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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
263+ 4.79% |
$53.9K - $60.3K
|
5.75K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
260+ 11.32% |
$53.3K - $59.7K
|
2.56K
$721K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
259+ 23.76% |
$53.1K - $59.4K
|
1.35K
$380K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
257+ 10.28% |
$52.7K - $59K
|
2.76K
$778K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
256+ 3.12% |
$52.5K - $58.7K
|
8.46K
$2.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
252+ 3.54% |
$51.6K - $57.8K
|
7.38K
$2.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
252+ 8.39% |
$51.6K - $57.8K
|
3.26K
$918K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
249+ 1.14% |
$51K - $57.1K
|
22.1K
$6.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
246+ 4.52% |
$50.4K - $56.4K
|
5.69K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
245+ 0.5% |
$50.2K - $56.2K
|
49.4K
$13.9M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
243+ 3.56% |
$49.8K - $55.8K
|
7.07K
$1.99M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
237+ 3.17% |
$48.6K - $54.4K
|
7.71K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
236+ 5.75% |
$48.4K - $54.1K
|
4.34K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
231+ 0.31% |
$47.3K - $53K
|
74.3K
$20.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
225+ 0.82% |
$46.1K - $51.6K
|
27.8K
$7.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
225+ 2.93% |
$46.1K - $51.6K
|
7.89K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
220+ 47.72% |
$45.1K - $50.5K
|
681
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
219+ 0.04% |
$44.9K - $50.2K
|
562K
$158M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
215+ 11.39% |
$44.1K - $49.3K
|
2.1K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
211+ 0.95% |
$43.2K - $48.4K
|
22.4K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
211New |
$43.2K - $48.4K
|
211
$59.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
207+ 8.7% |
$42.4K - $47.5K
|
2.59K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
204New |
$41.8K - $46.8K
|
204
$57.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
203+ 5.86% |
$41.6K - $46.6K
|
3.67K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
203New |
$41.6K - $46.6K
|
203
$57.2K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
201+ 7.34% |
$41.2K - $46.1K
|
2.94K
$829K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
200+ 0.9% |
$41K - $45.9K
|
22.5K
$6.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
199+ 17.98% |
$40.8K - $45.7K
|
1.31K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
193+ 4.22% |
$39.5K - $44.3K
|
4.77K
$1.34M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
193+ 4.9% |
$39.5K - $44.3K
|
4.13K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
192New |
$39.3K - $44.1K
|
192
$54.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
191+ 11.18% |
$39.1K - $43.8K
|
1.9K
$536K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
191+ 1.36% |
$39.1K - $43.8K
|
14.2K
$4M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
182+ 4.99% |
$37.3K - $41.8K
|
3.83K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
179+ 7.29% |
$36.7K - $41.1K
|
2.63K
$743K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
179+ 17.99% |
$36.7K - $41.1K
|
1.17K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
179+ 6.27% |
$36.7K - $41.1K
|
3.03K
$856K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
179+ 1.26% |
$36.7K - $41.1K
|
14.4K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
178New |
$36.5K - $40.8K
|
178
$50.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
174+ 0.31% |
$35.7K - $39.9K
|
56K
$15.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
173+ 12.81% |
$35.4K - $39.7K
|
1.52K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
170+ 1.74% |
$34.8K - $39K
|
9.93K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
169+ 6.69% |
$34.6K - $38.8K
|
2.69K
$760K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
168+ 1.4% |
$34.4K - $38.5K
|
12.1K
$3.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
168+ 1.01% |
$34.4K - $38.5K
|
16.8K
$4.74M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
168+ 1.4% |
$34.4K - $38.5K
|
12.1K
$3.42M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
167+ 8.32% |
$34.2K - $38.3K
|
2.18K
$613K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
165+ 9.24% |
$33.8K - $37.9K
|
1.95K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
164+ 9.04% |
$33.6K - $37.6K
|
1.98K
$558K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
163+ 5.99% |
$33.4K - $37.4K
|
2.88K
$813K
|