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
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-535- 25.52% |
$99.5K - $124K
|
1.56K
$416K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-543- 1.84% |
$101K - $125K
|
29K
$7.74M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-550- 31.87% |
$102K - $127K
|
1.18K
$314K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-552- 19.49% |
$103K - $128K
|
2.28K
$608K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-555- 11.67% |
$103K - $128K
|
4.2K
$1.12M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-563- 3.56% |
$105K - $130K
|
15.3K
$4.07M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-583- 11.9% |
$108K - $135K
|
4.32K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-594- 1.32% |
$110K - $137K
|
44.3K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-599- 52.04% |
$111K - $138K
|
552
$147K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 3.02% |
$112K - $139K
|
19.2K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-611- 13.81% |
$114K - $141K
|
3.81K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-613- 0.45% |
$114K - $142K
|
137K
$36.6M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-625- 1.72% |
$116K - $144K
|
35.7K
$9.53M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-628- 24.11% |
$117K - $145K
|
1.98K
$527K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-642- 3.39% |
$119K - $148K
|
18.3K
$4.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-645- 1.06% |
$120K - $149K
|
60.4K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-647- 30.48% |
$120K - $150K
|
1.48K
$394K
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-659- 4.52% |
$123K - $152K
|
13.9K
$3.71M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-677- 37.8% |
$126K - $156K
|
1.11K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-678- 0.61% |
$126K - $157K
|
110K
$29.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-693- 27.49% |
$129K - $160K
|
1.83K
$487K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-701- 3.6% |
$130K - $162K
|
18.7K
$5M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-702- 4.12% |
$131K - $162K
|
16.3K
$4.36M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-718- 46.47% |
$134K - $166K
|
827
$221K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-721- 2.01% |
$134K - $167K
|
35.2K
$9.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-722- 5.49% |
$134K - $167K
|
12.4K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-740- 19.73% |
$138K - $171K
|
3.01K
$803K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-755- 5.37% |
$140K - $174K
|
13.3K
$3.55M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-779- 2.56% |
$145K - $180K
|
29.6K
$7.9M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-790- 19.28% |
$147K - $183K
|
3.31K
$882K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-796- 0.18% |
$148K - $184K
|
444K
$118M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-902- 9.3% |
$168K - $208K
|
8.8K
$2.35M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-905- 1.27% |
$168K - $209K
|
70.6K
$18.8M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-931- 2.41% |
$173K - $215K
|
37.7K
$10M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-932- 0.74% |
$173K - $215K
|
126K
$33.5M
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-938- 1.95% |
$174K - $217K
|
47.3K
$12.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-943- 7.62% |
$175K - $218K
|
11.4K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-945- 25.21% |
$176K - $218K
|
2.8K
$747K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-949- 3.38% |
$177K - $219K
|
27.2K
$7.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-966- 8.91% |
$180K - $223K
|
9.87K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-998- 7.39% |
$186K - $231K
|
12.5K
$3.33M
|
|
|
May 02, 2023
Q1 2023
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 6.58% |
$186K - $231K
|
14.2K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 0.14% |
$188K - $234K
|
708K
$189M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 5.12% |
$190K - $236K
|
18.9K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.02K- 1.45% |
$190K - $236K
|
69.3K
$18.5M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.03K- 6.8% |
$191K - $237K
|
14.1K
$3.75M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.04K- 11.31% |
$194K - $241K
|
8.17K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.07K- 16.47% |
$199K - $248K
|
5.44K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.07K- 6.72% |
$200K - $248K
|
14.9K
$3.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.07K- 27.86% |
$200K - $248K
|
2.78K
$741K
|