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 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-27- 2.03% |
$5.02K - $6.24K
|
1.31K
$348K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28Closed |
$5.21K - $6.47K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30- 3.03% |
$5.58K - $6.93K
|
960
$256K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30- 4.16% |
$5.58K - $6.93K
|
692
$185K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-32- 0.42% |
$5.95K - $7.4K
|
7.5K
$2M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 3.12% |
$6.14K - $7.63K
|
1.03K
$274K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-33- 0.23% |
$6.14K - $7.63K
|
14.2K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-33- 1.92% |
$6.14K - $7.63K
|
1.68K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-34- 0.7% |
$6.32K - $7.86K
|
4.83K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 19.58% |
$6.88K - $8.55K
|
152
$40.5K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-37- 0.37% |
$6.88K - $8.55K
|
9.87K
$2.63M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 2.79% |
$6.88K - $8.55K
|
1.29K
$343K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-39- 2.29% |
$7.25K - $9.01K
|
1.67K
$444K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-40- 7.62% |
$7.44K - $9.24K
|
485
$129K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-40- 7.62% |
$7.44K - $9.24K
|
485
$129K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-40- 0.81% |
$7.44K - $9.24K
|
4.92K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-41- 2.17% |
$7.63K - $9.48K
|
1.85K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41- 6.02% |
$7.63K - $9.48K
|
640
$171K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-41- 0.23% |
$7.63K - $9.48K
|
17.7K
$4.72M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-43- 0.64% |
$8K - $9.94K
|
6.67K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-43- 1.07% |
$8K - $9.94K
|
3.96K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-44- 18.88% |
$8.18K - $10.2K
|
189
$50.4K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-46- 3.03% |
$8.56K - $10.6K
|
1.47K
$393K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-46- 0.6% |
$8.56K - $10.6K
|
7.59K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 4.56% |
$8.56K - $10.6K
|
963
$257K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-48- 0.57% |
$8.93K - $11.1K
|
8.32K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-48- 2.18% |
$8.93K - $11.1K
|
2.16K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-48- 1.07% |
$8.93K - $11.1K
|
4.44K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-50- 0.42% |
$9.3K - $11.6K
|
11.9K
$3.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-51- 1.11% |
$9.49K - $11.8K
|
4.54K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-54- 2.27% |
$10K - $12.5K
|
2.32K
$619K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55- 24.89% |
$10.2K - $12.7K
|
166
$44.3K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-55- 2.4% |
$10.2K - $12.7K
|
2.23K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-58- 4.77% |
$10.8K - $13.4K
|
1.16K
$309K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-59- 70.24% |
$11K - $13.6K
|
25
$6.67K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-60- 0.73% |
$11.2K - $13.9K
|
8.16K
$2.17M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-60- 0.6% |
$11.2K - $13.9K
|
9.9K
$2.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-61- 0.47% |
$11.3K - $14.1K
|
13K
$3.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-61- 22.26% |
$11.3K - $14.1K
|
213
$56.8K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-61- 16.09% |
$11.3K - $14.1K
|
318
$84.8K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-62- 4.09% |
$11.5K - $14.3K
|
1.45K
$387K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-65- 3.63% |
$12.1K - $15K
|
1.72K
$460K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-66- 0.67% |
$12.3K - $15.3K
|
9.83K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-66- 4.15% |
$12.3K - $15.3K
|
1.52K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-67- 3.09% |
$12.5K - $15.5K
|
2.1K
$560K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-68- 5.48% |
$12.6K - $15.7K
|
1.17K
$313K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-69- 1.83% |
$12.8K - $15.9K
|
3.69K
$985K
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.5% |
$13K - $16.2K
|
14K
$3.72M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-70- 5.11% |
$13K - $16.2K
|
1.3K
$346K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-73- 0.82% |
$13.6K - $16.9K
|
8.8K
$2.35M
|