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 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.11% |
$543 - $604
|
1.77K
$511K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2- 0.25% |
$543 - $604
|
810
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2- 0.07% |
$543 - $604
|
2.84K
$823K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.89% |
$543 - $604
|
222
$64.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.01% |
$815 - $906
|
56.9K
$16.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 0.29% |
$815 - $906
|
1.05K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4- 0.14% |
$1.09K - $1.21K
|
2.78K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-4- 0.47% |
$1.09K - $1.21K
|
840
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4- 0.27% |
$1.09K - $1.21K
|
1.47K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5- 0.46% |
$1.36K - $1.51K
|
1.08K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 2.66% |
$1.36K - $1.51K
|
183
$53K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.77% |
$1.36K - $1.51K
|
277
$80.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5- 0.04% |
$1.36K - $1.51K
|
12.8K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5- 10.87% |
$1.36K - $1.51K
|
41
$11.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-6- 0.09% |
$1.63K - $1.81K
|
6.92K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-6- 0.11% |
$1.63K - $1.81K
|
5.67K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7- 0.07% |
$1.9K - $2.11K
|
10.1K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-7- 0.04% |
$1.9K - $2.11K
|
16.2K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-7- 0.1% |
$1.9K - $2.11K
|
6.95K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7- 0.69% |
$1.9K - $2.11K
|
1K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7- 1.43% |
$1.9K - $2.11K
|
481
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-8- 0.36% |
$2.17K - $2.42K
|
2.24K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-9- 0.2% |
$2.44K - $2.72K
|
4.44K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-9- 0.31% |
$2.44K - $2.72K
|
2.86K
$828K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-9- 0.09% |
$2.44K - $2.72K
|
10.5K
$3.03M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-10- 0.44% |
$2.72K - $3.02K
|
2.24K
$648K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-10- 1.31% |
$2.72K - $3.02K
|
754
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 22.22% |
$2.72K - $3.02K
|
35
$10.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10- 0.24% |
$2.72K - $3.02K
|
4.14K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.29% |
$2.72K - $3.02K
|
3.49K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-10- 0.35% |
$2.72K - $3.02K
|
2.86K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.03% |
$2.72K - $3.02K
|
30.7K
$8.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11- 0.06% |
$2.99K - $3.32K
|
18.5K
$5.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 2.11% |
$3.26K - $3.62K
|
556
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-14- 29.17% |
$3.8K - $4.23K
|
34
$9.85K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14- 0.16% |
$3.8K - $4.23K
|
8.62K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14- 63.64% |
$3.8K - $4.23K
|
8
$2.32K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-15- 0.2% |
$4.07K - $4.53K
|
7.47K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 0.57% |
$4.07K - $4.53K
|
2.63K
$762K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 1.0% |
$4.07K - $4.53K
|
1.49K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-15- 42.86% |
$4.07K - $4.53K
|
20
$5.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-15- 0.14% |
$4.07K - $4.53K
|
10.8K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-15- 5.95% |
$4.07K - $4.53K
|
237
$68.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-16- 0.89% |
$4.35K - $4.83K
|
1.78K
$517K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-17- 0.16% |
$4.62K - $5.13K
|
10.6K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17- 0.89% |
$4.62K - $5.13K
|
1.88K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-17- 2.02% |
$4.62K - $5.13K
|
826
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-17- 5.03% |
$4.62K - $5.13K
|
321
$93K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-18- 1.97% |
$4.89K - $5.43K
|
897
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-19- 1.43% |
$5.16K - $5.74K
|
1.31K
$379K
|