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 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
19New |
$5.16K - $5.74K
|
19
$5.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
19+ 0.26% |
$5.16K - $5.74K
|
7.39K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19+ 0.29% |
$5.16K - $5.74K
|
6.58K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
18+ 1.95% |
$4.89K - $5.43K
|
943
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 38.3% |
$4.89K - $5.43K
|
65
$18.8K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
18+ 1.35% |
$4.89K - $5.43K
|
1.36K
$393K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17+ 0.72% |
$4.62K - $5.13K
|
2.38K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
17+ 0.25% |
$4.62K - $5.13K
|
6.93K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16+ 0.5% |
$4.35K - $4.83K
|
3.21K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
BUY
|
- |
15+ 0.42% |
$4.07K - $4.53K
|
3.59K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.12% |
$4.07K - $4.53K
|
1.35K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
15+ 0.46% |
$4.07K - $4.53K
|
3.31K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15New |
$4.07K - $4.53K
|
15
$4.35K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15+ 14.15% |
$4.07K - $4.53K
|
121
$35.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 1.08% |
$4.07K - $4.53K
|
1.41K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
15+ 0.44% |
$4.07K - $4.53K
|
3.43K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.4% |
$3.8K - $4.23K
|
3.5K
$1.01M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 1.43% |
$3.8K - $4.23K
|
994
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
13+ 1.38% |
$3.53K - $3.92K
|
953
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
13+ 0.31% |
$3.53K - $3.92K
|
4.24K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 0.18% |
$3.26K - $3.62K
|
6.58K
$1.91M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 2.99% |
$2.99K - $3.32K
|
379
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 0.96% |
$2.99K - $3.32K
|
1.16K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.25% |
$2.99K - $3.32K
|
891
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$2.72K - $3.02K
|
10
$2.9K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$2.72K - $3.02K
|
10
$2.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9+ 0.99% |
$2.44K - $2.72K
|
915
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9New |
$2.44K - $2.72K
|
9
$2.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
9+ 1.25% |
$2.44K - $2.72K
|
729
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 5.84% |
$2.17K - $2.42K
|
145
$42K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 0.81% |
$2.17K - $2.42K
|
996
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.78% |
$1.9K - $2.11K
|
907
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7+ 5.11% |
$1.9K - $2.11K
|
144
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.77% |
$1.9K - $2.11K
|
919
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7+ 0.36% |
$1.9K - $2.11K
|
1.96K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 6.19% |
$1.63K - $1.81K
|
103
$29.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.79% |
$1.63K - $1.81K
|
768
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6+ 3.33% |
$1.63K - $1.81K
|
186
$53.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6+ 35.29% |
$1.63K - $1.81K
|
23
$6.66K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.85% |
$1.63K - $1.81K
|
714
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 0.11% |
$1.63K - $1.81K
|
5.31K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 0.97% |
$1.63K - $1.81K
|
627
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.22% |
$1.63K - $1.81K
|
2.77K
$802K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6+ 0.25% |
$1.63K - $1.81K
|
2.41K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6+ 0.07% |
$1.63K - $1.81K
|
8.74K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5New |
$1.36K - $1.51K
|
5
$1.45K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 0.67% |
$1.36K - $1.51K
|
756
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.35% |
$1.36K - $1.51K
|
1.45K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 2.79% |
$1.36K - $1.51K
|
184
$53.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5+ 0.22% |
$1.36K - $1.51K
|
2.32K
$673K
|