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 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
160+ 1.26% |
$32.8K - $36.7K
|
12.9K
$3.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
157+ 4.21% |
$32.2K - $36K
|
3.89K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
153+ 9.16% |
$31.4K - $35.1K
|
1.82K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
152+ 3.6% |
$31.1K - $34.9K
|
4.37K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
152New |
$31.1K - $34.9K
|
152
$44K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
151+ 2.27% |
$30.9K - $34.6K
|
6.81K
$1.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
150New |
$30.7K - $34.4K
|
150
$43.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
149+ 9.4% |
$30.5K - $34.2K
|
1.73K
$502K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
147New |
$30.1K - $33.7K
|
147
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
147+ 1.17% |
$30.1K - $33.7K
|
12.8K
$3.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
143+ 14.09% |
$29.3K - $32.8K
|
1.16K
$335K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
143+ 14.09% |
$29.3K - $32.8K
|
1.16K
$335K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
142New |
$29.1K - $32.6K
|
142
$41.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
140New |
$28.7K - $32.1K
|
140
$40.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
140+ 6.53% |
$28.7K - $32.1K
|
2.28K
$662K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
140+ 87.5% |
$28.7K - $32.1K
|
300
$86.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
140New |
$28.7K - $32.1K
|
140
$40.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
140+ 2.62% |
$28.7K - $32.1K
|
5.48K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
134+ 2.35% |
$27.5K - $30.7K
|
5.83K
$1.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
132+ 0.46% |
$27K - $30.3K
|
29K
$8.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
129+ 10.0% |
$26.4K - $29.6K
|
1.42K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
129+ 12.19% |
$26.4K - $29.6K
|
1.19K
$344K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
129New |
$26.4K - $29.6K
|
129
$37.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
128+ 5.45% |
$26.2K - $29.4K
|
2.48K
$718K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
127+ 1.94% |
$26K - $29.1K
|
6.66K
$1.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
123+ 5.56% |
$25.2K - $28.2K
|
2.33K
$676K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
121+ 0.27% |
$24.8K - $27.8K
|
45.7K
$13.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
120+ 0.52% |
$24.6K - $27.5K
|
23.2K
$6.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
116+ 1.7% |
$23.8K - $26.6K
|
6.95K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
116+ 4.54% |
$23.8K - $26.6K
|
2.67K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
114+ 0.33% |
$23.4K - $26.2K
|
35.1K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
112+ 3.47% |
$22.9K - $25.7K
|
3.34K
$966K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
107+ 3.74% |
$21.9K - $24.5K
|
2.97K
$860K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
107+ 1.2% |
$21.9K - $24.5K
|
9.02K
$2.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
106+ 7.44% |
$21.7K - $24.3K
|
1.53K
$443K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
106+ 6.8% |
$21.7K - $24.3K
|
1.66K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
106+ 10.56% |
$21.7K - $24.3K
|
1.11K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
105+ 3.11% |
$21.5K - $24.1K
|
3.48K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
105+ 3.36% |
$21.5K - $24.1K
|
3.23K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
104+ 57.78% |
$21.3K - $23.9K
|
284
$82.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
103+ 1.46% |
$21.1K - $23.6K
|
7.14K
$2.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
100+ 86.96% |
$20.5K - $22.9K
|
215
$62.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
100+ 34.72% |
$20.5K - $22.9K
|
388
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
100+ 1.24% |
$20.5K - $22.9K
|
8.18K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 6.87% |
$20.5K - $22.9K
|
1.56K
$451K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
99+ 0.82% |
$20.3K - $22.7K
|
12.2K
$3.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
98+ 8.88% |
$20.1K - $22.5K
|
1.2K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
96+ 1.99% |
$19.7K - $22K
|
4.93K
$1.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
93+ 2.28% |
$19.1K - $21.3K
|
4.18K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
93+ 0.76% |
$19.1K - $21.3K
|
12.3K
$3.56M
|