Purchases and Sales Made in Q3 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.96K+ 80.47% |
$369K - $420K
|
4.4K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.91K+ 10.44% |
$359K - $409K
|
20.2K
$5.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.89KNew |
$356K - $406K
|
1.89K
$550K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.89K+ 29.64% |
$355K - $405K
|
8.26K
$2.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.88KNew |
$354K - $403K
|
1.88K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.86K+ 19.42% |
$350K - $399K
|
11.4K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.85K+ 32.05% |
$349K - $397K
|
7.64K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.84KNew |
$347K - $395K
|
1.84K
$536K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.81KNew |
$341K - $388K
|
1.81K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.81K+ 18.78% |
$340K - $387K
|
11.4K
$3.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.77KNew |
$332K - $378K
|
1.77K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.74K+ 4.47% |
$328K - $373K
|
40.8K
$11.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
1.73K+ 10.68% |
$326K - $371K
|
17.9K
$5.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 12.62% |
$325K - $371K
|
15.4K
$4.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.7K+ 9.79% |
$320K - $364K
|
19.1K
$5.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.67KNew |
$314K - $358K
|
1.67K
$485K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.66K+ 2.38% |
$312K - $355K
|
71.4K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.62K+ 2.07% |
$305K - $348K
|
80.1K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.62K+ 3.62% |
$305K - $347K
|
46.4K
$13.5M
|
|
|
Sep 30, 2024
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.62K+ 60.93% |
$305K - $347K
|
4.28K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.6K+ 3.84% |
$302K - $343K
|
43.4K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.6KNew |
$300K - $342K
|
1.6K
$464K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.58KNew |
$297K - $338K
|
1.58K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 1.66% |
$296K - $337K
|
96.1K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.51KNew |
$284K - $324K
|
1.51K
$439K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.5KNew |
$282K - $321K
|
1.5K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 2.63% |
$282K - $321K
|
58.4K
$17M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.48K+ 3.35% |
$278K - $316K
|
45.6K
$13.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.47K+ 24.18% |
$276K - $314K
|
7.53K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.46K+ 1.52% |
$274K - $312K
|
97.5K
$28.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.45KNew |
$273K - $311K
|
1.45K
$421K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.45KNew |
$273K - $310K
|
1.45K
$421K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.42K+ 5.42% |
$267K - $304K
|
27.7K
$8.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.41KNew |
$266K - $303K
|
1.41K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$264K - $301K
|
1.4K
$407K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.4K+ 6.95% |
$263K - $300K
|
21.5K
$6.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.35K+ 16.62% |
$253K - $288K
|
9.44K
$2.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.31K+ 1.38% |
$245K - $280K
|
95.8K
$27.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.3K+ 8.2% |
$245K - $279K
|
17.2K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
1.27K+ 0.23% |
$239K - $272K
|
562K
$163M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.27K+ 18.96% |
$239K - $272K
|
7.97K
$2.31M
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.26K+ 0.52% |
$237K - $270K
|
242K
$70.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 53.82% |
$228K - $260K
|
3.46K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
1.2KNew |
$225K - $256K
|
1.2K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.19K+ 6.47% |
$223K - $255K
|
19.5K
$5.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.16KNew |
$219K - $249K
|
1.16K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.16KNew |
$218K - $249K
|
1.16K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 2.58% |
$216K - $246K
|
45.6K
$13.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.14K+ 4.12% |
$215K - $245K
|
28.9K
$8.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.14K+ 37.56% |
$214K - $244K
|
4.16K
$1.21M
|