Purchases and Sales Made in Q3 2022 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
70+ 6.21% |
$12.2K - $14.2K
|
1.2K
$331K
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
66+ 0.79% |
$11.5K - $13.4K
|
8.37K
$2.31M
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
65+ 0.17% |
$11.4K - $13.2K
|
38.1K
$10.5M
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
65+ 4.98% |
$11.4K - $13.2K
|
1.37K
$378K
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
65+ 2.44% |
$11.4K - $13.2K
|
2.73K
$753K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
64+ 4.66% |
$11.2K - $13K
|
1.44K
$397K
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
63+ 0.72% |
$11K - $12.8K
|
8.87K
$2.45M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
62+ 3.3% |
$10.8K - $12.5K
|
1.94K
$536K
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
62+ 9.19% |
$10.8K - $12.5K
|
737
$204K
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
61New |
$10.7K - $12.3K
|
61
$16.8K
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
61+ 5.3% |
$10.7K - $12.3K
|
1.21K
$335K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
59+ 5.31% |
$10.3K - $11.9K
|
1.17K
$323K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
57+ 247.83% |
$9.96K - $11.5K
|
80
$22.1K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 122.22% |
$9.61K - $11.1K
|
100
$27.6K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
54+ 4.51% |
$9.44K - $10.9K
|
1.25K
$346K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
53+ 151.43% |
$9.26K - $10.7K
|
88
$24.3K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 4.24% |
$9.26K - $10.7K
|
1.3K
$360K
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
52+ 0.4% |
$9.09K - $10.5K
|
13K
$3.6M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
52+ 2.62% |
$9.09K - $10.5K
|
2.03K
$562K
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
51+ 1.41% |
$8.91K - $10.3K
|
3.66K
$1.01M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
51New |
$8.91K - $10.3K
|
51
$14.1K
|
|
Oct 03, 2022
Q3 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
50+ 0.02% |
$8.74K - $10.1K
|
276K
$76.1M
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
49+ 0.31% |
$8.56K - $9.92K
|
15.9K
$4.4M
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
47+ 3.04% |
$8.21K - $9.51K
|
1.6K
$441K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
47+ 0.47% |
$8.21K - $9.51K
|
10.1K
$2.79M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
46+ 3.86% |
$8.04K - $9.31K
|
1.24K
$342K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
45New |
$7.86K - $9.11K
|
45
$12.4K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 3.35% |
$7.69K - $8.91K
|
1.36K
$375K
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
42+ 3.46% |
$7.34K - $8.5K
|
1.26K
$347K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
42+ 3.59% |
$7.34K - $8.5K
|
1.21K
$335K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
42+ 3.13% |
$7.34K - $8.5K
|
1.38K
$382K
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
41+ 0.67% |
$7.16K - $8.3K
|
6.16K
$1.7M
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
40+ 12.58% |
$6.99K - $8.1K
|
358
$98.9K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
40+ 6.72% |
$6.99K - $8.1K
|
635
$175K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
40+ 12.74% |
$6.99K - $8.1K
|
354
$97.8K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
39+ 1.31% |
$6.81K - $7.89K
|
3.02K
$834K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
38New |
$6.64K - $7.69K
|
38
$10.5K
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
BUY
|
- |
35+ 0.12% |
$6.12K - $7.08K
|
28.9K
$7.98M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
35New |
$6.12K - $7.08K
|
35
$9.67K
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
34+ 0.87% |
$5.94K - $6.88K
|
3.96K
$1.09M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 22.22% |
$5.94K - $6.88K
|
187
$51.7K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
33New |
$5.77K - $6.68K
|
33
$9.12K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
31+ 3.14% |
$5.42K - $6.27K
|
1.02K
$281K
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
30+ 0.67% |
$5.24K - $6.07K
|
4.53K
$1.25M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
30+ 0.47% |
$5.24K - $6.07K
|
6.43K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
30+ 0.16% |
$5.24K - $6.07K
|
19.2K
$5.29M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30New |
$5.24K - $6.07K
|
30
$8.29K
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
30+ 1.08% |
$5.24K - $6.07K
|
2.82K
$778K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 2.91% |
$4.89K - $5.67K
|
991
$274K
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 0.75% |
$4.89K - $5.67K
|
3.77K
$1.04M
|