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 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
24New |
$4.17K - $4.71K
|
24
$6.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 1.16% |
$3.99K - $4.51K
|
2.01K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 3.37% |
$3.65K - $4.12K
|
644
$172K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 1.28% |
$3.65K - $4.12K
|
1.66K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
21+ 0.41% |
$3.65K - $4.12K
|
5.14K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21+ 1.34% |
$3.65K - $4.12K
|
1.59K
$423K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20+ 1.18% |
$3.47K - $3.92K
|
1.72K
$459K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
19+ 3.2% |
$3.3K - $3.73K
|
612
$163K
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
19+ 1.12% |
$3.3K - $3.73K
|
1.72K
$459K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19+ 0.19% |
$3.3K - $3.73K
|
10K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
19New |
$3.3K - $3.73K
|
19
$5.07K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
18+ 0.42% |
$3.12K - $3.53K
|
4.29K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
17New |
$2.95K - $3.33K
|
17
$4.53K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
17New |
$2.95K - $3.33K
|
17
$4.53K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 212.5% |
$2.95K - $3.33K
|
25
$6.67K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.34% |
$2.78K - $3.14K
|
4.75K
$1.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
15+ 0.09% |
$2.6K - $2.94K
|
15.8K
$4.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 6.52% |
$2.6K - $2.94K
|
245
$65.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14New |
$2.43K - $2.75K
|
14
$3.73K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 3.42% |
$2.43K - $2.75K
|
423
$113K
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
13+ 0.05% |
$2.26K - $2.55K
|
27.3K
$7.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13+ 38.24% |
$2.26K - $2.55K
|
47
$12.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
13New |
$2.26K - $2.55K
|
13
$3.47K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
13+ 3.6% |
$2.26K - $2.55K
|
374
$99.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
12+ 0.87% |
$2.08K - $2.35K
|
1.39K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11+ 0.68% |
$1.91K - $2.16K
|
1.63K
$433K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10+ 0.71% |
$1.74K - $1.96K
|
1.41K
$376K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 2.46% |
$1.39K - $1.57K
|
333
$88.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
8+ 1.21% |
$1.39K - $1.57K
|
669
$178K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 1.3% |
$1.39K - $1.57K
|
624
$166K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 0.25% |
$1.39K - $1.57K
|
3.22K
$858K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
7+ 2.86% |
$1.22K - $1.37K
|
252
$67.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 23.33% |
$1.22K - $1.37K
|
37
$9.87K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7+ 0.58% |
$1.22K - $1.37K
|
1.22K
$324K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
7+ 0.05% |
$1.22K - $1.37K
|
12.8K
$3.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6+ 20.69% |
$1.04K - $1.18K
|
35
$9.33K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
6+ 0.2% |
$1.04K - $1.18K
|
3.08K
$820K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$1.04K - $1.18K
|
6
$1.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
5New |
$868 - $980
|
5
$1.33K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
5+ 1.18% |
$868 - $980
|
429
$114K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 13.04% |
$521 - $588
|
26
$6.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
3New |
$521 - $588
|
3
$800
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
2+ 0.01% |
$347 - $392
|
15.9K
$4.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
2+ 0.15% |
$347 - $392
|
1.32K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.15% |
$347 - $392
|
1.37K
$366K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.4% |
$347 - $392
|
508
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.15% |
$347 - $392
|
1.33K
$356K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.41% |
$347 - $392
|
486
$130K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.18% |
$347 - $392
|
1.13K
$302K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2+ 0.04% |
$347 - $392
|
4.82K
$1.28M
|