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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1KNew |
$191K - $218K
|
1K
$269K
|
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
999New |
$191K - $218K
|
999
$268K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
996+ 5.28% |
$191K - $217K
|
19.9K
$5.34M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
993New |
$190K - $216K
|
993
$267K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
978New |
$187K - $213K
|
978
$263K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
977+ 41.05% |
$187K - $213K
|
3.36K
$902K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
976New |
$187K - $213K
|
976
$262K
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
966New |
$185K - $210K
|
966
$260K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
960New |
$184K - $209K
|
960
$258K
|
|
|
May 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
954New |
$183K - $208K
|
954
$256K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
951New |
$182K - $207K
|
951
$256K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
948+ 2.34% |
$181K - $206K
|
41.4K
$11.1M
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
944+ 23.65% |
$181K - $206K
|
4.94K
$1.33M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
942New |
$180K - $205K
|
942
$253K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
916+ 0.46% |
$175K - $199K
|
200K
$53.7M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
916+ 0.46% |
$175K - $199K
|
200K
$53.7M
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
912New |
$175K - $199K
|
912
$245K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
902+ 41.76% |
$173K - $196K
|
3.06K
$823K
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
902+ 7.23% |
$173K - $196K
|
13.4K
$3.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
895+ 7.52% |
$171K - $195K
|
12.8K
$3.44M
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
878+ 0.78% |
$168K - $191K
|
113K
$30.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
872+ 68.29% |
$167K - $190K
|
2.15K
$578K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
871+ 23.57% |
$167K - $190K
|
4.57K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
868+ 11.34% |
$166K - $189K
|
8.52K
$2.29M
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
852New |
$163K - $186K
|
852
$229K
|
|
|
May 13, 2022
Q1 2022
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
840+ 5.96% |
$161K - $183K
|
14.9K
$4.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
835+ 0.62% |
$160K - $182K
|
135K
$36.3M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
833+ 43.91% |
$159K - $181K
|
2.73K
$734K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
830+ 4.47% |
$159K - $181K
|
19.4K
$5.21M
|
|
|
May 13, 2022
Q1 2022
|
Aviva PLC
|
BUY
|
- |
827+ 0.61% |
$158K - $180K
|
137K
$36.7M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
778+ 2.99% |
$149K - $169K
|
26.8K
$7.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
774+ 26.45% |
$148K - $169K
|
3.7K
$994K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
770+ 27.66% |
$147K - $168K
|
3.55K
$955K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
765+ 45.95% |
$146K - $167K
|
2.43K
$653K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
760+ 74.15% |
$145K - $166K
|
1.79K
$480K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
759+ 5.89% |
$145K - $165K
|
13.7K
$3.67M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
756+ 0.58% |
$145K - $165K
|
131K
$35.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
753+ 91.05% |
$144K - $164K
|
1.58K
$425K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
752+ 19.73% |
$144K - $164K
|
4.56K
$1.23M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
752+ 0.29% |
$144K - $164K
|
262K
$70.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
749+ 2.77% |
$143K - $163K
|
27.8K
$7.48M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
733+ 10.24% |
$140K - $160K
|
7.89K
$2.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
727+ 1.55% |
$139K - $158K
|
47.5K
$12.8M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
716+ 5.1% |
$137K - $156K
|
14.8K
$3.97M
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
709+ 17.28% |
$136K - $154K
|
4.81K
$1.29M
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
708+ 3.09% |
$136K - $154K
|
23.6K
$6.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
693+ 15.42% |
$133K - $151K
|
5.19K
$1.39M
|
|
|
Apr 07, 2022
Q1 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
684+ 2.99% |
$131K - $149K
|
23.5K
$6.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
680+ 9.65% |
$130K - $148K
|
7.73K
$2.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
679+ 2.71% |
$130K - $148K
|
25.7K
$6.91M
|