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 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-130- 9.25% |
$35.3K - $39.2K
|
1.28K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-130- 0.7% |
$35.3K - $39.2K
|
18.5K
$5.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-130- 0.5% |
$35.3K - $39.2K
|
25.8K
$7.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-133- 74.72% |
$36.1K - $40.2K
|
45
$13K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-134- 5.57% |
$36.4K - $40.5K
|
2.27K
$658K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-135- 4.27% |
$36.7K - $40.8K
|
3.03K
$877K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-135- 0.99% |
$36.7K - $40.8K
|
13.6K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-136- 1.65% |
$36.9K - $41.1K
|
8.09K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-140- 2.11% |
$38K - $42.3K
|
6.49K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-140- 1.98% |
$38K - $42.3K
|
6.93K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-140- 2.77% |
$38K - $42.3K
|
4.92K
$1.43M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-142- 7.92% |
$38.6K - $42.9K
|
1.65K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-142- 1.23% |
$38.6K - $42.9K
|
11.4K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-143- 10.14% |
$38.8K - $43.2K
|
1.27K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-146- 8.17% |
$39.6K - $44.1K
|
1.64K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-146- 57.03% |
$39.6K - $44.1K
|
110
$31.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-148- 3.53% |
$40.2K - $44.7K
|
4.04K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-148- 45.26% |
$40.2K - $44.7K
|
179
$51.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-149- 12.23% |
$40.5K - $45K
|
1.07K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-150- 3.86% |
$40.7K - $45.3K
|
3.74K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-150- 0.52% |
$40.7K - $45.3K
|
28.7K
$8.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-150- 3.28% |
$40.7K - $45.3K
|
4.42K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-151- 13.75% |
$41K - $45.6K
|
947
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-151- 1.12% |
$41K - $45.6K
|
13.4K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-154- 1.49% |
$41.8K - $46.5K
|
10.2K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-156- 9.71% |
$42.4K - $47.1K
|
1.45K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-158- 17.34% |
$42.9K - $47.7K
|
753
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-159- 16.55% |
$43.2K - $48K
|
802
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-160- 2.6% |
$43.5K - $48.3K
|
6K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-166- 3.22% |
$45.1K - $50.1K
|
4.99K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-167- 2.04% |
$45.4K - $50.4K
|
8.03K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-169- 1.58% |
$45.9K - $51K
|
10.5K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-171- 1.78% |
$46.4K - $51.6K
|
9.44K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-172- 19.18% |
$46.7K - $51.9K
|
725
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-173- 1.41% |
$47K - $52.2K
|
12.1K
$3.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-174- 0.85% |
$47.3K - $52.5K
|
20.4K
$5.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-176- 17.65% |
$47.8K - $53.1K
|
821
$238K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-177- 3.18% |
$48.1K - $53.4K
|
5.38K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-178- 10.45% |
$48.3K - $53.7K
|
1.53K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-179- 4.39% |
$48.6K - $54K
|
3.9K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-181- 1.91% |
$49.2K - $54.6K
|
9.31K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-183- 5.54% |
$49.7K - $55.2K
|
3.12K
$904K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-184- 4.6% |
$50K - $55.5K
|
3.82K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-186- 1.92% |
$50.5K - $56.2K
|
9.5K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-189- 2.48% |
$51.3K - $57.1K
|
7.44K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-190- 6.25% |
$51.6K - $57.4K
|
2.85K
$825K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-194- 13.31% |
$52.7K - $58.6K
|
1.26K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-198- 1.68% |
$53.8K - $59.8K
|
11.6K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-200- 8.77% |
$54.3K - $60.4K
|
2.08K
$603K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-200- 15.44% |
$54.3K - $60.4K
|
1.1K
$317K
|