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 |
|---|---|---|---|---|---|---|---|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-116- 0.21% |
$21.8K - $24.9K
|
55.5K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-117- 3.51% |
$22K - $25.1K
|
3.22K
$938K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 3.06% |
$23.1K - $26.4K
|
3.9K
$1.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-123- 1.18% |
$23.1K - $26.4K
|
10.3K
$3.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-123- 43.46% |
$23.1K - $26.4K
|
160
$46.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-123- 6.49% |
$23.1K - $26.4K
|
1.77K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-123- 3.78% |
$23.1K - $26.4K
|
3.13K
$912K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-124- 9.18% |
$23.3K - $26.6K
|
1.23K
$358K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-125- 0.45% |
$23.5K - $26.8K
|
27.4K
$7.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-131- 3.4% |
$24.6K - $28.1K
|
3.72K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-131- 1.02% |
$24.6K - $28.1K
|
12.7K
$3.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-132- 0.87% |
$24.8K - $28.3K
|
15K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-135- 7.81% |
$25.4K - $28.9K
|
1.59K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-135- 5.45% |
$25.4K - $28.9K
|
2.34K
$682K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-136- 0.34% |
$25.6K - $29.1K
|
39.7K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-136- 0.23% |
$25.6K - $29.1K
|
59.3K
$17.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-138- 14.08% |
$26K - $29.6K
|
842
$245K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-138- 3.25% |
$26K - $29.6K
|
4.11K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-139- 0.24% |
$26.1K - $29.8K
|
58.2K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-139- 6.62% |
$26.1K - $29.8K
|
1.96K
$572K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-140- 5.03% |
$26.3K - $30K
|
2.65K
$771K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-140- 5.3% |
$26.3K - $30K
|
2.5K
$729K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-141- 1.9% |
$26.5K - $30.2K
|
7.27K
$2.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-141- 5.35% |
$26.5K - $30.2K
|
2.5K
$727K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-142- 37.17% |
$26.7K - $30.4K
|
240
$69.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-143- 1.25% |
$26.9K - $30.6K
|
11.3K
$3.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-144- 8.13% |
$27.1K - $30.9K
|
1.63K
$474K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-145- 0.55% |
$27.3K - $31.1K
|
26K
$7.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-146- 0.99% |
$27.5K - $31.3K
|
14.6K
$4.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-146- 3.14% |
$27.5K - $31.3K
|
4.5K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-148- 1.51% |
$27.8K - $31.7K
|
9.64K
$2.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-153- 1.79% |
$28.8K - $32.8K
|
8.4K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-154- 17.13% |
$29K - $33K
|
745
$217K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-155- 2.77% |
$29.2K - $33.2K
|
5.45K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-156- 8.42% |
$29.3K - $33.4K
|
1.7K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-162- 4.02% |
$30.5K - $34.7K
|
3.87K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-168- 1.36% |
$31.6K - $36K
|
12.2K
$3.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-173- 2.55% |
$32.5K - $37.1K
|
6.6K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-173- 0.58% |
$32.5K - $37.1K
|
29.6K
$8.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-174- 0.09% |
$32.7K - $37.3K
|
184K
$53.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-180- 0.48% |
$33.9K - $38.6K
|
37.5K
$10.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-182- 14.15% |
$34.2K - $39K
|
1.1K
$322K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-183- 67.28% |
$34.4K - $39.2K
|
89
$25.9K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-185- 8.71% |
$34.8K - $39.6K
|
1.94K
$565K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-186- 96.37% |
$35K - $39.9K
|
7
$2.04K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-187- 1.03% |
$35.2K - $40.1K
|
17.9K
$5.23M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-188- 6.46% |
$35.4K - $40.3K
|
2.72K
$793K
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-190- 0.3% |
$35.7K - $40.7K
|
62.1K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-195- 0.43% |
$36.7K - $41.8K
|
45.3K
$13.2M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-195- 0.43% |
$36.7K - $41.8K
|
45.3K
$13.2M
|