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 |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
1.31K+ 22.85% |
$243K - $302K
|
7.03K
$1.89M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.3KNew |
$243K - $301K
|
1.3K
$350K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.3KNew |
$242K - $301K
|
1.3K
$350K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 4.32% |
$236K - $294K
|
30.7K
$8.25M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.25K+ 13.99% |
$233K - $290K
|
10.2K
$2.75M
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$233K - $290K
|
1.25K
$337K
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.24K+ 19.26% |
$231K - $287K
|
7.7K
$2.07M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.41% |
$231K - $287K
|
29.4K
$7.9M
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.24KNew |
$231K - $287K
|
1.24K
$334K
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.24KNew |
$230K - $285K
|
1.24K
$332K
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.22KNew |
$227K - $283K
|
1.22K
$329K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 23.52% |
$225K - $279K
|
6.34K
$1.7M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 1.06% |
$223K - $277K
|
114K
$30.6M
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.19K+ 13.53% |
$222K - $276K
|
10K
$2.69M
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.19KNew |
$221K - $275K
|
1.19K
$320K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.19K+ 10.37% |
$221K - $275K
|
12.7K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.18K+ 4.53% |
$219K - $272K
|
27.2K
$7.3M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.17KNew |
$218K - $271K
|
1.17K
$316K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.16K+ 2.97% |
$217K - $269K
|
40.4K
$10.9M
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.16KNew |
$216K - $269K
|
1.16K
$312K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.16K+ 10.33% |
$215K - $267K
|
12.3K
$3.32M
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.15KNew |
$214K - $266K
|
1.15K
$309K
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.14KNew |
$212K - $263K
|
1.14K
$306K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.14K+ 18.39% |
$211K - $263K
|
7.32K
$1.97M
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.13KNew |
$210K - $261K
|
1.13K
$304K
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.13KNew |
$210K - $261K
|
1.13K
$304K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 93.37% |
$210K - $260K
|
2.33K
$627K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.13K+ 3.02% |
$209K - $260K
|
38.4K
$10.3M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.12K+ 0.95% |
$209K - $260K
|
120K
$32.2M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.12K+ 173.95% |
$209K - $259K
|
1.77K
$475K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.11K+ 1.15% |
$207K - $257K
|
98.1K
$26.4M
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
1.1K+ 2.4% |
$205K - $255K
|
47.1K
$12.7M
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.1KNew |
$204K - $254K
|
1.1K
$295K
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.1K+ 0.74% |
$204K - $254K
|
149K
$40M
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
1.09K+ 1.24% |
$203K - $252K
|
89.2K
$24M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.09K+ 6.02% |
$202K - $251K
|
19.1K
$5.14M
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.09KNew |
$202K - $251K
|
1.09K
$292K
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.08KNew |
$200K - $249K
|
1.08K
$289K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 37.49% |
$200K - $248K
|
3.94K
$1.06M
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.07K+ 3.77% |
$199K - $248K
|
29.5K
$7.94M
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.07K+ 0.94% |
$199K - $247K
|
115K
$31M
|
|
May 15, 2023
Q1 2023
|
Unio Capital LLC
|
BUY
|
- |
1.06K+ 5.78% |
$197K - $245K
|
19.4K
$5.22M
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.04K+ 95.85% |
$193K - $240K
|
2.13K
$571K
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.04KNew |
$193K - $240K
|
1.04K
$280K
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.04K+ 47.05% |
$193K - $240K
|
3.24K
$872K
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
1.02K+ 1675.41% |
$190K - $236K
|
1.08K
$291K
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 9.66% |
$189K - $234K
|
11.5K
$3.09M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
999+ 7.83% |
$186K - $231K
|
13.8K
$3.7M
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
993+ 2.06% |
$185K - $229K
|
49.2K
$13.2M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
974+ 1.21% |
$181K - $225K
|
81.4K
$21.9M
|