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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
189+ 2.03% |
$34.9K - $38.7K
|
9.51K
$2.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
188+ 1.15% |
$34.8K - $38.4K
|
16.5K
$4.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
187+ 8.53% |
$34.6K - $38.2K
|
2.38K
$634K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
187+ 2.14% |
$34.6K - $38.2K
|
8.94K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
185+ 0.31% |
$34.2K - $37.8K
|
59.6K
$15.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
184+ 5.91% |
$34K - $37.6K
|
3.3K
$879K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
184New |
$34K - $37.6K
|
184
$49K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
184+ 10.88% |
$34K - $37.6K
|
1.88K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
183+ 7.46% |
$33.8K - $37.4K
|
2.64K
$702K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
182+ 2.77% |
$33.7K - $37.2K
|
6.76K
$1.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
179+ 1.35% |
$33.1K - $36.6K
|
13.4K
$3.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
178+ 1.24% |
$32.9K - $36.4K
|
14.6K
$3.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
170+ 6.19% |
$31.4K - $34.8K
|
2.92K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
169+ 3.08% |
$31.3K - $34.6K
|
5.66K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
167+ 1.58% |
$30.9K - $34.2K
|
10.7K
$2.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
166+ 13.86% |
$30.7K - $33.9K
|
1.36K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
159+ 0.07% |
$29.4K - $32.5K
|
226K
$60.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
159+ 10.22% |
$29.4K - $32.5K
|
1.72K
$457K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
158+ 12.43% |
$29.2K - $32.3K
|
1.43K
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
158+ 4.14% |
$29.2K - $32.3K
|
3.97K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
157+ 3.61% |
$29K - $32.1K
|
4.51K
$1.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
157+ 12.77% |
$29K - $32.1K
|
1.39K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
155+ 4.2% |
$28.7K - $31.7K
|
3.85K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
152+ 14.62% |
$28.1K - $31.1K
|
1.19K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
147New |
$27.2K - $30.1K
|
147
$39.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
145+ 3.85% |
$26.8K - $29.7K
|
3.91K
$1.04M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
143+ 1.74% |
$26.4K - $29.2K
|
8.37K
$2.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
142+ 7.24% |
$26.3K - $29K
|
2.1K
$561K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
138+ 2.03% |
$25.5K - $28.2K
|
6.95K
$1.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
137+ 2.46% |
$25.3K - $28K
|
5.71K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
137+ 20.48% |
$25.3K - $28K
|
806
$215K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
134+ 1.61% |
$24.8K - $27.4K
|
8.45K
$2.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
134+ 0.27% |
$24.8K - $27.4K
|
49K
$13.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
131+ 0.59% |
$24.2K - $26.8K
|
22.2K
$5.92M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
130+ 51.59% |
$24K - $26.6K
|
382
$102K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
127+ 7.55% |
$23.5K - $26K
|
1.81K
$482K
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
126+ 10.82% |
$23.3K - $25.8K
|
1.29K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125+ 34.34% |
$23.1K - $25.6K
|
489
$130K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
125+ 5.62% |
$23.1K - $25.6K
|
2.35K
$626K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
124+ 0.61% |
$22.9K - $25.4K
|
20.5K
$5.47M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
124+ 4.94% |
$22.9K - $25.4K
|
2.63K
$701K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
123+ 3.67% |
$22.7K - $25.2K
|
3.48K
$926K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
122+ 10.66% |
$22.6K - $24.9K
|
1.27K
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
119+ 1.45% |
$22K - $24.3K
|
8.35K
$2.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
118+ 2.97% |
$21.8K - $24.1K
|
4.1K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
117+ 2.15% |
$21.6K - $23.9K
|
5.57K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
117+ 12.05% |
$21.6K - $23.9K
|
1.09K
$290K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
117+ 3.95% |
$21.6K - $23.9K
|
3.08K
$820K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
117+ 0.03% |
$21.6K - $23.9K
|
435K
$116M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
116+ 0.67% |
$21.5K - $23.7K
|
17.6K
$4.68M
|