Purchases and Sales Made in Q4 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 2023. 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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
403+ 21.56% |
$82.6K - $92.5K
|
2.27K
$658K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
400+ 40.32% |
$82K - $91.8K
|
1.39K
$403K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
397+ 7.97% |
$81.3K - $91.1K
|
5.38K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
395+ 10.2% |
$80.9K - $90.6K
|
4.27K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
394+ 23.18% |
$80.7K - $90.4K
|
2.09K
$607K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
392+ 2.7% |
$80.3K - $89.9K
|
14.9K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
392+ 33.79% |
$80.3K - $89.9K
|
1.55K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
BUY
|
- |
386+ 0.7% |
$79.1K - $88.6K
|
55.9K
$16.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
385New |
$78.9K - $88.3K
|
385
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
378+ 3.76% |
$77.5K - $86.7K
|
10.4K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
371+ 2.95% |
$76K - $85.1K
|
13K
$3.76M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
371New |
$76K - $85.1K
|
371
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
369+ 7.76% |
$75.6K - $84.7K
|
5.12K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
365+ 7.03% |
$74.8K - $83.7K
|
5.55K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
363+ 1.05% |
$74.4K - $83.3K
|
34.8K
$10.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
360+ 9.83% |
$73.8K - $82.6K
|
4.02K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
360+ 2.23% |
$73.8K - $82.6K
|
16.5K
$4.78M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
354+ 0.64% |
$72.5K - $81.2K
|
55.9K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
346+ 16.16% |
$70.9K - $79.4K
|
2.49K
$720K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
343+ 2.63% |
$70.3K - $78.7K
|
13.4K
$3.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
343+ 0.18% |
$70.3K - $78.7K
|
194K
$56.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
343+ 1.09% |
$70.3K - $78.7K
|
31.9K
$9.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
340+ 0.87% |
$69.7K - $78K
|
39.4K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
340+ 4.06% |
$69.7K - $78K
|
8.72K
$2.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
338+ 25.02% |
$69.3K - $77.5K
|
1.69K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
338+ 11.7% |
$69.3K - $77.5K
|
3.23K
$935K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
334+ 8.24% |
$68.4K - $76.6K
|
4.39K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
333+ 32.81% |
$68.2K - $76.4K
|
1.35K
$391K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
332+ 1.12% |
$68K - $76.2K
|
30K
$8.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
332+ 12.36% |
$68K - $76.2K
|
3.02K
$875K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
332+ 12.36% |
$68K - $76.2K
|
3.02K
$875K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
327+ 21.06% |
$67K - $75K
|
1.88K
$545K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
313+ 21.26% |
$64.1K - $71.8K
|
1.79K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
302+ 3.26% |
$61.9K - $69.3K
|
9.56K
$2.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
301+ 2.47% |
$61.7K - $69.1K
|
12.5K
$3.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
297+ 3.11% |
$60.9K - $68.1K
|
9.83K
$2.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
296+ 84.33% |
$60.7K - $67.9K
|
647
$187K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
290+ 0.33% |
$59.4K - $66.5K
|
89K
$25.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
286New |
$58.6K - $65.6K
|
286
$82.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
285New |
$58.4K - $65.4K
|
285
$82.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
284+ 16.04% |
$58.2K - $65.2K
|
2.06K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
282+ 20.52% |
$57.8K - $64.7K
|
1.66K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
282+ 1.35% |
$57.8K - $64.7K
|
21.1K
$6.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
275+ 4.79% |
$56.4K - $63.1K
|
6.02K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
274+ 0.56% |
$56.1K - $62.9K
|
49K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
271+ 12.12% |
$55.5K - $62.2K
|
2.51K
$726K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
266+ 16.37% |
$54.5K - $61K
|
1.89K
$548K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
265+ 6.04% |
$54.3K - $60.8K
|
4.66K
$1.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
263New |
$53.9K - $60.3K
|
263
$76.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
263+ 4.79% |
$53.9K - $60.3K
|
5.75K
$1.67M
|