Purchases and Sales Made in Q1 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
356+ 26.53% |
$66.2K - $82.3K
|
1.7K
$453K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
354+ 2.81% |
$65.8K - $81.8K
|
12.9K
$3.45M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
353+ 13.89% |
$65.7K - $81.6K
|
2.9K
$772K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
353+ 3.81% |
$65.7K - $81.6K
|
9.61K
$2.56M
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
346+ 11.45% |
$64.4K - $80K
|
3.37K
$898K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
343+ 24.5% |
$63.8K - $79.3K
|
1.74K
$465K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
337+ 18.89% |
$62.7K - $77.9K
|
2.12K
$566K
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
330+ 5.58% |
$61.4K - $76.3K
|
6.25K
$1.67M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
329+ 15.49% |
$61.2K - $76K
|
2.45K
$654K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
319+ 0.51% |
$59.3K - $73.7K
|
62.7K
$16.7M
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
317+ 6.7% |
$59K - $73.3K
|
5.05K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
315+ 12.96% |
$58.6K - $72.8K
|
2.75K
$732K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
313+ 0.64% |
$58.2K - $72.3K
|
48.9K
$13M
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
313+ 12.23% |
$58.2K - $72.3K
|
2.87K
$766K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
308+ 73.33% |
$57.3K - $71.2K
|
728
$194K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
307+ 3.6% |
$57.1K - $71K
|
8.83K
$2.35M
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
306+ 16.18% |
$56.9K - $70.7K
|
2.2K
$586K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
306+ 2.3% |
$56.9K - $70.7K
|
13.6K
$3.63M
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
303+ 32.17% |
$56.4K - $70K
|
1.25K
$332K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
297+ 8.76% |
$55.2K - $68.6K
|
3.69K
$983K
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
289+ 5.27% |
$53.8K - $66.8K
|
5.78K
$1.54M
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
277+ 0.51% |
$51.5K - $64K
|
54.5K
$14.5M
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
274+ 7.12% |
$51K - $63.3K
|
4.12K
$1.1M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
273+ 10.71% |
$50.8K - $63.1K
|
2.82K
$752K
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
272+ 1.16% |
$50.6K - $62.9K
|
23.8K
$6.33M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
268+ 3.93% |
$49.9K - $61.9K
|
7.08K
$1.89M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
263+ 5.99% |
$48.9K - $60.8K
|
4.66K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
262+ 2.39% |
$48.7K - $60.6K
|
11.2K
$2.99M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
261+ 3.99% |
$48.5K - $60.3K
|
6.8K
$1.81M
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
257+ 0.65% |
$47.8K - $59.4K
|
40K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
252+ 7.45% |
$46.9K - $58.2K
|
3.63K
$969K
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
251New |
$46.7K - $58K
|
251
$66.9K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
248+ 2.9% |
$46.1K - $57.3K
|
8.79K
$2.34M
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
247+ 3.33% |
$45.9K - $57.1K
|
7.66K
$2.04M
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
240+ 18.25% |
$44.6K - $55.5K
|
1.56K
$415K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
238+ 11.88% |
$44.3K - $55K
|
2.24K
$598K
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
238+ 1.72% |
$44.3K - $55K
|
14.1K
$3.75M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
235+ 3.74% |
$43.7K - $54.3K
|
6.51K
$1.74M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
231+ 3.3% |
$43K - $53.4K
|
7.22K
$1.93M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
230+ 0.46% |
$42.8K - $53.2K
|
50.4K
$13.4M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
230+ 370.97% |
$42.8K - $53.2K
|
292
$77.9K
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
229+ 3.92% |
$42.6K - $52.9K
|
6.07K
$1.62M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
227+ 6.19% |
$42.2K - $52.5K
|
3.89K
$1.04M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
227+ 263.95% |
$42.2K - $52.5K
|
313
$83.5K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
226+ 5.08% |
$42K - $52.2K
|
4.68K
$1.25M
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
222+ 2.13% |
$41.3K - $51.3K
|
10.6K
$2.84M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
220+ 5.88% |
$40.9K - $50.8K
|
3.96K
$1.06M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
220+ 415.09% |
$40.9K - $50.8K
|
273
$72.8K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
219+ 3.5% |
$40.7K - $50.6K
|
6.48K
$1.73M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
218+ 0.5% |
$40.6K - $50.4K
|
44K
$11.7M
|