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 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.45K+ 24.87% |
$326K - $377K
|
7.27K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.44K+ 1.08% |
$325K - $375K
|
135K
$36.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.44K+ 125.48% |
$324K - $374K
|
2.58K
$693K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.43K+ 4.28% |
$321K - $371K
|
34.8K
$9.34M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.42K+ 3.96% |
$320K - $369K
|
37.3K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.39K+ 4088.24% |
$313K - $362K
|
1.42K
$382K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.39KNew |
$312K - $361K
|
1.39K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.36KNew |
$306K - $353K
|
1.36K
$364K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 10.95% |
$302K - $348K
|
13.6K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.3KNew |
$294K - $339K
|
1.3K
$350K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.3KNew |
$293K - $338K
|
1.3K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$288K - $333K
|
1.28K
$343K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.27K+ 8.99% |
$286K - $330K
|
15.4K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.26KNew |
$284K - $328K
|
1.26K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 28.52% |
$279K - $322K
|
5.58K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 15.99% |
$275K - $318K
|
8.87K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.22KNew |
$274K - $317K
|
1.22K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.21KNew |
$273K - $316K
|
1.21K
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.21K+ 56.42% |
$273K - $315K
|
3.36K
$902K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.2KNew |
$271K - $313K
|
1.2K
$322K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 12.03% |
$268K - $309K
|
11.1K
$2.97M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 38.24% |
$265K - $306K
|
4.26K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.16KNew |
$261K - $301K
|
1.16K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.15KNew |
$259K - $299K
|
1.15K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.12K+ 14.1% |
$253K - $292K
|
9.08K
$2.44M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.11K+ 119.78% |
$251K - $290K
|
2.04K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$249K - $288K
|
1.11K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.1K+ 1.53% |
$249K - $287K
|
73.2K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.1KNew |
$248K - $287K
|
1.1K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.1K+ 1.44% |
$248K - $286K
|
77.6K
$20.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.09K+ 2.03% |
$246K - $284K
|
54.9K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.09KNew |
$246K - $284K
|
1.09K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.09KNew |
$245K - $283K
|
1.09K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.07KNew |
$241K - $279K
|
1.07K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.07K+ 25.19% |
$240K - $278K
|
5.3K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.05KNew |
$237K - $273K
|
1.05K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.05K+ 23.12% |
$236K - $273K
|
5.59K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.04K+ 0.16% |
$235K - $272K
|
665K
$179M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.04K+ 9.92% |
$234K - $270K
|
11.5K
$3.09M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.02KNew |
$229K - $265K
|
1.02K
$273K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
1.02K+ 2.08% |
$229K - $265K
|
50.1K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.02KNew |
$229K - $265K
|
1.02K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.01K+ 2.32% |
$228K - $263K
|
44.5K
$11.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.01K+ 75.04% |
$227K - $262K
|
2.35K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1KNew |
$226K - $261K
|
1K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
999New |
$225K - $260K
|
999
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
990+ 2.24% |
$223K - $258K
|
45.2K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
971+ 38.49% |
$219K - $253K
|
3.49K
$938K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
963+ 3320.69% |
$217K - $251K
|
992
$266K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
953New |
$215K - $248K
|
953
$256K
|