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 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39K+ 6.88% |
$637K - $726K
|
52.6K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
3.38KNew |
$636K - $724K
|
3.38K
$935K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.37KNew |
$634K - $723K
|
3.37K
$933K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.32K+ 0.74% |
$625K - $712K
|
451K
$125M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.27KNew |
$616K - $701K
|
3.27K
$905K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.23K+ 87.66% |
$608K - $693K
|
6.92K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.19K+ 1.85% |
$599K - $683K
|
176K
$48.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.19K+ 229.14% |
$599K - $682K
|
4.58K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.07K+ 4.2% |
$577K - $657K
|
76.1K
$21.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
3.06K+ 60.89% |
$575K - $655K
|
8.08K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.06K+ 12.07% |
$575K - $655K
|
28.4K
$7.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.03K+ 0.31% |
$570K - $649K
|
979K
$271M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.01KNew |
$566K - $645K
|
3.01K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
2.97K+ 137.94% |
$559K - $637K
|
5.13K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.88KNew |
$542K - $617K
|
2.88K
$797K
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.86KNew |
$537K - $612K
|
2.86K
$790K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
2.85K+ 2.09% |
$537K - $612K
|
139K
$38.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.83K+ 4.3% |
$531K - $605K
|
68.5K
$18.9M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.81K+ 3.34% |
$529K - $603K
|
87.1K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 18253.33% |
$515K - $587K
|
2.75K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.71K+ 1.95% |
$510K - $581K
|
142K
$39.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 8.5% |
$489K - $557K
|
33.2K
$9.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.55K+ 36.14% |
$480K - $546K
|
9.61K
$2.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.55K+ 0.62% |
$479K - $546K
|
417K
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.53K+ 20.49% |
$477K - $543K
|
14.9K
$4.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.5K+ 7.86% |
$470K - $536K
|
34.3K
$9.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
2.5K+ 5.0% |
$470K - $536K
|
52.5K
$14.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.47K+ 15.14% |
$464K - $529K
|
18.8K
$5.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
2.44K+ 5.54% |
$460K - $524K
|
46.6K
$12.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
2.43K+ 2.87% |
$458K - $522K
|
87.2K
$24.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.35K+ 128.98% |
$442K - $504K
|
4.17K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.35K+ 27.26% |
$442K - $503K
|
11K
$3.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.33K+ 49.3% |
$439K - $500K
|
7.07K
$1.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.33K+ 141.55% |
$438K - $499K
|
3.97K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.33K+ 8.68% |
$437K - $498K
|
29.1K
$8.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.29K+ 37.37% |
$430K - $490K
|
8.4K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.26K+ 4.17% |
$426K - $485K
|
56.5K
$15.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2.25K+ 4.47% |
$422K - $481K
|
52.4K
$14.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.2K+ 15.5% |
$413K - $470K
|
16.4K
$4.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.19K+ 4.3% |
$412K - $469K
|
53.1K
$14.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.13K+ 6.15% |
$400K - $456K
|
36.8K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.08K+ 5.56% |
$392K - $447K
|
39.5K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.08KNew |
$390K - $445K
|
2.08K
$574K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.07KNew |
$390K - $444K
|
2.07K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.05K+ 11.72% |
$385K - $439K
|
19.5K
$5.4M
|
|
|
Sep 04, 2024
Q3 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
2.01K+ 29.01% |
$378K - $431K
|
8.94K
$2.47M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.99K+ 11.83% |
$374K - $426K
|
18.8K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.98KNew |
$372K - $424K
|
1.98K
$547K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.96K+ 80.47% |
$369K - $420K
|
4.4K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.91K+ 10.44% |
$359K - $409K
|
20.2K
$5.59M
|