Purchases and Sales Made in Q4 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 2023. 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 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.16% |
$615 - $688
|
261
$74K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$615 - $688
|
1.8K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3+ 0.03% |
$615 - $688
|
9.28K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$615 - $688
|
14.1K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$615 - $688
|
3.38K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
3+ 0.11% |
$615 - $688
|
2.69K
$763K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.38% |
$410 - $459
|
523
$148K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 2.13% |
$410 - $459
|
96
$27.2K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2+ 0.17% |
$410 - $459
|
1.21K
$343K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.14% |
$205 - $229
|
714
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.02% |
$205 - $229
|
4.83K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$205 - $229
|
4.57K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1+ 0.08% |
$205 - $229
|
1.22K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$205 - $229
|
1.23K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 1.06% |
$205 - $229
|
95
$26.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$205 - $229
|
1.97K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.87% |
$205 - $229
|
116
$32.9K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.36% |
$205 - $229
|
275
$78K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$205 - $229
|
2.46K
$698K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-1- 0.04% |
$205 - $229
|
2.67K
$756K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2- 0.07% |
$410 - $459
|
3.01K
$854K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 2.33% |
$410 - $459
|
84
$23.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2- 0.01% |
$410 - $459
|
23.8K
$6.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2- 0.11% |
$410 - $459
|
1.78K
$505K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 33.33% |
$410 - $459
|
4
$1.13K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3- 0.11% |
$615 - $688
|
2.74K
$776K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-4- 0.17% |
$820 - $918
|
2.31K
$654K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 0.42% |
$820 - $918
|
956
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4- 0.21% |
$820 - $918
|
1.91K
$541K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5- 5.26% |
$1.02K - $1.15K
|
90
$25.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-5- 0.07% |
$1.02K - $1.15K
|
7.2K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5- 0.19% |
$1.02K - $1.15K
|
2.66K
$755K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 5.04% |
$1.23K - $1.38K
|
113
$32K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.16% |
$1.23K - $1.38K
|
3.69K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-6- 0.61% |
$1.23K - $1.38K
|
971
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.63% |
$1.64K - $1.84K
|
1.26K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-8- 0.17% |
$1.64K - $1.84K
|
4.81K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 7.08% |
$1.64K - $1.84K
|
105
$29.8K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9- 0.92% |
$1.84K - $2.06K
|
969
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9- 0.26% |
$1.84K - $2.06K
|
3.45K
$979K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-9- 0.75% |
$1.84K - $2.06K
|
1.19K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 0.85% |
$1.84K - $2.06K
|
1.06K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-9- 0.19% |
$1.84K - $2.06K
|
4.81K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9- 0.69% |
$1.84K - $2.06K
|
1.29K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 20.0% |
$1.84K - $2.06K
|
36
$10.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.67% |
$2.05K - $2.29K
|
1.49K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-10- 0.45% |
$2.05K - $2.29K
|
2.22K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10- 0.73% |
$2.05K - $2.29K
|
1.36K
$387K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-11- 0.15% |
$2.25K - $2.52K
|
7.34K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-11- 0.52% |
$2.25K - $2.52K
|
2.11K
$598K
|