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 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-375- 2.41% |
$76.8K - $86K
|
15.2K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-388- 2.28% |
$79.5K - $89K
|
16.6K
$4.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-389- 18.59% |
$79.7K - $89.2K
|
1.7K
$493K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-390- 0.96% |
$79.9K - $89.5K
|
40.4K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-390- 12.24% |
$79.9K - $89.5K
|
2.8K
$810K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-390- 10.67% |
$79.9K - $89.5K
|
3.27K
$946K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-393- 24.78% |
$80.5K - $90.2K
|
1.19K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-394- 7.2% |
$80.7K - $90.4K
|
5.08K
$1.47M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-400- 9.73% |
$82K - $91.8K
|
3.71K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-400- 96.39% |
$82K - $91.8K
|
15
$4.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-411- 10.2% |
$84.2K - $94.3K
|
3.62K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-412- 1.38% |
$84.4K - $94.5K
|
29.5K
$8.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-426- 1.81% |
$87.3K - $97.7K
|
23.1K
$6.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-430- 1.57% |
$88.1K - $98.7K
|
27K
$7.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-431- 3.85% |
$88.3K - $98.9K
|
10.8K
$3.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-432- 27.38% |
$88.5K - $99.1K
|
1.15K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-435- 10.48% |
$89.1K - $99.8K
|
3.72K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-455- 7.88% |
$93.2K - $104K
|
5.32K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-460- 15.28% |
$94.3K - $106K
|
2.55K
$739K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-461- 7.21% |
$94.5K - $106K
|
5.93K
$1.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-465- 0.3% |
$95.3K - $107K
|
155K
$44.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-466- 30.3% |
$95.5K - $107K
|
1.07K
$311K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-476- 0.56% |
$97.5K - $109K
|
85.1K
$24.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-484- 2.53% |
$99.2K - $111K
|
18.7K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-492- 27.06% |
$101K - $113K
|
1.33K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-496- 0.39% |
$102K - $114K
|
125K
$36.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 5.21% |
$102K - $115K
|
9.11K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-503- 27.88% |
$103K - $115K
|
1.3K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-505- 18.96% |
$103K - $116K
|
2.16K
$625K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-526- 3.0% |
$108K - $121K
|
17K
$4.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-527- 3.78% |
$108K - $121K
|
13.4K
$3.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-531- 1.84% |
$109K - $122K
|
28.3K
$8.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-532- 1.87% |
$109K - $122K
|
27.9K
$8.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-550- 16.42% |
$113K - $126K
|
2.8K
$811K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-568- 65.82% |
$116K - $130K
|
295
$85.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-568- 9.87% |
$116K - $130K
|
5.19K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-571- 6.79% |
$117K - $131K
|
7.83K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-573- 33.51% |
$117K - $131K
|
1.14K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-576- 9.01% |
$118K - $132K
|
5.82K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-580- 0.24% |
$119K - $133K
|
245K
$71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-600- 35.29% |
$123K - $138K
|
1.1K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 0.85% |
$123K - $138K
|
70.4K
$20.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-601- 24.93% |
$123K - $138K
|
1.81K
$524K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-604- 11.75% |
$124K - $139K
|
4.54K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-610- 4.16% |
$125K - $140K
|
14K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-615- 7.41% |
$126K - $141K
|
7.68K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-621- 1.14% |
$127K - $142K
|
53.8K
$15.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-632- 0.74% |
$130K - $145K
|
84.2K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-642- 0.13% |
$132K - $147K
|
480K
$139M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-644- 36.57% |
$132K - $148K
|
1.12K
$324K
|