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 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
11+ 0.42% |
$2.03K - $2.25K
|
2.65K
$705K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.21% |
$1.85K - $2.05K
|
4.86K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
10+ 0.71% |
$1.85K - $2.05K
|
1.42K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.87% |
$1.85K - $2.05K
|
359
$95.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
9+ 50.0% |
$1.66K - $1.84K
|
27
$7.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 9.28% |
$1.66K - $1.84K
|
106
$28.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9New |
$1.66K - $1.84K
|
9
$2.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
9+ 0.25% |
$1.66K - $1.84K
|
3.58K
$956K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 20.0% |
$1.66K - $1.84K
|
54
$14.4K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8+ 0.17% |
$1.48K - $1.64K
|
4.65K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7New |
$1.29K - $1.43K
|
7
$1.87K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
7+ 0.55% |
$1.29K - $1.43K
|
1.29K
$344K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.43% |
$1.11K - $1.23K
|
1.42K
$378K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 46.15% |
$1.11K - $1.23K
|
19
$5.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 24.0% |
$1.11K - $1.23K
|
31
$8.27K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6+ 0.33% |
$1.11K - $1.23K
|
1.82K
$486K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
5+ 0.14% |
$925 - $1.02K
|
3.69K
$984K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.1% |
$925 - $1.02K
|
5.06K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 16.67% |
$925 - $1.02K
|
35
$9.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
5+ 0.32% |
$925 - $1.02K
|
1.59K
$424K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 3.7% |
$740 - $818
|
112
$29.9K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
3+ 0.14% |
$555 - $614
|
2.16K
$575K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$555 - $614
|
14.1K
$3.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 3.49% |
$555 - $614
|
89
$23.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3+ 0.24% |
$555 - $614
|
1.25K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$555 - $614
|
3
$800
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.1% |
$370 - $409
|
2.04K
$545K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.18% |
$370 - $409
|
1.09K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$370 - $409
|
1.85K
$494K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$370 - $409
|
1.23K
$327K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.39% |
$370 - $409
|
519
$138K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 50.0% |
$370 - $409
|
6
$1.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.0% |
$185 - $205
|
21
$5.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$185 - $205
|
1.8K
$479K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.07% |
$185 - $205
|
1.43K
$381K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.42% |
$185 - $205
|
237
$63.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.02% |
$185 - $205
|
4.83K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.03% |
$185 - $205
|
3.25K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.1% |
$185 - $205
|
1.04K
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.52% |
$185 - $205
|
193
$51.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.37% |
$185 - $205
|
272
$72.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2- 1.46% |
$370 - $409
|
135
$36K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.44% |
$370 - $409
|
137
$36.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 7.89% |
$555 - $614
|
35
$9.33K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-4- 0.25% |
$740 - $818
|
1.62K
$432K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4- 0.08% |
$740 - $818
|
4.74K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4- 0.2% |
$740 - $818
|
2.01K
$537K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 40.0% |
$740 - $818
|
6
$1.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.69% |
$925 - $1.02K
|
723
$193K
|