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 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
41+ 2.24% |
$9.96K - $11.2K
|
1.87K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41+ 0.49% |
$9.96K - $11.2K
|
8.48K
$2.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
40+ 137.93% |
$9.72K - $11K
|
69
$19.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 0.54% |
$9.72K - $11K
|
7.52K
$2.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
40+ 1.92% |
$9.72K - $11K
|
2.13K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
39New |
$9.48K - $10.7K
|
39
$10.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
38+ 1.61% |
$9.23K - $10.4K
|
2.4K
$663K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
36+ 0.96% |
$8.75K - $9.87K
|
3.77K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
36New |
$8.75K - $9.87K
|
36
$9.94K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
35New |
$8.51K - $9.6K
|
35
$9.67K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
34+ 3.4% |
$8.26K - $9.33K
|
1.03K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
34+ 2.86% |
$8.26K - $9.33K
|
1.22K
$338K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33+ 3.61% |
$8.02K - $9.05K
|
947
$262K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
32+ 0.83% |
$7.78K - $8.78K
|
3.91K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
32+ 1.37% |
$7.78K - $8.78K
|
2.37K
$654K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
31+ 2.66% |
$7.53K - $8.5K
|
1.2K
$331K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
31+ 2.19% |
$7.53K - $8.5K
|
1.45K
$399K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
31+ 1.84% |
$7.53K - $8.5K
|
1.72K
$475K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
30+ 3.86% |
$7.29K - $8.23K
|
807
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 1.18% |
$7.29K - $8.23K
|
2.58K
$713K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
30+ 0.72% |
$7.29K - $8.23K
|
4.19K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
30+ 2.84% |
$7.29K - $8.23K
|
1.09K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
30+ 7.92% |
$7.29K - $8.23K
|
409
$113K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
29New |
$7.05K - $7.95K
|
29
$8.01K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
29+ 61.7% |
$7.05K - $7.95K
|
76
$21K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
28+ 6.6% |
$6.8K - $7.68K
|
452
$125K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28+ 33.73% |
$6.8K - $7.68K
|
111
$30.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28+ 4.06% |
$6.8K - $7.68K
|
718
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
28+ 1.95% |
$6.8K - $7.68K
|
1.46K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
28+ 2.43% |
$6.8K - $7.68K
|
1.18K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
28+ 17.61% |
$6.8K - $7.68K
|
187
$51.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
27+ 0.14% |
$6.56K - $7.41K
|
19.2K
$5.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
26+ 0.3% |
$6.32K - $7.13K
|
8.59K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
26+ 2.19% |
$6.32K - $7.13K
|
1.21K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
25+ 3.06% |
$6.08K - $6.86K
|
842
$233K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$6.08K - $6.86K
|
25
$6.91K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 0.81% |
$6.08K - $6.86K
|
3.1K
$855K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
25+ 1.92% |
$6.08K - $6.86K
|
1.33K
$367K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
24+ 0.56% |
$5.83K - $6.58K
|
4.28K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
24+ 1.5% |
$5.83K - $6.58K
|
1.62K
$447K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
24+ 0.81% |
$5.83K - $6.58K
|
3K
$829K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
24+ 0.66% |
$5.83K - $6.58K
|
3.67K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
23+ 1.45% |
$5.59K - $6.31K
|
1.61K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
22+ 0.4% |
$5.35K - $6.03K
|
5.47K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
21+ 2.03% |
$5.1K - $5.76K
|
1.06K
$292K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
21+ 0.48% |
$5.1K - $5.76K
|
4.37K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
21New |
$5.1K - $5.76K
|
21
$5.8K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
21+ 0.31% |
$5.1K - $5.76K
|
6.88K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
20+ 0.09% |
$4.86K - $5.49K
|
22.7K
$6.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
20+ 0.16% |
$4.86K - $5.49K
|
12.7K
$3.51M
|