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 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
49+ 6.16% |
$12.4K - $14.3K
|
844
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
49+ 3.08% |
$12.4K - $14.3K
|
1.64K
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49+ 2.6% |
$12.4K - $14.3K
|
1.94K
$516K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
48New |
$12.1K - $14K
|
48
$12.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
48+ 0.45% |
$12.1K - $14K
|
10.7K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
47+ 3.63% |
$11.9K - $13.7K
|
1.34K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
47+ 3.44% |
$11.9K - $13.7K
|
1.41K
$377K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
45+ 39.47% |
$11.4K - $13.1K
|
159
$42.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
45+ 1.95% |
$11.4K - $13.1K
|
2.36K
$628K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
44+ 0.33% |
$11.1K - $12.9K
|
13.5K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
44+ 1.57% |
$11.1K - $12.9K
|
2.84K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
44+ 0.88% |
$11.1K - $12.9K
|
5.04K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 2.36% |
$10.9K - $12.6K
|
1.87K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
43+ 7.44% |
$10.9K - $12.6K
|
621
$166K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
42+ 247.06% |
$10.6K - $12.3K
|
59
$15.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
42+ 4.39% |
$10.6K - $12.3K
|
998
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41+ 7.17% |
$10.4K - $12K
|
613
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
41+ 4.71% |
$10.4K - $12K
|
911
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
40+ 0.34% |
$10.1K - $11.7K
|
11.8K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
40+ 3.01% |
$10.1K - $11.7K
|
1.37K
$365K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40+ 3.59% |
$10.1K - $11.7K
|
1.15K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 1.09% |
$10.1K - $11.7K
|
3.71K
$988K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
40+ 2.44% |
$10.1K - $11.7K
|
1.68K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
37New |
$9.34K - $10.8K
|
37
$9.87K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
37+ 0.23% |
$9.34K - $10.8K
|
16.4K
$4.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
37New |
$9.34K - $10.8K
|
37
$9.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
37+ 2.47% |
$9.34K - $10.8K
|
1.53K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
36+ 17.65% |
$9.09K - $10.5K
|
240
$64K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
36+ 2.68% |
$9.09K - $10.5K
|
1.38K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
35+ 16.28% |
$8.84K - $10.2K
|
250
$66.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
35+ 2.08% |
$8.84K - $10.2K
|
1.72K
$459K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 56.45% |
$8.84K - $10.2K
|
97
$25.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
34+ 2.78% |
$8.59K - $9.93K
|
1.26K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
34+ 1.47% |
$8.59K - $9.93K
|
2.34K
$625K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
33+ 3.03% |
$8.33K - $9.64K
|
1.12K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
33+ 1.9% |
$8.33K - $9.64K
|
1.77K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
33+ 1.65% |
$8.33K - $9.64K
|
2.03K
$542K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
31+ 0.27% |
$7.83K - $9.06K
|
11.3K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
31+ 0.46% |
$7.83K - $9.06K
|
6.74K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 46.97% |
$7.83K - $9.06K
|
97
$25.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
31+ 21.38% |
$7.83K - $9.06K
|
176
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
31+ 0.39% |
$7.83K - $9.06K
|
7.92K
$2.11M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31+ 38.27% |
$7.83K - $9.06K
|
112
$29.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
30+ 1.31% |
$7.58K - $8.77K
|
2.33K
$620K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
30+ 0.52% |
$7.58K - $8.77K
|
5.81K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
28+ 1.46% |
$7.07K - $8.18K
|
1.94K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
28+ 0.84% |
$7.07K - $8.18K
|
3.37K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27+ 9.0% |
$6.82K - $7.89K
|
327
$87.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 16.05% |
$6.57K - $7.6K
|
188
$50.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
26+ 33.33% |
$6.57K - $7.6K
|
104
$27.7K
|