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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
587+ 17.68% |
$143K - $161K
|
3.91K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
586+ 5.78% |
$142K - $161K
|
10.7K
$3.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
580+ 68.64% |
$141K - $159K
|
1.43K
$407K
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
575+ 1.46% |
$140K - $158K
|
39.9K
$11.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
565+ 31.22% |
$137K - $155K
|
2.38K
$678K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
564+ 29.09% |
$137K - $155K
|
2.5K
$715K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
564+ 19.57% |
$137K - $155K
|
3.45K
$984K
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
552+ 26.42% |
$134K - $151K
|
2.64K
$754K
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
540+ 2.84% |
$131K - $148K
|
19.6K
$5.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
538+ 11.74% |
$131K - $148K
|
5.12K
$1.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
522+ 5.87% |
$127K - $143K
|
9.42K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
522+ 0.59% |
$127K - $143K
|
88.4K
$25.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
517+ 12.73% |
$126K - $142K
|
4.58K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
515+ 18.73% |
$125K - $141K
|
3.26K
$932K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
509+ 46.83% |
$124K - $140K
|
1.6K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
506+ 8.05% |
$123K - $139K
|
6.79K
$1.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
500+ 18.55% |
$122K - $137K
|
3.2K
$912K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
494+ 22.8% |
$120K - $135K
|
2.66K
$760K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
486+ 1.93% |
$118K - $133K
|
25.7K
$7.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
472+ 5.19% |
$115K - $129K
|
9.57K
$2.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
460+ 52.93% |
$112K - $126K
|
1.33K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
454+ 8.77% |
$110K - $125K
|
5.63K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
450+ 0.97% |
$109K - $123K
|
47K
$13.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
441+ 7.26% |
$107K - $121K
|
6.52K
$1.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
424+ 11.0% |
$103K - $116K
|
4.28K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
416+ 3.68% |
$101K - $114K
|
11.7K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
415+ 0.09% |
$101K - $114K
|
456K
$130M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
410+ 37.86% |
$99.6K - $112K
|
1.49K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
409+ 2.92% |
$99.4K - $112K
|
14.4K
$4.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
408+ 3.12% |
$99.1K - $112K
|
13.5K
$3.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
405+ 1.3% |
$98.4K - $111K
|
31.4K
$8.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
405+ 4.89% |
$98.4K - $111K
|
8.68K
$2.48M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
399+ 0.72% |
$97K - $109K
|
55.7K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
396+ 4.11% |
$96.2K - $109K
|
10K
$2.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
386+ 25.39% |
$93.8K - $106K
|
1.91K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
383+ 0.52% |
$93.1K - $105K
|
73.6K
$21M
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
380+ 0.44% |
$92.3K - $104K
|
86K
$24.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
380+ 25.89% |
$92.3K - $104K
|
1.85K
$528K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
379+ 9.79% |
$92.1K - $104K
|
4.25K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
379+ 7.36% |
$92.1K - $104K
|
5.53K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
378+ 3.57% |
$91.9K - $104K
|
11K
$3.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
367+ 11.73% |
$89.2K - $101K
|
3.5K
$998K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
362+ 19.88% |
$88K - $99.3K
|
2.18K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
361+ 2.1% |
$87.7K - $99K
|
17.5K
$5M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
355+ 1.19% |
$86.3K - $97.4K
|
30.2K
$8.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
352+ 29.93% |
$85.5K - $96.5K
|
1.53K
$436K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
351New |
$85.3K - $96.3K
|
351
$100K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
343+ 26.82% |
$83.4K - $94.1K
|
1.62K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
335+ 9.97% |
$81.4K - $91.9K
|
3.7K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
333+ 27.41% |
$80.9K - $91.3K
|
1.55K
$442K
|