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 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-161- 0.99% |
$29.8K - $32.9K
|
16.2K
$4.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-162- 6.71% |
$30K - $33.1K
|
2.25K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-165- 5.85% |
$30.5K - $33.7K
|
2.66K
$708K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-165- 12.09% |
$30.5K - $33.7K
|
1.2K
$320K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-165- 5.85% |
$30.5K - $33.7K
|
2.66K
$708K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-166Closed |
$30.7K - $33.9K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-169- 0.26% |
$31.3K - $34.6K
|
65.7K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-172- 5.04% |
$31.8K - $35.2K
|
3.24K
$864K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-174- 3.5% |
$32.2K - $35.6K
|
4.8K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-175- 4.41% |
$32.4K - $35.8K
|
3.79K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-178- 2.99% |
$32.9K - $36.4K
|
5.78K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-187- 13.7% |
$34.6K - $38.2K
|
1.18K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-188- 10.43% |
$34.8K - $38.4K
|
1.61K
$430K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-188- 10.43% |
$34.8K - $38.4K
|
1.61K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-189- 29.53% |
$34.9K - $38.7K
|
451
$120K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-193- 1.36% |
$35.7K - $39.5K
|
14K
$3.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-194- 13.72% |
$35.9K - $39.7K
|
1.22K
$325K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-194- 9.64% |
$35.9K - $39.7K
|
1.82K
$485K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-195- 7.3% |
$36.1K - $39.9K
|
2.48K
$660K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-196- 12.66% |
$36.2K - $40.1K
|
1.35K
$361K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-199- 6.89% |
$36.8K - $40.7K
|
2.69K
$717K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-199- 3.88% |
$36.8K - $40.7K
|
4.93K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-200- 10.0% |
$37K - $40.9K
|
1.8K
$480K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-204- 0.76% |
$37.7K - $41.7K
|
26.7K
$7.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-204- 4.32% |
$37.7K - $41.7K
|
4.52K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-207- 5.02% |
$38.3K - $42.3K
|
3.92K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-209- 3.02% |
$38.6K - $42.7K
|
6.72K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-212- 5.14% |
$39.2K - $43.4K
|
3.91K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-213- 0.92% |
$39.4K - $43.6K
|
22.9K
$6.12M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-214- 15.42% |
$39.6K - $43.8K
|
1.17K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-219- 1.24% |
$40.5K - $44.8K
|
17.5K
$4.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-229- 8.7% |
$42.3K - $46.8K
|
2.4K
$641K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-235- 1.9% |
$43.5K - $48.1K
|
12.2K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-236- 16.73% |
$43.6K - $48.3K
|
1.18K
$313K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-238- 14.76% |
$44K - $48.7K
|
1.37K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-239- 6.09% |
$44.2K - $48.9K
|
3.69K
$983K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-240- 14.06% |
$44.4K - $49.1K
|
1.47K
$391K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-242- 4.7% |
$44.8K - $49.5K
|
4.91K
$1.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-242- 3.31% |
$44.8K - $49.5K
|
7.08K
$1.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-248- 0.96% |
$45.9K - $50.7K
|
25.5K
$6.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-249- 14.66% |
$46K - $50.9K
|
1.45K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-251- 1.34% |
$46.4K - $51.3K
|
18.5K
$4.93M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-251Closed |
$46.4K - $51.3K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-252- 3.29% |
$46.6K - $51.5K
|
7.41K
$1.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-270- 0.45% |
$49.9K - $55.2K
|
59.5K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-272- 33.46% |
$50.3K - $55.6K
|
541
$144K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-276- 0.99% |
$51K - $56.4K
|
27.6K
$7.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-277- 4.25% |
$51.2K - $56.6K
|
6.25K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-280- 2.45% |
$51.8K - $57.3K
|
11.2K
$2.98M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-281- 1.53% |
$52K - $57.5K
|
18.1K
$4.84M
|