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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 2.59% |
$2.26K - $2.57K
|
475
$132K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
12+ 0.04% |
$2.26K - $2.57K
|
27.5K
$7.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12+ 0.71% |
$2.26K - $2.57K
|
1.71K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.68% |
$2.26K - $2.57K
|
1.78K
$496K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$2.07K - $2.36K
|
10.7K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
11+ 0.97% |
$2.07K - $2.36K
|
1.14K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 39.29% |
$2.07K - $2.36K
|
39
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.43% |
$2.07K - $2.36K
|
2.59K
$719K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
11+ 0.52% |
$2.07K - $2.36K
|
2.12K
$590K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10+ 0.93% |
$1.88K - $2.14K
|
1.08K
$302K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
10New |
$1.88K - $2.14K
|
10
$2.78K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 125.0% |
$1.88K - $2.14K
|
18
$5.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 11.24% |
$1.88K - $2.14K
|
99
$27.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.2% |
$1.88K - $2.14K
|
5.07K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10+ 0.59% |
$1.88K - $2.14K
|
1.7K
$474K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.33% |
$1.88K - $2.14K
|
3.01K
$837K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10+ 0.22% |
$1.88K - $2.14K
|
4.66K
$1.3M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$1.88K - $2.14K
|
10
$2.78K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.69K - $1.93K
|
9
$2.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
9+ 0.67% |
$1.69K - $1.93K
|
1.35K
$376K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8+ 88.89% |
$1.5K - $1.71K
|
17
$4.73K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8+ 0.44% |
$1.5K - $1.71K
|
1.81K
$505K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8+ 0.26% |
$1.5K - $1.71K
|
3.07K
$854K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
8+ 0.43% |
$1.5K - $1.71K
|
1.86K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8+ 0.28% |
$1.5K - $1.71K
|
2.89K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 1.09% |
$1.5K - $1.71K
|
745
$207K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 2.2% |
$1.32K - $1.5K
|
325
$90.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
7+ 0.01% |
$1.32K - $1.5K
|
70.3K
$19.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.42% |
$1.13K - $1.29K
|
1.42K
$396K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
6+ 0.13% |
$1.13K - $1.29K
|
4.75K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
6New |
$1.13K - $1.29K
|
6
$1.67K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.49% |
$1.13K - $1.29K
|
1.22K
$339K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 5.56% |
$940 - $1.07K
|
95
$26.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$940 - $1.07K
|
5
$1.39K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$752 - $857
|
1.8K
$501K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 3.05% |
$752 - $857
|
135
$37.6K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.12% |
$564 - $643
|
2.48K
$691K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.06% |
$564 - $643
|
5.45K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 7.14% |
$564 - $643
|
45
$12.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$564 - $643
|
14.1K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.55% |
$564 - $643
|
548
$152K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$376 - $429
|
351
$97.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$376 - $429
|
1.23K
$342K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.39% |
$376 - $429
|
521
$145K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.14% |
$376 - $429
|
1.42K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.85% |
$376 - $429
|
238
$66.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 3.77% |
$376 - $429
|
55
$15.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.17% |
$376 - $429
|
1.19K
$332K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$376 - $429
|
1.07K
$296K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$376 - $429
|
2.82K
$785K
|