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 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-642- 0.13% |
$132K - $147K
|
480K
$134M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-644- 36.57% |
$132K - $148K
|
1.12K
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-657- 3.32% |
$135K - $151K
|
19.1K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-664- 22.19% |
$136K - $152K
|
2.33K
$650K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-665- 5.57% |
$136K - $153K
|
11.3K
$3.14M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-686- 94.75% |
$141K - $157K
|
38
$10.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.76% |
$143K - $161K
|
24.7K
$6.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-700- 0.77% |
$143K - $161K
|
89.7K
$25M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-706- 3.03% |
$145K - $162K
|
22.6K
$6.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-707- 0.56% |
$145K - $162K
|
126K
$35.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-719- 11.59% |
$147K - $165K
|
5.49K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-721- 14.19% |
$148K - $165K
|
4.36K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-722- 5.49% |
$148K - $166K
|
12.4K
$3.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-743- 9.87% |
$152K - $170K
|
6.79K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-749- 0.24% |
$153K - $172K
|
313K
$87.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-756- 6.82% |
$155K - $173K
|
10.3K
$2.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-758- 18.93% |
$155K - $174K
|
3.25K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-768- 9.64% |
$157K - $176K
|
7.2K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-769- 3.03% |
$158K - $176K
|
24.6K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-772- 1.61% |
$158K - $177K
|
47.1K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-777- 7.38% |
$159K - $178K
|
9.76K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-794- 2.64% |
$163K - $182K
|
29.3K
$8.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-797- 10.75% |
$163K - $183K
|
6.62K
$1.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-799- 4.76% |
$164K - $183K
|
16K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-850- 6.41% |
$174K - $195K
|
12.4K
$3.46M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.8% |
$184K - $206K
|
112K
$31.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-909- 1.23% |
$186K - $209K
|
73.1K
$20.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-909- 85.92% |
$186K - $209K
|
149
$41.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-912- 44.68% |
$187K - $209K
|
1.13K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-918- 3.1% |
$188K - $211K
|
28.7K
$8.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-922- 2.95% |
$189K - $212K
|
30.3K
$8.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-923- 19.17% |
$189K - $212K
|
3.89K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-924- 15.1% |
$189K - $212K
|
5.2K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-929- 0.47% |
$190K - $213K
|
196K
$54.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-966- 39.08% |
$198K - $222K
|
1.51K
$420K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-994- 1.54% |
$204K - $228K
|
63.6K
$17.7M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.01K- 2.48% |
$206K - $231K
|
39.6K
$11.1M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.03K- 2.96% |
$211K - $236K
|
33.7K
$9.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.03K- 1.96% |
$211K - $237K
|
51.5K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.04K- 0.23% |
$214K - $239K
|
444K
$124M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 1.8% |
$219K - $245K
|
58.2K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.07K- 0.45% |
$219K - $245K
|
238K
$66.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 9.97% |
$224K - $251K
|
9.87K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.1K- 0.26% |
$225K - $251K
|
416K
$116M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.11K- 8.85% |
$226K - $254K
|
11.4K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.14K- 51.12% |
$234K - $262K
|
1.09K
$305K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.15K- 18.3% |
$235K - $263K
|
5.12K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.17K- 6.03% |
$239K - $267K
|
18.2K
$5.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.17K- 5.76% |
$241K - $269K
|
19.2K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.25K- 79.4% |
$255K - $286K
|
323
$90.2K
|