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
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-150- 6.91% |
$27.9K - $34.7K
|
2.02K
$543K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 5.32% |
$27.9K - $34.7K
|
2.67K
$717K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-150- 1.28% |
$27.9K - $34.7K
|
11.6K
$3.12M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-151- 1.4% |
$28.1K - $34.9K
|
10.6K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-152- 3.02% |
$28.3K - $35.1K
|
4.89K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-156- 0.64% |
$29K - $36.1K
|
24.4K
$6.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-159- 4.38% |
$29.6K - $36.7K
|
3.47K
$932K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-159- 1.44% |
$29.6K - $36.7K
|
10.9K
$2.93M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-159- 8.05% |
$29.6K - $36.7K
|
1.82K
$487K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-162- 4.52% |
$30.1K - $37.4K
|
3.42K
$918K
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-164- 1.73% |
$30.5K - $37.9K
|
9.32K
$2.5M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-165- 8.22% |
$30.7K - $38.1K
|
1.84K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-165- 4.69% |
$30.7K - $38.1K
|
3.36K
$900K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-167- 0.43% |
$31.1K - $38.6K
|
38.3K
$10.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-169- 2.13% |
$31.4K - $39.1K
|
7.77K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-172- 9.23% |
$32K - $39.8K
|
1.69K
$454K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-174- 0.36% |
$32.4K - $40.2K
|
47.8K
$12.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-174- 1.27% |
$32.4K - $40.2K
|
13.5K
$3.63M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-174- 2.7% |
$32.4K - $40.2K
|
6.28K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-175- 13.56% |
$32.6K - $40.4K
|
1.12K
$299K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-179- 9.61% |
$33.3K - $41.4K
|
1.68K
$452K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-179- 3.69% |
$33.3K - $41.4K
|
4.68K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-185- 14.99% |
$34.4K - $42.8K
|
1.05K
$281K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-187- 0.41% |
$34.8K - $43.2K
|
45K
$12.1M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-188- 2.74% |
$35K - $43.4K
|
6.68K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-189- 21.95% |
$35.2K - $43.7K
|
672
$180K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-196- 8.39% |
$36.5K - $45.3K
|
2.14K
$574K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-196- 2.13% |
$36.5K - $45.3K
|
9.02K
$2.42M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-199- 1.33% |
$37K - $46K
|
14.8K
$3.96M
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-200- 5.26% |
$37.2K - $46.2K
|
3.6K
$966K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-200- 6.22% |
$37.2K - $46.2K
|
3.02K
$810K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-206- 13.05% |
$38.3K - $47.6K
|
1.37K
$368K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-209- 4.87% |
$38.9K - $48.3K
|
4.08K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-209- 0.37% |
$38.9K - $48.3K
|
55.6K
$14.9M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-212- 37.86% |
$39.4K - $49K
|
348
$93.4K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-220- 80.59% |
$40.9K - $50.8K
|
53
$14.2K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-221- 7.32% |
$41.1K - $51.1K
|
2.8K
$751K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-232- 1.07% |
$43.2K - $53.6K
|
21.4K
$5.73M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-239- 7.64% |
$44.5K - $55.2K
|
2.89K
$775K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-243- 1.8% |
$45.2K - $56.2K
|
13.3K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-244- 0.67% |
$45.4K - $56.4K
|
36.4K
$9.76M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-245- 15.83% |
$45.6K - $56.6K
|
1.3K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-245- 6.66% |
$45.6K - $56.6K
|
3.44K
$922K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-246- 8.44% |
$45.8K - $56.9K
|
2.67K
$716K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-249- 6.83% |
$46.3K - $57.5K
|
3.4K
$911K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 56.43% |
$46.5K - $57.8K
|
193
$51.8K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-254- 0.53% |
$47.2K - $58.7K
|
47.9K
$12.9M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-260- 1.95% |
$48.4K - $60.1K
|
13.1K
$3.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-263- 1.2% |
$48.9K - $60.8K
|
21.7K
$5.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-265- 0.66% |
$49.3K - $61.2K
|
39.7K
$10.6M
|