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
|
Segment Wealth Management, LLC
|
BUY
|
- |
943New |
$212K - $245K
|
943
$253K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
928New |
$209K - $241K
|
928
$249K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
925+ 236.57% |
$208K - $241K
|
1.32K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
922New |
$208K - $240K
|
922
$247K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
914New |
$206K - $238K
|
914
$245K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
912+ 7.08% |
$205K - $237K
|
13.8K
$3.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
911+ 14.47% |
$205K - $237K
|
7.21K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
905New |
$204K - $235K
|
905
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
901New |
$203K - $234K
|
901
$242K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
898New |
$202K - $234K
|
898
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
894New |
$201K - $233K
|
894
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
893+ 9.2% |
$201K - $232K
|
10.6K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
885+ 5.41% |
$199K - $230K
|
17.3K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
883+ 13.83% |
$199K - $230K
|
7.27K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
879+ 3.51% |
$198K - $229K
|
26K
$6.96M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
873+ 52.34% |
$197K - $227K
|
2.54K
$682K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
873New |
$197K - $227K
|
873
$234K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
871New |
$196K - $227K
|
871
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
870+ 57.77% |
$196K - $226K
|
2.38K
$638K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
869New |
$196K - $226K
|
869
$233K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
862New |
$194K - $224K
|
862
$231K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
858New |
$193K - $223K
|
858
$230K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
855New |
$193K - $222K
|
855
$229K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
851New |
$192K - $221K
|
851
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
843New |
$190K - $219K
|
843
$226K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
843New |
$190K - $219K
|
843
$226K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
839New |
$189K - $218K
|
839
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
839New |
$189K - $218K
|
839
$225K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
834+ 6.35% |
$188K - $217K
|
14K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
829New |
$187K - $216K
|
829
$222K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
825New |
$186K - $215K
|
825
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
Salzhauer Michael
|
BUY
|
- |
824New |
$186K - $214K
|
824
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
824+ 61.36% |
$186K - $214K
|
2.17K
$581K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
822+ 0.42% |
$185K - $214K
|
195K
$52.2M
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
BUY
|
- |
822New |
$185K - $214K
|
822
$221K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
820New |
$185K - $213K
|
820
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
817New |
$184K - $213K
|
817
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
817New |
$184K - $213K
|
817
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
810New |
$182K - $211K
|
810
$217K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
803+ 2.66% |
$181K - $209K
|
31K
$8.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
802New |
$181K - $209K
|
802
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
800New |
$180K - $208K
|
800
$215K
|
|
|
May 07, 2024
Q1 2024
|
Clark Estates Inc
New York, NY |
BUY
|
- |
800New |
$180K - $208K
|
800
$215K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
800New |
$180K - $208K
|
800
$215K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
800New |
$180K - $208K
|
800
$215K
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
800New |
$180K - $208K
|
800
$215K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
798New |
$180K - $208K
|
798
$214K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
794New |
$179K - $207K
|
794
$213K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
791New |
$178K - $206K
|
791
$212K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
789+ 8.7% |
$178K - $205K
|
9.86K
$2.64M
|