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 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.22% |
$699 - $810
|
1.85K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
4+ 0.34% |
$699 - $810
|
1.17K
$340K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.0% |
$524 - $607
|
73.4K
$21.3M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.39% |
$349 - $405
|
513
$149K
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$349 - $405
|
1.22K
$355K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.11% |
$349 - $405
|
1.88K
$547K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.18% |
$349 - $405
|
1.09K
$315K
|
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
1+ 0.06% |
$175 - $202
|
1.7K
$494K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$175 - $202
|
1.27K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.02% |
$175 - $202
|
4.82K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1+ 0.02% |
$175 - $202
|
6.29K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.03% |
$175 - $202
|
3.57K
$1.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.26% |
$175 - $202
|
18
$5.23K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 1.41% |
$349 - $405
|
140
$40.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2- 2.33% |
$349 - $405
|
84
$24.4K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-3- 0.14% |
$524 - $607
|
2.14K
$622K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 1.27% |
$524 - $607
|
233
$67.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-3- 0.21% |
$524 - $607
|
1.41K
$409K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.15% |
$699 - $810
|
2.59K
$752K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 8.33% |
$699 - $810
|
44
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4- 50.0% |
$699 - $810
|
4
$1.16K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 40.0% |
$699 - $810
|
6
$1.74K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.21% |
$874 - $1.01K
|
2.4K
$698K
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5- 0.04% |
$874 - $1.01K
|
12.8K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- -0.0% |
$874 - $1.01K
|
211K
$61.2M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- -0.0% |
$874 - $1.01K
|
211K
$61.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-6- 0.48% |
$1.05K - $1.21K
|
1.24K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 1.3% |
$1.05K - $1.21K
|
455
$132K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7- 0.61% |
$1.22K - $1.42K
|
1.15K
$334K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-8- 15.38% |
$1.4K - $1.62K
|
44
$12.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-8- 0.18% |
$1.4K - $1.62K
|
4.43K
$1.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-9- 0.24% |
$1.57K - $1.82K
|
3.67K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 4.07% |
$1.57K - $1.82K
|
212
$61.6K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-9- 6.98% |
$1.57K - $1.82K
|
120
$34.9K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 13.64% |
$1.57K - $1.82K
|
57
$16.6K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-10- 0.42% |
$1.75K - $2.02K
|
2.35K
$683K
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-10- 0.12% |
$1.75K - $2.02K
|
8.68K
$2.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-10- 0.18% |
$1.75K - $2.02K
|
5.54K
$1.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 0.66% |
$1.75K - $2.02K
|
1.5K
$437K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-11- 0.24% |
$1.92K - $2.23K
|
4.51K
$1.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11- 0.12% |
$1.92K - $2.23K
|
9.08K
$2.64M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.03% |
$2.1K - $2.43K
|
39.7K
$11.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-12- 30.0% |
$2.1K - $2.43K
|
28
$8.13K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13- 20.63% |
$2.27K - $2.63K
|
50
$14.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-13- 4.53% |
$2.27K - $2.63K
|
274
$79.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14- 0.75% |
$2.45K - $2.83K
|
1.85K
$537K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-15- 14.15% |
$2.62K - $3.04K
|
91
$26.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16- 0.76% |
$2.8K - $3.24K
|
2.09K
$607K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-17- 1.83% |
$2.97K - $3.44K
|
913
$265K
|