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 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
66+ 1.05% |
$12.2K - $13.5K
|
6.35K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
65+ 9.67% |
$12K - $13.3K
|
737
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
65+ 3.18% |
$12K - $13.3K
|
2.11K
$562K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
64+ 5.78% |
$11.8K - $13.1K
|
1.17K
$312K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
63+ 4.88% |
$11.6K - $12.9K
|
1.36K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
63+ 6.01% |
$11.6K - $12.9K
|
1.11K
$297K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
62+ 4.43% |
$11.5K - $12.7K
|
1.46K
$390K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
61+ 0.74% |
$11.3K - $12.5K
|
8.26K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
60+ 0.6% |
$11.1K - $12.3K
|
10.1K
$2.7M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
60+ 50.0% |
$11.1K - $12.3K
|
180
$48K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
59New |
$10.9K - $12.1K
|
59
$15.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
58+ 1.91% |
$10.7K - $11.9K
|
3.09K
$824K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
57+ 7.13% |
$10.5K - $11.7K
|
856
$228K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53+ 3.08% |
$9.8K - $10.8K
|
1.77K
$473K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
53+ 0.4% |
$9.8K - $10.8K
|
13.2K
$3.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
52+ 2.67% |
$9.62K - $10.6K
|
2K
$534K
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
52+ 1.05% |
$9.62K - $10.6K
|
4.99K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
52+ 0.18% |
$9.62K - $10.6K
|
29.7K
$7.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
51New |
$9.43K - $10.4K
|
51
$13.6K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
50+ 0.54% |
$9.25K - $10.2K
|
9.38K
$2.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
50+ 0.86% |
$9.25K - $10.2K
|
5.87K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 0.38% |
$9.25K - $10.2K
|
13.3K
$3.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
48+ 0.04% |
$8.88K - $9.82K
|
127K
$33.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
47+ 0.36% |
$8.69K - $9.61K
|
13.1K
$3.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
47+ 1.45% |
$8.69K - $9.61K
|
3.29K
$878K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
47+ 2.14% |
$8.69K - $9.61K
|
2.24K
$598K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
46+ 13.22% |
$8.51K - $9.41K
|
394
$105K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
44+ 0.12% |
$8.14K - $9K
|
35.7K
$9.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 2.75% |
$8.14K - $9K
|
1.65K
$439K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 2.75% |
$8.14K - $9K
|
1.65K
$439K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
43+ 2.1% |
$7.95K - $8.79K
|
2.09K
$558K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
42+ 9.98% |
$7.77K - $8.59K
|
463
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
41+ 2.92% |
$7.58K - $8.38K
|
1.44K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
40+ 307.69% |
$7.4K - $8.18K
|
53
$14.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
39+ 21.91% |
$7.21K - $7.98K
|
217
$57.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
39+ 2.58% |
$7.21K - $7.98K
|
1.55K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
39+ 1.46% |
$7.21K - $7.98K
|
2.71K
$723K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
38+ 3.28% |
$7.03K - $7.77K
|
1.2K
$319K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
37+ 2.07% |
$6.84K - $7.57K
|
1.82K
$486K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
37+ 24.34% |
$6.84K - $7.57K
|
189
$50.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36+ 0.91% |
$6.66K - $7.36K
|
4K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
36+ 1.19% |
$6.66K - $7.36K
|
3.07K
$819K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
35+ 0.3% |
$6.47K - $7.16K
|
11.9K
$3.17M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
35+ 1.95% |
$6.47K - $7.16K
|
1.83K
$489K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 0.53% |
$6.29K - $6.95K
|
6.45K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
34+ 0.44% |
$6.29K - $6.95K
|
7.77K
$2.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
33+ 1.23% |
$6.1K - $6.75K
|
2.71K
$722K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 8.0% |
$5.92K - $6.54K
|
432
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
32+ 0.87% |
$5.92K - $6.54K
|
3.72K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
32+ 0.61% |
$5.92K - $6.54K
|
5.29K
$1.41M
|