Purchases and Sales Made in Q4 2023 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
630+ 16.88% |
$129K - $145K
|
4.36K
$1.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
623New |
$128K - $143K
|
623
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
618+ 7.07% |
$127K - $142K
|
9.37K
$2.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
613+ 0.55% |
$126K - $141K
|
111K
$32.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
613+ 3.11% |
$126K - $141K
|
20.3K
$5.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
612+ 3.74% |
$125K - $140K
|
17K
$4.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
611+ 2.21% |
$125K - $140K
|
28.3K
$8.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
587+ 39.13% |
$120K - $135K
|
2.09K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
587New |
$120K - $135K
|
587
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
582+ 51.78% |
$119K - $134K
|
1.71K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
579+ 37.02% |
$119K - $133K
|
2.14K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
579+ 5.98% |
$119K - $133K
|
10.3K
$2.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
570New |
$117K - $131K
|
570
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
564+ 6.69% |
$116K - $129K
|
8.99K
$2.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
562+ 30.51% |
$115K - $129K
|
2.4K
$696K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
558+ 2.82% |
$114K - $128K
|
20.3K
$5.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
538+ 6.37% |
$110K - $123K
|
8.98K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
533+ 4.12% |
$109K - $122K
|
13.5K
$3.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
529+ 9.71% |
$108K - $121K
|
5.98K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
529+ 755.71% |
$108K - $121K
|
599
$174K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
527+ 14.11% |
$108K - $121K
|
4.26K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
526+ 0.7% |
$108K - $121K
|
75.9K
$22M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
514+ 6.69% |
$105K - $118K
|
8.2K
$2.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
500+ 13.55% |
$102K - $115K
|
4.19K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
498+ 6.74% |
$102K - $114K
|
7.89K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
497+ 43.52% |
$102K - $114K
|
1.64K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
493+ 1.6% |
$101K - $113K
|
31.3K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
486+ 10.3% |
$99.6K - $112K
|
5.2K
$1.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
476+ 2.2% |
$97.5K - $109K
|
22.1K
$6.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
474+ 17.66% |
$97.1K - $109K
|
3.16K
$915K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
469+ 63.21% |
$96.1K - $108K
|
1.21K
$351K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
469+ 29.15% |
$96.1K - $108K
|
2.08K
$602K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
465+ 6.05% |
$95.3K - $107K
|
8.15K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
463+ 46.16% |
$94.9K - $106K
|
1.47K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
456+ 7.21% |
$93.4K - $105K
|
6.78K
$1.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
452+ 25.59% |
$92.6K - $104K
|
2.22K
$643K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
451+ 31.94% |
$92.4K - $103K
|
1.86K
$540K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
445+ 4.8% |
$91.2K - $102K
|
9.71K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
433+ 27.15% |
$88.7K - $99.3K
|
2.03K
$587K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
430+ 22.91% |
$88.1K - $98.7K
|
2.31K
$668K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
427+ 19.35% |
$87.5K - $98K
|
2.63K
$763K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
423+ 11.31% |
$86.7K - $97K
|
4.16K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
423+ 8.15% |
$86.7K - $97K
|
5.61K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
423+ 2.94% |
$86.7K - $97K
|
14.8K
$4.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
420+ 8.77% |
$86.1K - $96.4K
|
5.21K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
417+ 3.31% |
$85.4K - $95.7K
|
13K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
416+ 6.84% |
$85.2K - $95.4K
|
6.5K
$1.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
415+ 419.19% |
$85K - $95.2K
|
514
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
409+ 2.9% |
$83.8K - $93.8K
|
14.5K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
403+ 3.61% |
$82.6K - $92.5K
|
11.6K
$3.35M
|