Purchases and Sales Made in Q3 2023 in Chubb LTD (CB)

CB Quotes by TradingView

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
Asset Dedication, LLC

BUY
 -
520
+ 11.86%
$97.8K - $111K
4.9K $1.36M
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
508
+ 3.19%
$95.5K - $109K
16.4K $4.55M
Nov 13, 2023 Q3 2023
Horiko Capital Management LLC

New York, NY
BUY
 -
507
+ 6.59%
$95.4K - $109K
8.2K $2.27M
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
500
New
$94K - $107K
500 $138K
Oct 04, 2023 Q3 2023
Bowman & CO S.C.

BUY
 -
492
+ 6.19%
$92.5K - $105K
8.45K $2.34M
Oct 10, 2023 Q3 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
492
+ 8.52%
$92.5K - $105K
6.27K $1.73M
Oct 26, 2023 Q3 2023
Amf Tjanstepension Ab

BUY
 -
490
+ 1.14%
$92.2K - $105K
43.6K $12M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
485
New
$91.2K - $104K
485 $134K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
484
New
$91K - $104K
484 $134K
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
482
+ 8.94%
$90.7K - $103K
5.88K $1.62M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
480
+ 14.76%
$90.3K - $103K
3.73K $1.03M
Oct 18, 2023 Q3 2023
Nova Point Capital, LLC

BUY
 -
439
+ 2.32%
$82.6K - $94.1K
19.3K $5.35M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
437
New
$82.2K - $93.6K
437 $121K
Oct 31, 2024 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
431
+ 9.69%
$81.1K - $92.4K
4.88K $1.35M
Nov 09, 2023 Q3 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
429
+ 493.1%
$80.7K - $91.9K
516 $143K
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
428
+ 22.28%
$80.5K - $91.7K
2.35K $650K
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
426
+ 22.77%
$80.1K - $91.3K
2.3K $635K
Oct 12, 2023 Q3 2023
Field & Main Bank

BUY
 -
425
+ 10.72%
$79.9K - $91.1K
4.39K $1.21M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
423
+ 4.56%
$79.6K - $90.6K
9.69K $2.68M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
423
+ 8.93%
$79.6K - $90.6K
5.16K $1.43M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
417
+ 5.95%
$78.4K - $89.4K
7.42K $2.05M
Oct 17, 2023 Q3 2023
New Potomac Partners, LLC

BUY
 -
410
+ 4.37%
$77.1K - $87.9K
9.79K $2.71M
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
405
+ 2.78%
$76.2K - $86.8K
15K $4.14M
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
401
+ 1.13%
$75.4K - $85.9K
35.9K $9.94M
Nov 09, 2023 Q3 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
400
+ 0.33%
$75.2K - $85.7K
123K $33.9M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
396
+ 24.07%
$74.5K - $84.9K
2.04K $564K
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
394
+ 6.37%
$74.1K - $84.4K
6.58K $1.82M
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
389
+ 2.72%
$73.2K - $83.4K
14.7K $4.06M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
388
+ 32.88%
$73K - $83.1K
1.57K $434K
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
386
+ 12.54%
$72.6K - $82.7K
3.46K $958K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
382
+ 7.39%
$71.9K - $81.9K
5.55K $1.53M
Nov 08, 2023 Q3 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
379
+ 13.85%
$71.3K - $81.2K
3.12K $861K
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
377
+ 11.24%
$70.9K - $80.8K
3.73K $1.03M
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

BUY
 -
375
+ 28.85%
$70.5K - $80.4K
1.68K $463K
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
369
+ 5.21%
$69.4K - $79.1K
7.45K $2.06M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
367
+ 4.94%
$69K - $78.6K
7.79K $2.15M
Oct 30, 2023 Q3 2023
Cibc Asset Management Inc

Toronto, A6
BUY
 -
366
+ 0.74%
$68.8K - $78.4K
50K $13.8M
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
358
+ 1.56%
$67.3K - $76.7K
23.3K $6.44M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
357
+ 24.04%
$67.1K - $76.5K
1.84K $509K
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
356
+ 6.73%
$67K - $76.3K
5.65K $1.56M
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
355
+ 14.88%
$66.8K - $76.1K
2.74K $758K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
350
+ 29.09%
$65.8K - $75K
1.55K $429K
Jun 25, 2024 Q3 2023
Transatlantique Private Wealth LLC

BUY
 -
341
+ 5.63%
$64.1K - $73.1K
6.4K $1.77M
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
337
+ 27.0%
$63.4K - $72.2K
1.59K $438K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
331
+ 9.24%
$62.3K - $70.9K
3.92K $1.08M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
329
+ 12.54%
$61.9K - $70.5K
2.95K $816K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
328
New
$61.7K - $70.3K
328 $90.7K
Nov 14, 2023 Q3 2023
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
325
+ 27.75%
$61.1K - $69.6K
1.5K $414K
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
314
+ 0.84%
$59.1K - $67.3K
37.7K $10.4M

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