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 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
726New |
$183K - $212K
|
726
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
724New |
$183K - $212K
|
724
$195K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
724New |
$183K - $212K
|
724
$195K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
722New |
$182K - $211K
|
722
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
722New |
$182K - $211K
|
722
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
722New |
$182K - $211K
|
722
$194K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
719New |
$182K - $210K
|
719
$193K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
717+ 9.86% |
$181K - $210K
|
7.99K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
712New |
$180K - $208K
|
712
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
710New |
$179K - $207K
|
710
$191K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
710New |
$179K - $207K
|
710
$191K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
709+ 53.96% |
$179K - $207K
|
2.02K
$544K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
707+ 49.44% |
$179K - $207K
|
2.14K
$574K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
706New |
$178K - $206K
|
706
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
705New |
$178K - $206K
|
705
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
704+ 299.57% |
$178K - $206K
|
939
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
701New |
$177K - $205K
|
701
$188K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
699+ 0.8% |
$177K - $204K
|
88.2K
$23.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
699New |
$177K - $204K
|
699
$188K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
694New |
$175K - $203K
|
694
$187K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
693New |
$175K - $202K
|
693
$186K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
690+ 11.88% |
$174K - $202K
|
6.5K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
690+ 5.59% |
$174K - $202K
|
13K
$3.51M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
689+ 11.27% |
$174K - $201K
|
6.8K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
686+ 12.81% |
$173K - $200K
|
6.04K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
674+ 0.92% |
$170K - $197K
|
74.2K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
661+ 35.5% |
$167K - $193K
|
2.52K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
646+ 6.75% |
$163K - $189K
|
10.2K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
625+ 193.5% |
$158K - $183K
|
948
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
624+ 17.74% |
$158K - $182K
|
4.14K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
620+ 5.78% |
$157K - $181K
|
11.3K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
619+ 0.51% |
$156K - $181K
|
123K
$33M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
615+ 6.71% |
$155K - $180K
|
9.78K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
612+ 1.49% |
$155K - $179K
|
41.8K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
611+ 30.29% |
$154K - $179K
|
2.63K
$706K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
610+ 34.44% |
$154K - $178K
|
2.38K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
606+ 18.57% |
$153K - $177K
|
3.87K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
594+ 1.68% |
$150K - $174K
|
36K
$9.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
581+ 6.49% |
$147K - $170K
|
9.54K
$2.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
573+ 3.65% |
$145K - $167K
|
16.3K
$4.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
563New |
$142K - $165K
|
563
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
555+ 6.94% |
$140K - $162K
|
8.55K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
550+ 24.0% |
$139K - $161K
|
2.84K
$764K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
543+ 4.39% |
$137K - $159K
|
12.9K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
534+ 2.69% |
$135K - $156K
|
20.4K
$5.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
530+ 3.42% |
$134K - $155K
|
16K
$4.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
525+ 6.99% |
$133K - $153K
|
8.04K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
522+ 0.3% |
$132K - $153K
|
177K
$47.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
517+ 27.12% |
$131K - $151K
|
2.42K
$651K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
515+ 15.76% |
$130K - $150K
|
3.78K
$1.02M
|