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
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
788+ 28.07% |
$177K - $205K
|
3.6K
$965K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
786New |
$177K - $205K
|
786
$211K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
786New |
$177K - $205K
|
786
$211K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
786New |
$177K - $205K
|
786
$211K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
785New |
$177K - $204K
|
785
$211K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
784New |
$177K - $204K
|
784
$210K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
781New |
$176K - $203K
|
781
$210K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
777New |
$175K - $202K
|
777
$208K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
773+ 6.0% |
$174K - $201K
|
13.7K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
754+ 75.4% |
$170K - $196K
|
1.75K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
743+ 8.22% |
$167K - $193K
|
9.79K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
730+ 4.11% |
$164K - $190K
|
18.5K
$4.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
718+ 7.74% |
$162K - $187K
|
10K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
717+ 9.15% |
$162K - $187K
|
8.55K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
715+ 13.74% |
$161K - $186K
|
5.92K
$1.59M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
697+ 23.53% |
$157K - $181K
|
3.66K
$982K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
686+ 11.59% |
$155K - $179K
|
6.61K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
654+ 7.53% |
$147K - $170K
|
9.35K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
640+ 8.21% |
$144K - $167K
|
8.44K
$2.26M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
623+ 6.9% |
$140K - $162K
|
9.65K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
615+ 0.73% |
$139K - $160K
|
85.3K
$22.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
606+ 2.47% |
$137K - $158K
|
25.2K
$6.76M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
596+ 0.59% |
$134K - $155K
|
102K
$27.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
595+ 30.51% |
$134K - $155K
|
2.55K
$683K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
594+ 2.44% |
$134K - $155K
|
24.9K
$6.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
584+ 1.45% |
$132K - $152K
|
41K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
572+ 3.97% |
$129K - $149K
|
15K
$4.02M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
571+ 19.28% |
$129K - $149K
|
3.53K
$948K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
570New |
$128K - $148K
|
570
$153K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
566+ 19.56% |
$127K - $147K
|
3.46K
$928K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
559+ 9.61% |
$126K - $145K
|
6.38K
$1.71M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
555+ 0.35% |
$125K - $144K
|
157K
$42.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
541+ 11.87% |
$122K - $141K
|
5.1K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
525+ 184.86% |
$118K - $137K
|
809
$217K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
525+ 18.52% |
$118K - $137K
|
3.36K
$902K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
525+ 8.08% |
$118K - $137K
|
7.02K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
520+ 0.51% |
$117K - $135K
|
102K
$27.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
517+ 1.41% |
$116K - $135K
|
37.1K
$9.95M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
517+ 0.61% |
$116K - $135K
|
85.6K
$23M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
515New |
$116K - $134K
|
515
$138K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
505+ 49.75% |
$114K - $131K
|
1.52K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
502+ 32.32% |
$113K - $131K
|
2.06K
$551K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
491+ 19.89% |
$111K - $128K
|
2.96K
$794K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
489+ 10.16% |
$110K - $127K
|
5.3K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
488+ 36.17% |
$110K - $127K
|
1.84K
$493K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
484+ 4.95% |
$109K - $126K
|
10.3K
$2.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
482+ 3.97% |
$109K - $125K
|
12.6K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
480+ 9.45% |
$108K - $125K
|
5.56K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
476+ 7.64% |
$107K - $124K
|
6.71K
$1.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
474+ 5.83% |
$107K - $123K
|
8.61K
$2.31M
|