Purchases and Sales Made in Q1 2022 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
47+ 4.89% |
$9K - $10.2K
|
1.01K
$292K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
45+ 3.37% |
$8.61K - $9.8K
|
1.38K
$399K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
44+ 23.28% |
$8.42K - $9.58K
|
233
$67.5K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
44+ 11.52% |
$8.42K - $9.58K
|
426
$123K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
43New |
$8.23K - $9.36K
|
43
$12.5K
|
|
|
May 06, 2022
Q1 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
43+ 3.07% |
$8.23K - $9.36K
|
1.44K
$418K
|
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
41+ 2.33% |
$7.85K - $8.93K
|
1.8K
$522K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
39+ 0.23% |
$7.47K - $8.49K
|
16.9K
$4.9M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39+ 1.77% |
$7.47K - $8.49K
|
2.24K
$649K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
39+ 3.21% |
$7.47K - $8.49K
|
1.25K
$363K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 1.2% |
$7.08K - $8.06K
|
3.12K
$905K
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
37+ 2.61% |
$7.08K - $8.06K
|
1.45K
$421K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
36+ 0.84% |
$6.89K - $7.84K
|
4.33K
$1.25M
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
36+ 0.83% |
$6.89K - $7.84K
|
4.4K
$1.27M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
36+ 1.14% |
$6.89K - $7.84K
|
3.19K
$923K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
36+ 1.17% |
$6.89K - $7.84K
|
3.12K
$904K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
35+ 1.61% |
$6.7K - $7.62K
|
2.21K
$640K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$6.7K - $7.62K
|
35
$10.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
34+ 0.12% |
$6.51K - $7.4K
|
28.9K
$8.38M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33+ 18.33% |
$6.32K - $7.19K
|
213
$61.7K
|
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
33New |
$6.32K - $7.19K
|
33
$9.56K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
32New |
$6.13K - $6.97K
|
32
$9.27K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
31+ 2.5% |
$5.93K - $6.75K
|
1.27K
$369K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
30+ 1.99% |
$5.74K - $6.53K
|
1.54K
$446K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
30+ 42.25% |
$5.74K - $6.53K
|
101
$29.3K
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
30+ 1.04% |
$5.74K - $6.53K
|
2.91K
$843K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30New |
$5.74K - $6.53K
|
30
$8.69K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
30+ 1.11% |
$5.74K - $6.53K
|
2.72K
$789K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
28+ 0.13% |
$5.36K - $6.1K
|
22.1K
$6.41M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
28New |
$5.36K - $6.1K
|
28
$8.11K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
28+ 7.37% |
$5.36K - $6.1K
|
408
$118K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
28New |
$5.36K - $6.1K
|
28
$8.11K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
27+ 1.1% |
$5.17K - $5.88K
|
2.49K
$721K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
27+ 1.62% |
$5.17K - $5.88K
|
1.69K
$490K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
27+ 158.82% |
$5.17K - $5.88K
|
44
$12.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
26+ 14.86% |
$4.98K - $5.66K
|
201
$58.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
25New |
$4.79K - $5.44K
|
25
$7.24K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
25+ 0.53% |
$4.79K - $5.44K
|
4.71K
$1.37M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
24+ 2.03% |
$4.59K - $5.23K
|
1.21K
$350K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
22New |
$4.21K - $4.79K
|
22
$6.37K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21New |
$4.02K - $4.57K
|
21
$6.08K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
20+ 1.4% |
$3.83K - $4.36K
|
1.45K
$421K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20+ 1.02% |
$3.83K - $4.36K
|
1.98K
$572K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 1.77% |
$3.64K - $4.14K
|
1.09K
$316K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
19+ 7.12% |
$3.64K - $4.14K
|
286
$82.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
18+ 0.36% |
$3.45K - $3.92K
|
5.08K
$1.47M
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.73% |
$3.45K - $3.92K
|
1.06K
$306K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
16+ 0.85% |
$3.06K - $3.48K
|
1.89K
$547K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
16+ 0.38% |
$3.06K - $3.48K
|
4.28K
$1.24M
|
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
16+ 0.21% |
$3.06K - $3.48K
|
7.81K
$2.26M
|