Purchases and Sales Made in Q2 2022 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
37+ 0.06% |
$6.92K - $8.01K
|
62.5K
$16.8M
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 3.5% |
$6.92K - $8.01K
|
1.09K
$295K
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
36+ 2.21% |
$6.73K - $7.8K
|
1.66K
$448K
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
35+ 0.65% |
$6.54K - $7.58K
|
5.42K
$1.46M
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
34+ 12.83% |
$6.36K - $7.36K
|
299
$80.6K
|
|
Aug 08, 2022
Q2 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
33+ 1.15% |
$6.17K - $7.15K
|
2.92K
$786K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
32+ 5.45% |
$5.98K - $6.93K
|
619
$167K
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
31+ 0.2% |
$5.8K - $6.71K
|
15.9K
$4.28M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
31+ 0.2% |
$5.8K - $6.71K
|
15.3K
$4.13M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
31New |
$5.8K - $6.71K
|
31
$8.35K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30+ 17.96% |
$5.61K - $6.5K
|
197
$53.1K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
30New |
$5.61K - $6.5K
|
30
$8.08K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
30+ 2.47% |
$5.61K - $6.5K
|
1.25K
$336K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
30+ 2.57% |
$5.61K - $6.5K
|
1.2K
$322K
|
|
Aug 12, 2022
Q2 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
30+ 1.2% |
$5.61K - $6.5K
|
2.54K
$684K
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
29+ 2.1% |
$5.42K - $6.28K
|
1.41K
$380K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
28New |
$5.24K - $6.06K
|
28
$7.55K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
28New |
$5.24K - $6.06K
|
28
$7.55K
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
28+ 0.13% |
$5.24K - $6.06K
|
20.9K
$5.62M
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
27+ 0.73% |
$5.05K - $5.85K
|
3.72K
$1M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
27+ 6.35% |
$5.05K - $5.85K
|
452
$122K
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
26+ 0.59% |
$4.86K - $5.63K
|
4.4K
$1.19M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
26+ 1.54% |
$4.86K - $5.63K
|
1.72K
$463K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 0.78% |
$4.86K - $5.63K
|
3.36K
$904K
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
23+ 2.02% |
$4.3K - $4.98K
|
1.16K
$313K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 2.17% |
$4.3K - $4.98K
|
1.08K
$292K
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
23+ 1.64% |
$4.3K - $4.98K
|
1.43K
$385K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 76.67% |
$4.3K - $4.98K
|
53
$14.3K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22+ 1.06% |
$4.11K - $4.76K
|
2.11K
$567K
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
22+ 0.67% |
$4.11K - $4.76K
|
3.29K
$887K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
21+ 110.53% |
$3.93K - $4.55K
|
40
$10.8K
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 1.83% |
$3.93K - $4.55K
|
1.17K
$315K
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
20+ 0.23% |
$3.74K - $4.33K
|
8.81K
$2.37M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 4.44% |
$3.74K - $4.33K
|
470
$127K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 5.34% |
$3.55K - $4.11K
|
375
$101K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
18+ 0.47% |
$3.37K - $3.9K
|
3.88K
$1.05M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17+ 9.29% |
$3.18K - $3.68K
|
200
$53.9K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.77% |
$3.18K - $3.68K
|
2.23K
$602K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16+ 1.02% |
$2.99K - $3.46K
|
1.58K
$425K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 1.89% |
$2.62K - $3.03K
|
755
$203K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 0.27% |
$2.62K - $3.03K
|
5.28K
$1.42M
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
14+ 1.29% |
$2.62K - $3.03K
|
1.1K
$296K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14New |
$2.62K - $3.03K
|
14
$3.77K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 0.11% |
$2.43K - $2.82K
|
11.6K
$3.14M
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.67% |
$1.87K - $2.17K
|
1.51K
$408K
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
10+ 0.63% |
$1.87K - $2.17K
|
1.59K
$427K
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10+ 0.71% |
$1.87K - $2.17K
|
1.41K
$380K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 0.89% |
$1.68K - $1.95K
|
1.02K
$275K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9+ 0.59% |
$1.68K - $1.95K
|
1.54K
$414K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8+ 0.02% |
$1.5K - $1.73K
|
41.8K
$11.3M
|