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 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
$4.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-474- 2.89% |
$120K - $139K
|
15.9K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-482- 1.84% |
$122K - $141K
|
25.6K
$6.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-484- 1.71% |
$122K - $141K
|
27.8K
$7.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-489- 18.04% |
$123K - $143K
|
2.22K
$592K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-505- 1.39% |
$128K - $148K
|
35.8K
$9.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-508- 8.97% |
$128K - $148K
|
5.16K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-517- 38.9% |
$131K - $151K
|
812
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-518- 7.71% |
$131K - $151K
|
6.2K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-535- 1.34% |
$135K - $156K
|
39.4K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-540- 1.09% |
$136K - $158K
|
49.2K
$13.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-542- 4.92% |
$137K - $158K
|
10.5K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-551- 19.4% |
$139K - $161K
|
2.29K
$610K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-552- 1.28% |
$139K - $161K
|
42.7K
$11.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-560- 6.16% |
$141K - $164K
|
8.53K
$2.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-560- 0.69% |
$141K - $164K
|
80.8K
$21.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-566- 5.77% |
$143K - $165K
|
9.25K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-567- 15.94% |
$143K - $166K
|
2.99K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-584- 0.7% |
$147K - $171K
|
82.8K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-589- 1.89% |
$149K - $172K
|
30.5K
$8.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-591- 9.61% |
$149K - $173K
|
5.56K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-591- 0.86% |
$149K - $173K
|
67.9K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-592- 5.76% |
$149K - $173K
|
9.69K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-623- 8.57% |
$157K - $182K
|
6.64K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-647- 4.26% |
$163K - $189K
|
14.5K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-659- 14.14% |
$166K - $193K
|
4K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-663- 3.95% |
$167K - $194K
|
16.1K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 3.41% |
$177K - $205K
|
19.8K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-703- 0.97% |
$178K - $205K
|
72.1K
$19.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-712- 4.35% |
$180K - $208K
|
15.6K
$4.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-733- 16.13% |
$185K - $214K
|
3.81K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-736- 21.23% |
$186K - $215K
|
2.73K
$728K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-737- 0.81% |
$186K - $215K
|
90.7K
$24.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-739- 15.16% |
$187K - $216K
|
4.14K
$1.1M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-747- 7.62% |
$189K - $218K
|
9.06K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-762- 11.89% |
$192K - $223K
|
5.65K
$1.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-771- 3.5% |
$195K - $225K
|
21.3K
$5.67M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-776- 17.0% |
$196K - $227K
|
3.79K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-786- 8.31% |
$198K - $230K
|
8.67K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-800- 4.79% |
$202K - $234K
|
15.9K
$4.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-829- 9.22% |
$209K - $242K
|
8.17K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-838- 15.32% |
$212K - $245K
|
4.63K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-838- 8.79% |
$212K - $245K
|
8.69K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-852- 2.31% |
$215K - $249K
|
36K
$9.59M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-853- 1.1% |
$215K - $249K
|
76.5K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-866- 17.44% |
$219K - $253K
|
4.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-870- 13.04% |
$220K - $254K
|
5.8K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-886- 37.78% |
$224K - $259K
|
1.46K
$389K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-897- 31.46% |
$227K - $262K
|
1.95K
$521K
|