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 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-250- 5.2% |
$56.3K - $65.1K
|
4.56K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-258- 13.53% |
$58.1K - $67.1K
|
1.65K
$439K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-259- 18.7% |
$58.3K - $67.4K
|
1.13K
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-261- 2.26% |
$58.8K - $67.9K
|
11.3K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-261- 1.57% |
$58.8K - $67.9K
|
16.3K
$4.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-265- 5.68% |
$59.7K - $69K
|
4.4K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-268- 3.8% |
$60.4K - $69.7K
|
6.79K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-270- 4.33% |
$60.8K - $70.3K
|
5.96K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-273- 2.19% |
$61.5K - $71K
|
12.2K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-280- 13.3% |
$63.1K - $72.9K
|
1.83K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-285- 1.97% |
$64.2K - $74.2K
|
14.2K
$3.78M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-286- 0.72% |
$64.4K - $74.4K
|
39.2K
$10.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-289- 21.79% |
$65.1K - $75.2K
|
1.04K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-290- 1.29% |
$65.3K - $75.5K
|
22.2K
$5.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-295- 3.22% |
$66.4K - $76.8K
|
8.87K
$2.36M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-297- 14.29% |
$66.9K - $77.3K
|
1.78K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-299- 5.86% |
$67.3K - $77.8K
|
4.8K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-300- 4.2% |
$67.6K - $78.1K
|
6.84K
$1.82M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-300- 22.11% |
$67.6K - $78.1K
|
1.06K
$282K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-306- 14.5% |
$68.9K - $79.6K
|
1.81K
$481K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-307- 13.51% |
$69.2K - $79.9K
|
1.97K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-310- 5.99% |
$69.8K - $80.7K
|
4.87K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-311- 1.67% |
$70.1K - $80.9K
|
18.3K
$4.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-317- 27.9% |
$71.4K - $82.5K
|
819
$218K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-318- 1.7% |
$71.6K - $82.7K
|
18.4K
$4.91M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-319- 16.79% |
$71.9K - $83K
|
1.58K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-325- 7.46% |
$73.2K - $84.6K
|
4.03K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-326- 0.69% |
$73.4K - $84.8K
|
46.8K
$12.5M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-326- 9.37% |
$73.4K - $84.8K
|
3.15K
$840K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-327- 5.17% |
$73.7K - $85.1K
|
6K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-327- 6.16% |
$73.7K - $85.1K
|
4.98K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-338- 2.59% |
$76.1K - $88K
|
12.7K
$3.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-341- 24.03% |
$76.8K - $88.7K
|
1.08K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-342- 11.35% |
$77K - $89K
|
2.67K
$712K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-345- 2.03% |
$77.7K - $89.8K
|
16.7K
$4.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-355- 8.95% |
$80K - $92.4K
|
3.61K
$963K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-358- 20.65% |
$80.6K - $93.2K
|
1.38K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-370- 5.56% |
$83.3K - $96.3K
|
6.29K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-374- 0.42% |
$84.2K - $97.3K
|
89K
$23.7M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-376- 5.84% |
$84.7K - $97.8K
|
6.06K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-385- 0.46% |
$86.7K - $100K
|
84K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-393- 3.01% |
$88.5K - $102K
|
12.7K
$3.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-416- 0.74% |
$93.7K - $108K
|
55.6K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-427- 64.5% |
$96.2K - $111K
|
235
$62.6K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-431- 3.38% |
$97.1K - $112K
|
12.3K
$3.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-452- 34.74% |
$102K - $118K
|
849
$226K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-452- 0.94% |
$102K - $118K
|
47.6K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-455- 3.41% |
$102K - $118K
|
12.9K
$3.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-456- 4.74% |
$103K - $119K
|
9.16K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-457- 21.45% |
$103K - $119K
|
1.67K
$446K
|