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 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
889+ 3.05% |
$167K - $190K
|
30.1K
$8.32M
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
881+ 13.61% |
$166K - $189K
|
7.35K
$2.03M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
880+ 15.96% |
$166K - $189K
|
6.4K
$1.77M
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
877+ 14.03% |
$165K - $188K
|
7.13K
$1.97M
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
862+ 0.18% |
$162K - $185K
|
485K
$134M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
849+ 1.52% |
$160K - $182K
|
56.7K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
843+ 21.13% |
$159K - $181K
|
4.83K
$1.34M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
843+ 21.13% |
$159K - $181K
|
4.83K
$1.34M
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
835+ 8.1% |
$157K - $179K
|
11.1K
$3.08M
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
830+ 10.92% |
$156K - $178K
|
8.43K
$2.33M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
826+ 7.04% |
$155K - $177K
|
12.6K
$3.47M
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
818+ 13.61% |
$154K - $175K
|
6.83K
$1.89M
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
796+ 1.45% |
$150K - $171K
|
55.9K
$15.4M
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
791+ 7.63% |
$149K - $169K
|
11.2K
$3.09M
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
787+ 32.75% |
$148K - $169K
|
3.19K
$882K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
786+ 27.08% |
$148K - $168K
|
3.69K
$1.02M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
752+ 8.83% |
$141K - $161K
|
9.27K
$2.56M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
751+ 25.12% |
$141K - $161K
|
3.74K
$1.03M
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
743+ 8.24% |
$140K - $159K
|
9.76K
$2.7M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
739+ 17.11% |
$139K - $158K
|
5.06K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
725+ 2.2% |
$136K - $155K
|
33.7K
$9.32M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
720+ 8.97% |
$135K - $154K
|
8.75K
$2.42M
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
709+ 1.01% |
$133K - $152K
|
70.7K
$19.5M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
684+ 0.35% |
$129K - $147K
|
197K
$54.4M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
678+ 10.1% |
$128K - $145K
|
7.39K
$2.04M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
675+ 23.48% |
$127K - $145K
|
3.55K
$982K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
662+ 14.95% |
$125K - $142K
|
5.09K
$1.41M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
660+ 5.52% |
$124K - $141K
|
12.6K
$3.49M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
659+ 14.9% |
$124K - $141K
|
5.08K
$1.41M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
653+ 35.9% |
$123K - $140K
|
2.47K
$684K
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
649+ 25.2% |
$122K - $139K
|
3.22K
$892K
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
639+ 2.51% |
$120K - $137K
|
26.1K
$7.23M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
633+ 0.27% |
$119K - $136K
|
239K
$66.2M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
617+ 1.54% |
$116K - $132K
|
40.6K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
615+ 12.94% |
$116K - $132K
|
5.37K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
612+ 19.84% |
$115K - $131K
|
3.7K
$1.02M
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
609+ 9.78% |
$115K - $130K
|
6.83K
$1.89M
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
602+ 45.99% |
$113K - $129K
|
1.91K
$528K
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
585+ 17.13% |
$110K - $125K
|
4K
$1.11M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
582+ 1.71% |
$109K - $125K
|
34.7K
$9.59M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
580+ 18.13% |
$109K - $124K
|
3.78K
$1.05M
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
575+ 15.96% |
$108K - $123K
|
4.18K
$1.16M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
574New |
$108K - $123K
|
574
$159K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
564+ 5.39% |
$106K - $121K
|
11K
$3.05M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
553+ 2.66% |
$104K - $118K
|
21.4K
$5.91M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
543+ 8.87% |
$102K - $116K
|
6.66K
$1.84M
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
537+ 8.39% |
$101K - $115K
|
6.94K
$1.92M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
535+ 336.48% |
$101K - $115K
|
694
$192K
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
529+ 16.88% |
$99.5K - $113K
|
3.66K
$1.01M
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
525+ 6.76% |
$98.7K - $112K
|
8.29K
$2.29M
|