Purchases and Sales Made in Q4 2021 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
123New |
$21.4K - $24.1K
|
123
$32.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
123+ 1.0% |
$21.4K - $24.1K
|
12.5K
$3.33M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
121+ 6.4% |
$21K - $23.7K
|
2.01K
$536K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
121+ 1.99% |
$21K - $23.7K
|
6.19K
$1.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
120+ 1.3% |
$20.8K - $23.5K
|
9.38K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
120New |
$20.8K - $23.5K
|
120
$32K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
119New |
$20.7K - $23.3K
|
119
$31.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
117+ 1.97% |
$20.3K - $22.9K
|
6.05K
$1.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
116+ 5.66% |
$20.1K - $22.7K
|
2.16K
$577K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
113New |
$19.6K - $22.2K
|
113
$30.1K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
110New |
$19.1K - $21.6K
|
110
$29.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
110+ 3.34% |
$19.1K - $21.6K
|
3.4K
$907K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
109+ 1.87% |
$18.9K - $21.4K
|
5.93K
$1.58M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
108+ 4.45% |
$18.7K - $21.2K
|
2.54K
$676K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
106+ 10.89% |
$18.4K - $20.8K
|
1.08K
$288K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
106+ 2.34% |
$18.4K - $20.8K
|
4.64K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
105+ 11.86% |
$18.2K - $20.6K
|
990
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
104+ 1.11% |
$18.1K - $20.4K
|
9.45K
$2.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
103+ 16.3% |
$17.9K - $20.2K
|
735
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 29.94% |
$17.4K - $19.6K
|
434
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
100+ 42.37% |
$17.4K - $19.6K
|
336
$89.6K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
98+ 1.29% |
$17K - $19.2K
|
7.7K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
97+ 2.48% |
$16.8K - $19K
|
4.01K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96+ 7.07% |
$16.7K - $18.8K
|
1.45K
$387K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
93+ 2.09% |
$16.1K - $18.2K
|
4.54K
$1.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
92+ 92.0% |
$16K - $18K
|
192
$51.2K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
92+ 0.07% |
$16K - $18K
|
133K
$35.4M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
90+ 16.48% |
$15.6K - $17.6K
|
636
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
89+ 31.45% |
$15.5K - $17.5K
|
372
$99.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
89New |
$15.5K - $17.5K
|
89
$23.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
88+ 0.19% |
$15.3K - $17.3K
|
46.8K
$12.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
87+ 2.08% |
$15.1K - $17.1K
|
4.26K
$1.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
81New |
$14.1K - $15.9K
|
81
$21.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
78+ 1.02% |
$13.5K - $15.3K
|
7.76K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
77+ 3.71% |
$13.4K - $15.1K
|
2.15K
$574K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
76+ 5.6% |
$13.2K - $14.9K
|
1.43K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
74+ 1.45% |
$12.8K - $14.5K
|
5.17K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
73+ 2.28% |
$12.7K - $14.3K
|
3.28K
$875K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
72+ 0.56% |
$12.5K - $14.1K
|
12.9K
$3.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72+ 3.83% |
$12.5K - $14.1K
|
1.95K
$520K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
69+ 2.91% |
$12K - $13.5K
|
2.44K
$650K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
66+ 32.2% |
$11.5K - $12.9K
|
271
$72.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
66+ 2.31% |
$11.5K - $12.9K
|
2.93K
$780K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65+ 240.74% |
$11.3K - $12.7K
|
92
$24.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
65New |
$11.3K - $12.7K
|
65
$17.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
65+ 0.5% |
$11.3K - $12.7K
|
13.1K
$3.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
64+ 0.29% |
$11.1K - $12.5K
|
22.1K
$5.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
64+ 0.13% |
$11.1K - $12.5K
|
50.5K
$13.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
62+ 1.34% |
$10.8K - $12.2K
|
4.69K
$1.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
61+ 9.38% |
$10.6K - $12K
|
711
$190K
|