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 10, 2022
Q4 2021
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
3K+ 4.1% |
$521K - $588K
|
76.2K
$20.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
2.95KNew |
$512K - $578K
|
2.95K
$792K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.88KNew |
$500K - $565K
|
2.88K
$774K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.87K+ 20.91% |
$498K - $563K
|
16.6K
$4.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.82KNew |
$490K - $554K
|
2.82K
$759K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.78KNew |
$482K - $545K
|
2.78K
$747K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.77K+ 7.87% |
$481K - $543K
|
38K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.75K+ 1.35% |
$477K - $539K
|
207K
$55.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.73K+ 123.44% |
$474K - $535K
|
4.94K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
2.72K+ 6.63% |
$473K - $534K
|
43.8K
$11.8M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.7KNew |
$469K - $530K
|
2.7K
$726K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.7KNew |
$468K - $528K
|
2.7K
$724K
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.68K+ 1.92% |
$464K - $525K
|
142K
$38.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
2.65KNew |
$460K - $519K
|
2.65K
$712K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.64K+ 152.37% |
$458K - $517K
|
4.37K
$1.17M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.63KNew |
$456K - $515K
|
2.63K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.6K+ 153.3% |
$451K - $510K
|
4.3K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.54K+ 49.23% |
$440K - $497K
|
7.69K
$2.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.49KNew |
$432K - $488K
|
2.49K
$669K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.48K+ 0.12% |
$430K - $486K
|
2.14M
$575M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.47K+ 0.92% |
$430K - $485K
|
271K
$72.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.46KNew |
$427K - $483K
|
2.46K
$661K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.43K+ 0.56% |
$422K - $477K
|
440K
$118M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
2.37KNew |
$411K - $464K
|
2.37K
$636K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.35K+ 11.52% |
$408K - $461K
|
22.8K
$6.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$391K - $441K
|
2.25K
$605K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.24KNew |
$390K - $440K
|
2.24K
$603K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.24KNew |
$389K - $439K
|
2.24K
$601K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.23K+ 2.08% |
$388K - $438K
|
110K
$29.5M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.21K+ 4.89% |
$383K - $433K
|
47.3K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.2K+ 10.63% |
$382K - $431K
|
22.9K
$6.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 54.32% |
$378K - $426K
|
6.18K
$1.66M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$375K - $424K
|
2.16K
$581K
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.14KNew |
$372K - $420K
|
2.14K
$575K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
2.12KNew |
$369K - $416K
|
2.12K
$571K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.11K+ 112.82% |
$367K - $414K
|
3.98K
$1.07M
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.11K+ 85.37% |
$366K - $413K
|
4.57K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.09KNew |
$362K - $409K
|
2.09K
$560K
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.08KNew |
$361K - $407K
|
2.08K
$558K
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.05K+ 17.91% |
$356K - $403K
|
13.5K
$3.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.05KNew |
$356K - $402K
|
2.05K
$551K
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
2.04KNew |
$354K - $400K
|
2.04K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$354K - $399K
|
2.04K
$547K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.03KNew |
$352K - $398K
|
2.03K
$546K
|
|
|
Jan 03, 2022
Q4 2021
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
2K+ 0.74% |
$347K - $392K
|
273K
$73.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.93KNew |
$336K - $379K
|
1.93K
$520K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.93K+ 22.72% |
$335K - $378K
|
10.4K
$2.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.9KNew |
$330K - $373K
|
1.9K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.9KNew |
$329K - $372K
|
1.9K
$509K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.87KNew |
$325K - $367K
|
1.87K
$503K
|