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 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
31+ 0.85% |
$5.73K - $6.34K
|
3.69K
$983K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31+ 2.67% |
$5.73K - $6.34K
|
1.19K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
31+ 0.08% |
$5.73K - $6.34K
|
36.5K
$9.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
30+ 0.8% |
$5.55K - $6.14K
|
3.79K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
29+ 2.78% |
$5.36K - $5.93K
|
1.07K
$286K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.16% |
$5.36K - $5.93K
|
2.52K
$673K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
29+ 1.97% |
$5.36K - $5.93K
|
1.5K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
29+ 0.21% |
$5.36K - $5.93K
|
13.9K
$3.72M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
29New |
$5.36K - $5.93K
|
29
$7.73K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 112.0% |
$5.18K - $5.73K
|
53
$14.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
28+ 1.28% |
$5.18K - $5.73K
|
2.22K
$592K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 14.52% |
$4.99K - $5.52K
|
213
$56.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
27+ 2.54% |
$4.99K - $5.52K
|
1.09K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
27+ 1.78% |
$4.99K - $5.52K
|
1.55K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
27+ 0.06% |
$4.99K - $5.52K
|
47.9K
$12.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27New |
$4.99K - $5.52K
|
27
$7.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 2.99% |
$4.81K - $5.32K
|
896
$239K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 1.58% |
$4.81K - $5.32K
|
1.67K
$445K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 1.58% |
$4.81K - $5.32K
|
1.67K
$445K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
25+ 0.63% |
$4.62K - $5.11K
|
3.99K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
25+ 1.9% |
$4.62K - $5.11K
|
1.34K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 1.94% |
$4.62K - $5.11K
|
1.32K
$351K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$6.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
24+ 0.88% |
$4.44K - $4.91K
|
2.77K
$738K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$6.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.35% |
$4.25K - $4.7K
|
1.72K
$459K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22+ 8.66% |
$4.07K - $4.5K
|
276
$73.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
22+ 2.36% |
$4.07K - $4.5K
|
953
$254K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
20+ 1.98% |
$3.7K - $4.09K
|
1.03K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 1.53% |
$3.7K - $4.09K
|
1.33K
$354K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
19+ 1.46% |
$3.51K - $3.89K
|
1.32K
$353K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
18+ 1.55% |
$3.33K - $3.68K
|
1.18K
$315K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
18+ 18.18% |
$3.33K - $3.68K
|
117
$31.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
18+ 0.24% |
$3.33K - $3.68K
|
7.49K
$2M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 2.7% |
$3.14K - $3.48K
|
647
$173K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
17+ 0.7% |
$3.14K - $3.48K
|
2.44K
$650K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
17+ 0.19% |
$3.14K - $3.48K
|
8.82K
$2.35M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
17+ 0.19% |
$3.14K - $3.48K
|
8.82K
$2.35M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
16+ 0.11% |
$2.96K - $3.27K
|
14.9K
$3.98M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 50.0% |
$2.77K - $3.07K
|
45
$12K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
15+ 0.32% |
$2.77K - $3.07K
|
4.76K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15+ 0.24% |
$2.77K - $3.07K
|
6.39K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
15+ 1.93% |
$2.77K - $3.07K
|
791
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15New |
$2.77K - $3.07K
|
15
$4K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
14+ 0.52% |
$2.59K - $2.86K
|
2.68K
$715K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
14+ 0.83% |
$2.59K - $2.86K
|
1.7K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 0.64% |
$2.4K - $2.66K
|
2.04K
$543K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
13+ 10.83% |
$2.4K - $2.66K
|
133
$35.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
13+ 0.37% |
$2.4K - $2.66K
|
3.51K
$936K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12+ 0.14% |
$2.22K - $2.45K
|
8.51K
$2.27M
|