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 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-203- 14.94% |
$41.6K - $46.6K
|
1.16K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-203- 6.3% |
$41.6K - $46.6K
|
3.02K
$874K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-204- 23.56% |
$41.8K - $46.8K
|
662
$192K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-208- 3.0% |
$42.6K - $47.7K
|
6.73K
$1.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-215- 10.68% |
$44.1K - $49.3K
|
1.8K
$521K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-218- 3.5% |
$44.7K - $50K
|
6.01K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-222- 5.87% |
$45.5K - $50.9K
|
3.56K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-227- 1.62% |
$46.5K - $52.1K
|
13.7K
$3.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-228- 7.86% |
$46.7K - $52.3K
|
2.67K
$774K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-230- 9.69% |
$47.1K - $52.8K
|
2.14K
$621K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-234- 2.24% |
$47.9K - $53.7K
|
10.2K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-237- 3.66% |
$48.6K - $54.4K
|
6.23K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-238- 14.36% |
$48.8K - $54.6K
|
1.42K
$411K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-243- 15.12% |
$49.8K - $55.8K
|
1.36K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-251- 8.68% |
$51.4K - $57.6K
|
2.64K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-263- 12.97% |
$53.9K - $60.3K
|
1.76K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-265- 38.18% |
$54.3K - $60.8K
|
429
$124K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-280- 1.28% |
$57.4K - $64.2K
|
21.6K
$6.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-282- 3.81% |
$57.8K - $64.7K
|
7.12K
$2.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-283- 1.56% |
$58K - $64.9K
|
17.9K
$5.18M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-283- 9.16% |
$58K - $64.9K
|
2.81K
$813K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-292- 12.03% |
$59.8K - $67K
|
2.14K
$618K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-295- 3.97% |
$60.4K - $67.7K
|
7.13K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-295- 24.04% |
$60.4K - $67.7K
|
932
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-295- 0.22% |
$60.4K - $67.7K
|
133K
$38.5M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-295- 15.32% |
$60.4K - $67.7K
|
1.63K
$472K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-297- 2.73% |
$60.9K - $68.1K
|
10.6K
$3.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 8.88% |
$61.5K - $68.8K
|
3.08K
$891K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-300- 5.18% |
$61.5K - $68.8K
|
5.5K
$1.59M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-313- 21.6% |
$64.1K - $71.8K
|
1.14K
$329K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-319- 0.44% |
$65.4K - $73.2K
|
71.5K
$20.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-320- 5.82% |
$65.6K - $73.4K
|
5.18K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-329- 1.83% |
$67.4K - $75.5K
|
17.6K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-332- 13.59% |
$68K - $76.2K
|
2.11K
$612K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-333- 0.89% |
$68.2K - $76.4K
|
37.1K
$10.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-337- 31.03% |
$69.1K - $77.3K
|
749
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-338- 14.77% |
$69.3K - $77.5K
|
1.95K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-340- 8.1% |
$69.7K - $78K
|
3.86K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-340- 18.09% |
$69.7K - $78K
|
1.54K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-343- 3.04% |
$70.3K - $78.7K
|
10.9K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-354- 1.66% |
$72.5K - $81.2K
|
21K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-354- 47.52% |
$72.5K - $81.2K
|
391
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-360- 4.76% |
$73.8K - $82.6K
|
7.2K
$2.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-360- 4.85% |
$73.8K - $82.6K
|
7.06K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-362- 4.39% |
$74.2K - $83.1K
|
7.88K
$2.28M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-366- 4.36% |
$75K - $84K
|
8.03K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-366- 2.21% |
$75K - $84K
|
16.2K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-367- 1.02% |
$75.2K - $84.2K
|
35.6K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-369- 0.84% |
$75.6K - $84.7K
|
43.7K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-374- 15.55% |
$76.6K - $85.8K
|
2.03K
$588K
|