Purchases and Sales Made in Q2 2023 in Chubb LTD (CB)

CB Quotes by TradingView

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 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
543
+ 5.89%
$100K - $111K
9.76K $2.62M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
542
+ 5.52%
$100K - $111K
10.4K $2.79M
Aug 08, 2023 Q2 2023
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
541
+ 2.11%
$100K - $111K
26.2K $7.05M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
536
+ 9.68%
$99.1K - $110K
6.07K $1.63M
Jul 27, 2023 Q2 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
534
+ 15.79%
$98.7K - $109K
3.92K $1.05M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
531
New
$98.2K - $109K
531 $143K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
527
+ 6.46%
$97.5K - $108K
8.69K $2.33M
Jul 31, 2023 Q2 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
526
+ 1.54%
$97.3K - $108K
34.6K $9.31M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
518
+ 14.92%
$95.8K - $106K
3.99K $1.07M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
518
+ 14.92%
$95.8K - $106K
3.99K $1.07M
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
508
+ 1.08%
$93.9K - $104K
47.6K $12.8M
Aug 14, 2023 Q2 2023
Lcnb Corp

Lebanon, OH
BUY
 -
500
+ 24.1%
$92.5K - $102K
2.58K $692K
Aug 01, 2023 Q2 2023
Regency Capital Management Inc.\De

BUY
 -
497
+ 4.16%
$91.9K - $102K
12.4K $3.34M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
492
+ 6.66%
$91K - $101K
7.88K $2.12M
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
484
+ 3.06%
$89.5K - $99K
16.3K $4.39M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
484
+ 1.47%
$89.5K - $99K
33.3K $8.95M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
478
New
$88.4K - $97.8K
478 $128K
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
478
+ 7.65%
$88.4K - $97.8K
6.73K $1.81M
Jul 11, 2023 Q2 2023
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
474
+ 8.21%
$87.7K - $96.9K
6.25K $1.68M
Aug 14, 2023 Q2 2023
Srb Corp

Boston, MA
BUY
 -
471
+ 27.01%
$87.1K - $96.3K
2.22K $595K
Aug 02, 2023 Q2 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
464
+ 35.61%
$85.8K - $94.9K
1.77K $475K
Jul 24, 2023 Q2 2023
Vontobel Holding Ltd.

BUY
 -
463
+ 3.33%
$85.6K - $94.7K
14.3K $3.86M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
462
+ 2.83%
$85.4K - $94.5K
16.8K $4.52M
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
455
+ 17.03%
$84.1K - $93K
3.13K $840K
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
448
+ 21.07%
$82.8K - $91.6K
2.57K $692K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
444
+ 12.04%
$82.1K - $90.8K
4.13K $1.11M
Jul 31, 2023 Q2 2023
Evexia Wealth LLC

Stevens Point, WI
BUY
 -
440
+ 1.91%
$81.4K - $90K
23.5K $6.32M
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
433
+ 0.62%
$80.1K - $88.5K
69.8K $18.8M
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
424
New
$78.4K - $86.7K
424 $114K
Jul 17, 2023 Q2 2023
Bowman & CO S.C.

BUY
 -
421
+ 5.59%
$77.9K - $86.1K
7.95K $2.14M
Aug 14, 2023 Q2 2023
La Banque Postale Asset Management Sa

Paris, I0
BUY
 -
420
+ 4.57%
$77.7K - $85.9K
9.62K $2.58M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
420
+ 10.6%
$77.7K - $85.9K
4.38K $1.18M
Jul 18, 2023 Q2 2023
Brown Miller Wealth Management, LLC

BUY
 -
401
+ 3.77%
$74.2K - $82K
11K $2.97M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
400
+ 24.0%
$74K - $81.8K
2.07K $556K
Jul 07, 2023 Q2 2023
Woodstock Corp

BUY
 -
398
+ 1.45%
$73.6K - $81.4K
27.8K $7.48M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
397
+ 6.73%
$73.4K - $81.2K
6.3K $1.69M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
379
+ 25.02%
$70.1K - $77.5K
1.89K $509K
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
377
+ 3.37%
$69.7K - $77.1K
11.6K $3.11M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
377
+ 10.66%
$69.7K - $77.1K
3.91K $1.05M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
375
+ 28.37%
$69.3K - $76.7K
1.7K $456K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
366
+ 39.52%
$67.7K - $74.8K
1.29K $347K
Jul 28, 2023 Q2 2023
Talbot Financial, LLC

Bellevue, WA
BUY
 -
361
+ 0.79%
$66.8K - $73.8K
46K $12.4M
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
358
+ 7.11%
$66.2K - $73.2K
5.39K $1.45M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
350
+ 4.91%
$64.7K - $71.6K
7.47K $2.01M
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
338
+ 33.83%
$62.5K - $69.1K
1.34K $359K
Aug 07, 2023 Q2 2023
Mitchell & Pahl Private Wealth, LLC

BUY
 -
336
+ 5.54%
$62.1K - $68.7K
6.4K $1.72M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
325
+ 4.53%
$60.1K - $66.5K
7.5K $2.02M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
325
+ 13.92%
$60.1K - $66.5K
2.66K $715K
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
324
+ 0.37%
$59.9K - $66.3K
86.9K $23.3M

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