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 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5- 0.26% |
$925 - $1.02K
|
1.9K
$508K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-5- 0.07% |
$925 - $1.02K
|
7.22K
$1.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-5- 0.11% |
$925 - $1.02K
|
4.41K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 25.0% |
$925 - $1.02K
|
15
$4K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5- 0.14% |
$925 - $1.02K
|
3.63K
$967K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-6- 0.04% |
$1.11K - $1.23K
|
16.5K
$4.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-6- 0.46% |
$1.11K - $1.23K
|
1.3K
$346K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7- 0.23% |
$1.29K - $1.43K
|
2.99K
$798K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 6.5% |
$1.48K - $1.64K
|
115
$30.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-9- 0.53% |
$1.66K - $1.84K
|
1.69K
$450K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 1.07% |
$1.85K - $2.05K
|
922
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-11- 0.15% |
$2.03K - $2.25K
|
7.21K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-11- 24.44% |
$2.03K - $2.25K
|
34
$9.07K
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-12- 0.21% |
$2.22K - $2.45K
|
5.67K
$1.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-13- 0.13% |
$2.4K - $2.66K
|
10.3K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-14- 0.6% |
$2.59K - $2.86K
|
2.33K
$621K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-14- 1.17% |
$2.59K - $2.86K
|
1.19K
$316K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-14- 0.82% |
$2.59K - $2.86K
|
1.69K
$449K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-15- 0.18% |
$2.77K - $3.07K
|
8.41K
$2.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-15- 2.0% |
$2.77K - $3.07K
|
735
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-15- 0.11% |
$2.77K - $3.07K
|
13.1K
$3.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 0.51% |
$2.96K - $3.27K
|
3.13K
$835K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-17- 4.35% |
$3.14K - $3.48K
|
374
$99.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-17- 0.15% |
$3.14K - $3.48K
|
11.4K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 10.24% |
$3.14K - $3.48K
|
149
$39.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-18- 0.54% |
$3.33K - $3.68K
|
3.34K
$890K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 10.26% |
$3.7K - $4.09K
|
175
$46.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 3.72% |
$3.7K - $4.09K
|
518
$138K
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-20- 0.78% |
$3.7K - $4.09K
|
2.55K
$679K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-20- 0.47% |
$3.7K - $4.09K
|
4.26K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-21- 2.56% |
$3.88K - $4.29K
|
799
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-21- 1.95% |
$3.88K - $4.29K
|
1.06K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-21- 0.62% |
$3.88K - $4.29K
|
3.35K
$894K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-23- 1.26% |
$4.25K - $4.7K
|
1.81K
$481K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-23- 3.12% |
$4.25K - $4.7K
|
714
$190K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23- 20.72% |
$4.25K - $4.7K
|
88
$23.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24- 36.36% |
$4.44K - $4.91K
|
42
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-26- 0.08% |
$4.81K - $5.32K
|
33K
$8.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-27- 2.08% |
$4.99K - $5.52K
|
1.27K
$340K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-27- 0.27% |
$4.99K - $5.52K
|
9.84K
$2.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-28- 0.6% |
$5.18K - $5.73K
|
4.63K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-28- 2.27% |
$5.18K - $5.73K
|
1.21K
$322K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28Closed |
$5.18K - $5.73K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-29- 1.01% |
$5.36K - $5.93K
|
2.84K
$758K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-30- 7.92% |
$5.55K - $6.14K
|
349
$93.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-30- 0.48% |
$5.55K - $6.14K
|
6.26K
$1.67M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-30- 17.44% |
$5.55K - $6.14K
|
142
$37.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-31- 0.04% |
$5.73K - $6.34K
|
73.3K
$19.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-32- 0.23% |
$5.92K - $6.54K
|
14K
$3.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-33- 0.39% |
$6.1K - $6.75K
|
8.38K
$2.24M
|