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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
28New |
$5.17K - $6.22K
|
28
$8.11K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28New |
$5.17K - $6.22K
|
28
$8.11K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 0.59% |
$5.17K - $6.22K
|
4.76K
$1.38M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
27New |
$4.99K - $6K
|
27
$7.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
26+ 1300.0% |
$4.8K - $5.77K
|
28
$8.11K
|
|
|
Jan 12, 2023
Q4 2022
|
Foundation Resource Management Inc
|
BUY
|
- |
25+ 1.22% |
$4.62K - $5.55K
|
2.08K
$602K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 0.4% |
$4.62K - $5.55K
|
6.29K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
24+ 0.84% |
$4.43K - $5.33K
|
2.88K
$835K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 104.55% |
$4.25K - $5.11K
|
45
$13K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 18.33% |
$4.06K - $4.89K
|
142
$41.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
22+ 1.44% |
$4.06K - $4.89K
|
1.55K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22+ 1.82% |
$4.06K - $4.89K
|
1.23K
$357K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 1.69% |
$4.06K - $4.89K
|
1.33K
$384K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21+ 1.74% |
$3.88K - $4.66K
|
1.23K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20+ 0.39% |
$3.69K - $4.44K
|
5.13K
$1.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 2.1% |
$3.69K - $4.44K
|
971
$281K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19+ 6.33% |
$3.51K - $4.22K
|
319
$92.4K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
18+ 1.13% |
$3.32K - $4K
|
1.61K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
18+ 1.52% |
$3.32K - $4K
|
1.2K
$347K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17New |
$3.14K - $3.77K
|
17
$4.92K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
17New |
$3.14K - $3.77K
|
17
$4.92K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
17+ 0.23% |
$3.14K - $3.77K
|
7.53K
$2.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.77% |
$2.95K - $3.55K
|
2.11K
$610K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
16+ 57.14% |
$2.95K - $3.55K
|
44
$12.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
16+ 0.3% |
$2.95K - $3.55K
|
5.34K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15New |
$2.77K - $3.33K
|
15
$4.35K
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
BUY
|
- |
15+ 0.4% |
$2.77K - $3.33K
|
3.78K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
15+ 1.19% |
$2.77K - $3.33K
|
1.27K
$369K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 0.93% |
$2.77K - $3.33K
|
1.63K
$472K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
14New |
$2.59K - $3.11K
|
14
$4.06K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
14New |
$2.59K - $3.11K
|
14
$4.06K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.39% |
$2.59K - $3.11K
|
3.62K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 1.0% |
$2.4K - $2.89K
|
1.32K
$381K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
12New |
$2.22K - $2.66K
|
12
$3.48K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11+ 0.59% |
$2.03K - $2.44K
|
1.86K
$540K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$2.03K - $2.44K
|
5.05K
$1.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
11New |
$2.03K - $2.44K
|
11
$3.19K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
11+ 220.0% |
$2.03K - $2.44K
|
16
$4.64K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$1.85K - $2.22K
|
10
$2.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
10+ 0.07% |
$1.85K - $2.22K
|
14K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$1.85K - $2.22K
|
10
$2.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$1.66K - $2K
|
9
$2.61K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 2.54% |
$1.66K - $2K
|
364
$105K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9+ 0.19% |
$1.66K - $2K
|
4.63K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 2.07% |
$1.48K - $1.78K
|
395
$114K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
8+ 0.17% |
$1.48K - $1.78K
|
4.75K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
8+ 0.52% |
$1.48K - $1.78K
|
1.54K
$447K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7New |
$1.29K - $1.55K
|
7
$2.03K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 38.89% |
$1.29K - $1.55K
|
25
$7.24K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.18% |
$1.29K - $1.55K
|
3.95K
$1.14M
|