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 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
92+ 3.16% |
$17.3K - $19.7K
|
3.01K
$832K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
86New |
$16.2K - $18.4K
|
86
$23.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
85+ 0.01% |
$16K - $18.2K
|
744K
$206M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
84New |
$15.8K - $18K
|
84
$23.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
83+ 1.73% |
$15.6K - $17.8K
|
4.89K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
82+ 1.71% |
$15.4K - $17.6K
|
4.88K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
82+ 3.19% |
$15.4K - $17.6K
|
2.65K
$734K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
81+ 0.73% |
$15.2K - $17.4K
|
11.2K
$3.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
78+ 4.31% |
$14.7K - $16.7K
|
1.89K
$522K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
76+ 2.89% |
$14.3K - $16.3K
|
2.71K
$749K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
75+ 2.16% |
$14.1K - $16.1K
|
3.55K
$982K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
75+ 2.53% |
$14.1K - $16.1K
|
3.04K
$839K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
71+ 2.92% |
$13.4K - $15.2K
|
2.5K
$691K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
71New |
$13.4K - $15.2K
|
71
$19.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
70+ 7.59% |
$13.2K - $15K
|
992
$274K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
69+ 1.51% |
$13K - $14.8K
|
4.63K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
67+ 3.9% |
$12.6K - $14.4K
|
1.79K
$494K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
64+ 6.18% |
$12K - $13.7K
|
1.1K
$304K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
63+ 0.52% |
$11.8K - $13.5K
|
12.2K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
62+ 0.34% |
$11.7K - $13.3K
|
18.6K
$5.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
61+ 3.48% |
$11.5K - $13.1K
|
1.81K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
61+ 1.31% |
$11.5K - $13.1K
|
4.72K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
60+ 0.07% |
$11.3K - $12.9K
|
88.7K
$24.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
60+ 1.26% |
$11.3K - $12.9K
|
4.82K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
59+ 39.6% |
$11.1K - $12.6K
|
208
$57.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
57+ 4.21% |
$10.7K - $12.2K
|
1.41K
$390K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
56+ 0.42% |
$10.5K - $12K
|
13.2K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
56+ 0.72% |
$10.5K - $12K
|
7.83K
$2.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
54New |
$10.2K - $11.6K
|
54
$14.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
54+ 103.85% |
$10.2K - $11.6K
|
106
$29.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
54+ 1.09% |
$10.2K - $11.6K
|
4.99K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
52+ 4.33% |
$9.78K - $11.1K
|
1.25K
$346K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
52+ 17.81% |
$9.78K - $11.1K
|
344
$95.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
50New |
$9.4K - $10.7K
|
50
$13.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 0.31% |
$9.4K - $10.7K
|
16.2K
$4.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
50+ 0.78% |
$9.4K - $10.7K
|
6.44K
$1.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
50+ 1.66% |
$9.4K - $10.7K
|
3.05K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 1.36% |
$9.4K - $10.7K
|
3.74K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
47+ 19.5% |
$8.84K - $10.1K
|
288
$79.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 3.93% |
$8.84K - $10.1K
|
1.24K
$344K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
47+ 1.65% |
$8.84K - $10.1K
|
2.89K
$799K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 15.67% |
$8.84K - $10.1K
|
347
$96K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
46+ 3.88% |
$8.65K - $9.86K
|
1.23K
$341K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44+ 5.99% |
$8.28K - $9.43K
|
779
$215K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
43+ 2.63% |
$8.09K - $9.21K
|
1.68K
$464K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
43+ 1.85% |
$8.09K - $9.21K
|
2.37K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42+ 0.24% |
$7.9K - $9K
|
17.4K
$4.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
41New |
$7.71K - $8.79K
|
41
$11.3K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
41+ 1.46% |
$7.71K - $8.79K
|
2.86K
$790K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
40+ 1.9% |
$7.52K - $8.57K
|
2.14K
$593K
|