Purchases and Sales Made in Q4 2022 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 2022. 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 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
626+ 0.34% |
$116K - $139K
|
184K
$53.4M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
619New |
$114K - $137K
|
619
$179K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
616+ 17.79% |
$114K - $137K
|
4.08K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
615+ 1.62% |
$114K - $137K
|
38.5K
$11.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
602+ 109.65% |
$111K - $134K
|
1.15K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
594+ 1.31% |
$110K - $132K
|
46K
$13.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
589+ 1.73% |
$109K - $131K
|
34.6K
$10M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
582+ 9.58% |
$107K - $129K
|
6.66K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
565+ 3.89% |
$104K - $125K
|
15.1K
$4.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
564+ 444.09% |
$104K - $125K
|
691
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
553+ 13.77% |
$102K - $123K
|
4.57K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
540+ 450.0% |
$99.7K - $120K
|
660
$191K
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
525+ 2.74% |
$97K - $117K
|
19.7K
$5.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
516+ 9.11% |
$95.3K - $115K
|
6.18K
$1.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
512+ 6.45% |
$94.6K - $114K
|
8.45K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
510+ 4.04% |
$94.2K - $113K
|
13.1K
$3.8M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
497+ 11.22% |
$91.8K - $110K
|
4.93K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
495+ 4.04% |
$91.4K - $110K
|
12.8K
$3.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
481+ 2.4% |
$88.8K - $107K
|
20.5K
$5.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
480+ 9.12% |
$88.6K - $107K
|
5.74K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
477+ 12.58% |
$88.1K - $106K
|
4.27K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
475+ 25.62% |
$87.7K - $105K
|
2.33K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
469+ 221.23% |
$86.6K - $104K
|
681
$197K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
467+ 0.69% |
$86.2K - $104K
|
68.6K
$19.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
463+ 0.97% |
$85.5K - $103K
|
48.2K
$14M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
459+ 13.31% |
$84.8K - $102K
|
3.91K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
458+ 7.44% |
$84.6K - $102K
|
6.62K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
456+ 10.88% |
$84.2K - $101K
|
4.65K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
456+ 2.75% |
$84.2K - $101K
|
17K
$4.94M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
453+ 31.5% |
$83.7K - $101K
|
1.89K
$548K
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
450+ 26.46% |
$83.1K - $99.9K
|
2.15K
$623K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
447+ 4.42% |
$82.6K - $99.3K
|
10.6K
$3.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
445+ 3.37% |
$82.2K - $98.8K
|
13.6K
$3.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
442+ 9.63% |
$81.6K - $98.1K
|
5.03K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
440+ 9.57% |
$81.3K - $97.7K
|
5.04K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
438+ 2.04% |
$80.9K - $97.3K
|
21.9K
$6.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
435+ 3.68% |
$80.3K - $96.6K
|
12.3K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
434+ 43.93% |
$80.2K - $96.4K
|
1.42K
$412K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
430+ 9.1% |
$79.4K - $95.5K
|
5.16K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
427+ 14.33% |
$78.9K - $94.8K
|
3.41K
$987K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
426+ 16.59% |
$78.7K - $94.6K
|
2.99K
$867K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
425+ 6.54% |
$78.5K - $94.4K
|
6.92K
$2.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
408+ 15.78% |
$75.3K - $90.6K
|
2.99K
$867K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
406+ 5.4% |
$75K - $90.2K
|
7.92K
$2.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
404+ 2.64% |
$74.6K - $89.7K
|
15.7K
$4.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
391+ 3.69% |
$72.2K - $86.8K
|
11K
$3.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
388+ 1212.5% |
$71.7K - $86.2K
|
420
$122K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
384+ 0.97% |
$70.9K - $85.3K
|
39.9K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
377+ 2.44% |
$69.6K - $83.7K
|
15.8K
$4.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
376+ 3.56% |
$69.4K - $83.5K
|
10.9K
$3.17M
|