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 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
37+ 3.85% |
$6.88K - $8.55K
|
999
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 4.02% |
$6.7K - $8.32K
|
932
$249K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
35+ 1.98% |
$6.51K - $8.09K
|
1.8K
$480K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 51.56% |
$6.14K - $7.63K
|
97
$25.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
33New |
$6.14K - $7.63K
|
33
$8.8K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
33+ 1.4% |
$6.14K - $7.63K
|
2.38K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
33+ 4.6% |
$6.14K - $7.63K
|
750
$200K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
33+ 2.87% |
$6.14K - $7.63K
|
1.18K
$315K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 16.58% |
$5.95K - $7.4K
|
225
$60K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 0.14% |
$5.77K - $7.16K
|
21.5K
$5.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
31+ 0.8% |
$5.77K - $7.16K
|
3.89K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
31New |
$5.77K - $7.16K
|
31
$8.27K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30+ 1.15% |
$5.58K - $6.93K
|
2.64K
$703K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30+ 1.78% |
$5.58K - $6.93K
|
1.72K
$458K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
28+ 7.71% |
$5.21K - $6.47K
|
391
$104K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
27+ 8.46% |
$5.02K - $6.24K
|
346
$92.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.97% |
$5.02K - $6.24K
|
2.8K
$747K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 0.54% |
$4.84K - $6.01K
|
4.85K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
26+ 2.55% |
$4.84K - $6.01K
|
1.05K
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 0.35% |
$4.65K - $5.78K
|
7.12K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
25+ 7.69% |
$4.65K - $5.78K
|
350
$93.3K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.97% |
$4.46K - $5.55K
|
2.5K
$665K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
24+ 1.67% |
$4.46K - $5.55K
|
1.47K
$391K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
23+ 0.16% |
$4.28K - $5.32K
|
14.8K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
23+ 2.58% |
$4.28K - $5.32K
|
915
$244K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
23+ 0.48% |
$4.28K - $5.32K
|
4.83K
$1.29M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$4.28K - $5.32K
|
23
$6.13K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
22+ 1.45% |
$4.09K - $5.08K
|
1.54K
$410K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
22+ 1.14% |
$4.09K - $5.08K
|
1.95K
$520K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
22+ 0.43% |
$4.09K - $5.08K
|
5.13K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
21+ 1.56% |
$3.91K - $4.85K
|
1.37K
$364K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 11.43% |
$3.72K - $4.62K
|
195
$52K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
20+ 0.67% |
$3.72K - $4.62K
|
3K
$800K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
20+ 0.84% |
$3.72K - $4.62K
|
2.41K
$643K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18+ 0.26% |
$3.35K - $4.16K
|
6.83K
$1.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
17+ 1.31% |
$3.16K - $3.93K
|
1.32K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
17+ 1.1% |
$3.16K - $3.93K
|
1.56K
$415K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
16+ 0.55% |
$2.98K - $3.7K
|
2.95K
$786K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 2.7% |
$2.79K - $3.47K
|
570
$152K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 0.59% |
$2.6K - $3.24K
|
2.4K
$641K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$2.42K - $3K
|
5.2K
$1.39M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$2.42K - $3K
|
13
$3.47K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
13+ 76.47% |
$2.42K - $3K
|
30
$8K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13+ 0.6% |
$2.42K - $3K
|
2.19K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13+ 0.22% |
$2.42K - $3K
|
5.88K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
12+ 0.41% |
$2.23K - $2.77K
|
2.93K
$781K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
11+ 28.95% |
$2.05K - $2.54K
|
49
$13.1K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$2.05K - $2.54K
|
11
$2.93K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11+ 110.0% |
$2.05K - $2.54K
|
21
$5.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10+ 47.62% |
$1.86K - $2.31K
|
31
$8.27K
|