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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
278+ 6.18% |
$75.5K - $83.9K
|
4.78K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
275+ 7.57% |
$74.7K - $83K
|
3.91K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
273+ 5.72% |
$74.1K - $82.4K
|
5.04K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
273+ 5.84% |
$74.1K - $82.4K
|
4.95K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
271+ 6.37% |
$73.6K - $81.8K
|
4.53K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
268+ 8.13% |
$72.8K - $80.9K
|
3.57K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
267+ 16.6% |
$72.5K - $80.6K
|
1.88K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
264+ 2.12% |
$71.7K - $79.7K
|
12.7K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
261+ 0.06% |
$70.9K - $78.8K
|
404K
$117M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
260+ 8.34% |
$70.6K - $78.5K
|
3.38K
$979K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
255+ 7.32% |
$69.3K - $77K
|
3.74K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
250+ 6.38% |
$67.9K - $75.5K
|
4.17K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
250+ 2.83% |
$67.9K - $75.5K
|
9.07K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
250+ 3.66% |
$67.9K - $75.5K
|
7.08K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
249New |
$67.6K - $75.2K
|
249
$72.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
246+ 11.41% |
$66.8K - $74.3K
|
2.4K
$696K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
246+ 2.32% |
$66.8K - $74.3K
|
10.8K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
241+ 1.39% |
$65.4K - $72.8K
|
17.5K
$5.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
239+ 12.55% |
$64.9K - $72.2K
|
2.14K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
237+ 1.25% |
$64.4K - $71.5K
|
19.1K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
237+ 6.51% |
$64.4K - $71.5K
|
3.88K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
236+ 3.31% |
$64.1K - $71.2K
|
7.37K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
235+ 29.82% |
$63.8K - $70.9K
|
1.02K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
234+ 3.14% |
$63.5K - $70.6K
|
7.68K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
224+ 17.72% |
$60.8K - $67.6K
|
1.49K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
223+ 41.22% |
$60.6K - $67.3K
|
764
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
221+ 12.82% |
$60K - $66.7K
|
1.95K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
221+ 0.14% |
$60K - $66.7K
|
157K
$45.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
216+ 24.63% |
$58.7K - $65.2K
|
1.09K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
213+ 7.29% |
$57.8K - $64.3K
|
3.13K
$908K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
212+ 8.87% |
$57.6K - $64K
|
2.6K
$754K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
211+ 7.5% |
$57.3K - $63.7K
|
3.02K
$876K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
210+ 25.89% |
$57K - $63.4K
|
1.02K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
210+ 3.67% |
$57K - $63.4K
|
5.93K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
208+ 83.2% |
$56.5K - $62.8K
|
458
$133K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
208+ 2.17% |
$56.5K - $62.8K
|
9.78K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
202+ 7.4% |
$54.9K - $61K
|
2.93K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
202+ 1.0% |
$54.9K - $61K
|
20.5K
$5.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
201+ 9.88% |
$54.6K - $60.7K
|
2.24K
$647K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
200+ 2.33% |
$54.3K - $60.4K
|
8.78K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
200+ 13.78% |
$54.3K - $60.4K
|
1.65K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
200New |
$54.3K - $60.4K
|
200
$57.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
197+ 16.9% |
$53.5K - $59.5K
|
1.36K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
196+ 14.57% |
$53.2K - $59.2K
|
1.54K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
195+ 1.94% |
$53K - $58.9K
|
10.3K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
192+ 9.74% |
$52.1K - $58K
|
2.16K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
192+ 18.36% |
$52.1K - $58K
|
1.24K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
190+ 4.83% |
$51.6K - $57.4K
|
4.12K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
187+ 19.91% |
$50.8K - $56.5K
|
1.13K
$326K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
187+ 14.53% |
$50.8K - $56.5K
|
1.47K
$427K
|