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 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
954New |
$176K - $212K
|
954
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
952+ 6.76% |
$176K - $211K
|
15K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
951New |
$176K - $211K
|
951
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
948New |
$175K - $211K
|
948
$271K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
947New |
$175K - $210K
|
947
$270K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
947New |
$175K - $210K
|
947
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
942New |
$174K - $209K
|
942
$269K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
941New |
$174K - $209K
|
941
$269K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
924New |
$171K - $205K
|
924
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
922New |
$170K - $205K
|
922
$263K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
918New |
$170K - $204K
|
918
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
917New |
$169K - $204K
|
917
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
913+ 34.61% |
$169K - $203K
|
3.55K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
912New |
$168K - $203K
|
912
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
911New |
$168K - $202K
|
911
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
911New |
$168K - $202K
|
911
$260K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
909New |
$168K - $202K
|
909
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
907New |
$168K - $201K
|
907
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
904+ 51.25% |
$167K - $201K
|
2.67K
$762K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
892New |
$165K - $198K
|
892
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
872+ 0.49% |
$161K - $194K
|
179K
$51.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
862+ 12.8% |
$159K - $191K
|
7.6K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
833New |
$154K - $185K
|
833
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
830+ 58.45% |
$153K - $184K
|
2.25K
$642K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
830+ 1.25% |
$153K - $184K
|
67.1K
$19.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
804+ 0.64% |
$148K - $179K
|
127K
$36.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
795+ 14.5% |
$147K - $177K
|
6.28K
$1.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
791+ 11.56% |
$146K - $176K
|
7.64K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
760+ 25.07% |
$140K - $169K
|
3.79K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
755+ 10.98% |
$139K - $168K
|
7.63K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
755New |
$139K - $168K
|
755
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
750+ 9.48% |
$139K - $167K
|
8.66K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
745+ 26.4% |
$138K - $165K
|
3.57K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
744+ 12.27% |
$137K - $165K
|
6.81K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
717New |
$132K - $159K
|
717
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
714+ 12.09% |
$132K - $159K
|
6.62K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
710+ 34.17% |
$131K - $158K
|
2.79K
$796K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
707+ 37.25% |
$131K - $157K
|
2.61K
$744K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
707+ 8.45% |
$131K - $157K
|
9.08K
$2.59M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
694+ 42.27% |
$128K - $154K
|
2.34K
$667K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
689+ 1.63% |
$127K - $153K
|
42.8K
$12.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
678+ 18.32% |
$125K - $151K
|
4.38K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
677+ 3.23% |
$125K - $150K
|
21.7K
$6.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
673+ 14.04% |
$124K - $149K
|
5.47K
$1.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
648+ 2.37% |
$120K - $144K
|
28K
$8M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
648+ 65.19% |
$120K - $144K
|
1.64K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
645New |
$119K - $143K
|
645
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
644+ 26.68% |
$119K - $143K
|
3.06K
$873K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
640+ 0.43% |
$118K - $142K
|
150K
$42.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
633New |
$117K - $141K
|
633
$181K
|