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 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-300- 3.77% |
$75.8K - $87.7K
|
7.66K
$2.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-302- 2.36% |
$76.3K - $88.2K
|
12.5K
$3.34M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-305- 3.21% |
$77K - $89.1K
|
9.2K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-305- 0.19% |
$77K - $89.1K
|
157K
$41.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-307- 11.51% |
$77.5K - $89.7K
|
2.36K
$630K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-307- 6.41% |
$77.5K - $89.7K
|
4.48K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-317- 7.73% |
$80K - $92.6K
|
3.79K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-320- 4.06% |
$80.8K - $93.5K
|
7.56K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-334- 1.33% |
$84.3K - $97.6K
|
24.7K
$6.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-335- 7.64% |
$84.6K - $97.9K
|
4.05K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-343- 7.57% |
$86.6K - $100K
|
4.19K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-347- 0.38% |
$87.6K - $101K
|
91.9K
$24.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-360- 2.2% |
$90.9K - $105K
|
16K
$4.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-362- 10.65% |
$91.4K - $106K
|
3.04K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-365- 34.34% |
$92.2K - $107K
|
698
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-370- 0.55% |
$93.4K - $108K
|
66.5K
$17.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-372- 57.94% |
$93.9K - $109K
|
270
$72K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-380- 24.76% |
$96K - $111K
|
1.16K
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-380- 0.92% |
$96K - $111K
|
41.1K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-383- 0.99% |
$96.7K - $112K
|
38.5K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-384- 4.19% |
$97K - $112K
|
8.79K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-388- 22.48% |
$98K - $113K
|
1.34K
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-390- 8.06% |
$98.5K - $114K
|
4.45K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-394- 2.92% |
$99.5K - $115K
|
13.1K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-395- 0.47% |
$99.7K - $115K
|
82.9K
$22.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-396- 11.57% |
$100K - $116K
|
3.03K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-397- 6.78% |
$100K - $116K
|
5.46K
$1.46M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-410- 5.19% |
$104K - $120K
|
7.49K
$2M
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-410- 4.98% |
$104K - $120K
|
7.83K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-410- 0.73% |
$104K - $120K
|
55.9K
$14.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-414- 1.6% |
$105K - $121K
|
25.5K
$6.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-415- 2.08% |
$105K - $121K
|
19.5K
$5.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-416- 5.51% |
$105K - $122K
|
7.13K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-425- 0.88% |
$107K - $124K
|
48K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-425- 6.08% |
$107K - $124K
|
6.56K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-426- 0.39% |
$108K - $124K
|
109K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-428- 7.18% |
$108K - $125K
|
5.53K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-445- 0.62% |
$112K - $130K
|
71.2K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-445- 10.42% |
$112K - $130K
|
3.83K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-451- 10.54% |
$114K - $132K
|
3.83K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-452- 3.04% |
$114K - $132K
|
14.4K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-456- 38.13% |
$115K - $133K
|
740
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-460- 0.98% |
$116K - $134K
|
46.3K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-460- 0.51% |
$116K - $134K
|
89.3K
$23.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-460- 20.81% |
$116K - $134K
|
1.75K
$467K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-465- 7.27% |
$117K - $136K
|
5.93K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-466- 4.41% |
$118K - $136K
|
10.1K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-468- 88.97% |
$118K - $137K
|
58
$15.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-470- 2.82% |
$119K - $137K
|
16.2K
$4.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-474- 2.89% |
$120K - $139K
|
15.9K
$4.25M
|