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 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
116+ 1.59% |
$21.5K - $23.7K
|
7.41K
$1.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
115+ 9.33% |
$21.3K - $23.5K
|
1.35K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
115+ 7.38% |
$21.3K - $23.5K
|
1.67K
$446K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
114+ 9.73% |
$21.1K - $23.3K
|
1.29K
$343K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
113+ 0.65% |
$20.9K - $23.1K
|
17.6K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
113+ 14.38% |
$20.9K - $23.1K
|
899
$240K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
108+ 3.32% |
$20K - $22.1K
|
3.36K
$896K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
108+ 4.66% |
$20K - $22.1K
|
2.43K
$647K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
107+ 6.96% |
$19.8K - $21.9K
|
1.64K
$438K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
105+ 2.66% |
$19.4K - $21.5K
|
4.05K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
105+ 4.44% |
$19.4K - $21.5K
|
2.47K
$659K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
104+ 0.28% |
$19.2K - $21.3K
|
37.3K
$9.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
104+ 5.94% |
$19.2K - $21.3K
|
1.85K
$494K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
103+ 2.59% |
$19K - $21.1K
|
4.08K
$1.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
102+ 275.68% |
$18.9K - $20.9K
|
139
$37.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
101+ 1.51% |
$18.7K - $20.7K
|
6.77K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
100+ 0.68% |
$18.5K - $20.5K
|
14.9K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
99New |
$18.3K - $20.2K
|
99
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
99+ 4.04% |
$18.3K - $20.2K
|
2.55K
$680K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
97+ 0.27% |
$17.9K - $19.8K
|
35.5K
$9.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
93+ 2.47% |
$17.2K - $19K
|
3.86K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
92+ 43.19% |
$17K - $18.8K
|
305
$81.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
92+ 2.13% |
$17K - $18.8K
|
4.41K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
92+ 0.93% |
$17K - $18.8K
|
10K
$2.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
90New |
$16.6K - $18.4K
|
90
$24K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
90+ 3.57% |
$16.6K - $18.4K
|
2.61K
$697K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
90+ 2.67% |
$16.6K - $18.4K
|
3.46K
$923K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
87+ 8.04% |
$16.1K - $17.8K
|
1.17K
$312K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
87New |
$16.1K - $17.8K
|
87
$23.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
87+ 1.46% |
$16.1K - $17.8K
|
6.06K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
87New |
$16.1K - $17.8K
|
87
$23.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
86+ 5.23% |
$15.9K - $17.6K
|
1.73K
$461K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
83+ 7.59% |
$15.3K - $17K
|
1.18K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
83+ 2.14% |
$15.3K - $17K
|
3.97K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
82+ 1.98% |
$15.2K - $16.8K
|
4.23K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
81+ 2.89% |
$15K - $16.6K
|
2.88K
$769K
|
|
|
Jul 12, 2023
Q2 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
80+ 3.86% |
$14.8K - $16.4K
|
2.15K
$574K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 5.28% |
$14.6K - $16.2K
|
1.58K
$420K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
78+ 1.6% |
$14.4K - $16K
|
4.97K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
78+ 4.23% |
$14.4K - $16K
|
1.92K
$512K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 0.82% |
$14.1K - $15.5K
|
9.31K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
76+ 0.97% |
$14.1K - $15.5K
|
7.89K
$2.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
75+ 4.04% |
$13.9K - $15.3K
|
1.93K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73+ 15.47% |
$13.5K - $14.9K
|
545
$145K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72New |
$13.3K - $14.7K
|
72
$19.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
71+ 3.94% |
$13.1K - $14.5K
|
1.87K
$499K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
71+ 5.44% |
$13.1K - $14.5K
|
1.38K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 4.66% |
$13.1K - $14.5K
|
1.59K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67+ 3.54% |
$12.4K - $13.7K
|
1.96K
$522K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
66+ 0.88% |
$12.2K - $13.5K
|
7.6K
$2.03M
|