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 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 3.77% |
$376 - $429
|
55
$15.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.17% |
$376 - $429
|
1.19K
$333K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$376 - $429
|
1.07K
$297K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$376 - $429
|
2.82K
$788K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2+ 0.04% |
$376 - $429
|
4.83K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2+ 0.17% |
$376 - $429
|
1.21K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.19% |
$376 - $429
|
1.06K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$188 - $214
|
1
$279
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.07% |
$188 - $214
|
1.4K
$390K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1+ 0.0% |
$188 - $214
|
232K
$64.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1New |
$188 - $214
|
1
$279
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.17% |
$188 - $214
|
606
$169K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.89% |
$188 - $214
|
113
$31.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.87% |
$188 - $214
|
116
$32.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$188 - $214
|
5.19K
$1.45M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.03% |
$188 - $214
|
98
$27.4K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.17% |
$188 - $214
|
606
$169K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1- 1.05% |
$188 - $214
|
94
$26.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.03% |
$188 - $214
|
2.97K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1- 0.07% |
$188 - $214
|
1.43K
$398K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$188 - $214
|
8.82K
$2.46M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.85% |
$188 - $214
|
53
$14.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3- 0.22% |
$564 - $643
|
1.34K
$373K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-4- 0.23% |
$752 - $857
|
1.7K
$474K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 0.19% |
$752 - $857
|
2.14K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4- 0.04% |
$752 - $857
|
10.8K
$3.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5- 0.15% |
$940 - $1.07K
|
3.36K
$937K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5- 0.4% |
$940 - $1.07K
|
1.24K
$347K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-6- 0.05% |
$1.13K - $1.29K
|
12.9K
$3.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-6- 0.08% |
$1.13K - $1.29K
|
7.21K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-6- 0.56% |
$1.13K - $1.29K
|
1.07K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-6- 0.24% |
$1.13K - $1.29K
|
2.53K
$705K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7- 0.38% |
$1.32K - $1.5K
|
1.82K
$507K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 0.18% |
$1.32K - $1.5K
|
3.95K
$1.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 22.86% |
$1.5K - $1.71K
|
27
$7.54K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-8- 0.06% |
$1.5K - $1.71K
|
13.1K
$3.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-8- 0.03% |
$1.5K - $1.71K
|
23.8K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 0.5% |
$1.5K - $1.71K
|
1.59K
$443K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8- 0.06% |
$1.5K - $1.71K
|
13.5K
$3.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9- 0.71% |
$1.69K - $1.93K
|
1.27K
$353K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-10- 0.96% |
$1.88K - $2.14K
|
1.04K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-10- 0.53% |
$1.88K - $2.14K
|
1.87K
$521K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-12- 0.24% |
$2.26K - $2.57K
|
4.97K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-12- 0.64% |
$2.26K - $2.57K
|
1.88K
$524K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-13- 9.77% |
$2.45K - $2.79K
|
120
$33.5K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-13- 3.3% |
$2.45K - $2.79K
|
381
$106K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-13- 0.53% |
$2.45K - $2.79K
|
2.46K
$686K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-14- 0.47% |
$2.63K - $3K
|
2.98K
$832K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-15- 1.23% |
$2.82K - $3.21K
|
1.2K
$335K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-16- 4.52% |
$3.01K - $3.43K
|
338
$94.3K
|