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 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
92+ 8.91% |
$18.9K - $21.1K
|
1.12K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
92+ 0.5% |
$18.9K - $21.1K
|
18.6K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
90+ 66.67% |
$18.4K - $20.6K
|
225
$65.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
87+ 4.67% |
$17.8K - $20K
|
1.95K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
87+ 2.12% |
$17.8K - $20K
|
4.2K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
85+ 2.11% |
$17.4K - $19.5K
|
4.12K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
84+ 1.38% |
$17.2K - $19.3K
|
6.19K
$1.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
83+ 6.88% |
$17K - $19K
|
1.29K
$374K
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
83+ 4.6% |
$17K - $19K
|
1.89K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
82+ 2.98% |
$16.8K - $18.8K
|
2.84K
$821K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
81+ 4.0% |
$16.6K - $18.6K
|
2.11K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
75+ 0.96% |
$15.4K - $17.2K
|
7.9K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
75+ 1.4% |
$15.4K - $17.2K
|
5.44K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
74+ 0.79% |
$15.2K - $17K
|
9.39K
$2.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
73+ 0.55% |
$15K - $16.7K
|
13.2K
$3.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
71+ 1.43% |
$14.5K - $16.3K
|
5.04K
$1.46M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
71New |
$14.5K - $16.3K
|
71
$20.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
70+ 2.58% |
$14.3K - $16.1K
|
2.78K
$805K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
70+ 0.13% |
$14.3K - $16.1K
|
53.4K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
61+ 0.43% |
$12.5K - $14K
|
14.1K
$4.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
60+ 9.9% |
$12.3K - $13.8K
|
666
$193K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
59+ 5.08% |
$12.1K - $13.5K
|
1.22K
$354K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
58New |
$11.9K - $13.3K
|
58
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58+ 1.57% |
$11.9K - $13.3K
|
3.75K
$1.09M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
58New |
$11.9K - $13.3K
|
58
$16.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
57+ 1.96% |
$11.7K - $13.1K
|
2.96K
$858K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
56+ 1.4% |
$11.5K - $12.8K
|
4.06K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
56+ 4.99% |
$11.5K - $12.8K
|
1.18K
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
55+ 1.4% |
$11.3K - $12.6K
|
4K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
54+ 4.97% |
$11.1K - $12.4K
|
1.14K
$331K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
53+ 0.4% |
$10.9K - $12.2K
|
13.3K
$3.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
53New |
$10.9K - $12.2K
|
53
$15.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
53+ 530.0% |
$10.9K - $12.2K
|
63
$18.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
52New |
$10.7K - $11.9K
|
52
$15.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 0.38% |
$10.2K - $11.5K
|
13.3K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
49+ 0.15% |
$10K - $11.2K
|
31.8K
$9.23M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
49+ 3.25% |
$10K - $11.2K
|
1.56K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
47+ 1.72% |
$9.63K - $10.8K
|
2.79K
$807K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
46+ 1.7% |
$9.43K - $10.6K
|
2.75K
$798K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
45+ 3.02% |
$9.22K - $10.3K
|
1.53K
$444K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
44+ 5.23% |
$9.02K - $10.1K
|
886
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
44+ 0.87% |
$9.02K - $10.1K
|
5.11K
$1.48M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
44New |
$9.02K - $10.1K
|
44
$12.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43+ 2.31% |
$8.81K - $9.87K
|
1.9K
$551K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
43+ 0.61% |
$8.81K - $9.87K
|
7.15K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
43+ 81.13% |
$8.81K - $9.87K
|
96
$27.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
43New |
$8.81K - $9.87K
|
43
$12.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43+ 1.61% |
$8.81K - $9.87K
|
2.72K
$789K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
42+ 4.18% |
$8.61K - $9.64K
|
1.05K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
42+ 2.12% |
$8.61K - $9.64K
|
2.03K
$587K
|