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 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
65New |
$15.8K - $17.8K
|
65
$18K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
64+ 3.83% |
$15.6K - $17.6K
|
1.74K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
64+ 2.3% |
$15.6K - $17.6K
|
2.85K
$788K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
62+ 2.32% |
$15.1K - $17K
|
2.73K
$755K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
61+ 0.92% |
$14.8K - $16.7K
|
6.72K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
60+ 6.76% |
$14.6K - $16.5K
|
947
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
60+ 0.26% |
$14.6K - $16.5K
|
23.5K
$6.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
59+ 4.24% |
$14.3K - $16.2K
|
1.45K
$401K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
58+ 3.2% |
$14.1K - $15.9K
|
1.87K
$517K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
56+ 1.97% |
$13.6K - $15.4K
|
2.9K
$802K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
54+ 3.92% |
$13.1K - $14.8K
|
1.43K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
54+ 1.02% |
$13.1K - $14.8K
|
5.36K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
53+ 0.87% |
$12.9K - $14.5K
|
6.11K
$1.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
52+ 0.41% |
$12.6K - $14.3K
|
12.7K
$3.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 2.65% |
$12.6K - $14.3K
|
2.02K
$557K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
52+ 0.91% |
$12.6K - $14.3K
|
5.78K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
51+ 1.26% |
$12.4K - $14K
|
4.09K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
51+ 1.83% |
$12.4K - $14K
|
2.84K
$785K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 0.31% |
$12.2K - $13.7K
|
16.3K
$4.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
50+ 2.56% |
$12.2K - $13.7K
|
2K
$553K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
50+ 2.46% |
$12.2K - $13.7K
|
2.08K
$574K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
50+ 142.86% |
$12.2K - $13.7K
|
85
$23.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 0.37% |
$12.2K - $13.7K
|
13.4K
$3.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
50+ 3.26% |
$12.2K - $13.7K
|
1.59K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
50+ 0.2% |
$12.2K - $13.7K
|
25.1K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 3.13% |
$12.2K - $13.7K
|
1.65K
$454K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
49+ 2.31% |
$11.9K - $13.4K
|
2.17K
$599K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
48+ 4.45% |
$11.7K - $13.2K
|
1.13K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
48+ 26.67% |
$11.7K - $13.2K
|
228
$63K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47+ 34.31% |
$11.4K - $12.9K
|
184
$50.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
47+ 3.75% |
$11.4K - $12.9K
|
1.3K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
47+ 1.53% |
$11.4K - $12.9K
|
3.12K
$861K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
45+ 0.34% |
$10.9K - $12.3K
|
13.4K
$3.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
45+ 1.38% |
$10.9K - $12.3K
|
3.3K
$912K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
45+ 8.44% |
$10.9K - $12.3K
|
578
$160K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.08% |
$10.7K - $12.1K
|
57.2K
$15.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
43+ 3.51% |
$10.4K - $11.8K
|
1.27K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
43+ 3.24% |
$10.4K - $11.8K
|
1.37K
$379K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43+ 0.06% |
$10.4K - $11.8K
|
68.5K
$18.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
42+ 1.16% |
$10.2K - $11.5K
|
3.66K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
42+ 0.57% |
$10.2K - $11.5K
|
7.37K
$2.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
42+ 76.36% |
$10.2K - $11.5K
|
97
$26.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
42+ 0.6% |
$10.2K - $11.5K
|
7.07K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
42+ 23.6% |
$10.2K - $11.5K
|
220
$60.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
42+ 1.2% |
$10.2K - $11.5K
|
3.54K
$978K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41+ 4.06% |
$9.96K - $11.2K
|
1.05K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
41+ 3.27% |
$9.96K - $11.2K
|
1.3K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
41+ 3.59% |
$9.96K - $11.2K
|
1.18K
$327K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
41+ 1.31% |
$9.96K - $11.2K
|
3.16K
$873K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
41+ 0.61% |
$9.96K - $11.2K
|
6.72K
$1.86M
|