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 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.12K+ 20.92% |
$284K - $328K
|
6.5K
$1.75M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.12KNew |
$283K - $327K
|
1.12K
$301K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.11K+ 2.97% |
$281K - $325K
|
38.5K
$10.4M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.11K+ 0.56% |
$281K - $325K
|
198K
$53.2M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.11K+ 3.5% |
$281K - $325K
|
32.9K
$8.83M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.1K+ 2.73% |
$278K - $322K
|
41.5K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.08K+ 8.01% |
$272K - $315K
|
14.5K
$3.91M
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.07K+ 0.53% |
$270K - $313K
|
201K
$54.1M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.06K+ 4.93% |
$267K - $309K
|
22.5K
$6.04M
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.04KNew |
$263K - $304K
|
1.04K
$280K
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1K+ 15.77% |
$254K - $293K
|
7.37K
$1.98M
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1KNew |
$253K - $292K
|
1K
$269K
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1K+ 5.03% |
$253K - $292K
|
20.9K
$5.62M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
999+ 0.52% |
$252K - $292K
|
194K
$52.1M
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
986+ 9.37% |
$249K - $288K
|
11.5K
$3.09M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
979New |
$247K - $286K
|
979
$263K
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
978+ 16.75% |
$247K - $286K
|
6.82K
$1.83M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
978+ 5.22% |
$247K - $286K
|
19.7K
$5.3M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
977+ 58.12% |
$247K - $285K
|
2.66K
$714K
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
972New |
$245K - $284K
|
972
$261K
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
966+ 4.25% |
$244K - $282K
|
23.7K
$6.37M
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
963New |
$243K - $281K
|
963
$259K
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
962New |
$243K - $281K
|
962
$259K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
957+ 23.25% |
$242K - $280K
|
5.07K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
956New |
$241K - $279K
|
956
$257K
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
952New |
$240K - $278K
|
952
$256K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
951New |
$240K - $278K
|
951
$256K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
948New |
$239K - $277K
|
948
$255K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
948New |
$239K - $277K
|
948
$255K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
940+ 22.59% |
$237K - $275K
|
5.1K
$1.37M
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
935+ 28.38% |
$236K - $273K
|
4.23K
$1.14M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
934+ 0.4% |
$236K - $273K
|
235K
$63.2M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
933+ 41.67% |
$236K - $273K
|
3.17K
$853K
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
932+ 1.11% |
$235K - $272K
|
84.7K
$22.8M
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
929+ 30.94% |
$235K - $271K
|
3.93K
$1.06M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
924+ 30.79% |
$233K - $270K
|
3.93K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
921New |
$233K - $269K
|
921
$248K
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
916New |
$231K - $268K
|
916
$246K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
914+ 10.55% |
$231K - $267K
|
9.58K
$2.57M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
908New |
$229K - $265K
|
908
$244K
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
906New |
$229K - $265K
|
906
$243K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
905+ 35.13% |
$229K - $264K
|
3.48K
$936K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
902+ 50.0% |
$228K - $264K
|
2.71K
$727K
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
899+ 85.05% |
$227K - $263K
|
1.96K
$526K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
898New |
$227K - $262K
|
898
$241K
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
895+ 2.3% |
$226K - $262K
|
39.8K
$10.7M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
893New |
$225K - $261K
|
893
$240K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
890+ 14.04% |
$225K - $260K
|
7.23K
$1.94M
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
877New |
$221K - $256K
|
877
$236K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
874New |
$221K - $255K
|
874
$235K
|