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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
285+ 6.76% |
$72K - $83.3K
|
4.5K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
285New |
$72K - $83.3K
|
285
$76K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
285+ 0.23% |
$72K - $83.3K
|
126K
$33.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
283+ 3.86% |
$71.5K - $82.7K
|
7.62K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
281+ 10.65% |
$71K - $82.1K
|
2.92K
$779K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
278+ 487.72% |
$70.2K - $81.2K
|
335
$89.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
276+ 5.11% |
$69.7K - $80.6K
|
5.68K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
270+ 2.76% |
$68.2K - $78.9K
|
10.1K
$2.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
263+ 13.36% |
$66.4K - $76.8K
|
2.23K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
263+ 6.76% |
$66.4K - $76.8K
|
4.15K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
260New |
$65.7K - $76K
|
260
$69.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
260+ 2.7% |
$65.7K - $76K
|
9.88K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
260New |
$65.7K - $76K
|
260
$69.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
260+ 1.48% |
$65.7K - $76K
|
17.8K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
258+ 0.28% |
$65.1K - $75.4K
|
91.1K
$24.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
252+ 24.98% |
$63.6K - $73.6K
|
1.26K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
250+ 4.08% |
$63.1K - $73.1K
|
6.38K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
250+ 31.41% |
$63.1K - $73.1K
|
1.05K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
247+ 1.28% |
$62.4K - $72.2K
|
19.5K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
239+ 2.38% |
$60.3K - $69.8K
|
10.3K
$2.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
237+ 1.3% |
$59.8K - $69.3K
|
18.5K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
237+ 0.58% |
$59.8K - $69.3K
|
41.2K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
235+ 13.77% |
$59.3K - $68.7K
|
1.94K
$518K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
233+ 7.37% |
$58.8K - $68.1K
|
3.39K
$905K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
230+ 1.25% |
$58.1K - $67.2K
|
18.6K
$4.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
225+ 10.26% |
$56.8K - $65.7K
|
2.42K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
225+ 1.86% |
$56.8K - $65.7K
|
12.3K
$3.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
222+ 2.01% |
$56.1K - $64.9K
|
11.3K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
222New |
$56.1K - $64.9K
|
222
$59.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
218+ 7.7% |
$55K - $63.7K
|
3.05K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
213+ 5.79% |
$53.8K - $62.2K
|
3.89K
$1.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
211+ 5.86% |
$53.3K - $61.7K
|
3.81K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
208+ 8.06% |
$52.5K - $60.8K
|
2.79K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
208New |
$52.5K - $60.8K
|
208
$55.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
204+ 12.78% |
$51.5K - $59.6K
|
1.8K
$480K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
204+ 11.58% |
$51.5K - $59.6K
|
1.97K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
204+ 17.88% |
$51.5K - $59.6K
|
1.35K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
201+ 19.46% |
$50.8K - $58.7K
|
1.23K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 22.5% |
$50.5K - $58.4K
|
1.09K
$290K
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
BUY
|
- |
200+ 0.04% |
$50.5K - $58.4K
|
468K
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.3% |
$50.5K - $58.4K
|
66.9K
$17.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
197+ 2.12% |
$49.7K - $57.6K
|
9.49K
$2.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
196+ 5.69% |
$49.5K - $57.3K
|
3.64K
$971K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
194+ 1.12% |
$49K - $56.7K
|
17.6K
$4.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
192+ 21.48% |
$48.5K - $56.1K
|
1.09K
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
191+ 0.94% |
$48.2K - $55.8K
|
20.6K
$5.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
191+ 11.14% |
$48.2K - $55.8K
|
1.91K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
191+ 1.2% |
$48.2K - $55.8K
|
16.2K
$4.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
190+ 10.5% |
$48K - $55.5K
|
2K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
190+ 8.8% |
$48K - $55.5K
|
2.35K
$626K
|