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 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-203- 10.25% |
$51.3K - $59.3K
|
1.78K
$474K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-209- 2.77% |
$52.8K - $61.1K
|
7.35K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-210- 2.59% |
$53K - $61.4K
|
7.91K
$2.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-215- 0.98% |
$54.3K - $62.8K
|
21.8K
$5.8M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-216- 6.55% |
$54.5K - $63.1K
|
3.08K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-218- 0.06% |
$55K - $63.7K
|
372K
$99.1M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-219- 2.99% |
$55.3K - $64K
|
7.12K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-220- 3.6% |
$55.6K - $64.3K
|
5.89K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-224- 3.13% |
$56.6K - $65.5K
|
6.93K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-225- 0.1% |
$56.8K - $65.7K
|
231K
$61.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-229- 2.77% |
$57.8K - $66.9K
|
8.05K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-233- 0.29% |
$58.8K - $68.1K
|
81.4K
$21.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-234- 18.81% |
$59.1K - $68.4K
|
1.01K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-235- 6.67% |
$59.3K - $68.7K
|
3.29K
$877K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-235- 2.23% |
$59.3K - $68.7K
|
10.3K
$2.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-239- 2.09% |
$60.3K - $69.8K
|
11.2K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-239- 22.01% |
$60.3K - $69.8K
|
847
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-240- 0.86% |
$60.6K - $70.1K
|
27.6K
$7.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-240- 4.41% |
$60.6K - $70.1K
|
5.2K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-241- 1.18% |
$60.9K - $70.4K
|
20.3K
$5.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-244- 4.51% |
$61.6K - $71.3K
|
5.17K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-247- 4.96% |
$62.4K - $72.2K
|
4.73K
$1.26M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-247- 6.62% |
$62.4K - $72.2K
|
3.48K
$929K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-249- 5.18% |
$62.9K - $72.8K
|
4.56K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-251- 1.1% |
$63.4K - $73.3K
|
22.6K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-253- 9.32% |
$63.9K - $73.9K
|
2.46K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-256- 1.83% |
$64.6K - $74.8K
|
13.7K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-257- 9.37% |
$64.9K - $75.1K
|
2.49K
$663K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-263- 0.46% |
$66.4K - $76.8K
|
56.9K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-263- 9.85% |
$66.4K - $76.8K
|
2.41K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-264- 9.16% |
$66.7K - $77.1K
|
2.62K
$698K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-268- 3.95% |
$67.7K - $78.3K
|
6.52K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-269- 27.2% |
$67.9K - $78.6K
|
720
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-270- 1.25% |
$68.2K - $78.9K
|
21.3K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-272- 5.88% |
$68.7K - $79.5K
|
4.35K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-276- 1.22% |
$69.7K - $80.6K
|
22.4K
$5.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-276- 1.95% |
$69.7K - $80.6K
|
13.9K
$3.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-278- 1.52% |
$70.2K - $81.2K
|
18K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-279- 13.02% |
$70.5K - $81.5K
|
1.86K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-283- 1.08% |
$71.5K - $82.7K
|
25.9K
$6.91M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-283- 18.5% |
$71.5K - $82.7K
|
1.25K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-283- 25.92% |
$71.5K - $82.7K
|
809
$216K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-286- 30.2% |
$72.2K - $83.6K
|
661
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-286- 2.83% |
$72.2K - $83.6K
|
9.81K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-286- 20.86% |
$72.2K - $83.6K
|
1.09K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-289- 1.71% |
$73K - $84.4K
|
16.6K
$4.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-289- 0.28% |
$73K - $84.4K
|
103K
$27.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-290- 4.19% |
$73.2K - $84.7K
|
6.63K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-294- 7.68% |
$74.2K - $85.9K
|
3.54K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-294- 1.17% |
$74.2K - $85.9K
|
24.9K
$6.64M
|