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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
133+ 3.51% |
$24.7K - $30.7K
|
3.92K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
131New |
$24.4K - $30.3K
|
131
$34.9K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
130+ 10.38% |
$24.2K - $30K
|
1.38K
$369K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
129+ 6450.0% |
$24K - $29.8K
|
131
$34.9K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
126+ 6.58% |
$23.4K - $29.1K
|
2.04K
$544K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
125+ 0.61% |
$23.3K - $28.9K
|
20.6K
$5.5M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
124+ 2.05% |
$23.1K - $28.7K
|
6.18K
$1.65M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123New |
$22.9K - $28.4K
|
123
$32.8K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
122+ 277.27% |
$22.7K - $28.2K
|
166
$44.3K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
121+ 7.63% |
$22.5K - $28K
|
1.71K
$455K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
120+ 1.7% |
$22.3K - $27.7K
|
7.18K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
119+ 4.8% |
$22.1K - $27.5K
|
2.6K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
117New |
$21.8K - $27K
|
117
$31.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
116+ 2.39% |
$21.6K - $26.8K
|
4.97K
$1.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
115New |
$21.4K - $26.6K
|
115
$30.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
114+ 9.44% |
$21.2K - $26.3K
|
1.32K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
114+ 10.34% |
$21.2K - $26.3K
|
1.22K
$325K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
113+ 4.42% |
$21K - $26.1K
|
2.67K
$711K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
111+ 0.93% |
$20.6K - $25.7K
|
12K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
111+ 0.5% |
$20.6K - $25.7K
|
22.5K
$5.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
110+ 8.29% |
$20.5K - $25.4K
|
1.44K
$383K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
110+ 0.81% |
$20.5K - $25.4K
|
13.7K
$3.66M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
109+ 11.8% |
$20.3K - $25.2K
|
1.03K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
109+ 4.23% |
$20.3K - $25.2K
|
2.69K
$716K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
107+ 0.41% |
$19.9K - $24.7K
|
26.3K
$7M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
106+ 9.41% |
$19.7K - $24.5K
|
1.23K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
105+ 1.05% |
$19.5K - $24.3K
|
10.1K
$2.68M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
104+ 8.01% |
$19.3K - $24K
|
1.4K
$374K
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
102+ 0.73% |
$19K - $23.6K
|
14.1K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
102+ 4.12% |
$19K - $23.6K
|
2.58K
$687K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
101+ 5.94% |
$18.8K - $23.3K
|
1.8K
$481K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$18.6K - $23.1K
|
100
$26.7K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$18.6K - $23.1K
|
100
$26.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
99+ 2.7% |
$18.4K - $22.9K
|
3.76K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
97+ 1.47% |
$18K - $22.4K
|
6.72K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
97+ 9.26% |
$18K - $22.4K
|
1.15K
$305K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
97+ 0.16% |
$18K - $22.4K
|
59.4K
$15.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
97+ 1.68% |
$18K - $22.4K
|
5.88K
$1.57M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
96+ 7.51% |
$17.9K - $22.2K
|
1.38K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
88+ 1.61% |
$16.4K - $20.3K
|
5.57K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
87+ 4.13% |
$16.2K - $20.1K
|
2.19K
$584K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
87+ 7.05% |
$16.2K - $20.1K
|
1.32K
$352K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
86+ 9.08% |
$16K - $19.9K
|
1.03K
$275K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
86+ 10.8% |
$16K - $19.9K
|
882
$235K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
86+ 1.82% |
$16K - $19.9K
|
4.82K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
84+ 3.82% |
$15.6K - $19.4K
|
2.29K
$609K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
84+ 1.97% |
$15.6K - $19.4K
|
4.35K
$1.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
83+ 2.15% |
$15.4K - $19.2K
|
3.94K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
81New |
$15.1K - $18.7K
|
81
$21.6K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
81+ 1.29% |
$15.1K - $18.7K
|
6.37K
$1.7M
|