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 |
---|---|---|---|---|---|---|---|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
200+ 38.17% |
$37.6K - $42.9K
|
724
$204K
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
196+ 9.73% |
$36.9K - $42K
|
2.21K
$624K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
194+ 2.6% |
$36.5K - $41.6K
|
7.67K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
190+ 12.95% |
$35.7K - $40.7K
|
1.66K
$467K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
186+ 15.84% |
$35K - $39.9K
|
1.36K
$384K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
183+ 0.87% |
$34.4K - $39.2K
|
21.1K
$5.96M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
183+ 9.18% |
$34.4K - $39.2K
|
2.18K
$614K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
182+ 1.77% |
$34.2K - $39K
|
10.5K
$2.95M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
177New |
$33.3K - $37.9K
|
177
$49.9K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
176+ 2.35% |
$33.1K - $37.7K
|
7.68K
$2.16M
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
175+ 2.79% |
$32.9K - $37.5K
|
6.44K
$1.82M
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
175+ 9.55% |
$32.9K - $37.5K
|
2.01K
$566K
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
175+ 7.88% |
$32.9K - $37.5K
|
2.4K
$675K
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
173+ 3.73% |
$32.5K - $37.1K
|
4.82K
$1.36M
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
172+ 2.98% |
$32.4K - $36.9K
|
5.94K
$1.67M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
172+ 10.92% |
$32.4K - $36.9K
|
1.75K
$493K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
171+ 15.28% |
$32.2K - $36.6K
|
1.29K
$364K
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
162+ 2.19% |
$30.5K - $34.7K
|
7.57K
$2.13M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
156+ 9.41% |
$29.3K - $33.4K
|
1.81K
$512K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
155+ 5.73% |
$29.2K - $33.2K
|
2.86K
$807K
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
152+ 5066.67% |
$28.6K - $32.6K
|
155
$43.7K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
145+ 3.13% |
$27.3K - $31.1K
|
4.78K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
143+ 6.46% |
$26.9K - $30.6K
|
2.36K
$665K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
141+ 12.08% |
$26.5K - $30.2K
|
1.31K
$369K
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
141+ 5.53% |
$26.5K - $30.2K
|
2.69K
$758K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
140+ 3.42% |
$26.3K - $30K
|
4.24K
$1.19M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
140+ 5.39% |
$26.3K - $30K
|
2.74K
$772K
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
140+ 2.45% |
$26.3K - $30K
|
5.85K
$1.65M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
132New |
$24.8K - $28.3K
|
132
$37.2K
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
132+ 1.83% |
$24.8K - $28.3K
|
7.35K
$2.07M
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
131+ 6.92% |
$24.6K - $28.1K
|
2.02K
$571K
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
130+ 5.1% |
$24.5K - $27.9K
|
2.68K
$755K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
122+ 7.87% |
$22.9K - $26.1K
|
1.67K
$472K
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
121+ 4.55% |
$22.8K - $25.9K
|
2.78K
$783K
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
121+ 4.55% |
$22.8K - $25.9K
|
2.78K
$783K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
120New |
$22.6K - $25.7K
|
120
$33.8K
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
119+ 3.65% |
$22.4K - $25.5K
|
3.38K
$953K
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
118+ 1.89% |
$22.2K - $25.3K
|
6.36K
$1.79M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
110+ 7.34% |
$20.7K - $23.6K
|
1.61K
$454K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
107+ 2.13% |
$20.1K - $22.9K
|
5.14K
$1.45M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
105+ 1.18% |
$19.7K - $22.5K
|
9.04K
$2.55M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
103+ 6.41% |
$19.4K - $22.1K
|
1.71K
$482K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
102+ 1.98% |
$19.2K - $21.9K
|
5.24K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
102+ 4.36% |
$19.2K - $21.9K
|
2.44K
$688K
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
100+ 0.09% |
$18.8K - $21.4K
|
111K
$31.2M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 3.79% |
$18.8K - $21.4K
|
2.74K
$773K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
99+ 2.12% |
$18.6K - $21.2K
|
4.77K
$1.34M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
97+ 1.42% |
$18.2K - $20.8K
|
6.95K
$1.96M
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
96+ 2.46% |
$18.1K - $20.6K
|
4K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
96+ 4.81% |
$18.1K - $20.6K
|
2.09K
$590K
|