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 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97K+ 21.41% |
$723K - $816K
|
16.9K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 2.84% |
$704K - $795K
|
105K
$29M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.84K+ 5.66% |
$689K - $778K
|
52.9K
$14.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.8K+ 20.7% |
$680K - $767K
|
16.3K
$4.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.78KNew |
$675K - $762K
|
2.78K
$768K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.74K+ 76.3% |
$667K - $752K
|
6.34K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.73K+ 12.14% |
$663K - $748K
|
25.2K
$6.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.72K+ 112.94% |
$660K - $745K
|
5.12K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.71K+ 1.41% |
$659K - $744K
|
194K
$53.7M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
2.7KNew |
$657K - $741K
|
2.7K
$747K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.7K+ 53.8% |
$656K - $740K
|
7.72K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.65K+ 115.73% |
$643K - $726K
|
4.94K
$1.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.63K+ 1.36% |
$639K - $721K
|
195K
$53.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.62K+ 20.66% |
$636K - $718K
|
15.3K
$4.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
2.6K+ 65.0% |
$632K - $713K
|
6.6K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.5K+ 5.71% |
$608K - $686K
|
46.3K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.5KNew |
$608K - $686K
|
2.5K
$691K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.49K+ 1.7% |
$605K - $683K
|
149K
$41.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.46K+ 44.42% |
$598K - $675K
|
8K
$2.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.44KNew |
$592K - $668K
|
2.44K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.38KNew |
$578K - $652K
|
2.38K
$657K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.37K+ 21.38% |
$575K - $649K
|
13.4K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.36K+ 37.35% |
$573K - $646K
|
8.66K
$2.39M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.35K+ 557.35% |
$572K - $645K
|
2.77K
$766K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.33K+ 1.27% |
$566K - $639K
|
186K
$51.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.31K+ 5.34% |
$561K - $633K
|
45.5K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.31K+ 17.88% |
$560K - $632K
|
15.2K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.3K+ 34.7% |
$559K - $631K
|
8.93K
$2.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.29KNew |
$557K - $629K
|
2.29K
$633K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.25K+ 21.22% |
$547K - $617K
|
12.9K
$3.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.24K+ 4.72% |
$545K - $615K
|
49.7K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.15K+ 436.38% |
$522K - $589K
|
2.64K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.14KNew |
$521K - $588K
|
2.14K
$592K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.14K+ 186.17% |
$520K - $587K
|
3.29K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.02KNew |
$490K - $553K
|
2.02K
$557K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$486K - $549K
|
2K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.99KNew |
$483K - $545K
|
1.99K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.95KNew |
$475K - $536K
|
1.95K
$540K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.9K+ 21.39% |
$462K - $521K
|
10.8K
$2.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.9KNew |
$462K - $521K
|
1.9K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.89K+ 106.72% |
$459K - $518K
|
3.66K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.88K+ 16.84% |
$456K - $515K
|
13K
$3.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.8KNew |
$437K - $494K
|
1.8K
$497K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.78K+ 1171.05% |
$433K - $488K
|
1.93K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.78KNew |
$432K - $488K
|
1.78K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.76K+ 5.29% |
$428K - $483K
|
35.1K
$9.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.76KNew |
$428K - $483K
|
1.76K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 174.55% |
$420K - $474K
|
2.72K
$751K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.7K+ 67.86% |
$414K - $467K
|
4.22K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.7K+ 1.34% |
$413K - $467K
|
128K
$35.5M
|