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
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
126+ 7.09% |
$31.8K - $36.8K
|
1.9K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
126+ 14.91% |
$31.8K - $36.8K
|
971
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
125+ 8.56% |
$31.6K - $36.5K
|
1.59K
$423K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
125+ 0.22% |
$31.6K - $36.5K
|
57.1K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
125New |
$31.6K - $36.5K
|
125
$33.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
125+ 9.59% |
$31.6K - $36.5K
|
1.43K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
125+ 5.57% |
$31.6K - $36.5K
|
2.37K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
124+ 1.02% |
$31.3K - $36.2K
|
12.2K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
123+ 6.66% |
$31.1K - $35.9K
|
1.97K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
122+ 2.98% |
$30.8K - $35.6K
|
4.21K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
120+ 64.86% |
$30.3K - $35.1K
|
305
$81.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
119+ 5.16% |
$30K - $34.8K
|
2.43K
$647K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
118+ 5.55% |
$29.8K - $34.5K
|
2.25K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
117+ 8.0% |
$29.5K - $34.2K
|
1.58K
$421K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
115+ 10.94% |
$29K - $33.6K
|
1.17K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
115+ 5.75% |
$29K - $33.6K
|
2.12K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
115+ 1.87% |
$29K - $33.6K
|
6.26K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
114+ 11.11% |
$28.8K - $33.3K
|
1.14K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113+ 12.65% |
$28.5K - $33K
|
1.01K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
112New |
$28.3K - $32.7K
|
112
$29.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110+ 8.49% |
$27.8K - $32.1K
|
1.41K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
110+ 6.4% |
$27.8K - $32.1K
|
1.83K
$488K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
109+ 13.71% |
$27.5K - $31.8K
|
904
$241K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
108+ 3.8% |
$27.3K - $31.6K
|
2.95K
$787K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
107+ 13.18% |
$27K - $31.3K
|
919
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
106+ 1.08% |
$26.8K - $31K
|
9.95K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
106New |
$26.8K - $31K
|
106
$28.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
105+ 0.45% |
$26.5K - $30.7K
|
23.6K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
104+ 6.39% |
$26.3K - $30.4K
|
1.73K
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
103+ 2.5% |
$26K - $30.1K
|
4.23K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
102New |
$25.8K - $29.8K
|
102
$27.2K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
102+ 3.8% |
$25.8K - $29.8K
|
2.79K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
101+ 0.49% |
$25.5K - $29.5K
|
20.8K
$5.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
100New |
$25.3K - $29.2K
|
100
$26.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 1.74% |
$25.3K - $29.2K
|
5.86K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$25.3K - $29.2K
|
100
$26.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
100New |
$25.3K - $29.2K
|
100
$26.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
100New |
$25.3K - $29.2K
|
100
$26.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
96+ 94.12% |
$24.2K - $28.1K
|
198
$52.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
95+ 4.0% |
$24K - $27.8K
|
2.47K
$659K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
95+ 6.14% |
$24K - $27.8K
|
1.64K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
91+ 11.25% |
$23K - $26.6K
|
900
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
90+ 3.95% |
$22.7K - $26.3K
|
2.37K
$632K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 0.67% |
$22.7K - $26.3K
|
13.5K
$3.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
88+ 97.78% |
$22.2K - $25.7K
|
178
$47.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
87+ 21.86% |
$22K - $25.4K
|
485
$129K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
87+ 0.11% |
$22K - $25.4K
|
77.2K
$20.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
86+ 1.04% |
$21.7K - $25.1K
|
8.38K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
85+ 46.45% |
$21.5K - $24.8K
|
268
$71.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
82+ 4.72% |
$20.7K - $24K
|
1.82K
$485K
|