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 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
832+ 11.84% |
$154K - $170K
|
7.86K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
827+ 2.8% |
$153K - $169K
|
30.4K
$8.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
803+ 15.5% |
$148K - $164K
|
5.98K
$1.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
800+ 22.08% |
$148K - $164K
|
4.42K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
800+ 13.2% |
$148K - $164K
|
6.86K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
794+ 0.33% |
$147K - $162K
|
239K
$64.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
791+ 49.62% |
$146K - $162K
|
2.39K
$641K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
788+ 63.45% |
$146K - $161K
|
2.03K
$546K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
788+ 45.21% |
$146K - $161K
|
2.53K
$680K
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
787+ 0.91% |
$146K - $161K
|
87.2K
$23.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
767+ 8.03% |
$142K - $157K
|
10.3K
$2.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
767+ 34.3% |
$142K - $157K
|
3K
$807K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
762+ 60.81% |
$141K - $156K
|
2.02K
$542K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
729+ 4.42% |
$135K - $149K
|
17.2K
$4.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
715+ 5.32% |
$132K - $146K
|
14.2K
$3.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
706+ 13.04% |
$131K - $144K
|
6.12K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
700+ 0.9% |
$129K - $143K
|
78.5K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
699+ 5.14% |
$129K - $143K
|
14.3K
$3.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
696+ 3.26% |
$129K - $142K
|
22.1K
$5.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
690+ 99.71% |
$128K - $141K
|
1.38K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
684+ 12.35% |
$126K - $140K
|
6.22K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
683+ 26.49% |
$126K - $140K
|
3.26K
$876K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
675+ 17.37% |
$125K - $138K
|
4.56K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
675+ 2.84% |
$125K - $138K
|
24.4K
$6.57M
|
|
|
Mar 25, 2024
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
664+ 7.44% |
$123K - $136K
|
9.59K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
655+ 0.85% |
$121K - $134K
|
77.7K
$20.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
643+ 5.26% |
$119K - $131K
|
12.9K
$3.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
636+ 7.51% |
$118K - $130K
|
9.11K
$2.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
633+ 3.05% |
$117K - $129K
|
21.4K
$5.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
626+ 11.49% |
$116K - $128K
|
6.07K
$1.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
611+ 1.12% |
$113K - $125K
|
55.1K
$14.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
608+ 5.36% |
$112K - $124K
|
11.9K
$3.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
602+ 110.46% |
$111K - $123K
|
1.15K
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
602+ 109.06% |
$111K - $123K
|
1.15K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
601+ 54.39% |
$111K - $123K
|
1.71K
$459K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
598+ 19.91% |
$111K - $122K
|
3.6K
$968K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
596+ 3.37% |
$110K - $122K
|
18.3K
$4.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
594+ 30.05% |
$110K - $121K
|
2.57K
$691K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
594New |
$110K - $121K
|
594
$160K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
586+ 21.97% |
$108K - $120K
|
3.25K
$874K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
579+ 26.25% |
$107K - $118K
|
2.79K
$748K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
566+ 23.54% |
$105K - $116K
|
2.97K
$798K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
564+ 4.36% |
$104K - $115K
|
13.5K
$3.63M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
560+ 29.9% |
$104K - $115K
|
2.43K
$654K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
555+ 45.6% |
$103K - $113K
|
1.77K
$476K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
553+ 1.03% |
$102K - $113K
|
54.3K
$14.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
551+ 0.35% |
$102K - $113K
|
159K
$42.8M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
551+ 0.35% |
$102K - $113K
|
159K
$42.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
544+ 4.41% |
$101K - $111K
|
12.9K
$3.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Nepsis Inc.
|
BUY
|
- |
543+ 0.85% |
$100K - $111K
|
64.5K
$17.3M
|