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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
59+ 1.39% |
$10.2K - $11.6K
|
4.29K
$1.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
59+ 1.0% |
$10.2K - $11.6K
|
5.98K
$1.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
57+ 0.54% |
$9.9K - $11.2K
|
10.6K
$2.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
56+ 13.33% |
$9.72K - $11K
|
476
$127K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
55New |
$9.55K - $10.8K
|
55
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
53+ 2.73% |
$9.2K - $10.4K
|
2K
$532K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
51New |
$8.85K - $10K
|
51
$13.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
50+ 2.35% |
$8.68K - $9.8K
|
2.18K
$580K
|
|
|
Jan 19, 2022
Q4 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
50+ 0.26% |
$8.68K - $9.8K
|
19.3K
$5.13M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
49New |
$8.51K - $9.61K
|
49
$13.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
47+ 3.91% |
$8.16K - $9.22K
|
1.25K
$333K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
46+ 5.89% |
$7.99K - $9.02K
|
827
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46+ 3.46% |
$7.99K - $9.02K
|
1.38K
$367K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
43New |
$7.47K - $8.43K
|
43
$11.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
43New |
$7.47K - $8.43K
|
43
$11.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43+ 14.05% |
$7.47K - $8.43K
|
349
$93.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
43+ 9.33% |
$7.47K - $8.43K
|
504
$134K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 2.97% |
$7.47K - $8.43K
|
1.49K
$398K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.78% |
$7.29K - $8.24K
|
2.4K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
41+ 1.32% |
$7.12K - $8.04K
|
3.15K
$840K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
40+ 0.73% |
$6.94K - $7.84K
|
5.49K
$1.46M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
40+ 0.27% |
$6.94K - $7.84K
|
14.8K
$3.94M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
39+ 2.91% |
$6.77K - $7.65K
|
1.38K
$368K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
39+ 0.5% |
$6.77K - $7.65K
|
7.88K
$2.1M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
37+ 0.11% |
$6.42K - $7.26K
|
34.3K
$9.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
36+ 0.09% |
$6.25K - $7.06K
|
41.7K
$11.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
36+ 1.26% |
$6.25K - $7.06K
|
2.9K
$774K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
35New |
$6.08K - $6.86K
|
35
$9.33K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
34+ 14.17% |
$5.9K - $6.67K
|
274
$73.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34+ 1.09% |
$5.9K - $6.67K
|
3.15K
$840K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
34New |
$5.9K - $6.67K
|
34
$9.07K
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
34+ 0.08% |
$5.9K - $6.67K
|
40.2K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
33+ 0.6% |
$5.73K - $6.47K
|
5.5K
$1.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.45% |
$5.73K - $6.47K
|
2.31K
$616K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
33+ 2.02% |
$5.73K - $6.47K
|
1.67K
$444K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.51% |
$5.56K - $6.27K
|
6.32K
$1.68M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
31New |
$5.38K - $6.08K
|
31
$8.27K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 5.65% |
$5.38K - $6.08K
|
580
$155K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
31+ 0.69% |
$5.38K - $6.08K
|
4.5K
$1.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
30+ 0.26% |
$5.21K - $5.88K
|
11.4K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
30+ 0.17% |
$5.21K - $5.88K
|
18K
$4.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 51.85% |
$4.86K - $5.49K
|
82
$21.9K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28+ 0.94% |
$4.86K - $5.49K
|
3K
$800K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
27+ 2.49% |
$4.69K - $5.29K
|
1.11K
$297K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
26+ 0.22% |
$4.51K - $5.1K
|
11.9K
$3.18M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
26+ 12.26% |
$4.51K - $5.1K
|
238
$63.5K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
26+ 1.36% |
$4.51K - $5.1K
|
1.94K
$518K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
25+ 0.52% |
$4.34K - $4.9K
|
4.83K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25+ 0.55% |
$4.34K - $4.9K
|
4.54K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
25New |
$4.34K - $4.9K
|
25
$6.67K
|