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
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$1.36K - $1.51K
|
5
$1.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.51% |
$1.36K - $1.51K
|
980
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 1.19% |
$1.09K - $1.21K
|
340
$98.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.43% |
$1.09K - $1.21K
|
945
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 0.28% |
$1.09K - $1.21K
|
1.46K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.3% |
$1.09K - $1.21K
|
1.32K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4New |
$1.09K - $1.21K
|
4
$1.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 4.12% |
$1.09K - $1.21K
|
101
$29.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.37% |
$815 - $906
|
804
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.32% |
$815 - $906
|
937
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3+ 0.28% |
$815 - $906
|
1.06K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.25% |
$815 - $906
|
1.18K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 0.9% |
$815 - $906
|
338
$97.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
3+ 0.07% |
$815 - $906
|
4.49K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
3+ 0.35% |
$815 - $906
|
849
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3+ 0.37% |
$815 - $906
|
812
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3+ 0.1% |
$815 - $906
|
2.99K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$815 - $906
|
3
$869
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 20.0% |
$543 - $604
|
12
$3.48K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$543 - $604
|
2
$579
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2+ 0.08% |
$543 - $604
|
2.48K
$718K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2+ 0.12% |
$543 - $604
|
1.61K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2New |
$543 - $604
|
2
$579
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 4.65% |
$543 - $604
|
45
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.03% |
$543 - $604
|
6.85K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
2+ 0.25% |
$543 - $604
|
794
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$543 - $604
|
2
$579
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.23% |
$543 - $604
|
857
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
2+ 2.7% |
$543 - $604
|
76
$22K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 14.29% |
$543 - $604
|
16
$4.64K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.04% |
$272 - $302
|
2.3K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $302
|
964
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.85% |
$272 - $302
|
118
$34.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1+ 0.11% |
$272 - $302
|
884
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$272 - $302
|
1
$290
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$272 - $302
|
1.62K
$468K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.02% |
$272 - $302
|
4.22K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1+ 0.0% |
$272 - $302
|
68.7K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.14% |
$272 - $302
|
739
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$272 - $302
|
1
$290
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $302
|
1.01K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1- 1.52% |
$272 - $302
|
65
$18.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 1.14% |
$272 - $302
|
87
$25.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1- 0.13% |
$272 - $302
|
750
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1- 0.01% |
$272 - $302
|
8.82K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1- 0.12% |
$272 - $302
|
821
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 1.92% |
$543 - $604
|
102
$29.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.11% |
$543 - $604
|
1.77K
$511K
|