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
|
Amg National Trust Bank
|
SELL
|
- |
-85- 1.78% |
$15.7K - $17.4K
|
4.7K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-85- 15.12% |
$15.7K - $17.4K
|
477
$127K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-86- 6.62% |
$15.9K - $17.6K
|
1.21K
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-87- 0.88% |
$16.1K - $17.8K
|
9.79K
$2.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-87- 54.37% |
$16.1K - $17.8K
|
73
$19.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-88- 1.5% |
$16.3K - $18K
|
5.77K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-90- 0.88% |
$16.6K - $18.4K
|
10.1K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-93- 0.35% |
$17.2K - $19K
|
26.2K
$6.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-97- 4.33% |
$17.9K - $19.8K
|
2.15K
$572K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 1.32% |
$18.5K - $20.5K
|
7.49K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.09% |
$18.5K - $20.5K
|
114K
$30.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-100- 1.98% |
$18.5K - $20.5K
|
4.95K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-100- 1.47% |
$18.5K - $20.5K
|
6.7K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-102- 84.3% |
$18.9K - $20.9K
|
19
$5.07K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-103- 4.06% |
$19K - $21.1K
|
2.43K
$648K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-104- 5.86% |
$19.2K - $21.3K
|
1.67K
$445K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-105- 0.83% |
$19.4K - $21.5K
|
12.6K
$3.36M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-105- 3.62% |
$19.4K - $21.5K
|
2.79K
$744K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-108- 4.73% |
$20K - $22.1K
|
2.18K
$580K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-108- 8.72% |
$20K - $22.1K
|
1.13K
$302K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-111- 2.85% |
$20.5K - $22.7K
|
3.78K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-113- 0.59% |
$20.9K - $23.1K
|
18.9K
$5.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-113- 4.24% |
$20.9K - $23.1K
|
2.56K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-117- 0.68% |
$21.6K - $23.9K
|
17K
$4.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-118- 0.47% |
$21.8K - $24.1K
|
25.1K
$6.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-118- 16.32% |
$21.8K - $24.1K
|
605
$161K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-120- 3.38% |
$22.2K - $24.5K
|
3.43K
$916K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-120- 2.9% |
$22.2K - $24.5K
|
4.01K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-120- 1.66% |
$22.2K - $24.5K
|
7.1K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-123- 11.04% |
$22.7K - $25.2K
|
991
$264K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-129- 0.2% |
$23.9K - $26.4K
|
63.3K
$16.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-129- 1.07% |
$23.9K - $26.4K
|
11.9K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-129- 0.11% |
$23.9K - $26.4K
|
122K
$32.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-136- 12.11% |
$25.1K - $27.8K
|
987
$263K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-136- 12.11% |
$25.1K - $27.8K
|
987
$263K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-137- 36.24% |
$25.3K - $28K
|
241
$64.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-139- 11.57% |
$25.7K - $28.4K
|
1.06K
$283K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-143- 1.91% |
$26.4K - $29.2K
|
7.36K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-145- 46.33% |
$26.8K - $29.7K
|
168
$44.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-145- 1.04% |
$26.8K - $29.7K
|
13.8K
$3.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-146- 2.75% |
$27K - $29.9K
|
5.17K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-148- 0.88% |
$27.4K - $30.3K
|
16.6K
$4.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-150- 7.01% |
$27.7K - $30.7K
|
1.99K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-155- 27.19% |
$28.7K - $31.7K
|
415
$111K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-156- 9.19% |
$28.8K - $31.9K
|
1.54K
$411K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-157- 30.72% |
$29K - $32.1K
|
354
$94.4K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-158- 5.99% |
$29.2K - $32.3K
|
2.48K
$661K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-159- 0.55% |
$29.4K - $32.5K
|
28.9K
$7.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-159- 1.2% |
$29.4K - $32.5K
|
13.1K
$3.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-160- 8.52% |
$29.6K - $32.7K
|
1.72K
$458K
|