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 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
41+ 0.36% |
$8.4K - $9.41K
|
11.4K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
41+ 1.6% |
$8.4K - $9.41K
|
2.6K
$753K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
40+ 3.24% |
$8.2K - $9.18K
|
1.27K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
40+ 12.2% |
$8.2K - $9.18K
|
368
$107K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
39+ 6.44% |
$7.99K - $8.95K
|
645
$187K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
37+ 59.68% |
$7.58K - $8.49K
|
99
$28.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37+ 0.63% |
$7.58K - $8.49K
|
5.88K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
36+ 3.19% |
$7.38K - $8.26K
|
1.17K
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
36+ 3.64% |
$7.38K - $8.26K
|
1.03K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
36+ 2.26% |
$7.38K - $8.26K
|
1.63K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
35+ 0.55% |
$7.17K - $8.03K
|
6.44K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
35New |
$7.17K - $8.03K
|
35
$10.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
33+ 2.08% |
$6.76K - $7.57K
|
1.62K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.37% |
$6.56K - $7.34K
|
8.66K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
32New |
$6.56K - $7.34K
|
32
$9.27K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
30New |
$6.15K - $6.88K
|
30
$8.69K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 2.41% |
$6.15K - $6.88K
|
1.27K
$369K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
29+ 4.39% |
$5.94K - $6.65K
|
690
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
29+ 1.72% |
$5.94K - $6.65K
|
1.71K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
29+ 0.93% |
$5.94K - $6.65K
|
3.16K
$915K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
28+ 0.76% |
$5.74K - $6.42K
|
3.69K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
28+ 2.76% |
$5.74K - $6.42K
|
1.04K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
27New |
$5.53K - $6.19K
|
27
$7.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
27+ 1.35% |
$5.53K - $6.19K
|
2.03K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27+ 2.55% |
$5.53K - $6.19K
|
1.09K
$315K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
26+ 6.12% |
$5.33K - $5.97K
|
451
$131K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 33.33% |
$5.33K - $5.97K
|
104
$30.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
26+ 0.37% |
$5.33K - $5.97K
|
7.14K
$2.07M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
25+ 1.22% |
$5.12K - $5.74K
|
2.07K
$599K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
25New |
$5.12K - $5.74K
|
25
$7.24K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
25+ 2.08% |
$5.12K - $5.74K
|
1.23K
$355K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.52% |
$5.12K - $5.74K
|
4.79K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
24+ 0.51% |
$4.92K - $5.51K
|
4.77K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
23+ 383.33% |
$4.71K - $5.28K
|
29
$8.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
23+ 3.09% |
$4.71K - $5.28K
|
768
$222K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
22+ 1.4% |
$4.51K - $5.05K
|
1.6K
$462K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
22+ 1.62% |
$4.51K - $5.05K
|
1.38K
$399K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
21+ 0.16% |
$4.3K - $4.82K
|
12.9K
$3.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 5.63% |
$4.3K - $4.82K
|
394
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21+ 2.14% |
$4.3K - $4.82K
|
1K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21New |
$4.3K - $4.82K
|
21
$6.08K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
20+ 0.31% |
$4.1K - $4.59K
|
6.46K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
20+ 0.04% |
$4.1K - $4.59K
|
49.1K
$14.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19New |
$3.89K - $4.36K
|
19
$5.5K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19+ 3.92% |
$3.89K - $4.36K
|
504
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
19+ 1.89% |
$3.89K - $4.36K
|
1.03K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 9.13% |
$3.89K - $4.36K
|
227
$65.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
19New |
$3.89K - $4.36K
|
19
$5.5K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19+ 1.45% |
$3.89K - $4.36K
|
1.33K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 0.72% |
$3.69K - $4.13K
|
2.52K
$729K
|