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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-73- 0.82% |
$13.6K - $16.9K
|
8.8K
$2.35M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-75- 50.0% |
$14K - $17.3K
|
75
$20K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-76- 1.86% |
$14.1K - $17.6K
|
4.01K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-79- 0.38% |
$14.7K - $18.3K
|
21K
$5.59M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-80- 3.06% |
$14.9K - $18.5K
|
2.53K
$676K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-80- 2.69% |
$14.9K - $18.5K
|
2.9K
$772K
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-85- 6.8% |
$15.8K - $19.6K
|
1.17K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-86- 0.23% |
$16K - $19.9K
|
38K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-87- 19.29% |
$16.2K - $20.1K
|
364
$97.1K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-89- 6.39% |
$16.6K - $20.6K
|
1.3K
$348K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 7.59% |
$16.6K - $20.6K
|
1.08K
$289K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-90- 5.89% |
$16.7K - $20.8K
|
1.44K
$383K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-92- 7.63% |
$17.1K - $21.3K
|
1.11K
$297K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-92- 1.82% |
$17.1K - $21.3K
|
4.96K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-93- 13.78% |
$17.3K - $21.5K
|
582
$155K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-95- 20.08% |
$17.7K - $22K
|
378
$101K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-96- 1.54% |
$17.9K - $22.2K
|
6.15K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-96- 1.86% |
$17.9K - $22.2K
|
5.06K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-99- 6.01% |
$18.4K - $22.9K
|
1.55K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-100- 2.45% |
$18.6K - $23.1K
|
3.98K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-107- 2.48% |
$19.9K - $24.7K
|
4.21K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-110- 1.5% |
$20.5K - $25.4K
|
7.22K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-110- 0.83% |
$20.5K - $25.4K
|
13.2K
$3.52M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-110- 5.03% |
$20.5K - $25.4K
|
2.08K
$553K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-110- 5.1% |
$20.5K - $25.4K
|
2.05K
$546K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-111- 8.74% |
$20.6K - $25.7K
|
1.16K
$309K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-112- 6.22% |
$20.8K - $25.9K
|
1.69K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-112- 1.35% |
$20.8K - $25.9K
|
8.2K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-116- 0.33% |
$21.6K - $26.8K
|
35.5K
$9.45M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-120- 2.01% |
$22.3K - $27.7K
|
5.85K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-120- 0.59% |
$22.3K - $27.7K
|
20.4K
$5.44M
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-120- 3.17% |
$22.3K - $27.7K
|
3.66K
$977K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-121- 2.53% |
$22.5K - $28K
|
4.66K
$1.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-122- 9.01% |
$22.7K - $28.2K
|
1.23K
$329K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-122- 2.03% |
$22.7K - $28.2K
|
5.9K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-124- 7.19% |
$23.1K - $28.7K
|
1.6K
$427K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-124- 7.19% |
$23.1K - $28.7K
|
1.6K
$427K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-125- 0.12% |
$23.3K - $28.9K
|
104K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-125- 4.58% |
$23.3K - $28.9K
|
2.6K
$694K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-127- 7.73% |
$23.6K - $29.4K
|
1.52K
$404K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-128- 3.09% |
$23.8K - $29.6K
|
4.02K
$1.07M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-131- 2.16% |
$24.4K - $30.3K
|
5.94K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-132- 3.0% |
$24.6K - $30.5K
|
4.27K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-133- 1.56% |
$24.7K - $30.7K
|
8.42K
$2.24M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-134- 11.12% |
$24.9K - $31K
|
1.07K
$286K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-135- 4.99% |
$25.1K - $31.2K
|
2.57K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-136- 11.21% |
$25.3K - $31.4K
|
1.08K
$287K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-145- 10.29% |
$27K - $33.5K
|
1.26K
$337K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-149- 0.4% |
$27.7K - $34.4K
|
37K
$9.86M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-150- 6.91% |
$27.9K - $34.7K
|
2.02K
$539K
|