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
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4- 0.31% |
$766 - $871
|
1.27K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.17% |
$766 - $871
|
2.4K
$639K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4- 0.22% |
$766 - $871
|
1.81K
$484K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-4- 0.93% |
$766 - $871
|
425
$113K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.22% |
$957 - $1.09K
|
2.31K
$615K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 2.73% |
$1.15K - $1.31K
|
214
$57.1K
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6- 0.34% |
$1.15K - $1.31K
|
1.77K
$473K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6Closed |
$1.15K - $1.31K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-7- 0.07% |
$1.34K - $1.52K
|
9.78K
$2.61M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7- 18.92% |
$1.34K - $1.52K
|
30
$8K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7- 0.6% |
$1.34K - $1.52K
|
1.17K
$311K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-8- 1.28% |
$1.53K - $1.74K
|
616
$164K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9- 2.88% |
$1.72K - $1.96K
|
304
$81.1K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
SELL
|
- |
-10- 3.22% |
$1.91K - $2.18K
|
301
$80.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-10- 0.44% |
$1.91K - $2.18K
|
2.29K
$610K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-10- 0.23% |
$1.91K - $2.18K
|
4.43K
$1.18M
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-10- 0.21% |
$1.91K - $2.18K
|
4.78K
$1.28M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-11- 1.06% |
$2.11K - $2.4K
|
1.03K
$275K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11- 0.68% |
$2.11K - $2.4K
|
1.61K
$430K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-11- 0.25% |
$2.11K - $2.4K
|
4.38K
$1.17M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-12- 0.94% |
$2.3K - $2.61K
|
1.27K
$339K
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-12- 0.22% |
$2.3K - $2.61K
|
5.55K
$1.48M
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-13- 0.99% |
$2.49K - $2.83K
|
1.3K
$346K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-13- 0.4% |
$2.49K - $2.83K
|
3.27K
$871K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-13- 3.48% |
$2.49K - $2.83K
|
361
$96.3K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-14- 1.48% |
$2.68K - $3.05K
|
930
$248K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-14Closed |
$2.68K - $3.05K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-15- 0.09% |
$2.87K - $3.27K
|
17.6K
$4.69M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-15Closed |
$2.87K - $3.27K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-15- 36.59% |
$2.87K - $3.27K
|
26
$6.93K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-17Closed |
$3.25K - $3.7K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-17- 0.03% |
$3.25K - $3.7K
|
49K
$13.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-18- 20.0% |
$3.45K - $3.92K
|
72
$19.2K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-18- 0.95% |
$3.45K - $3.92K
|
1.87K
$498K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-20- 0.1% |
$3.83K - $4.36K
|
19.9K
$5.31M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-20- 1.92% |
$3.83K - $4.36K
|
1.02K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-20- 0.93% |
$3.83K - $4.36K
|
2.12K
$566K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-20- 1.61% |
$3.83K - $4.36K
|
1.23K
$327K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-21- 3.14% |
$4.02K - $4.57K
|
648
$173K
|
|
|
May 05, 2022
Q1 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-21- 0.05% |
$4.02K - $4.57K
|
46.3K
$12.3M
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
SELL
|
- |
-24- 0.1% |
$4.59K - $5.23K
|
24.6K
$6.55M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-24Closed |
$4.59K - $5.23K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-24Closed |
$4.59K - $5.23K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-25- 1.69% |
$4.79K - $5.44K
|
1.45K
$387K
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 1.04% |
$4.79K - $5.44K
|
2.37K
$633K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-26- 10.92% |
$4.98K - $5.66K
|
212
$56.5K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-26- 5.46% |
$4.98K - $5.66K
|
450
$120K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-29- 2.62% |
$5.55K - $6.32K
|
1.08K
$287K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-30- 0.4% |
$5.74K - $6.53K
|
7.44K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-31- 4.01% |
$5.93K - $6.75K
|
742
$198K
|