Purchases and Sales Made in Q1 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
81+ 1.29% |
$15.1K - $18.7K
|
6.37K
$1.64M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
80+ 4.94% |
$14.9K - $18.5K
|
1.7K
$438K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
77+ 2.35% |
$14.3K - $17.8K
|
3.35K
$864K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
77+ 2.67% |
$14.3K - $17.8K
|
2.96K
$763K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
77+ 19.49% |
$14.3K - $17.8K
|
472
$122K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
75+ 7.45% |
$14K - $17.3K
|
1.08K
$279K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
75+ 4.34% |
$14K - $17.3K
|
1.8K
$464K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 18.99% |
$14K - $17.3K
|
470
$121K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
72+ 1.6% |
$13.4K - $16.6K
|
4.57K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
68+ 4.32% |
$12.6K - $15.7K
|
1.64K
$423K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
68+ 10.38% |
$12.6K - $15.7K
|
723
$186K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
68+ 14.47% |
$12.6K - $15.7K
|
538
$139K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
66+ 13.78% |
$12.3K - $15.3K
|
545
$140K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
64+ 0.28% |
$11.9K - $14.8K
|
23.2K
$5.97M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
62+ 0.83% |
$11.5K - $14.3K
|
7.53K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
61+ 6.35% |
$11.3K - $14.1K
|
1.02K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
61+ 0.82% |
$11.3K - $14.1K
|
7.47K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
61+ 0.43% |
$11.3K - $14.1K
|
14.4K
$3.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
59+ 0.45% |
$11K - $13.6K
|
13.1K
$3.38M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
59+ 8.23% |
$11K - $13.6K
|
776
$200K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
59New |
$11K - $13.6K
|
59
$15.2K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
58+ 2.25% |
$10.8K - $13.4K
|
2.63K
$679K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
58+ 28.16% |
$10.8K - $13.4K
|
264
$68K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
57New |
$10.6K - $13.2K
|
57
$14.7K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
56+ 2.45% |
$10.4K - $12.9K
|
2.34K
$604K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
55+ 0.52% |
$10.2K - $12.7K
|
10.6K
$2.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
54+ 5.02% |
$10K - $12.5K
|
1.13K
$291K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 3.4% |
$10K - $12.5K
|
1.64K
$423K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
53+ 21.03% |
$9.86K - $12.2K
|
305
$78.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
52+ 0.15% |
$9.67K - $12K
|
35.6K
$9.18M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
52+ 1.88% |
$9.67K - $12K
|
2.82K
$727K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
50+ 4.34% |
$9.3K - $11.6K
|
1.2K
$310K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 3.8% |
$9.3K - $11.6K
|
1.37K
$352K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
50+ 2.5% |
$9.3K - $11.6K
|
2.05K
$528K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
48+ 13.64% |
$8.93K - $11.1K
|
400
$103K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
48+ 42.86% |
$8.93K - $11.1K
|
160
$41.2K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
48+ 2.05% |
$8.93K - $11.1K
|
2.39K
$615K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
47+ 1.82% |
$8.74K - $10.9K
|
2.63K
$679K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
45+ 2.41% |
$8.37K - $10.4K
|
1.91K
$492K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
45+ 450.0% |
$8.37K - $10.4K
|
55
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45New |
$8.37K - $10.4K
|
45
$11.6K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$8.37K - $10.4K
|
45
$11.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
44+ 733.33% |
$8.18K - $10.2K
|
50
$12.9K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
44+ 2.99% |
$8.18K - $10.2K
|
1.52K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
43New |
$8K - $9.94K
|
43
$11.1K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
42+ 0.02% |
$7.81K - $9.71K
|
194K
$49.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
41+ 3.51% |
$7.63K - $9.48K
|
1.21K
$311K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
40+ 2.81% |
$7.44K - $9.24K
|
1.46K
$377K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
39+ 0.03% |
$7.25K - $9.01K
|
127K
$32.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
37+ 11.11% |
$6.88K - $8.55K
|
370
$95.4K
|