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 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.13KNew |
$213K - $242K
|
1.13K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 56.43% |
$212K - $242K
|
3.13K
$882K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.13K+ 86.55% |
$212K - $241K
|
2.43K
$684K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.11KNew |
$209K - $238K
|
1.11K
$313K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.11KNew |
$208K - $237K
|
1.11K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.1K+ 0.84% |
$208K - $237K
|
132K
$37.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.1KNew |
$207K - $236K
|
1.1K
$310K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.09KNew |
$205K - $234K
|
1.09K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.09KNew |
$204K - $233K
|
1.09K
$307K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.08K+ 0.56% |
$204K - $232K
|
194K
$54.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.07K+ 66.48% |
$202K - $230K
|
2.69K
$758K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.07K+ 66.48% |
$202K - $230K
|
2.69K
$758K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.07KNew |
$201K - $229K
|
1.07K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.06K+ 24.14% |
$200K - $228K
|
5.47K
$1.54M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.06K+ 52.44% |
$200K - $228K
|
3.09K
$871K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.06KNew |
$199K - $227K
|
1.06K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.05K+ 7.5% |
$197K - $225K
|
15K
$4.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.04KNew |
$195K - $222K
|
1.04K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.03KNew |
$194K - $221K
|
1.03K
$291K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.03K+ 3.44% |
$193K - $220K
|
30.8K
$8.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.02KNew |
$193K - $219K
|
1.02K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.02KNew |
$193K - $219K
|
1.02K
$289K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.02KNew |
$191K - $218K
|
1.02K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.02K+ 7.52% |
$191K - $217K
|
14.5K
$4.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.01K+ 8.28% |
$191K - $217K
|
13.3K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.01K+ 14.58% |
$191K - $217K
|
7.96K
$2.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.01KNew |
$189K - $216K
|
1.01K
$284K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1KNew |
$189K - $215K
|
1K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1KNew |
$189K - $215K
|
1K
$283K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
1KNew |
$189K - $215K
|
1K
$283K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1KNew |
$188K - $214K
|
1K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$188K - $214K
|
1K
$282K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
990New |
$186K - $212K
|
990
$279K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
987+ 25.96% |
$186K - $211K
|
4.79K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
987+ 3.04% |
$186K - $211K
|
33.5K
$9.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
981New |
$185K - $210K
|
981
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
981New |
$185K - $210K
|
981
$277K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
977New |
$184K - $209K
|
977
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
976+ 85.02% |
$184K - $209K
|
2.12K
$599K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
968New |
$182K - $207K
|
968
$273K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
961+ 49.84% |
$181K - $206K
|
2.89K
$815K
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
945+ 9.17% |
$178K - $202K
|
11.3K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
939+ 10.67% |
$177K - $201K
|
9.74K
$2.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
930+ 17.92% |
$175K - $199K
|
6.12K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
927+ 21.75% |
$174K - $199K
|
5.19K
$1.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
917+ 8.3% |
$172K - $196K
|
12K
$3.37M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
917+ 8.3% |
$172K - $196K
|
12K
$3.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
914+ 28.64% |
$172K - $196K
|
4.11K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
906+ 1.24% |
$170K - $194K
|
74K
$20.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
900+ 59.8% |
$169K - $193K
|
2.41K
$678K
|