Purchases and Sales Made in Q3 2021 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
50+ 14.25% |
$7.9K - $9.33K
|
401
$112K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
50+ 1.71% |
$7.9K - $9.33K
|
2.97K
$826K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
49+ 34.03% |
$7.74K - $9.15K
|
193
$53.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
49+ 1.27% |
$7.74K - $9.15K
|
3.9K
$1.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
49+ 0.75% |
$7.74K - $9.15K
|
6.57K
$1.83M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 8.81% |
$7.58K - $8.96K
|
593
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
48New |
$7.58K - $8.96K
|
48
$13.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 3.63% |
$7.42K - $8.77K
|
1.34K
$373K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
45+ 1.93% |
$7.11K - $8.4K
|
2.38K
$661K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
44+ 18.41% |
$6.95K - $8.21K
|
283
$78.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43+ 0.46% |
$6.79K - $8.03K
|
9.34K
$2.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41New |
$6.48K - $7.65K
|
41
$11.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
41+ 2.57% |
$6.48K - $7.65K
|
1.64K
$456K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
39+ 1.34% |
$6.16K - $7.28K
|
2.96K
$823K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
37+ 0.55% |
$5.84K - $6.91K
|
6.78K
$1.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
36+ 0.39% |
$5.69K - $6.72K
|
9.32K
$2.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
35+ 2.19% |
$5.53K - $6.53K
|
1.63K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
35+ 2.29% |
$5.53K - $6.53K
|
1.56K
$435K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
34+ 1.46% |
$5.37K - $6.35K
|
2.37K
$659K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
34New |
$5.37K - $6.35K
|
34
$9.46K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
34+ 226.67% |
$5.37K - $6.35K
|
49
$13.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34+ 22.52% |
$5.37K - $6.35K
|
185
$51.5K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33+ 18.33% |
$5.21K - $6.16K
|
213
$59.3K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
31+ 28.44% |
$4.9K - $5.79K
|
140
$39K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 35.23% |
$4.9K - $5.79K
|
119
$33.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30+ 0.21% |
$4.74K - $5.6K
|
14.6K
$4.05M
|
|
|
Oct 18, 2021
Q3 2021
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
30+ 1.08% |
$4.74K - $5.6K
|
2.8K
$779K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
29New |
$4.58K - $5.41K
|
29
$8.07K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
28New |
$4.42K - $5.23K
|
28
$7.79K
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
27+ 2.06% |
$4.26K - $5.04K
|
1.34K
$373K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
27+ 1.42% |
$4.26K - $5.04K
|
1.93K
$536K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26+ 0.65% |
$4.11K - $4.85K
|
4.01K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
25+ 0.07% |
$3.95K - $4.67K
|
36.1K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$3.79K - $4.48K
|
24
$6.68K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
23+ 4.99% |
$3.63K - $4.29K
|
484
$135K
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
22+ 0.4% |
$3.47K - $4.11K
|
5.47K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22+ 7.01% |
$3.47K - $4.11K
|
336
$93.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
21+ 20.0% |
$3.32K - $3.92K
|
126
$35.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
20+ 1.04% |
$3.16K - $3.73K
|
1.94K
$541K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 2.49% |
$3K - $3.55K
|
781
$217K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 3.39% |
$2.84K - $3.36K
|
549
$153K
|
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
17+ 0.01% |
$2.69K - $3.17K
|
181K
$50.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 1.53% |
$2.53K - $2.99K
|
1.06K
$295K
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
16+ 0.2% |
$2.53K - $2.99K
|
7.89K
$2.2M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16+ 6.4% |
$2.53K - $2.99K
|
266
$74K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16+ 2.64% |
$2.53K - $2.99K
|
623
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16+ 0.52% |
$2.53K - $2.99K
|
3.11K
$865K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
15+ 0.35% |
$2.37K - $2.8K
|
4.26K
$1.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
15+ 0.87% |
$2.37K - $2.8K
|
1.75K
$486K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
14+ 0.04% |
$2.21K - $2.61K
|
34.2K
$9.52M
|