Purchases and Sales Made in Q3 2024 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
511+ 0.27% |
$129K - $149K
|
189K
$50.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
501+ 51.49% |
$127K - $146K
|
1.47K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
492+ 12.47% |
$124K - $144K
|
4.44K
$1.18M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
482+ 0.48% |
$122K - $141K
|
102K
$27.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
480+ 15.23% |
$121K - $140K
|
3.63K
$968K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
470+ 2.66% |
$119K - $137K
|
18.1K
$4.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
455+ 1.85% |
$115K - $133K
|
25.1K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
454+ 2.43% |
$115K - $133K
|
19.1K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
452+ 69.97% |
$114K - $132K
|
1.1K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
448New |
$113K - $131K
|
448
$119K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
442New |
$112K - $129K
|
442
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
438+ 5.17% |
$111K - $128K
|
8.92K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
423+ 4.6% |
$107K - $124K
|
9.61K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
421+ 14.1% |
$106K - $123K
|
3.41K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
420+ 1.35% |
$106K - $123K
|
31.6K
$8.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
420+ 0.73% |
$106K - $123K
|
57.8K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
415+ 47.59% |
$105K - $121K
|
1.29K
$343K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
411+ 15.04% |
$104K - $120K
|
3.14K
$838K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
400New |
$101K - $117K
|
400
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
400+ 0.52% |
$101K - $117K
|
77.7K
$20.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
397+ 4.71% |
$100K - $116K
|
8.82K
$2.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
397+ 24.49% |
$100K - $116K
|
2.02K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
397+ 0.29% |
$100K - $116K
|
136K
$36.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
392+ 6.05% |
$99K - $115K
|
6.87K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
391+ 3.85% |
$98.7K - $114K
|
10.6K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
389+ 28.56% |
$98.2K - $114K
|
1.75K
$467K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
381+ 2.25% |
$96.2K - $111K
|
17.3K
$4.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
380+ 5.16% |
$96K - $111K
|
7.75K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
369+ 1.88% |
$93.2K - $108K
|
20K
$5.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
367+ 1.21% |
$92.7K - $107K
|
30.6K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
366+ 41.97% |
$92.4K - $107K
|
1.24K
$330K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
365+ 6.19% |
$92.2K - $107K
|
6.26K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
361New |
$91.2K - $105K
|
361
$96.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
359+ 2.84% |
$90.7K - $105K
|
13K
$3.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
355+ 8.04% |
$89.6K - $104K
|
4.77K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
354+ 189.3% |
$89.4K - $103K
|
541
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
337+ 4.02% |
$85.1K - $98.5K
|
8.73K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
337+ 11.36% |
$85.1K - $98.5K
|
3.3K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
336+ 146.72% |
$84.8K - $98.2K
|
565
$151K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
328+ 3.2% |
$82.8K - $95.8K
|
10.6K
$2.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
325+ 3.37% |
$82.1K - $95K
|
9.98K
$2.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
325+ 28.38% |
$82.1K - $95K
|
1.47K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
322+ 5.72% |
$81.3K - $94.1K
|
5.95K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
308+ 22.47% |
$77.8K - $90K
|
1.68K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
307+ 20.67% |
$77.5K - $89.7K
|
1.79K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
301+ 0.35% |
$76K - $88K
|
86.3K
$23M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
297+ 1.72% |
$75K - $86.8K
|
17.6K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
297+ 1.01% |
$75K - $86.8K
|
29.7K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
297+ 0.98% |
$75K - $86.8K
|
30.5K
$8.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
293+ 4.96% |
$74K - $85.6K
|
6.2K
$1.65M
|