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 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
37+ 3.74% |
$10K - $11.2K
|
1.03K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
37+ 1.99% |
$10K - $11.2K
|
1.9K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37+ 5.12% |
$10K - $11.2K
|
759
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
36+ 2.82% |
$9.78K - $10.9K
|
1.31K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
36New |
$9.78K - $10.9K
|
36
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
35+ 0.38% |
$9.5K - $10.6K
|
9.19K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35+ 1.5% |
$9.5K - $10.6K
|
2.36K
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35+ 1.13% |
$9.5K - $10.6K
|
3.12K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
33+ 2.01% |
$8.96K - $9.96K
|
1.67K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
33New |
$8.96K - $9.96K
|
33
$9.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
32+ 1.91% |
$8.69K - $9.66K
|
1.71K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 14.9% |
$8.42K - $9.36K
|
239
$69.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
31+ 1.32% |
$8.42K - $9.36K
|
2.39K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
31+ 2.62% |
$8.42K - $9.36K
|
1.21K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 2.82% |
$8.15K - $9.06K
|
1.09K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
30+ 2.82% |
$8.15K - $9.06K
|
1.09K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29+ 0.78% |
$7.88K - $8.75K
|
3.75K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
29+ 3.68% |
$7.88K - $8.75K
|
816
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29+ 3.94% |
$7.88K - $8.75K
|
765
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
29+ 2.85% |
$7.88K - $8.75K
|
1.05K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
28+ 1.2% |
$7.6K - $8.45K
|
2.37K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
28+ 3.81% |
$7.6K - $8.45K
|
763
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
28+ 0.07% |
$7.6K - $8.45K
|
38.5K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
28+ 0.28% |
$7.6K - $8.45K
|
10.2K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
28New |
$7.6K - $8.45K
|
28
$8.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
27+ 0.82% |
$7.33K - $8.15K
|
3.3K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
26+ 1.03% |
$7.06K - $7.85K
|
2.54K
$736K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
26+ 0.26% |
$7.06K - $7.85K
|
10.1K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25+ 1.29% |
$6.79K - $7.55K
|
1.96K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25+ 2.19% |
$6.79K - $7.55K
|
1.17K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
25New |
$6.79K - $7.55K
|
25
$7.24K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
24New |
$6.52K - $7.25K
|
24
$6.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
24+ 1.56% |
$6.52K - $7.25K
|
1.56K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 1.51% |
$6.25K - $6.94K
|
1.54K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 1.11% |
$6.25K - $6.94K
|
2.1K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
23+ 0.24% |
$6.25K - $6.94K
|
9.6K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 0.47% |
$5.97K - $6.64K
|
4.75K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 18.97% |
$5.97K - $6.64K
|
138
$40K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
21+ 0.09% |
$5.7K - $6.34K
|
24.5K
$7.08M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
21+ 0.96% |
$5.7K - $6.34K
|
2.21K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
21+ 1.44% |
$5.7K - $6.34K
|
1.48K
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
21New |
$5.7K - $6.34K
|
21
$6.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21New |
$5.7K - $6.34K
|
21
$6.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21+ 2.63% |
$5.7K - $6.34K
|
821
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
21+ 61.76% |
$5.7K - $6.34K
|
55
$15.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
20+ 0.14% |
$5.43K - $6.04K
|
14.7K
$4.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
20+ 57.14% |
$5.43K - $6.04K
|
55
$15.9K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
20+ 0.28% |
$5.43K - $6.04K
|
7.16K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 0.03% |
$5.43K - $6.04K
|
66K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
20New |
$5.43K - $6.04K
|
20
$5.79K
|