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 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.69KNew |
$412K - $465K
|
1.69K
$468K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.66K+ 96.85% |
$403K - $455K
|
3.37K
$931K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.65K+ 16.7% |
$400K - $451K
|
11.5K
$3.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
1.6KNew |
$389K - $439K
|
1.6K
$442K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.6K+ 18.41% |
$388K - $437K
|
10.3K
$2.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 61.47% |
$380K - $428K
|
4.1K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.56K+ 36.37% |
$378K - $427K
|
5.84K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.53K+ 0.81% |
$372K - $420K
|
191K
$52.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.51K+ 10.29% |
$366K - $413K
|
16.1K
$4.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.5K+ 31.02% |
$364K - $411K
|
6.33K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.49KNew |
$362K - $408K
|
1.49K
$411K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.47KNew |
$358K - $404K
|
1.47K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.46K+ 159.5% |
$355K - $401K
|
2.38K
$657K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.46KNew |
$355K - $400K
|
1.46K
$403K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.45K+ 2.63% |
$351K - $396K
|
56.3K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.41K+ 130.83% |
$342K - $386K
|
2.49K
$687K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.4K+ 35.01% |
$340K - $384K
|
5.4K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.4K+ 80.14% |
$340K - $384K
|
3.15K
$869K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.39K+ 4.98% |
$337K - $381K
|
29.3K
$8.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.38K+ 33.41% |
$334K - $377K
|
5.49K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.37K+ 18.04% |
$333K - $376K
|
8.97K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.37KNew |
$333K - $376K
|
1.37K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.36KNew |
$331K - $374K
|
1.36K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.36K+ 17.26% |
$329K - $372K
|
9.21K
$2.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.33KNew |
$322K - $364K
|
1.33K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.33KNew |
$322K - $363K
|
1.33K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.32K+ 3.38% |
$321K - $362K
|
40.4K
$11.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.31K+ 2.35% |
$317K - $358K
|
56.8K
$15.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.3KNew |
$315K - $355K
|
1.3K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.28KNew |
$312K - $352K
|
1.28K
$355K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.28K+ 18.87% |
$311K - $351K
|
8.06K
$2.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.27KNew |
$308K - $348K
|
1.27K
$350K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.26K+ 0.63% |
$306K - $346K
|
202K
$55.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.25K+ 2.21% |
$304K - $343K
|
57.8K
$16M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 6.4% |
$303K - $341K
|
20.7K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
1.22K+ 1.53% |
$296K - $334K
|
80.5K
$22.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.21KNew |
$294K - $332K
|
1.21K
$334K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.21KNew |
$294K - $331K
|
1.21K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.2K+ 52.8% |
$291K - $329K
|
3.47K
$958K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.2K+ 64.7% |
$290K - $328K
|
3.04K
$840K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 205.87% |
$290K - $327K
|
1.77K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.18K+ 21.07% |
$286K - $323K
|
6.76K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.17K+ 4.7% |
$285K - $322K
|
26.1K
$7.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.17K+ 0.87% |
$284K - $321K
|
136K
$37.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
1.17K+ 22.94% |
$284K - $321K
|
6.27K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.16K+ 18.04% |
$282K - $319K
|
7.6K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.15KNew |
$278K - $314K
|
1.15K
$317K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.14K+ 3.71% |
$276K - $311K
|
31.8K
$8.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.14K+ 21.52% |
$276K - $311K
|
6.41K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.13K+ 14.18% |
$274K - $310K
|
9.09K
$2.51M
|