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
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
845New |
$205K - $232K
|
845
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
845New |
$205K - $232K
|
845
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
844+ 8.68% |
$205K - $231K
|
10.6K
$2.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
842New |
$205K - $231K
|
842
$233K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
841+ 7.3% |
$204K - $231K
|
12.4K
$3.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
838+ 34.49% |
$204K - $230K
|
3.27K
$903K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
835+ 8.49% |
$203K - $229K
|
10.7K
$2.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
835+ 45.45% |
$203K - $229K
|
2.67K
$738K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
822+ 8.22% |
$200K - $225K
|
10.8K
$2.99M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
821+ 45.54% |
$200K - $225K
|
2.62K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
819New |
$199K - $225K
|
819
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
812New |
$197K - $223K
|
812
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
811+ 3.65% |
$197K - $222K
|
23.1K
$6.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
809+ 10.83% |
$197K - $222K
|
8.28K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
807+ 2.12% |
$196K - $221K
|
38.9K
$10.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
796New |
$193K - $218K
|
796
$220K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
795New |
$193K - $218K
|
795
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
789New |
$192K - $216K
|
789
$218K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
786New |
$191K - $216K
|
786
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
786+ 51.71% |
$191K - $216K
|
2.31K
$637K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
777+ 0.71% |
$189K - $213K
|
109K
$30.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
775+ 27.33% |
$188K - $213K
|
3.61K
$997K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
766+ 35.76% |
$186K - $210K
|
2.91K
$803K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
766+ 1.06% |
$186K - $210K
|
72.8K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
764+ 12.36% |
$186K - $210K
|
6.95K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
760+ 2.04% |
$185K - $208K
|
38.1K
$10.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
738+ 0.32% |
$179K - $202K
|
231K
$63.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
720+ 42.33% |
$175K - $197K
|
2.42K
$669K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
716+ 2.43% |
$174K - $196K
|
30.1K
$8.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
705+ 1.07% |
$171K - $193K
|
66.9K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
702+ 20.29% |
$171K - $193K
|
4.16K
$1.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
700+ 1.39% |
$170K - $192K
|
51.2K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
682+ 5.5% |
$166K - $187K
|
13.1K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
676+ 39.01% |
$164K - $185K
|
2.41K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
675New |
$164K - $185K
|
675
$186K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
673+ 3.67% |
$164K - $185K
|
19K
$5.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
667+ 5.57% |
$162K - $183K
|
12.7K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
654+ 40.25% |
$159K - $179K
|
2.28K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
650+ 1.61% |
$158K - $178K
|
40.9K
$11.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
648+ 11.11% |
$157K - $178K
|
6.48K
$1.79M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
641+ 31.58% |
$156K - $176K
|
2.67K
$738K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
641+ 38.71% |
$156K - $176K
|
2.3K
$634K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
639+ 2.46% |
$155K - $175K
|
26.6K
$7.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
637+ 1.83% |
$155K - $175K
|
35.4K
$9.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
624+ 8.35% |
$152K - $171K
|
8.1K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
624+ 7.3% |
$152K - $171K
|
9.17K
$2.53M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
623+ 0.58% |
$151K - $171K
|
108K
$30M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
619+ 0.53% |
$150K - $170K
|
118K
$32.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
587+ 17.68% |
$143K - $161K
|
3.91K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
586+ 5.78% |
$142K - $161K
|
10.7K
$2.96M
|