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 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-17- 0.23% |
$3.2K - $3.64K
|
7.48K
$2.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-17- 1.23% |
$3.2K - $3.64K
|
1.37K
$382K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-19- 0.74% |
$3.57K - $4.07K
|
2.56K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-19- 0.26% |
$3.57K - $4.07K
|
7.4K
$2.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-19- 1.62% |
$3.57K - $4.07K
|
1.15K
$322K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$3.76K - $4.29K
|
4.11K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 6.56% |
$3.76K - $4.29K
|
285
$79.5K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-20- 0.13% |
$3.76K - $4.29K
|
16K
$4.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-21- 0.19% |
$3.95K - $4.5K
|
10.8K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-21- 1.58% |
$3.95K - $4.5K
|
1.31K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-23- 1.74% |
$4.33K - $4.93K
|
1.3K
$363K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-24- 0.88% |
$4.51K - $5.14K
|
2.71K
$756K
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-24- 0.56% |
$4.51K - $5.14K
|
4.25K
$1.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-24- 0.25% |
$4.51K - $5.14K
|
9.49K
$2.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-25- 1.02% |
$4.7K - $5.36K
|
2.43K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-25- 1.9% |
$4.7K - $5.36K
|
1.29K
$360K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-26- 2.25% |
$4.89K - $5.57K
|
1.13K
$315K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-26- 1.16% |
$4.89K - $5.57K
|
2.21K
$616K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-26- 2.2% |
$4.89K - $5.57K
|
1.16K
$323K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-26- 2.11% |
$4.89K - $5.57K
|
1.21K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-26- 0.05% |
$4.89K - $5.57K
|
47.9K
$13.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-27- 2.47% |
$5.08K - $5.79K
|
1.07K
$297K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-27- 0.18% |
$5.08K - $5.79K
|
14.6K
$4.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-28- 2.66% |
$5.27K - $6K
|
1.02K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.61% |
$5.27K - $6K
|
4.57K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-29- 0.8% |
$5.45K - $6.21K
|
3.6K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-30- 2.86% |
$5.64K - $6.43K
|
1.02K
$285K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-30- 0.75% |
$5.64K - $6.43K
|
3.96K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 0.89% |
$5.64K - $6.43K
|
3.35K
$935K
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-30- 0.29% |
$5.64K - $6.43K
|
10.4K
$2.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-30- 0.85% |
$5.64K - $6.43K
|
3.48K
$971K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-33- 3.68% |
$6.21K - $7.07K
|
863
$241K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-34- 1.16% |
$6.4K - $7.29K
|
2.91K
$811K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-34- 2.2% |
$6.4K - $7.29K
|
1.51K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-36- 2.25% |
$6.77K - $7.71K
|
1.56K
$437K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-37- 3.55% |
$6.96K - $7.93K
|
1K
$280K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-39- 16.46% |
$7.34K - $8.36K
|
198
$55.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-39- 2.34% |
$7.34K - $8.36K
|
1.63K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-40- 3.4% |
$7.52K - $8.57K
|
1.14K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-41- 2.04% |
$7.71K - $8.79K
|
1.97K
$551K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-41- 0.21% |
$7.71K - $8.79K
|
19.1K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-42- 1.55% |
$7.9K - $9K
|
2.67K
$745K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-44- 15.94% |
$8.28K - $9.43K
|
232
$64.8K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-45- 0.35% |
$8.46K - $9.64K
|
12.8K
$3.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-45- 5.26% |
$8.46K - $9.64K
|
811
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-46- 0.16% |
$8.65K - $9.86K
|
28.8K
$8.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-46- 3.91% |
$8.65K - $9.86K
|
1.13K
$315K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-48- 4.4% |
$9.03K - $10.3K
|
1.04K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-49- 4.61% |
$9.22K - $10.5K
|
1.02K
$283K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-50- 2.8% |
$9.4K - $10.7K
|
1.74K
$484K
|