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 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
39+ 2.69% |
$7.34K - $8.36K
|
1.49K
$411K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 0.63% |
$7.15K - $8.14K
|
6.11K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
38+ 2.66% |
$7.15K - $8.14K
|
1.47K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38+ 422.22% |
$7.15K - $8.14K
|
47
$13K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
37+ 0.91% |
$6.96K - $7.93K
|
4.08K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 8.58% |
$6.58K - $7.5K
|
443
$123K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
35+ 0.51% |
$6.58K - $7.5K
|
6.92K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
35+ 0.29% |
$6.58K - $7.5K
|
11.9K
$3.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
35+ 0.25% |
$6.58K - $7.5K
|
14K
$3.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
34+ 20.24% |
$6.4K - $7.29K
|
202
$55.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34+ 0.85% |
$6.4K - $7.29K
|
4.03K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
34+ 0.14% |
$6.4K - $7.29K
|
23.6K
$6.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
34New |
$6.4K - $7.29K
|
34
$9.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
34New |
$6.4K - $7.29K
|
34
$9.4K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
34+ 0.16% |
$6.4K - $7.29K
|
20.9K
$5.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
32+ 2.94% |
$6.02K - $6.86K
|
1.12K
$310K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
31New |
$5.83K - $6.64K
|
31
$8.57K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 107.14% |
$5.64K - $6.43K
|
58
$16K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 2.84% |
$5.27K - $6K
|
1.02K
$281K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
28+ 1.81% |
$5.27K - $6K
|
1.57K
$435K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
28+ 0.34% |
$5.27K - $6K
|
8.37K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
28+ 2.35% |
$5.27K - $6K
|
1.22K
$337K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 2.84% |
$5.27K - $6K
|
1.02K
$281K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
27+ 1.57% |
$5.08K - $5.79K
|
1.74K
$482K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
27+ 13.99% |
$5.08K - $5.79K
|
220
$60.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$4.7K - $5.36K
|
25
$6.91K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
24+ 37.5% |
$4.51K - $5.14K
|
88
$24.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24+ 17.14% |
$4.51K - $5.14K
|
164
$45.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
24+ 0.48% |
$4.51K - $5.14K
|
4.99K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 1.3% |
$4.51K - $5.14K
|
1.87K
$517K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
23+ 0.36% |
$4.33K - $4.93K
|
6.37K
$1.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
23+ 1.64% |
$4.33K - $4.93K
|
1.42K
$394K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 1.95% |
$4.33K - $4.93K
|
1.2K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
22New |
$4.14K - $4.71K
|
22
$6.08K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 0.13% |
$3.95K - $4.5K
|
16.5K
$4.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
20+ 0.09% |
$3.76K - $4.29K
|
21.9K
$6.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.96% |
$3.76K - $4.29K
|
2.11K
$584K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
20+ 0.82% |
$3.76K - $4.29K
|
2.46K
$680K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20+ 1.55% |
$3.76K - $4.29K
|
1.31K
$363K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 2.63% |
$3.57K - $4.07K
|
742
$205K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 100.0% |
$3.57K - $4.07K
|
38
$10.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17+ 1.36% |
$3.2K - $3.64K
|
1.27K
$351K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
17+ 4.55% |
$3.2K - $3.64K
|
391
$108K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
17+ 0.96% |
$3.2K - $3.64K
|
1.78K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
15+ 88.24% |
$2.82K - $3.21K
|
32
$8.85K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 2.16% |
$2.63K - $3K
|
661
$183K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 3.9% |
$2.63K - $3K
|
373
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.44% |
$2.63K - $3K
|
3.2K
$884K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 12.26% |
$2.45K - $2.79K
|
119
$32.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
13+ 0.08% |
$2.45K - $2.79K
|
16.6K
$4.6M
|