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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
277+ 1.05% |
$43.8K - $51.7K
|
26.7K
$7.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
276+ 14.05% |
$43.6K - $51.5K
|
2.24K
$651K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
274+ 5.58% |
$43.3K - $51.2K
|
5.18K
$1.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
273+ 9.17% |
$43.1K - $51K
|
3.25K
$944K
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
270+ 0.18% |
$42.6K - $50.4K
|
147K
$42.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
270+ 13.9% |
$42.6K - $50.4K
|
2.21K
$642K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
264+ 1.38% |
$41.7K - $49.3K
|
19.4K
$5.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
263+ 1.04% |
$41.5K - $49.1K
|
25.6K
$7.45M
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
255+ 3.95% |
$40.3K - $47.6K
|
6.72K
$1.95M
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
249+ 4.45% |
$39.3K - $46.5K
|
5.85K
$1.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
240+ 282.35% |
$37.9K - $44.8K
|
325
$94.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
240+ 7.87% |
$37.9K - $44.8K
|
3.29K
$955K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
233New |
$36.8K - $43.5K
|
233
$67.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
232+ 12.39% |
$36.6K - $43.3K
|
2.11K
$611K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
229+ 2.4% |
$36.2K - $42.7K
|
9.79K
$2.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
229+ 0.04% |
$36.2K - $42.7K
|
555K
$161M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
220+ 0.53% |
$34.7K - $41.1K
|
41.6K
$12.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
220+ 3.93% |
$34.7K - $41.1K
|
5.82K
$1.69M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
217+ 11.85% |
$34.3K - $40.5K
|
2.05K
$595K
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
215+ 1.92% |
$34K - $40.1K
|
11.4K
$3.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
206+ 2.89% |
$32.5K - $38.5K
|
7.34K
$2.13M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
201+ 90.13% |
$31.7K - $37.5K
|
424
$123K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
200+ 6.31% |
$31.6K - $37.3K
|
3.37K
$979K
|
|
|
Nov 02, 2021
Q3 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
200+ 4.1% |
$31.6K - $37.3K
|
5.08K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
195+ 13.0% |
$30.8K - $36.4K
|
1.7K
$492K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
194+ 42.54% |
$30.6K - $36.2K
|
650
$189K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
191+ 9.46% |
$30.2K - $35.7K
|
2.21K
$642K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
186+ 4.43% |
$29.4K - $34.7K
|
4.39K
$1.27M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
184+ 1.13% |
$29.1K - $34.3K
|
16.5K
$4.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
184+ 3.75% |
$29.1K - $34.3K
|
5.09K
$1.48M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
171New |
$27K - $31.9K
|
171
$49.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
171+ 4.51% |
$27K - $31.9K
|
3.96K
$1.15M
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
170+ 10.63% |
$26.9K - $31.7K
|
1.77K
$514K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
166+ 3.88% |
$26.2K - $31K
|
4.45K
$1.29M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
162+ 8.01% |
$25.6K - $30.2K
|
2.18K
$634K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
160+ 5.93% |
$25.3K - $29.9K
|
2.86K
$831K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
158+ 5.83% |
$25K - $29.5K
|
2.87K
$833K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
157+ 10.16% |
$24.8K - $29.3K
|
1.7K
$494K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
155+ 4.18% |
$24.5K - $28.9K
|
3.87K
$1.12M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
153+ 8.87% |
$24.2K - $28.6K
|
1.88K
$545K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
151+ 1.84% |
$23.9K - $28.2K
|
8.37K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
151+ 2.47% |
$23.9K - $28.2K
|
6.28K
$1.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
150+ 16.95% |
$23.7K - $28K
|
1.04K
$301K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
147+ 0.67% |
$23.2K - $27.4K
|
22K
$6.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
142+ 1.1% |
$22.4K - $26.5K
|
13.1K
$3.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
140+ 10.99% |
$22.1K - $26.1K
|
1.41K
$411K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
138+ 1.32% |
$21.8K - $25.8K
|
10.6K
$3.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
136+ 9.67% |
$21.5K - $25.4K
|
1.54K
$448K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
136+ 0.69% |
$21.5K - $25.4K
|
19.9K
$5.79M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
135+ 1.18% |
$21.3K - $25.2K
|
11.6K
$3.37M
|