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 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
132+ 5.33% |
$20.8K - $24.6K
|
2.61K
$721K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
132+ 3.37% |
$20.8K - $24.6K
|
4.04K
$1.12M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
128+ 2.13% |
$20.2K - $23.9K
|
6.14K
$1.7M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
126+ 3.89% |
$19.9K - $23.5K
|
3.36K
$930K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
125New |
$19.7K - $23.3K
|
125
$34.6K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
124+ 4.82% |
$19.6K - $23.1K
|
2.7K
$746K
|
|
Nov 15, 2021
Q3 2021
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
122+ 1.96% |
$19.3K - $22.8K
|
6.36K
$1.76M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
121New |
$19.1K - $22.6K
|
121
$33.5K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
120+ 0.58% |
$19K - $22.4K
|
20.7K
$5.72M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
119+ 9.2% |
$18.8K - $22.2K
|
1.41K
$391K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
118+ 8.64% |
$18.6K - $22K
|
1.48K
$410K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
115+ 7.58% |
$18.2K - $21.5K
|
1.63K
$452K
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
110+ 1.02% |
$17.4K - $20.5K
|
10.9K
$3.02M
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
109+ 1.53% |
$17.2K - $20.3K
|
7.25K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
108+ 3.14% |
$17.1K - $20.2K
|
3.54K
$980K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
106+ 0.13% |
$16.7K - $19.8K
|
84.1K
$23.3M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
105+ 9.58% |
$16.6K - $19.6K
|
1.2K
$332K
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
100+ 5.25% |
$15.8K - $18.7K
|
2.01K
$554K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100New |
$15.8K - $18.7K
|
100
$27.7K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
99+ 0.99% |
$15.6K - $18.5K
|
10.1K
$2.78M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
96+ 3.14% |
$15.2K - $17.9K
|
3.15K
$872K
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
95+ 6.05% |
$15K - $17.7K
|
1.67K
$460K
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
93+ 0.75% |
$14.7K - $17.4K
|
12.5K
$3.47M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
91+ 2.96% |
$14.4K - $17K
|
3.16K
$875K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
91+ 3.26% |
$14.4K - $17K
|
2.89K
$798K
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
90New |
$14.2K - $16.8K
|
90
$24.9K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
90+ 4.75% |
$14.2K - $16.8K
|
1.98K
$549K
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
87+ 2.79% |
$13.7K - $16.2K
|
3.21K
$887K
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
82+ 2.8% |
$13K - $15.3K
|
3.01K
$832K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
82+ 5.06% |
$13K - $15.3K
|
1.7K
$470K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
80+ 10.27% |
$12.6K - $14.9K
|
859
$238K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
79+ 1.74% |
$12.5K - $14.7K
|
4.63K
$1.28M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
78+ 7.74% |
$12.3K - $14.6K
|
1.09K
$300K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
77+ 6.8% |
$12.2K - $14.4K
|
1.21K
$335K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
73+ 1.81% |
$11.5K - $13.6K
|
4.11K
$1.14M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 1.66% |
$10.7K - $12.7K
|
4.17K
$1.15M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.44% |
$10.6K - $12.5K
|
4.73K
$1.31M
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
67+ 4.29% |
$10.6K - $12.5K
|
1.63K
$450K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
65+ 1.46% |
$10.3K - $12.1K
|
4.53K
$1.25M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
63+ 0.62% |
$9.95K - $11.8K
|
10.3K
$2.83M
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
63+ 4.19% |
$9.95K - $11.8K
|
1.57K
$433K
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
60+ 0.8% |
$9.48K - $11.2K
|
7.58K
$2.1M
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
60+ 0.92% |
$9.48K - $11.2K
|
6.6K
$1.83M
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
60New |
$9.48K - $11.2K
|
60
$16.6K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
57+ 2.47% |
$9K - $10.6K
|
2.37K
$655K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54+ 93.1% |
$8.53K - $10.1K
|
112
$31K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 2.83% |
$8.53K - $10.1K
|
1.96K
$543K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
54New |
$8.53K - $10.1K
|
54
$14.9K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53+ 170.97% |
$8.37K - $9.89K
|
84
$23.2K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51+ 0.52% |
$8.06K - $9.52K
|
9.82K
$2.71M
|