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 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
82+ 84.54% |
$20.7K - $24K
|
179
$47.7K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
81+ 1.47% |
$20.5K - $23.7K
|
5.58K
$1.49M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
77+ 3.55% |
$19.4K - $22.5K
|
2.25K
$599K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
77New |
$19.4K - $22.5K
|
77
$20.5K
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
76New |
$19.2K - $22.2K
|
76
$20.3K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
75+ 57.69% |
$18.9K - $21.9K
|
205
$54.7K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
75+ 1.22% |
$18.9K - $21.9K
|
6.2K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
75+ 2.04% |
$18.9K - $21.9K
|
3.74K
$998K
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
74+ 3.08% |
$18.7K - $21.6K
|
2.48K
$660K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
74+ 12.25% |
$18.7K - $21.6K
|
678
$181K
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
74New |
$18.7K - $21.6K
|
74
$19.7K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71+ 0.68% |
$17.9K - $20.7K
|
10.4K
$2.78M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
69+ 5.76% |
$17.4K - $20.2K
|
1.27K
$338K
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
69+ 0.29% |
$17.4K - $20.2K
|
24.1K
$6.42M
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
68+ 1.35% |
$17.2K - $19.9K
|
5.12K
$1.37M
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
67+ 0.5% |
$16.9K - $19.6K
|
13.6K
$3.63M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
66+ 2.9% |
$16.7K - $19.3K
|
2.34K
$624K
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
66+ 1.02% |
$16.7K - $19.3K
|
6.53K
$1.74M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
66+ 2.58% |
$16.7K - $19.3K
|
2.63K
$701K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66+ 3.27% |
$16.7K - $19.3K
|
2.08K
$555K
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
65+ 1.66% |
$16.4K - $19K
|
3.97K
$1.06M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
64+ 45.39% |
$16.2K - $18.7K
|
205
$54.7K
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
64+ 164.1% |
$16.2K - $18.7K
|
103
$27.5K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
64+ 6.76% |
$16.2K - $18.7K
|
1.01K
$270K
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
60+ 0.89% |
$15.2K - $17.5K
|
6.78K
$1.81M
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
60+ 3.65% |
$15.2K - $17.5K
|
1.71K
$455K
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
60+ 4.07% |
$15.2K - $17.5K
|
1.54K
$410K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
57+ 1.96% |
$14.4K - $16.7K
|
2.96K
$790K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
56New |
$14.1K - $16.4K
|
56
$14.9K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
56+ 4.97% |
$14.1K - $16.4K
|
1.18K
$315K
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
56+ 3.61% |
$14.1K - $16.4K
|
1.61K
$429K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
55+ 25.58% |
$13.9K - $16.1K
|
270
$72K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
55+ 4.65% |
$13.9K - $16.1K
|
1.24K
$330K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
54+ 317.65% |
$13.6K - $15.8K
|
71
$18.9K
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
54New |
$13.6K - $15.8K
|
54
$14.4K
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
54+ 2.96% |
$13.6K - $15.8K
|
1.88K
$501K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
53+ 0.81% |
$13.4K - $15.5K
|
6.57K
$1.75M
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
53+ 4.33% |
$13.4K - $15.5K
|
1.28K
$341K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 16.83% |
$13.4K - $15.5K
|
368
$98.1K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
53+ 2.84% |
$13.4K - $15.5K
|
1.92K
$512K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
52+ 4.48% |
$13.1K - $15.2K
|
1.21K
$324K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
52+ 2.89% |
$13.1K - $15.2K
|
1.85K
$493K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
52+ 6.03% |
$13.1K - $15.2K
|
915
$244K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50+ 5.8% |
$12.6K - $14.6K
|
912
$243K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
50+ 4.84% |
$12.6K - $14.6K
|
1.08K
$289K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
50+ 2.43% |
$12.6K - $14.6K
|
2.11K
$562K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
50+ 0.65% |
$12.6K - $14.6K
|
7.74K
$2.06M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 20.75% |
$12.6K - $14.6K
|
291
$77.6K
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
49+ 4.83% |
$12.4K - $14.3K
|
1.06K
$283K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
49+ 2.89% |
$12.4K - $14.3K
|
1.75K
$466K
|