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 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
102New |
$24.8K - $28K
|
102
$28.2K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
101+ 4.88% |
$24.5K - $27.7K
|
2.17K
$600K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
101+ 3.12% |
$24.5K - $27.7K
|
3.34K
$923K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.09% |
$24.3K - $27.4K
|
111K
$30.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
100+ 3.8% |
$24.3K - $27.4K
|
2.74K
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
100+ 8.94% |
$24.3K - $27.4K
|
1.22K
$337K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
99+ 2.11% |
$24.1K - $27.2K
|
4.78K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
99+ 0.78% |
$24.1K - $27.2K
|
12.7K
$3.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
97+ 2.71% |
$23.6K - $26.6K
|
3.68K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
97+ 3.02% |
$23.6K - $26.6K
|
3.31K
$913K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
96+ 0.58% |
$23.3K - $26.3K
|
16.8K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
96+ 1.23% |
$23.3K - $26.3K
|
7.88K
$2.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
95+ 5.54% |
$23.1K - $26.1K
|
1.81K
$500K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
92+ 2.01% |
$22.4K - $25.2K
|
4.66K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
89+ 4.84% |
$21.6K - $24.4K
|
1.93K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
89+ 1.79% |
$21.6K - $24.4K
|
5.05K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
87+ 2.32% |
$21.1K - $23.9K
|
3.83K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
86New |
$20.9K - $23.6K
|
86
$23.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
86+ 10.64% |
$20.9K - $23.6K
|
894
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
86+ 1.42% |
$20.9K - $23.6K
|
6.14K
$1.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
85+ 3.21% |
$20.7K - $23.3K
|
2.73K
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
85+ 0.94% |
$20.7K - $23.3K
|
9.17K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
84+ 3.46% |
$20.4K - $23K
|
2.51K
$693K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
84+ 0.46% |
$20.4K - $23K
|
18.5K
$5.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
83+ 83.0% |
$20.2K - $22.8K
|
183
$50.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
83+ 9.63% |
$20.2K - $22.8K
|
945
$261K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
82+ 0.16% |
$19.9K - $22.5K
|
51.6K
$14.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
82+ 1.61% |
$19.9K - $22.5K
|
5.16K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82+ 4.54% |
$19.9K - $22.5K
|
1.89K
$521K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
80+ 4.71% |
$19.4K - $21.9K
|
1.78K
$491K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
80+ 7.1% |
$19.4K - $21.9K
|
1.21K
$333K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
79+ 10.05% |
$19.2K - $21.7K
|
865
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
78+ 0.55% |
$19K - $21.4K
|
14.3K
$3.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
77+ 3.01% |
$18.7K - $21.1K
|
2.64K
$728K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
77+ 3.55% |
$18.7K - $21.1K
|
2.25K
$620K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
75+ 2.05% |
$18.2K - $20.6K
|
3.73K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
74+ 0.74% |
$18K - $20.3K
|
10.1K
$2.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
74+ 6.16% |
$18K - $20.3K
|
1.28K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
73+ 0.81% |
$17.7K - $20K
|
9.07K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
73+ 7.92% |
$17.7K - $20K
|
995
$275K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
72+ 4.9% |
$17.5K - $19.7K
|
1.54K
$425K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
70+ 0.17% |
$17K - $19.2K
|
41.2K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
69+ 3.14% |
$16.8K - $18.9K
|
2.26K
$625K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
69+ 1.7% |
$16.8K - $18.9K
|
4.12K
$1.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
68+ 4.27% |
$16.5K - $18.7K
|
1.66K
$459K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
67New |
$16.3K - $18.4K
|
67
$18.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
67+ 7.22% |
$16.3K - $18.4K
|
995
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
65+ 0.46% |
$15.8K - $17.8K
|
14.3K
$3.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
65+ 1.49% |
$15.8K - $17.8K
|
4.41K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
65+ 4.71% |
$15.8K - $17.8K
|
1.45K
$399K
|