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 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-5- 0.25% |
$930 - $1.16K
|
2.01K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 20.0% |
$930 - $1.16K
|
20
$5.33K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5- 0.19% |
$930 - $1.16K
|
2.67K
$712K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.89% |
$930 - $1.16K
|
555
$148K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 0.35% |
$1.12K - $1.39K
|
1.7K
$453K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 15.56% |
$1.3K - $1.62K
|
38
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.82% |
$1.3K - $1.62K
|
845
$225K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-7- 0.17% |
$1.3K - $1.62K
|
4.08K
$1.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-8- 0.02% |
$1.49K - $1.85K
|
37.2K
$9.91M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-8- 0.02% |
$1.49K - $1.85K
|
34K
$9.07M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-9- 0.1% |
$1.67K - $2.08K
|
9.33K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 6.08% |
$1.67K - $2.08K
|
139
$37.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-10- 0.48% |
$1.86K - $2.31K
|
2.08K
$554K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$1.86K - $2.31K
|
4.53K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 4.67% |
$1.86K - $2.31K
|
204
$54.4K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 0.65% |
$1.86K - $2.31K
|
1.52K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10- -0.0% |
$1.86K - $2.31K
|
483K
$129M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 25.0% |
$2.05K - $2.54K
|
33
$8.8K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 0.3% |
$2.05K - $2.54K
|
3.69K
$984K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 12.24% |
$2.23K - $2.77K
|
86
$22.9K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-12- 0.66% |
$2.23K - $2.77K
|
1.8K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-14- 27.45% |
$2.6K - $3.24K
|
37
$9.87K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 4.12% |
$2.79K - $3.47K
|
349
$93.1K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-16- 0.13% |
$2.98K - $3.7K
|
11.8K
$3.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17- 0.75% |
$3.16K - $3.93K
|
2.26K
$603K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-17- 37.78% |
$3.16K - $3.93K
|
28
$7.47K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-19- 1.49% |
$3.53K - $4.39K
|
1.26K
$335K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-19- 0.06% |
$3.53K - $4.39K
|
32.8K
$8.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 4.04% |
$3.72K - $4.62K
|
475
$127K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 1.5% |
$3.72K - $4.62K
|
1.31K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-20- 0.44% |
$3.72K - $4.62K
|
4.57K
$1.22M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-20- 0.98% |
$3.72K - $4.62K
|
2.02K
$540K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-21- 0.88% |
$3.91K - $4.85K
|
2.36K
$629K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-21- 0.81% |
$3.91K - $4.85K
|
2.56K
$682K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-21- 0.88% |
$3.91K - $4.85K
|
2.37K
$631K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22- 15.49% |
$4.09K - $5.08K
|
120
$32K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-22- 0.33% |
$4.09K - $5.08K
|
6.6K
$1.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-22- 25.58% |
$4.09K - $5.08K
|
64
$17.1K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-22- 0.41% |
$4.09K - $5.08K
|
5.31K
$1.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-23- 1.22% |
$4.28K - $5.32K
|
1.86K
$495K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-23- 0.53% |
$4.28K - $5.32K
|
4.36K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-23- 16.55% |
$4.28K - $5.32K
|
116
$30.9K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23- 17.16% |
$4.28K - $5.32K
|
111
$29.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-24- 2.32% |
$4.46K - $5.55K
|
1.01K
$269K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-24- 2.12% |
$4.46K - $5.55K
|
1.11K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-24- 8.63% |
$4.46K - $5.55K
|
254
$67.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-25- 0.3% |
$4.65K - $5.78K
|
8.43K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-25- 0.56% |
$4.65K - $5.78K
|
4.48K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-27- 47.37% |
$5.02K - $6.24K
|
30
$8K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 12.22% |
$5.02K - $6.24K
|
194
$51.7K
|