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 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-52- 1.33% |
$9.78K - $11.1K
|
3.86K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-55- 0.67% |
$10.3K - $11.8K
|
8.21K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-55- 0.6% |
$10.3K - $11.8K
|
9.19K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-55- 4.64% |
$10.3K - $11.8K
|
1.13K
$315K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-56- 3.01% |
$10.5K - $12K
|
1.8K
$502K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-60- 23.62% |
$11.3K - $12.9K
|
194
$54K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-60- 0.96% |
$11.3K - $12.9K
|
6.18K
$1.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-66- 5.56% |
$12.4K - $14.1K
|
1.12K
$312K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-67- 3.47% |
$12.6K - $14.4K
|
1.86K
$519K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-67- 4.2% |
$12.6K - $14.4K
|
1.53K
$425K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-71- 1.65% |
$13.4K - $15.2K
|
4.22K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-71- 3.41% |
$13.4K - $15.2K
|
2.01K
$560K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-73- 6.84% |
$13.7K - $15.6K
|
995
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-73- 4.38% |
$13.7K - $15.6K
|
1.6K
$444K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-75- 0.95% |
$14.1K - $16.1K
|
7.78K
$2.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-76- 1.01% |
$14.3K - $16.3K
|
7.41K
$2.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-78- 1.89% |
$14.7K - $16.7K
|
4.05K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-80- 0.92% |
$15K - $17.1K
|
8.62K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-80- 3.8% |
$15K - $17.1K
|
2.03K
$564K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-80- 56.34% |
$15K - $17.1K
|
62
$17.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-81- 5.64% |
$15.2K - $17.4K
|
1.36K
$377K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-82- 0.17% |
$15.4K - $17.6K
|
49K
$13.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-84- 2.22% |
$15.8K - $18K
|
3.7K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-85- 0.64% |
$16K - $18.2K
|
13.2K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-85- 2.77% |
$16K - $18.2K
|
2.99K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-85- 2.37% |
$16K - $18.2K
|
3.5K
$974K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-86- 9.75% |
$16.2K - $18.4K
|
796
$222K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-87- 3.57% |
$16.4K - $18.6K
|
2.35K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-87- 0.86% |
$16.4K - $18.6K
|
10K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-88Closed |
$16.6K - $18.9K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-90- 0.68% |
$16.9K - $19.3K
|
13.2K
$3.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-91- 3.56% |
$17.1K - $19.5K
|
2.46K
$686K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-94- 2.64% |
$17.7K - $20.1K
|
3.46K
$964K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-95- 2.51% |
$17.9K - $20.4K
|
3.7K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-95- 1.26% |
$17.9K - $20.4K
|
7.42K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-97- 4.13% |
$18.2K - $20.8K
|
2.25K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-98- 0.03% |
$18.4K - $21K
|
314K
$87.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-99- 3.54% |
$18.6K - $21.2K
|
2.7K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-101- 10.44% |
$19K - $21.6K
|
866
$241K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-105- 2.82% |
$19.7K - $22.5K
|
3.62K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-110- 4.29% |
$20.7K - $23.6K
|
2.46K
$683K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-110- 3.34% |
$20.7K - $23.6K
|
3.19K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-111- 58.73% |
$20.9K - $23.8K
|
78
$21.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-111- 2.61% |
$20.9K - $23.8K
|
4.15K
$1.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-113- 1.1% |
$21.3K - $24.2K
|
10.2K
$2.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-114- 0.26% |
$21.4K - $24.4K
|
44.1K
$12.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-115- 9.65% |
$21.6K - $24.6K
|
1.08K
$300K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-116- 0.21% |
$21.8K - $24.9K
|
55.5K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-117- 3.51% |
$22K - $25.1K
|
3.22K
$896K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 3.06% |
$23.1K - $26.4K
|
3.9K
$1.09M
|