Purchases and Sales Made in Q1 2022 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
107+ 6.53% |
$20.5K - $23.3K
|
1.75K
$466K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
106+ 2.61% |
$20.3K - $23.1K
|
4.17K
$1.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
105+ 1.01% |
$20.1K - $22.9K
|
10.5K
$2.81M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
105+ 1.66% |
$20.1K - $22.9K
|
6.42K
$1.71M
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
104+ 0.84% |
$19.9K - $22.6K
|
12.5K
$3.34M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
103+ 0.57% |
$19.7K - $22.4K
|
18.2K
$4.84M
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
103+ 6.22% |
$19.7K - $22.4K
|
1.76K
$469K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
102+ 3.05% |
$19.5K - $22.2K
|
3.45K
$919K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 9.74% |
$19.5K - $22.2K
|
1.15K
$306K
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
100+ 5.71% |
$19.1K - $21.8K
|
1.85K
$493K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
100+ 8.26% |
$19.1K - $21.8K
|
1.31K
$349K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 0.85% |
$19.1K - $21.8K
|
11.8K
$3.15M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
100+ 4.65% |
$19.1K - $21.8K
|
2.25K
$600K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
99+ 0.55% |
$19K - $21.6K
|
18K
$4.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
97+ 15.06% |
$18.6K - $21.1K
|
741
$198K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
96+ 1.17% |
$18.4K - $20.9K
|
8.33K
$2.22M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
96+ 2.3% |
$18.4K - $20.9K
|
4.27K
$1.14M
|
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
95+ 0.97% |
$18.2K - $20.7K
|
9.86K
$2.63M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
95+ 6.9% |
$18.2K - $20.7K
|
1.47K
$393K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
92+ 3.77% |
$17.6K - $20K
|
2.53K
$675K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
89+ 0.78% |
$17K - $19.4K
|
11.5K
$3.07M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
89+ 206.98% |
$17K - $19.4K
|
132
$35.2K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
86+ 1.38% |
$16.5K - $18.7K
|
6.33K
$1.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
85+ 34.69% |
$16.3K - $18.5K
|
330
$88K
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
85+ 2.98% |
$16.3K - $18.5K
|
2.94K
$784K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
84+ 3.0% |
$16.1K - $18.3K
|
2.88K
$768K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
84+ 13.21% |
$16.1K - $18.3K
|
720
$192K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
82+ 4.21% |
$15.7K - $17.9K
|
2.03K
$542K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
81+ 324.0% |
$15.5K - $17.6K
|
106
$28.3K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
78+ 2.03% |
$14.9K - $17K
|
3.91K
$1.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
74+ 224.24% |
$14.2K - $16.1K
|
107
$28.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
72+ 2.97% |
$13.8K - $15.7K
|
2.5K
$667K
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
72+ 5.91% |
$13.8K - $15.7K
|
1.29K
$344K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
71+ 1.22% |
$13.6K - $15.5K
|
5.89K
$1.57M
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
70+ 0.48% |
$13.4K - $15.2K
|
14.7K
$3.92M
|
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
69+ 0.49% |
$13.2K - $15K
|
14.2K
$3.78M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
68+ 0.86% |
$13K - $14.8K
|
7.95K
$2.12M
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
65+ 0.51% |
$12.4K - $14.2K
|
12.9K
$3.44M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
58+ 1.31% |
$11.1K - $12.6K
|
4.47K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
57+ 1.04% |
$10.9K - $12.4K
|
5.56K
$1.48M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
57+ 2.68% |
$10.9K - $12.4K
|
2.18K
$582K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
55+ 1.1% |
$10.5K - $12K
|
5.05K
$1.35M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55+ 49.11% |
$10.5K - $12K
|
167
$44.5K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
55+ 4.94% |
$10.5K - $12K
|
1.17K
$311K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
54+ 3.33% |
$10.3K - $11.8K
|
1.68K
$447K
|
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
BUY
|
- |
52+ 0.19% |
$9.95K - $11.3K
|
27.4K
$7.3M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
51+ 3.45% |
$9.76K - $11.1K
|
1.53K
$407K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
51+ 10.12% |
$9.76K - $11.1K
|
555
$148K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
50+ 86.21% |
$9.57K - $10.9K
|
108
$28.8K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
50+ 4.01% |
$9.57K - $10.9K
|
1.3K
$346K
|