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 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
954+ 86.02% |
$177K - $220K
|
2.06K
$554K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
940+ 0.71% |
$175K - $217K
|
133K
$35.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
939+ 13.82% |
$175K - $217K
|
7.74K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
930+ 43.56% |
$173K - $215K
|
3.07K
$824K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
929+ 0.2% |
$173K - $215K
|
471K
$127M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
928+ 36.08% |
$173K - $214K
|
3.5K
$941K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
912+ 0.0% |
$170K - $211K
|
39.1M
$10.5B
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
891+ 6.93% |
$166K - $206K
|
13.8K
$3.7M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
886+ 3.88% |
$165K - $205K
|
23.7K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
884+ 1.03% |
$164K - $204K
|
86.4K
$23.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
877+ 13.18% |
$163K - $203K
|
7.53K
$2.02M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
871+ 1.53% |
$162K - $201K
|
57.8K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
840+ 125.19% |
$156K - $194K
|
1.51K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
835+ 1.28% |
$155K - $193K
|
65.8K
$17.7M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
821+ 16.07% |
$153K - $190K
|
5.93K
$1.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
820New |
$153K - $190K
|
820
$220K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
816+ 0.99% |
$152K - $189K
|
83K
$22.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
813+ 26.49% |
$151K - $188K
|
3.88K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
811+ 20.75% |
$151K - $187K
|
4.72K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
810+ 2.51% |
$151K - $187K
|
33.1K
$8.91M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
804+ 12.21% |
$150K - $186K
|
7.39K
$1.99M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
803+ 17.28% |
$149K - $186K
|
5.45K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
801+ 4.4% |
$149K - $185K
|
19K
$5.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
782+ 3.91% |
$145K - $181K
|
20.8K
$5.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
765+ 4.08% |
$142K - $177K
|
19.5K
$5.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
764+ 9.04% |
$142K - $177K
|
9.22K
$2.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
762+ 2.1% |
$142K - $176K
|
37K
$9.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
753+ 2.0% |
$140K - $174K
|
38.4K
$10.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
730+ 24.7% |
$136K - $169K
|
3.69K
$990K
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
723+ 17.17% |
$134K - $167K
|
4.93K
$1.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
720+ 358.21% |
$134K - $166K
|
921
$248K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
718+ 86.82% |
$134K - $166K
|
1.55K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
710+ 30.55% |
$132K - $164K
|
3.03K
$815K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
701+ 0.29% |
$130K - $162K
|
246K
$66.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
693+ 67.15% |
$129K - $160K
|
1.73K
$464K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
691+ 7.8% |
$129K - $160K
|
9.55K
$2.57M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
688+ 54.0% |
$128K - $159K
|
1.96K
$527K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
671+ 8.21% |
$125K - $155K
|
8.85K
$2.38M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
667+ 0.99% |
$124K - $154K
|
67.7K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
650+ 2.86% |
$121K - $150K
|
23.4K
$6.29M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
645+ 3.01% |
$120K - $149K
|
22.1K
$5.94M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
634+ 4.17% |
$118K - $147K
|
15.8K
$4.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
630+ 0.77% |
$117K - $146K
|
82.6K
$22.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
629+ 9.23% |
$117K - $145K
|
7.44K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
620+ 53.22% |
$115K - $143K
|
1.79K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
619+ 5.51% |
$115K - $143K
|
11.9K
$3.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
615+ 48.69% |
$114K - $142K
|
1.88K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
614+ 0.73% |
$114K - $142K
|
85.1K
$22.9M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
600+ 35.59% |
$112K - $139K
|
2.29K
$614K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
581+ 3.59% |
$108K - $134K
|
16.8K
$4.51M
|