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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
28+ 1.1% |
$4.89K - $5.67K
|
2.57K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
28+ 0.38% |
$4.89K - $5.67K
|
7.4K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
27+ 16.56% |
$4.72K - $5.47K
|
190
$52.5K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 72.97% |
$4.72K - $5.47K
|
64
$17.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
26+ 0.25% |
$4.54K - $5.26K
|
10.6K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26+ 0.14% |
$4.54K - $5.26K
|
18K
$4.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
25+ 1.08% |
$4.37K - $5.06K
|
2.35K
$649K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
25+ 1.7% |
$4.37K - $5.06K
|
1.5K
$414K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23+ 11.98% |
$4.02K - $4.66K
|
215
$59.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
23+ 0.49% |
$4.02K - $4.66K
|
4.74K
$1.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
22+ 0.22% |
$3.84K - $4.45K
|
9.93K
$2.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.92% |
$3.84K - $4.45K
|
2.42K
$668K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
22+ 10.28% |
$3.84K - $4.45K
|
236
$65.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22+ 4.45% |
$3.84K - $4.45K
|
516
$143K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
20+ 0.06% |
$3.49K - $4.05K
|
35.6K
$9.84M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
19+ 6.31% |
$3.32K - $3.85K
|
320
$88.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
19+ 6.93% |
$3.32K - $3.85K
|
293
$80.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
18New |
$3.15K - $3.64K
|
18
$4.97K
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
18+ 0.58% |
$3.15K - $3.64K
|
3.12K
$863K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
17+ 1.02% |
$2.97K - $3.44K
|
1.68K
$464K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 1.34% |
$2.8K - $3.24K
|
1.21K
$335K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
15+ 2.37% |
$2.62K - $3.04K
|
648
$179K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
15+ 5.02% |
$2.62K - $3.04K
|
314
$86.7K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
14+ 0.1% |
$2.45K - $2.83K
|
14.7K
$4.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
14+ 19.44% |
$2.45K - $2.83K
|
86
$23.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.5% |
$2.45K - $2.83K
|
2.82K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14+ 0.17% |
$2.45K - $2.83K
|
8.37K
$2.31M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13+ 6.05% |
$2.27K - $2.63K
|
228
$63K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12+ 0.78% |
$2.1K - $2.43K
|
1.55K
$428K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
11+ 0.11% |
$1.92K - $2.23K
|
10.2K
$2.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11+ 0.15% |
$1.92K - $2.23K
|
7.5K
$2.07M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9+ 0.2% |
$1.57K - $1.82K
|
4.62K
$1.28M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.4K - $1.62K
|
8
$2.21K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8+ 0.45% |
$1.4K - $1.62K
|
1.79K
$494K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.25% |
$1.22K - $1.42K
|
2.85K
$786K
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7+ 0.09% |
$1.22K - $1.42K
|
7.62K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7+ 0.65% |
$1.22K - $1.42K
|
1.08K
$299K
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7+ 0.65% |
$1.22K - $1.42K
|
1.08K
$299K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.14% |
$1.05K - $1.21K
|
4.15K
$1.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.12% |
$1.05K - $1.21K
|
5.05K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.12% |
$1.05K - $1.21K
|
4.93K
$1.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 7.23% |
$1.05K - $1.21K
|
89
$24.6K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 1.1% |
$1.05K - $1.21K
|
549
$152K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
5New |
$874 - $1.01K
|
5
$1.38K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 18.52% |
$874 - $1.01K
|
32
$8.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
BUY
|
- |
5+ 0.01% |
$874 - $1.01K
|
81K
$22.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4New |
$699 - $810
|
4
$1.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.31% |
$699 - $810
|
1.29K
$357K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.22% |
$699 - $810
|
1.85K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
4+ 0.34% |
$699 - $810
|
1.17K
$324K
|