Purchases and Sales Made in Q3 2021 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
12+ 0.94% |
$1.9K - $2.24K
|
1.28K
$355K
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.58% |
$1.74K - $2.05K
|
1.91K
$528K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10+ 0.12% |
$1.58K - $1.87K
|
8.49K
$2.35M
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.31% |
$1.58K - $1.87K
|
3.21K
$888K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 24.32% |
$1.42K - $1.68K
|
46
$12.7K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.51% |
$1.42K - $1.68K
|
1.77K
$489K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
8+ 0.19% |
$1.26K - $1.49K
|
4.27K
$1.18M
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
8+ 0.43% |
$1.26K - $1.49K
|
1.86K
$515K
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
7+ 0.5% |
$1.11K - $1.31K
|
1.41K
$389K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7+ 0.48% |
$1.11K - $1.31K
|
1.46K
$403K
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
6+ 0.29% |
$948 - $1.12K
|
2.11K
$583K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6New |
$948 - $1.12K
|
6
$1.66K
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5+ 0.05% |
$790 - $933
|
10.9K
$3M
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4+ 0.12% |
$632 - $747
|
3.26K
$901K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.74% |
$474 - $560
|
409
$113K
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3+ 0.11% |
$474 - $560
|
2.78K
$768K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
2+ 0.15% |
$316 - $373
|
1.32K
$366K
|
|
Oct 19, 2021
Q3 2021
|
Henry James International Management Inc.
|
BUY
|
- |
2+ 0.09% |
$316 - $373
|
2.31K
$640K
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
2+ 0.03% |
$316 - $373
|
6.65K
$1.84M
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.4% |
$316 - $373
|
506
$140K
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.01% |
$316 - $373
|
13.8K
$3.82M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.49% |
$158 - $187
|
205
$56.7K
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.07% |
$158 - $187
|
1.37K
$379K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1+ 0.02% |
$158 - $187
|
4.06K
$1.12M
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.03% |
$158 - $187
|
3.52K
$972K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.46% |
$158 - $187
|
220
$60.8K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.02% |
$158 - $187
|
4.82K
$1.33M
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$158 - $187
|
6.8K
$1.88M
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1New |
$158 - $187
|
1
$277
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.07% |
$158 - $187
|
1.33K
$369K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.22% |
$474 - $560
|
1.34K
$369K
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4Closed |
$632 - $747
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-5- 0.14% |
$790 - $933
|
3.63K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-5- 0.14% |
$790 - $933
|
3.6K
$994K
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5- 0.1% |
$790 - $933
|
5.12K
$1.41M
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-5- 0.63% |
$790 - $933
|
793
$219K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6- 0.43% |
$948 - $1.12K
|
1.4K
$387K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 7.78% |
$1.11K - $1.31K
|
83
$23K
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9- 8.74% |
$1.42K - $1.68K
|
94
$26K
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-9Closed |
$1.42K - $1.68K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-10- 0.08% |
$1.58K - $1.87K
|
12.7K
$3.53M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11- 0.73% |
$1.74K - $2.05K
|
1.49K
$412K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 0.37% |
$1.74K - $2.05K
|
2.96K
$819K
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12- 0.26% |
$1.9K - $2.24K
|
4.59K
$1.27M
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
SELL
|
- |
-13- 6.91% |
$2.05K - $2.43K
|
175
$48.4K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13- 0.03% |
$2.05K - $2.43K
|
41.5K
$11.5M
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-14- 14.14% |
$2.21K - $2.61K
|
85
$23.5K
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-16- 0.2% |
$2.53K - $2.99K
|
7.81K
$2.16M
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-16Closed |
$2.53K - $2.99K
|
0
$0
|