Purchases and Sales Made in Q4 2024 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
95+ 2.6% |
$25.8K - $28.7K
|
3.75K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
95+ 0.77% |
$25.8K - $28.7K
|
12.4K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
93+ 2.96% |
$25.3K - $28.1K
|
3.24K
$937K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
93+ 0.12% |
$25.3K - $28.1K
|
80.8K
$23.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
91+ 7.22% |
$24.7K - $27.5K
|
1.35K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
91+ 2.57% |
$24.7K - $27.5K
|
3.63K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
90+ 3.04% |
$24.4K - $27.2K
|
3.05K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
89+ 254.29% |
$24.2K - $26.9K
|
124
$35.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
88+ 2.31% |
$23.9K - $26.6K
|
3.9K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
87+ 1.1% |
$23.6K - $26.3K
|
8K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
86+ 0.36% |
$23.4K - $26K
|
23.8K
$6.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
86+ 38.74% |
$23.4K - $26K
|
308
$89.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
82+ 1.45% |
$22.3K - $24.8K
|
5.73K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
79+ 6.38% |
$21.5K - $23.8K
|
1.32K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
79+ 5.36% |
$21.5K - $23.8K
|
1.55K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
78+ 1.52% |
$21.2K - $23.5K
|
5.2K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
78New |
$21.2K - $23.5K
|
78
$22.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
77+ 4.43% |
$20.9K - $23.2K
|
1.82K
$526K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
76+ 5.92% |
$20.6K - $22.9K
|
1.36K
$394K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
75+ 6.16% |
$20.4K - $22.6K
|
1.29K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
75+ 4.73% |
$20.4K - $22.6K
|
1.66K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
75New |
$20.4K - $22.6K
|
75
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
75New |
$20.4K - $22.6K
|
75
$21.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
75+ 2.54% |
$20.4K - $22.6K
|
3.03K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
74+ 3.02% |
$20.1K - $22.3K
|
2.52K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
74+ 0.42% |
$20.1K - $22.3K
|
17.9K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
72+ 5.73% |
$19.6K - $21.7K
|
1.33K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
72+ 4.14% |
$19.6K - $21.7K
|
1.81K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
71+ 7.73% |
$19.3K - $21.4K
|
990
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
71+ 1.98% |
$19.3K - $21.4K
|
3.65K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
70+ 8.97% |
$19K - $21.1K
|
850
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
70+ 15.32% |
$19K - $21.1K
|
527
$153K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
69+ 8.66% |
$18.7K - $20.8K
|
866
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
69New |
$18.7K - $20.8K
|
69
$20K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
68New |
$18.5K - $20.5K
|
68
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
68+ 0.9% |
$18.5K - $20.5K
|
7.63K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
67+ 19.88% |
$18.2K - $20.2K
|
404
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
67+ 1.75% |
$18.2K - $20.2K
|
3.89K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
66+ 2.74% |
$17.9K - $19.9K
|
2.47K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
66New |
$17.9K - $19.9K
|
66
$19.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
65+ 4.12% |
$17.7K - $19.6K
|
1.64K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
65+ 1.25% |
$17.7K - $19.6K
|
5.26K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
64+ 0.5% |
$17.4K - $19.3K
|
12.9K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
64New |
$17.4K - $19.3K
|
64
$18.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
63+ 1.27% |
$17.1K - $19K
|
5.02K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
63+ 0.96% |
$17.1K - $19K
|
6.59K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
63+ 0.81% |
$17.1K - $19K
|
7.81K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
60+ 6.72% |
$16.3K - $18.1K
|
953
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
60+ 2.97% |
$16.3K - $18.1K
|
2.08K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
60+ 0.11% |
$16.3K - $18.1K
|
52.8K
$15.3M
|