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 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-288- 5.81% |
$53.3K - $58.9K
|
4.67K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-292- 13.36% |
$54K - $59.7K
|
1.89K
$505K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-308- 6.48% |
$57K - $63K
|
4.45K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-309- 0.37% |
$57.1K - $63.2K
|
82.7K
$22M
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
SELL
|
- |
-310- 17.03% |
$57.3K - $63.4K
|
1.51K
$403K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-310- 1.28% |
$57.3K - $63.4K
|
23.9K
$6.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-316- 1.62% |
$58.4K - $64.6K
|
19.2K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-319- 0.85% |
$59K - $65.2K
|
37.4K
$9.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-325- 92.86% |
$60.1K - $66.5K
|
25
$6.67K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-325- 0.86% |
$60.1K - $66.5K
|
37.6K
$10M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-327- 1.91% |
$60.5K - $66.9K
|
16.8K
$4.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-327- 1.2% |
$60.5K - $66.9K
|
26.8K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-336- 0.12% |
$62.1K - $68.7K
|
289K
$77.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-337- 15.89% |
$62.3K - $68.9K
|
1.78K
$476K
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-340- 5.35% |
$62.9K - $69.5K
|
6.01K
$1.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-343- 1.17% |
$63.4K - $70.1K
|
29K
$7.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-344- 3.58% |
$63.6K - $70.3K
|
9.27K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-344- 0.67% |
$63.6K - $70.3K
|
51.2K
$13.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-349- 3.29% |
$64.5K - $71.4K
|
10.3K
$2.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-355- 9.01% |
$65.6K - $72.6K
|
3.58K
$956K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-359- 2.72% |
$66.4K - $73.4K
|
12.8K
$3.42M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-360- 1.5% |
$66.6K - $73.6K
|
23.7K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-368- 0.86% |
$68.1K - $75.3K
|
42.5K
$11.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-371- 85.09% |
$68.6K - $75.9K
|
65
$17.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-372- 0.66% |
$68.8K - $76.1K
|
55.6K
$14.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-387- 7.44% |
$71.6K - $79.1K
|
4.82K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-403- 9.58% |
$74.5K - $82.4K
|
3.8K
$1.01M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-404- 7.43% |
$74.7K - $82.6K
|
5.03K
$1.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-405- 8.93% |
$74.9K - $82.8K
|
4.13K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-409- 13.79% |
$75.6K - $83.6K
|
2.56K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-412- 0.02% |
$76.2K - $84.3K
|
2.13M
$568M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-413- 8.83% |
$76.4K - $84.5K
|
4.26K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-413- 3.51% |
$76.4K - $84.5K
|
11.3K
$3.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-415- 0.75% |
$76.7K - $84.9K
|
55.2K
$14.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-424- 2.55% |
$78.4K - $86.7K
|
16.2K
$4.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-425- 9.09% |
$78.6K - $86.9K
|
4.25K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-440- 2.33% |
$81.4K - $90K
|
18.5K
$4.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-441- 3.62% |
$81.5K - $90.2K
|
11.7K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-442- 1.24% |
$81.7K - $90.4K
|
35.3K
$9.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-452- 6.62% |
$83.6K - $92.4K
|
6.37K
$1.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-477- 7.23% |
$88.2K - $97.5K
|
6.12K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-485- 28.13% |
$89.7K - $99.2K
|
1.24K
$330K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-493- 44.9% |
$91.2K - $101K
|
605
$161K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-496- 1.42% |
$91.7K - $101K
|
34.3K
$9.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-500- 3.64% |
$92.5K - $102K
|
13.2K
$3.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-516- 3.3% |
$95.4K - $106K
|
15.1K
$4.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-516- 2.78% |
$95.4K - $106K
|
18K
$4.81M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-530- 2.6% |
$98K - $108K
|
19.9K
$5.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-531- 7.93% |
$98.2K - $109K
|
6.17K
$1.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-543- 16.12% |
$100K - $111K
|
2.83K
$754K
|