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 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 12.37% |
$16.3K - $18.1K
|
545
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
59+ 8.29% |
$16K - $17.8K
|
771
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
58+ 4.2% |
$15.8K - $17.5K
|
1.44K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
58+ 4.32% |
$15.8K - $17.5K
|
1.4K
$406K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
58+ 5.06% |
$15.8K - $17.5K
|
1.2K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
58+ 3.19% |
$15.8K - $17.5K
|
1.88K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
58+ 3.31% |
$15.8K - $17.5K
|
1.81K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
57+ 0.08% |
$15.5K - $17.2K
|
74.3K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
57+ 5.77% |
$15.5K - $17.2K
|
1.05K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
56+ 3.0% |
$15.2K - $16.9K
|
1.92K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
56+ 3.15% |
$15.2K - $16.9K
|
1.83K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
56+ 1.5% |
$15.2K - $16.9K
|
3.8K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
56+ 2.01% |
$15.2K - $16.9K
|
2.85K
$824K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
55+ 1.78% |
$14.9K - $16.6K
|
3.14K
$909K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
55+ 2.23% |
$14.9K - $16.6K
|
2.53K
$731K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
54+ 8.81% |
$14.7K - $16.3K
|
667
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
53+ 5.82% |
$14.4K - $16K
|
964
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
52+ 0.36% |
$14.1K - $15.7K
|
14.3K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
51+ 0.16% |
$13.9K - $15.4K
|
31.5K
$9.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
50+ 0.37% |
$13.6K - $15.1K
|
13.5K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$14.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 3.08% |
$13.6K - $15.1K
|
1.68K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50+ 8.85% |
$13.6K - $15.1K
|
615
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50+ 0.82% |
$13.6K - $15.1K
|
6.12K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$14.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49+ 18.28% |
$13.3K - $14.8K
|
317
$91.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
49+ 0.37% |
$13.3K - $14.8K
|
13.1K
$3.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.54% |
$13.3K - $14.8K
|
9.1K
$2.64M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 5.5% |
$13K - $14.5K
|
921
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
48+ 6.58% |
$13K - $14.5K
|
778
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
47+ 2.34% |
$12.8K - $14.2K
|
2.05K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
47New |
$12.8K - $14.2K
|
47
$13.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
46+ 2.51% |
$12.5K - $13.9K
|
1.88K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
46+ 0.63% |
$12.5K - $13.9K
|
7.37K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
45+ 0.79% |
$12.2K - $13.6K
|
5.76K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 11.0% |
$12.2K - $13.6K
|
454
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
44+ 0.3% |
$11.9K - $13.3K
|
14.9K
$4.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
43+ 29.05% |
$11.7K - $13K
|
191
$55.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
43+ 5.22% |
$11.7K - $13K
|
867
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
43+ 2.63% |
$11.7K - $13K
|
1.68K
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 0.4% |
$11.4K - $12.7K
|
10.5K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 1.57% |
$11.4K - $12.7K
|
2.72K
$787K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
42+ 1.73% |
$11.4K - $12.7K
|
2.47K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
41New |
$11.1K - $12.4K
|
41
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
41+ 0.3% |
$11.1K - $12.4K
|
13.5K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
40+ 1.32% |
$10.9K - $12.1K
|
3.08K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
40+ 0.46% |
$10.9K - $12.1K
|
8.76K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
40+ 2.98% |
$10.9K - $12.1K
|
1.38K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
39+ 0.04% |
$10.6K - $11.8K
|
102K
$29.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
38New |
$10.3K - $11.5K
|
38
$11K
|