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 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.85% |
$3.69K - $4.13K
|
2.13K
$617K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
18+ 32.73% |
$3.69K - $4.13K
|
73
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
17+ 0.57% |
$3.48K - $3.9K
|
3K
$870K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
16+ 18.18% |
$3.28K - $3.67K
|
104
$30.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 0.94% |
$3.07K - $3.44K
|
1.61K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
14+ 0.9% |
$2.87K - $3.21K
|
1.56K
$452K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
14+ 0.12% |
$2.87K - $3.21K
|
11.9K
$3.45M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.6% |
$2.87K - $3.21K
|
2.36K
$682K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
13New |
$2.66K - $2.98K
|
13
$3.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
13+ 0.41% |
$2.66K - $2.98K
|
3.21K
$930K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12+ 0.29% |
$2.46K - $2.75K
|
4.18K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
12+ 1.37% |
$2.46K - $2.75K
|
887
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 2.33% |
$2.46K - $2.75K
|
528
$153K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
11+ 0.08% |
$2.25K - $2.52K
|
14.6K
$4.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 26.83% |
$2.25K - $2.52K
|
52
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11+ 0.11% |
$2.25K - $2.52K
|
9.75K
$2.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10+ 0.79% |
$2.05K - $2.29K
|
1.28K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 3.08% |
$2.05K - $2.29K
|
335
$97K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 55.56% |
$2.05K - $2.29K
|
28
$8.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 0.6% |
$2.05K - $2.29K
|
1.68K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
10+ 1.35% |
$2.05K - $2.29K
|
749
$217K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 2.7% |
$2.05K - $2.29K
|
380
$110K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.48% |
$1.84K - $2.06K
|
1.87K
$543K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 23.68% |
$1.84K - $2.06K
|
47
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 0.18% |
$1.84K - $2.06K
|
4.91K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.72% |
$1.84K - $2.06K
|
1.26K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
9New |
$1.84K - $2.06K
|
9
$2.61K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8+ 0.16% |
$1.64K - $1.84K
|
4.89K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8+ 0.17% |
$1.64K - $1.84K
|
4.67K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 0.58% |
$1.64K - $1.84K
|
1.39K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8+ 0.1% |
$1.64K - $1.84K
|
8.27K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8+ 0.06% |
$1.64K - $1.84K
|
13.5K
$3.92M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8+ 0.16% |
$1.64K - $1.84K
|
4.89K
$1.42M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
8+ 16.67% |
$1.64K - $1.84K
|
56
$16.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7+ 0.33% |
$1.43K - $1.61K
|
2.13K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
7+ 0.07% |
$1.43K - $1.61K
|
9.49K
$2.75M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7New |
$1.43K - $1.61K
|
7
$2.03K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 13.21% |
$1.43K - $1.61K
|
60
$17.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.42% |
$1.23K - $1.38K
|
1.43K
$414K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 10.91% |
$1.23K - $1.38K
|
61
$17.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.95% |
$1.23K - $1.38K
|
639
$185K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$1.23K - $1.38K
|
6
$1.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
5+ 0.16% |
$1.02K - $1.15K
|
3.06K
$886K
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
5+ 0.39% |
$1.02K - $1.15K
|
1.3K
$375K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.68% |
$820 - $918
|
242
$70.1K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4New |
$820 - $918
|
4
$1.16K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.16% |
$615 - $688
|
261
$75.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$615 - $688
|
1.8K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3+ 0.03% |
$615 - $688
|
9.28K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$615 - $688
|
14.1K
$4.1M
|