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 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
2.1K+ 2.54% |
$387K - $428K
|
84.7K
$22.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.05K+ 5.55% |
$379K - $420K
|
39K
$10.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.04K+ 8.6% |
$378K - $418K
|
25.8K
$6.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.02KNew |
$374K - $413K
|
2.02K
$542K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.02K+ 14.14% |
$373K - $413K
|
16.3K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.02K+ 7.42% |
$373K - $412K
|
29.2K
$7.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.01K+ 5.66% |
$371K - $410K
|
37.5K
$10.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
1.99KNew |
$369K - $408K
|
1.99K
$535K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 3.3% |
$368K - $407K
|
62.3K
$16.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.97K+ 95.07% |
$364K - $402K
|
4.03K
$1.08M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.97K+ 95.07% |
$364K - $402K
|
4.03K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.95KNew |
$361K - $399K
|
1.95K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1.93K+ 25.1% |
$358K - $396K
|
9.64K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.93K+ 42.23% |
$357K - $395K
|
6.5K
$1.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.93KNew |
$357K - $394K
|
1.93K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 161.36% |
$352K - $389K
|
3.08K
$827K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.9K+ 12.23% |
$351K - $388K
|
17.4K
$4.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.87K+ 2.66% |
$346K - $383K
|
72.2K
$19.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.83K+ 1.76% |
$339K - $375K
|
106K
$28.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.79K+ 4.32% |
$330K - $365K
|
43.1K
$11.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.76K+ 0.23% |
$325K - $359K
|
750K
$201M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.7K+ 22.94% |
$314K - $347K
|
9.1K
$2.44M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$313K - $347K
|
1.7K
$455K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.69KNew |
$313K - $346K
|
1.69K
$454K
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.65K+ 13.19% |
$305K - $337K
|
14.2K
$3.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.63K+ 3.32% |
$302K - $334K
|
50.8K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.63K+ 28.6% |
$301K - $333K
|
7.33K
$1.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.61K+ 2.26% |
$298K - $330K
|
73.1K
$19.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.58K+ 1.77% |
$293K - $324K
|
91.2K
$24.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.58K+ 24.3% |
$293K - $324K
|
8.09K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.58KNew |
$292K - $323K
|
1.58K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.56K+ 144.75% |
$288K - $319K
|
2.64K
$707K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.56K+ 5.52% |
$288K - $318K
|
29.8K
$7.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$287K - $318K
|
1.55K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.54KNew |
$284K - $315K
|
1.54K
$413K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.54K+ 105.06% |
$284K - $314K
|
3K
$804K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.5K+ 72.14% |
$278K - $307K
|
3.58K
$962K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.49KNew |
$275K - $304K
|
1.49K
$398K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.47K+ 5.61% |
$273K - $301K
|
27.7K
$7.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.46K+ 0.35% |
$269K - $298K
|
414K
$111M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.45KNew |
$268K - $296K
|
1.45K
$389K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.43K+ 13.46% |
$264K - $292K
|
12K
$3.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.43K+ 5.63% |
$264K - $292K
|
26.8K
$7.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.43KNew |
$264K - $292K
|
1.43K
$383K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.43KNew |
$264K - $291K
|
1.43K
$382K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 16.01% |
$261K - $289K
|
10.2K
$2.75M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.4KNew |
$259K - $286K
|
1.4K
$376K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.39K+ 9.45% |
$257K - $284K
|
16.1K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.36K+ 29.05% |
$251K - $278K
|
6.04K
$1.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.34KNew |
$248K - $274K
|
1.34K
$360K
|