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 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
10+ 0.62% |
$1.86K - $2.31K
|
1.62K
$433K
|
|
|
Apr 27, 2023
Q1 2023
|
Henry James International Management Inc.
|
BUY
|
- |
10+ 0.35% |
$1.86K - $2.31K
|
2.87K
$765K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 8.13% |
$1.86K - $2.31K
|
133
$35.5K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10+ 0.56% |
$1.86K - $2.31K
|
1.8K
$479K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9+ 0.87% |
$1.67K - $2.08K
|
1.04K
$278K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9New |
$1.67K - $2.08K
|
9
$2.4K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9+ 0.65% |
$1.67K - $2.08K
|
1.4K
$373K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9New |
$1.67K - $2.08K
|
9
$2.4K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
9+ 0.53% |
$1.67K - $2.08K
|
1.7K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 0.98% |
$1.67K - $2.08K
|
931
$248K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9+ 4.17% |
$1.67K - $2.08K
|
225
$60K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$1.49K - $1.85K
|
8
$2.13K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.19% |
$1.49K - $1.85K
|
4.15K
$1.11M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8+ 0.17% |
$1.49K - $1.85K
|
4.64K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
6+ 0.01% |
$1.12K - $1.39K
|
53.4K
$14.2M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5+ 0.19% |
$930 - $1.16K
|
2.67K
$713K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 33.33% |
$930 - $1.16K
|
20
$5.33K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5+ 0.41% |
$930 - $1.16K
|
1.23K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5+ 0.01% |
$930 - $1.16K
|
73.3K
$19.6M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.23% |
$558 - $693
|
1.3K
$346K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 0.04% |
$558 - $693
|
7.48K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$558 - $693
|
3
$800
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3+ 0.03% |
$558 - $693
|
10.8K
$2.87M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.39% |
$372 - $462
|
517
$138K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
2+ 0.09% |
$372 - $462
|
2.15K
$574K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$186 - $231
|
379
$101K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.02% |
$186 - $231
|
4.29K
$1.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.09% |
$186 - $231
|
1.09K
$290K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.09% |
$186 - $231
|
1.08K
$288K
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$186 - $231
|
1.23K
$327K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.07% |
$186 - $231
|
1.41K
$376K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.02% |
$186 - $231
|
99
$26.4K
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1+ 0.0% |
$186 - $231
|
87.1K
$23.2M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.03% |
$186 - $231
|
3.25K
$867K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.04% |
$186 - $231
|
97
$25.9K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 0.16% |
$186 - $231
|
630
$168K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1- 0.03% |
$186 - $231
|
3.37K
$900K
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-2- 0.02% |
$372 - $462
|
10.1K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2- 0.11% |
$372 - $462
|
1.84K
$492K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.07% |
$372 - $462
|
2.87K
$766K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 3.7% |
$372 - $462
|
52
$13.9K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-3- 0.15% |
$558 - $693
|
2.04K
$544K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3- 0.08% |
$558 - $693
|
3.77K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-4- 3.36% |
$744 - $924
|
115
$30.7K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4- 0.54% |
$744 - $924
|
737
$197K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 40.0% |
$744 - $924
|
6
$1.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-5- 0.02% |
$930 - $1.16K
|
27.4K
$7.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-5- 0.24% |
$930 - $1.16K
|
2.07K
$553K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 14.29% |
$930 - $1.16K
|
30
$8K
|