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 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
132+ 16.79% |
$35.8K - $39.8K
|
918
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
130+ 6.7% |
$35.3K - $39.2K
|
2.07K
$600K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
128+ 0.82% |
$34.8K - $38.6K
|
15.6K
$4.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
126+ 10.38% |
$34.2K - $38K
|
1.34K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
126+ 12.63% |
$34.2K - $38K
|
1.12K
$326K
|
|
|
Jan 10, 2025
Q4 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
125+ 0.37% |
$33.9K - $37.7K
|
33.8K
$9.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
125+ 1.24% |
$33.9K - $37.7K
|
10.2K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
121+ 0.73% |
$32.9K - $36.5K
|
16.7K
$4.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
121+ 3.75% |
$32.9K - $36.5K
|
3.35K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
120+ 2.04% |
$32.6K - $36.2K
|
6.01K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
120+ 15.48% |
$32.6K - $36.2K
|
895
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
119+ 2.15% |
$32.3K - $35.9K
|
5.65K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
119+ 3.33% |
$32.3K - $35.9K
|
3.69K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
119+ 14.84% |
$32.3K - $35.9K
|
921
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
118+ 6.57% |
$32K - $35.6K
|
1.91K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
117+ 0.05% |
$31.8K - $35.3K
|
243K
$70.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116+ 0.28% |
$31.5K - $35K
|
41.9K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
115+ 0.29% |
$31.2K - $34.7K
|
39.9K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
114+ 0.6% |
$31K - $34.4K
|
19.2K
$5.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
114+ 14.25% |
$31K - $34.4K
|
914
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
114+ 1.84% |
$31K - $34.4K
|
6.32K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
113+ 27.63% |
$30.7K - $34.1K
|
522
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
113+ 12.05% |
$30.7K - $34.1K
|
1.05K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
112+ 8.66% |
$30.4K - $33.8K
|
1.41K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
111+ 11.01% |
$30.1K - $33.5K
|
1.12K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 1.9% |
$30.1K - $33.5K
|
5.97K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
111New |
$30.1K - $33.5K
|
111
$32.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
110+ 2.52% |
$29.9K - $33.2K
|
4.48K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
110+ 0.76% |
$29.9K - $33.2K
|
14.6K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
110+ 1.69% |
$29.9K - $33.2K
|
6.61K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
109+ 14.06% |
$29.6K - $32.9K
|
884
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
108+ 19.12% |
$29.3K - $32.6K
|
673
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
105+ 3.31% |
$28.5K - $31.7K
|
3.28K
$949K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
105New |
$28.5K - $31.7K
|
105
$30.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
104New |
$28.2K - $31.4K
|
104
$30.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
103+ 0.74% |
$28K - $31.1K
|
14K
$4.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
103+ 2.91% |
$28K - $31.1K
|
3.65K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
100+ 5.0% |
$27.2K - $30.2K
|
2.1K
$608K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
100+ 1.31% |
$27.2K - $30.2K
|
7.76K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 1.14% |
$27.2K - $30.2K
|
8.89K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
100+ 11.49% |
$27.2K - $30.2K
|
970
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
100+ 8.77% |
$27.2K - $30.2K
|
1.24K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
99+ 5.47% |
$26.9K - $29.9K
|
1.91K
$553K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
99+ 4.4% |
$26.9K - $29.9K
|
2.35K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98+ 2.27% |
$26.6K - $29.6K
|
4.41K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
98+ 1.62% |
$26.6K - $29.6K
|
6.14K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
97+ 1.19% |
$26.3K - $29.3K
|
8.23K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
96+ 11.35% |
$26.1K - $29K
|
942
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
95+ 4.2% |
$25.8K - $28.7K
|
2.36K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
95+ 7.52% |
$25.8K - $28.7K
|
1.36K
$393K
|