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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
146New |
$35.5K - $40K
|
146
$40.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
145+ 2.77% |
$35.2K - $39.8K
|
5.37K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
143+ 1.02% |
$34.8K - $39.2K
|
14.1K
$3.88M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
141+ 160.23% |
$34.3K - $38.7K
|
229
$63.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
141+ 6.6% |
$34.3K - $38.7K
|
2.28K
$627K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
141+ 3.14% |
$34.3K - $38.7K
|
4.63K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
140+ 0.81% |
$34K - $38.4K
|
17.4K
$4.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
139+ 0.77% |
$33.8K - $38.1K
|
18.3K
$5.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
138New |
$33.5K - $37.9K
|
138
$38K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
136+ 2.99% |
$33K - $37.3K
|
4.68K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
135+ 14.75% |
$32.8K - $37K
|
1.05K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
132+ 1.1% |
$32.1K - $36.2K
|
12.1K
$3.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
130+ 67.36% |
$31.6K - $35.7K
|
323
$88.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
130+ 7.77% |
$31.6K - $35.7K
|
1.8K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
130+ 9.15% |
$31.6K - $35.7K
|
1.55K
$427K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
127+ 34.23% |
$30.9K - $34.8K
|
498
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
126+ 3.38% |
$30.6K - $34.6K
|
3.86K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
125+ 7.23% |
$30.4K - $34.3K
|
1.85K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
125+ 4.86% |
$30.4K - $34.3K
|
2.7K
$743K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
125+ 1.51% |
$30.4K - $34.3K
|
8.39K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125+ 16.96% |
$30.4K - $34.3K
|
862
$237K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
125New |
$30.4K - $34.3K
|
125
$34.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
124+ 1.4% |
$30.1K - $34K
|
8.97K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
123+ 2.35% |
$29.9K - $33.7K
|
5.36K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
123+ 0.92% |
$29.9K - $33.7K
|
13.5K
$3.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
122+ 0.82% |
$29.6K - $33.5K
|
15.1K
$4.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
121+ 3.02% |
$29.4K - $33.2K
|
4.12K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
121+ 7.65% |
$29.4K - $33.2K
|
1.7K
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
120+ 14.04% |
$29.2K - $32.9K
|
975
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
120+ 14.65% |
$29.2K - $32.9K
|
939
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
120+ 10.02% |
$29.2K - $32.9K
|
1.32K
$363K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
118+ 4.35% |
$28.7K - $32.4K
|
2.83K
$780K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
118+ 14.06% |
$28.7K - $32.4K
|
957
$264K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
117+ 9.23% |
$28.4K - $32.1K
|
1.38K
$381K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
115+ 7.19% |
$27.9K - $31.5K
|
1.71K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
114+ 10.64% |
$27.7K - $31.3K
|
1.19K
$326K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
113+ 0.13% |
$27.5K - $31K
|
89K
$24.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
113+ 0.3% |
$27.5K - $31K
|
37.2K
$10.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
112+ 7.87% |
$27.2K - $30.7K
|
1.54K
$423K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
112+ 5.16% |
$27.2K - $30.7K
|
2.28K
$629K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
111+ 2.78% |
$27K - $30.4K
|
4.1K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
111+ 4.75% |
$27K - $30.4K
|
2.45K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
111+ 2.64% |
$27K - $30.4K
|
4.32K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
110+ 0.92% |
$26.7K - $30.2K
|
12.1K
$3.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
108+ 6.63% |
$26.2K - $29.6K
|
1.74K
$479K
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
106+ 1.14% |
$25.8K - $29.1K
|
9.44K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
105+ 1.51% |
$25.5K - $28.8K
|
7.04K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
104+ 6.77% |
$25.3K - $28.5K
|
1.64K
$452K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
102+ 0.95% |
$24.8K - $28K
|
10.8K
$2.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
102New |
$24.8K - $28K
|
102
$28.1K
|