Purchases and Sales Made in Q4 2022 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
139New |
$25.7K - $30.9K
|
139
$40.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
137New |
$25.3K - $30.4K
|
137
$39.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
135+ 71.05% |
$24.9K - $30K
|
325
$94.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
135+ 9.28% |
$24.9K - $30K
|
1.59K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
133+ 1.46% |
$24.6K - $29.5K
|
9.22K
$2.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
132+ 6.77% |
$24.4K - $29.3K
|
2.08K
$603K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
129+ 0.07% |
$23.8K - $28.6K
|
189K
$54.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
129+ 8.13% |
$23.8K - $28.6K
|
1.72K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
128+ 8.15% |
$23.6K - $28.4K
|
1.7K
$492K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
125+ 1.75% |
$23.1K - $27.8K
|
7.25K
$2.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
123+ 8.23% |
$22.7K - $27.3K
|
1.62K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
123+ 7.82% |
$22.7K - $27.3K
|
1.7K
$491K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
123New |
$22.7K - $27.3K
|
123
$35.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
120+ 1.02% |
$22.2K - $26.6K
|
11.9K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
113+ 0.39% |
$20.9K - $25.1K
|
29.1K
$8.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
112New |
$20.7K - $24.9K
|
112
$32.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112+ 12.49% |
$20.7K - $24.9K
|
1.01K
$292K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
111+ 142.31% |
$20.5K - $24.6K
|
189
$54.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
110+ 10.82% |
$20.3K - $24.4K
|
1.13K
$326K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
107+ 0.38% |
$19.8K - $23.8K
|
28.1K
$8.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 23.08% |
$19.4K - $23.3K
|
560
$162K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
104+ 2.37% |
$19.2K - $23.1K
|
4.49K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
101+ 0.86% |
$18.7K - $22.4K
|
11.9K
$3.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
100New |
$18.5K - $22.2K
|
100
$29K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.37% |
$18.5K - $22.2K
|
26.8K
$7.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 4.26% |
$18.5K - $22.2K
|
2.45K
$710K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
99+ 6.25% |
$18.3K - $22K
|
1.68K
$488K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
99New |
$18.3K - $22K
|
99
$28.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
98+ 2.67% |
$18.1K - $21.8K
|
3.77K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
97+ 4.43% |
$17.9K - $21.5K
|
2.29K
$663K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
94+ 3.01% |
$17.4K - $20.9K
|
3.22K
$932K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
91+ 5.56% |
$16.8K - $20.2K
|
1.73K
$500K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
90+ 7.28% |
$16.6K - $20K
|
1.33K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
90+ 0.78% |
$16.6K - $20K
|
11.6K
$3.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
89+ 7.09% |
$16.4K - $19.8K
|
1.34K
$389K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
87+ 0.84% |
$16.1K - $19.3K
|
10.4K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
85+ 0.48% |
$15.7K - $18.9K
|
17.7K
$5.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
83+ 0.56% |
$15.3K - $18.4K
|
14.8K
$4.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
79+ 1.18% |
$14.6K - $17.5K
|
6.8K
$1.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
78+ 5.21% |
$14.4K - $17.3K
|
1.58K
$456K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
75+ 3.64% |
$13.9K - $16.7K
|
2.14K
$618K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
73+ 0.99% |
$13.5K - $16.2K
|
7.47K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
72+ 1.11% |
$13.3K - $16K
|
6.59K
$1.91M
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
70+ 2.41% |
$12.9K - $15.5K
|
2.98K
$863K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
69+ 0.45% |
$12.7K - $15.3K
|
15.4K
$4.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
69+ 0.48% |
$12.7K - $15.3K
|
14.6K
$4.22M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 6.86% |
$12.6K - $15.1K
|
1.06K
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
67+ 6.94% |
$12.4K - $14.9K
|
1.03K
$299K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
67+ 1.12% |
$12.4K - $14.9K
|
6.04K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
67+ 0.11% |
$12.4K - $14.9K
|
61.4K
$17.8M
|