Purchases and Sales Made in Q2 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
323+ 13.39% |
$59.7K - $66.1K
|
2.74K
$730K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
320+ 0.65% |
$59.2K - $65.4K
|
49.2K
$13.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
318+ 29.36% |
$58.8K - $65K
|
1.4K
$374K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
315+ 7.1% |
$58.2K - $64.4K
|
4.75K
$1.27M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
315+ 21.4% |
$58.2K - $64.4K
|
1.79K
$477K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
314+ 1.4% |
$58.1K - $64.2K
|
22.8K
$6.08M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
312+ 0.84% |
$57.7K - $63.8K
|
37.3K
$9.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
312+ 24.22% |
$57.7K - $63.8K
|
1.6K
$427K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
310+ 11.93% |
$57.3K - $63.4K
|
2.91K
$775K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
306+ 0.49% |
$56.6K - $62.6K
|
63K
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
303+ 11.28% |
$56K - $62K
|
2.99K
$797K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
288+ 4.29% |
$53.3K - $58.9K
|
7.01K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
286New |
$52.9K - $58.5K
|
286
$76.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
279+ 9.55% |
$51.6K - $57.1K
|
3.2K
$853K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
277+ 3.49% |
$51.2K - $56.6K
|
8.22K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
272+ 2.27% |
$50.3K - $55.6K
|
12.2K
$3.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
271+ 0.45% |
$50.1K - $55.4K
|
60.6K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
269+ 3.59% |
$49.7K - $55K
|
7.77K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
267+ 23.61% |
$49.4K - $54.6K
|
1.4K
$373K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
267+ 5.09% |
$49.4K - $54.6K
|
5.52K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
261+ 0.96% |
$48.3K - $53.4K
|
27.5K
$7.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
255+ 21.43% |
$47.2K - $52.1K
|
1.45K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
248+ 2.82% |
$45.9K - $50.7K
|
9.04K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
247+ 5.88% |
$45.7K - $50.5K
|
4.45K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
243+ 22.99% |
$44.9K - $49.7K
|
1.3K
$347K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
243+ 0.25% |
$44.9K - $49.7K
|
98.4K
$26.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
243+ 0.3% |
$44.9K - $49.7K
|
80.8K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
243+ 13.84% |
$44.9K - $49.7K
|
2K
$533K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
240New |
$44.4K - $49.1K
|
240
$64K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
239+ 5.42% |
$44.2K - $48.9K
|
4.65K
$1.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
236+ 2.34% |
$43.6K - $48.3K
|
10.3K
$2.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
236+ 14.6% |
$43.6K - $48.3K
|
1.85K
$494K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
235+ 1.39% |
$43.5K - $48.1K
|
17.1K
$4.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
231+ 14.18% |
$42.7K - $47.2K
|
1.86K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
231+ 15.18% |
$42.7K - $47.2K
|
1.75K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
225+ 1.66% |
$41.6K - $46K
|
13.7K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
223+ 3.63% |
$41.2K - $45.6K
|
6.37K
$1.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
222+ 0.56% |
$41.1K - $45.4K
|
39.9K
$10.6M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
219+ 15.93% |
$40.5K - $44.8K
|
1.59K
$425K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
217+ 3.51% |
$40.1K - $44.4K
|
6.4K
$1.71M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
217+ 3.51% |
$40.1K - $44.4K
|
6.4K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
212+ 371.93% |
$39.2K - $43.4K
|
269
$71.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
210+ 8.79% |
$38.8K - $42.9K
|
2.6K
$693K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
209+ 1.55% |
$38.6K - $42.7K
|
13.7K
$3.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
209+ 18.5% |
$38.6K - $42.7K
|
1.34K
$357K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
200+ 266.67% |
$37K - $40.9K
|
275
$73.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
200+ 19.36% |
$37K - $40.9K
|
1.23K
$329K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
200+ 266.67% |
$37K - $40.9K
|
275
$73.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
192+ 1.87% |
$35.5K - $39.3K
|
10.5K
$2.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
189+ 16.27% |
$34.9K - $38.7K
|
1.35K
$360K
|