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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$13.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 3.08% |
$13.6K - $15.1K
|
1.68K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50+ 8.85% |
$13.6K - $15.1K
|
615
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50+ 0.82% |
$13.6K - $15.1K
|
6.12K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49+ 18.28% |
$13.3K - $14.8K
|
317
$85.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
49+ 0.37% |
$13.3K - $14.8K
|
13.1K
$3.54M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.54% |
$13.3K - $14.8K
|
9.1K
$2.46M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49+ 18.28% |
$13.3K - $14.8K
|
317
$85.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 5.5% |
$13K - $14.5K
|
921
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
48+ 6.58% |
$13K - $14.5K
|
778
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
47+ 2.34% |
$12.8K - $14.2K
|
2.05K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
47New |
$12.8K - $14.2K
|
47
$12.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
46+ 2.51% |
$12.5K - $13.9K
|
1.88K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
46+ 0.63% |
$12.5K - $13.9K
|
7.37K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
45+ 0.79% |
$12.2K - $13.6K
|
5.76K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 11.0% |
$12.2K - $13.6K
|
454
$122K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
45New |
$12.2K - $13.6K
|
45
$12.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
44+ 0.3% |
$11.9K - $13.3K
|
14.9K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
43+ 29.05% |
$11.7K - $13K
|
191
$51.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
43+ 5.22% |
$11.7K - $13K
|
867
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
43+ 2.63% |
$11.7K - $13K
|
1.68K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 0.4% |
$11.4K - $12.7K
|
10.5K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 1.57% |
$11.4K - $12.7K
|
2.72K
$733K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
42+ 1.73% |
$11.4K - $12.7K
|
2.47K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
41New |
$11.1K - $12.4K
|
41
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
41+ 0.3% |
$11.1K - $12.4K
|
13.5K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
40+ 1.32% |
$10.9K - $12.1K
|
3.08K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
40+ 0.46% |
$10.9K - $12.1K
|
8.76K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
40+ 2.98% |
$10.9K - $12.1K
|
1.38K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
39+ 0.04% |
$10.6K - $11.8K
|
102K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
38New |
$10.3K - $11.5K
|
38
$10.3K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
37+ 3.74% |
$10K - $11.2K
|
1.03K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
37+ 1.99% |
$10K - $11.2K
|
1.9K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37+ 5.12% |
$10K - $11.2K
|
759
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
36+ 2.82% |
$9.78K - $10.9K
|
1.31K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
36New |
$9.78K - $10.9K
|
36
$9.71K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
35+ 0.38% |
$9.5K - $10.6K
|
9.19K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35+ 1.5% |
$9.5K - $10.6K
|
2.36K
$637K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35+ 1.13% |
$9.5K - $10.6K
|
3.12K
$842K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
34New |
$9.23K - $10.3K
|
34
$9.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
33+ 2.01% |
$8.96K - $9.96K
|
1.67K
$451K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
33New |
$8.96K - $9.96K
|
33
$8.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
32+ 1.91% |
$8.69K - $9.66K
|
1.71K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 14.9% |
$8.42K - $9.36K
|
239
$64.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
31+ 1.32% |
$8.42K - $9.36K
|
2.39K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
31+ 2.62% |
$8.42K - $9.36K
|
1.21K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 2.82% |
$8.15K - $9.06K
|
1.09K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
30+ 2.82% |
$8.15K - $9.06K
|
1.09K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29+ 0.78% |
$7.88K - $8.75K
|
3.75K
$1.01M
|