Purchases and Sales Made in Q2 2024 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
327+ 1.78% |
$79.5K - $89.7K
|
18.7K
$5.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
322+ 1.44% |
$78.2K - $88.3K
|
22.7K
$6.28M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
319+ 3.32% |
$77.5K - $87.5K
|
9.92K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
313+ 15.67% |
$76.1K - $85.8K
|
2.31K
$638K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
307+ 6.2% |
$74.6K - $84.2K
|
5.26K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
307+ 4.26% |
$74.6K - $84.2K
|
7.52K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
304+ 11.99% |
$73.9K - $83.4K
|
2.84K
$784K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
303+ 6.29% |
$73.6K - $83.1K
|
5.12K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
302+ 2.94% |
$73.4K - $82.8K
|
10.6K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
301+ 2.38% |
$73.1K - $82.6K
|
13K
$3.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
300+ 13.2% |
$72.9K - $82.3K
|
2.57K
$710K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
300+ 28.38% |
$72.9K - $82.3K
|
1.36K
$375K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
299New |
$72.7K - $82K
|
299
$82.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
296+ 3.2% |
$71.9K - $81.2K
|
9.53K
$2.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
289+ 28.2% |
$70.2K - $79.3K
|
1.31K
$363K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
288+ 6.77% |
$70K - $79K
|
4.54K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
287+ 0.2% |
$69.7K - $78.7K
|
143K
$39.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
285+ 7.71% |
$69.3K - $78.2K
|
3.98K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
284+ 5.14% |
$69K - $77.9K
|
5.81K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
280+ 3.83% |
$68K - $76.8K
|
7.6K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
275+ 6.63% |
$66.8K - $75.4K
|
4.42K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
274+ 1.65% |
$66.6K - $75.2K
|
16.9K
$4.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
274+ 0.79% |
$66.6K - $75.2K
|
34.9K
$9.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
274+ 11.25% |
$66.6K - $75.2K
|
2.71K
$749K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
273+ 18.67% |
$66.3K - $74.9K
|
1.74K
$479K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
271+ 0.3% |
$65.9K - $74.3K
|
90K
$24.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
271+ 2.9% |
$65.9K - $74.3K
|
9.62K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
270+ 10.44% |
$65.6K - $74.1K
|
2.86K
$789K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
269+ 2.72% |
$65.4K - $73.8K
|
10.2K
$2.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
269+ 2.49% |
$65.4K - $73.8K
|
11.1K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
268+ 25.89% |
$65.1K - $73.5K
|
1.3K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
266+ 35.09% |
$64.6K - $73K
|
1.02K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
264+ 6.04% |
$64.2K - $72.4K
|
4.64K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
260+ 18.3% |
$63.2K - $71.3K
|
1.68K
$464K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
258New |
$62.7K - $70.8K
|
258
$71.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
256+ 4.61% |
$62.2K - $70.2K
|
5.81K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
251+ 2.88% |
$61K - $68.8K
|
8.95K
$2.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
248+ 9.73% |
$60.3K - $68K
|
2.8K
$773K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
243+ 19.92% |
$59.1K - $66.7K
|
1.46K
$404K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
240+ 45.03% |
$58.3K - $65.8K
|
773
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
236+ 0.81% |
$57.4K - $64.7K
|
29.4K
$8.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
231+ 1.25% |
$56.1K - $63.4K
|
18.7K
$5.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
228+ 2.57% |
$55.4K - $62.5K
|
9.1K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
224+ 0.75% |
$54.4K - $61.4K
|
29.9K
$8.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
224+ 5.75% |
$54.4K - $61.4K
|
4.12K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
223+ 7.26% |
$54.2K - $61.2K
|
3.29K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
223+ 0.25% |
$54.2K - $61.2K
|
89.2K
$24.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
222+ 4.59% |
$53.9K - $60.9K
|
5.06K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
222+ 21.72% |
$53.9K - $60.9K
|
1.24K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
220+ 0.73% |
$53.5K - $60.3K
|
30.2K
$8.35M
|