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 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
25+ 2.07% |
$6.31K - $7.31K
|
1.23K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
25+ 0.64% |
$6.31K - $7.31K
|
3.91K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
25+ 0.15% |
$6.31K - $7.31K
|
16.6K
$4.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
24+ 0.49% |
$6.06K - $7.01K
|
4.93K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
24+ 2.0% |
$6.06K - $7.01K
|
1.23K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
24+ 0.51% |
$6.06K - $7.01K
|
4.77K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24New |
$6.06K - $7.01K
|
24
$6.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
24+ 1.01% |
$6.06K - $7.01K
|
2.39K
$637K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
23+ 2.87% |
$5.81K - $6.72K
|
824
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
23+ 0.16% |
$5.81K - $6.72K
|
14.6K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22+ 1.15% |
$5.56K - $6.43K
|
1.93K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 1.11% |
$5.3K - $6.14K
|
1.92K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21+ 2.49% |
$5.3K - $6.14K
|
866
$231K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
20+ 2.06% |
$5.05K - $5.84K
|
989
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
20New |
$5.05K - $5.84K
|
20
$5.33K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
20+ 2.13% |
$5.05K - $5.84K
|
961
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
20+ 1.69% |
$5.05K - $5.84K
|
1.21K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
19+ 0.13% |
$4.8K - $5.55K
|
14.5K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
18+ 0.23% |
$4.55K - $5.26K
|
7.87K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 6.02% |
$4.55K - $5.26K
|
317
$84.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17+ 0.85% |
$4.29K - $4.97K
|
2.01K
$536K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
17+ 12.59% |
$4.29K - $4.97K
|
152
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16+ 0.71% |
$4.04K - $4.68K
|
2.26K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
15+ 0.59% |
$3.79K - $4.38K
|
2.56K
$681K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
15+ 1.73% |
$3.79K - $4.38K
|
880
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
15New |
$3.79K - $4.38K
|
15
$4K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15+ 1.11% |
$3.79K - $4.38K
|
1.37K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
15+ 0.11% |
$3.79K - $4.38K
|
13.4K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
15+ 0.66% |
$3.79K - $4.38K
|
2.28K
$608K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
15+ 1.51% |
$3.79K - $4.38K
|
1.01K
$269K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
14+ 10.45% |
$3.54K - $4.09K
|
148
$39.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 175.0% |
$3.54K - $4.09K
|
22
$5.87K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
13+ 0.33% |
$3.28K - $3.8K
|
3.92K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 2.74% |
$3.28K - $3.8K
|
488
$130K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$3.28K - $3.8K
|
13
$3.47K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
13New |
$3.28K - $3.8K
|
13
$3.47K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
12New |
$3.03K - $3.51K
|
12
$3.2K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
12+ 0.55% |
$3.03K - $3.51K
|
2.19K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11+ 0.31% |
$2.78K - $3.21K
|
3.6K
$960K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.81% |
$2.53K - $2.92K
|
1.25K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.95% |
$2.53K - $2.92K
|
1.07K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
10+ 0.35% |
$2.53K - $2.92K
|
2.87K
$764K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$2.53K - $2.92K
|
10
$2.67K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10+ 0.15% |
$2.53K - $2.92K
|
6.85K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
9+ 0.28% |
$2.27K - $2.63K
|
3.23K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
9New |
$2.27K - $2.63K
|
9
$2.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
9New |
$2.27K - $2.63K
|
9
$2.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.76% |
$2.02K - $2.34K
|
1.07K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 133.33% |
$2.02K - $2.34K
|
14
$3.73K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 3.06% |
$1.77K - $2.05K
|
236
$62.9K
|