Purchases and Sales Made in Q2 2024 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-6- 0.32% |
$1.46K - $1.65K
|
1.9K
$549K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 2.55% |
$1.46K - $1.65K
|
229
$66.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-7- 4.61% |
$1.7K - $1.92K
|
145
$42K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7- 0.28% |
$1.7K - $1.92K
|
2.49K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.71% |
$1.7K - $1.92K
|
983
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 1.97% |
$1.94K - $2.19K
|
398
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-8- 0.3% |
$1.94K - $2.19K
|
2.68K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8- 0.85% |
$1.94K - $2.19K
|
932
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9- 3.45% |
$2.19K - $2.47K
|
252
$73K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-9- 0.94% |
$2.19K - $2.47K
|
949
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9- 0.47% |
$2.19K - $2.47K
|
1.91K
$554K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.07% |
$2.43K - $2.74K
|
13.4K
$3.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.03% |
$2.43K - $2.74K
|
31.9K
$9.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-10- 0.18% |
$2.43K - $2.74K
|
5.44K
$1.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10- 1.0% |
$2.43K - $2.74K
|
993
$288K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-11- 0.17% |
$2.67K - $3.02K
|
6.37K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12- 0.63% |
$2.92K - $3.29K
|
1.89K
$546K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-13- 0.09% |
$3.16K - $3.57K
|
14.6K
$4.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 8.44% |
$3.16K - $3.57K
|
141
$40.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 4.92% |
$3.16K - $3.57K
|
251
$72.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-13- 0.76% |
$3.16K - $3.57K
|
1.7K
$492K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.26% |
$3.16K - $3.57K
|
4.97K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-14- 1.05% |
$3.4K - $3.84K
|
1.32K
$382K
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-14- 0.3% |
$3.4K - $3.84K
|
4.7K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-15- 0.4% |
$3.65K - $4.11K
|
3.75K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-15- 3.47% |
$3.65K - $4.11K
|
417
$121K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-15- 0.11% |
$3.65K - $4.11K
|
13.7K
$3.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-15- 0.52% |
$3.65K - $4.11K
|
2.88K
$835K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-16- 0.93% |
$3.89K - $4.39K
|
1.71K
$494K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-17- 0.66% |
$4.13K - $4.66K
|
2.54K
$736K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-17- 1.4% |
$4.13K - $4.66K
|
1.2K
$348K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-18- 0.26% |
$4.37K - $4.94K
|
6.94K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18- 0.02% |
$4.37K - $4.94K
|
90.9K
$26.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-19- 1.92% |
$4.62K - $5.21K
|
973
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19- 0.76% |
$4.62K - $5.21K
|
2.47K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-19- 8.33% |
$4.62K - $5.21K
|
209
$60.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-20- 0.74% |
$4.86K - $5.49K
|
2.67K
$773K
|
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-20- 0.56% |
$4.86K - $5.49K
|
3.58K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-21- 0.22% |
$5.1K - $5.76K
|
9.73K
$2.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-21- 12.35% |
$5.1K - $5.76K
|
149
$43.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-21- 0.16% |
$5.1K - $5.76K
|
12.7K
$3.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-21- 0.6% |
$5.1K - $5.76K
|
3.48K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-23- 0.55% |
$5.59K - $6.31K
|
4.17K
$1.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-24- 0.37% |
$5.83K - $6.58K
|
6.46K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-24- 0.5% |
$5.83K - $6.58K
|
4.75K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 0.46% |
$5.83K - $6.58K
|
5.2K
$1.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-25- 2.42% |
$6.08K - $6.86K
|
1.01K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 1.25% |
$6.08K - $6.86K
|
1.97K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-25- 0.83% |
$6.08K - $6.86K
|
2.97K
$862K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-26- 2.47% |
$6.32K - $7.13K
|
1.03K
$297K
|