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 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 3.62% |
$4.86K - $5.49K
|
572
$158K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20+ 0.22% |
$4.86K - $5.49K
|
9.19K
$2.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
19+ 0.05% |
$4.62K - $5.21K
|
40.5K
$11.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 64.29% |
$4.37K - $4.94K
|
46
$12.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 1.73% |
$4.37K - $4.94K
|
1.06K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
18+ 0.47% |
$4.37K - $4.94K
|
3.89K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
18+ 18.75% |
$4.37K - $4.94K
|
114
$31.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
18New |
$4.37K - $4.94K
|
18
$4.97K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.48% |
$4.37K - $4.94K
|
1.24K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18+ 0.36% |
$4.37K - $4.94K
|
5.04K
$1.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17+ 0.3% |
$4.13K - $4.66K
|
5.67K
$1.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 0.9% |
$4.13K - $4.66K
|
1.9K
$524K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16+ 8.74% |
$3.89K - $4.39K
|
199
$55K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16New |
$3.89K - $4.39K
|
16
$4.42K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
16+ 0.01% |
$3.89K - $4.39K
|
314K
$86.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16+ 1.58% |
$3.89K - $4.39K
|
1.03K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
14+ 1.33% |
$3.4K - $3.84K
|
1.06K
$294K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
14+ 11.67% |
$3.4K - $3.84K
|
134
$37K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 20.59% |
$3.4K - $3.84K
|
82
$22.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
14New |
$3.4K - $3.84K
|
14
$3.87K
|
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
14+ 0.27% |
$3.4K - $3.84K
|
5.25K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
13+ 0.14% |
$3.16K - $3.57K
|
9.51K
$2.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$3.16K - $3.57K
|
13
$3.59K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
12+ 0.18% |
$2.92K - $3.29K
|
6.65K
$1.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 18.18% |
$2.92K - $3.29K
|
78
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12+ 1.48% |
$2.92K - $3.29K
|
822
$227K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$2.67K - $3.02K
|
11
$3.04K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 0.91% |
$2.67K - $3.02K
|
1.22K
$336K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 0.64% |
$2.67K - $3.02K
|
1.73K
$479K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 1.17% |
$2.43K - $2.74K
|
868
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10+ 5.71% |
$2.43K - $2.74K
|
185
$51.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 50.0% |
$2.43K - $2.74K
|
30
$8.29K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10+ 0.13% |
$2.43K - $2.74K
|
7.92K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10+ 0.14% |
$2.43K - $2.74K
|
7.24K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
10+ 0.54% |
$2.43K - $2.74K
|
1.87K
$515K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10+ 0.9% |
$2.43K - $2.74K
|
1.12K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
10+ 0.35% |
$2.43K - $2.74K
|
2.9K
$801K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.29% |
$2.43K - $2.74K
|
3.5K
$966K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
10New |
$2.43K - $2.74K
|
10
$2.76K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 4.19% |
$2.19K - $2.47K
|
224
$61.9K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
9+ 0.29% |
$2.19K - $2.47K
|
3.16K
$873K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
9+ 0.53% |
$2.19K - $2.47K
|
1.71K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
9New |
$2.19K - $2.47K
|
9
$2.49K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.7% |
$2.19K - $2.47K
|
1.3K
$360K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
8+ 0.35% |
$1.94K - $2.19K
|
2.27K
$626K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 0.76% |
$1.94K - $2.19K
|
1.06K
$293K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
7+ 0.72% |
$1.7K - $1.92K
|
984
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.37% |
$1.7K - $1.92K
|
1.88K
$518K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 1.41% |
$1.7K - $1.92K
|
502
$139K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 31.58% |
$1.46K - $1.65K
|
25
$6.91K
|