.5K
|
2.55K
$680K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-121- 1.7% |
$27.3K - $31.5K
|
7K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-121- 10.43% |
$27.3K - $31.5K
|
1.04K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-123- 17.04% |
$27.7K - $32K
|
599
$160K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-126- 1.29% |
$28.4K - $32.8K
|
9.64K
$2.57M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-128- 3.63% |
$28.8K - $33.3K
|
3.39K
$905K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-129- 49.05% |
$29.1K - $33.6K
|
134
$35.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-131- 1.0% |
$29.5K - $34.1K
|
13K
$3.45M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-132- 1.37% |
$29.7K - $34.3K
|
9.49K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-134- 2.58% |
$30.2K - $34.9K
|
5.06K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-139- 1.02% |
$31.3K - $36.2K
|
13.5K
$3.6M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-140- 2.69% |
$31.5K - $36.4K
|
5.06K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-140- 6.31% |
$31.5K - $36.4K
|
2.08K
$555K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-143- 0.86% |
$32.2K - $37.2K
|
16.5K
$4.4M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-145- 13.59% |
$32.7K - $37.7K
|
922
$246K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-146- 1.01% |
$32.9K - $38K
|
14.3K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-146- 8.96% |
$32.9K - $38K
|
1.48K
$395K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-147- 2.36% |
$33.1K - $38.3K
|
6.08K
$1.62M
|