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 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.08KNew |
$199K - $240K
|
1.08K
$308K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.08K+ 3.13% |
$199K - $239K
|
35.6K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.08KNew |
$199K - $239K
|
1.08K
$308K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.08KNew |
$199K - $239K
|
1.08K
$307K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 6.32% |
$198K - $238K
|
18.1K
$5.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 3.33% |
$197K - $237K
|
33.1K
$9.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$197K - $236K
|
1.07K
$304K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.06KNew |
$195K - $235K
|
1.06K
$302K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.06KNew |
$195K - $235K
|
1.06K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.06K+ 0.07% |
$195K - $234K
|
1.43M
$408M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.05K+ 0.68% |
$194K - $233K
|
155K
$44.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.05KNew |
$194K - $233K
|
1.05K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.04KNew |
$193K - $232K
|
1.04K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 27.06% |
$193K - $232K
|
4.9K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
1.04KNew |
$192K - $231K
|
1.04K
$297K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.04K+ 13.7% |
$192K - $230K
|
8.62K
$2.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 21.62% |
$192K - $230K
|
5.83K
$1.67M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$191K - $230K
|
1.04K
$296K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
1.04KNew |
$191K - $230K
|
1.04K
$296K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.03KNew |
$191K - $229K
|
1.03K
$295K
|
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
1.03KNew |
$190K - $228K
|
1.03K
$293K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1.02KNew |
$189K - $227K
|
1.02K
$292K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
1.02KNew |
$189K - $227K
|
1.02K
$292K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.02KNew |
$188K - $226K
|
1.02K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.02KNew |
$188K - $226K
|
1.02K
$291K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.02KNew |
$188K - $226K
|
1.02K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.01K+ 15.81% |
$186K - $224K
|
7.39K
$2.11M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.01KNew |
$186K - $224K
|
1.01K
$287K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.01KNew |
$186K - $223K
|
1.01K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.01KNew |
$186K - $223K
|
1.01K
$287K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1K+ 1.26% |
$185K - $223K
|
80.4K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1KNew |
$185K - $222K
|
1K
$286K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1K+ 49.78% |
$185K - $222K
|
3.01K
$859K
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1KNew |
$185K - $222K
|
1K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$185K - $222K
|
1K
$285K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
998New |
$184K - $222K
|
998
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
990New |
$183K - $220K
|
990
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
990New |
$183K - $220K
|
990
$283K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
986+ 1.85% |
$182K - $219K
|
54.2K
$15.5M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
985New |
$182K - $219K
|
985
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
983+ 8.85% |
$182K - $218K
|
12.1K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
978+ 1.16% |
$181K - $217K
|
85.6K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
973New |
$180K - $216K
|
973
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
972New |
$180K - $216K
|
972
$277K
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
968New |
$179K - $215K
|
968
$276K
|
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
961New |
$177K - $213K
|
961
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
960New |
$177K - $213K
|
960
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
958New |
$177K - $213K
|
958
$273K
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
958New |
$177K - $213K
|
958
$273K
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
955New |
$176K - $212K
|
955
$273K
|