Purchases and Sales Made in Q3 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
308+ 6.93% |
$57.9K - $66K
|
4.75K
$1.31M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
307+ 12.62% |
$57.7K - $65.8K
|
2.74K
$758K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
307+ 1.38% |
$57.7K - $65.8K
|
22.5K
$6.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
298+ 7.5% |
$56.1K - $63.9K
|
4.27K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
295+ 50.86% |
$55.5K - $63.2K
|
875
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
295+ 3.02% |
$55.5K - $63.2K
|
10.1K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
294+ 23.46% |
$55.3K - $63K
|
1.55K
$428K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
293+ 4.22% |
$55.1K - $62.8K
|
7.24K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
293+ 15.08% |
$55.1K - $62.8K
|
2.24K
$618K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
288+ 63.86% |
$54.2K - $61.7K
|
739
$204K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
287+ 16.77% |
$54K - $61.5K
|
2K
$553K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
286+ 21.36% |
$53.8K - $61.3K
|
1.63K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
285+ 4.72% |
$53.6K - $61.1K
|
6.33K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
284+ 7.25% |
$53.4K - $60.9K
|
4.2K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
281+ 65.05% |
$52.9K - $60.2K
|
713
$197K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
280+ 34.74% |
$52.7K - $60K
|
1.09K
$300K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
277+ 10.42% |
$52.1K - $59.4K
|
2.94K
$812K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
276+ 3.19% |
$51.9K - $59.1K
|
8.92K
$2.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
274+ 1.2% |
$51.5K - $58.7K
|
23.1K
$6.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
273+ 0.58% |
$51.3K - $58.5K
|
47K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
262+ 3.83% |
$49.3K - $56.1K
|
7.11K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
261+ 2.2% |
$49.1K - $55.9K
|
12.1K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
261+ 51.18% |
$49.1K - $55.9K
|
771
$213K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
256+ 17.91% |
$48.2K - $54.9K
|
1.69K
$466K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
250+ 7.99% |
$47K - $53.6K
|
3.38K
$934K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
250+ 87.41% |
$47K - $53.6K
|
536
$148K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
245+ 4.99% |
$46.1K - $52.5K
|
5.15K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
244+ 2.04% |
$45.9K - $52.3K
|
12.2K
$3.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
242+ 17.97% |
$45.5K - $51.9K
|
1.59K
$439K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
235+ 3.6% |
$44.2K - $50.4K
|
6.77K
$1.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
233+ 9.58% |
$43.8K - $49.9K
|
2.66K
$737K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
231+ 2.73% |
$43.4K - $49.5K
|
8.68K
$2.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
226+ 1.1% |
$42.5K - $48.4K
|
20.8K
$5.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
225+ 81.82% |
$42.3K - $48.2K
|
500
$138K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
225+ 81.82% |
$42.3K - $48.2K
|
500
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
221+ 16.53% |
$41.6K - $47.4K
|
1.56K
$431K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
218+ 218.0% |
$41K - $46.7K
|
318
$87.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
217+ 15.78% |
$40.8K - $46.5K
|
1.59K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
217+ 5.55% |
$40.8K - $46.5K
|
4.13K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
216+ 6.29% |
$40.6K - $46.3K
|
3.65K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
209+ 3.02% |
$39.3K - $44.8K
|
7.12K
$1.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
205+ 22.4% |
$38.6K - $43.9K
|
1.12K
$310K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
204+ 17.79% |
$38.4K - $43.7K
|
1.35K
$374K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
201+ 1.21% |
$37.8K - $43.1K
|
16.7K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
200+ 2.73% |
$37.6K - $42.9K
|
7.53K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.28% |
$37.6K - $42.9K
|
71K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
200+ 6.67% |
$37.6K - $42.9K
|
3.2K
$885K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
200+ 38.17% |
$37.6K - $42.9K
|
724
$200K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
196+ 9.73% |
$36.9K - $42K
|
2.21K
$611K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
194+ 2.6% |
$36.5K - $41.6K
|
7.67K
$2.12M
|