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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14- 0.8% |
$2.87K - $3.21K
|
1.74K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-15- 1.16% |
$3.07K - $3.44K
|
1.28K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16- 0.58% |
$3.28K - $3.67K
|
2.76K
$800K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16- 0.58% |
$3.28K - $3.67K
|
2.76K
$800K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-17- 62.96% |
$3.48K - $3.9K
|
10
$2.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-17- 4.35% |
$3.48K - $3.9K
|
374
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-18- 0.19% |
$3.69K - $4.13K
|
9.62K
$2.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-19- 0.72% |
$3.89K - $4.36K
|
2.63K
$763K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-19- 0.41% |
$3.89K - $4.36K
|
4.61K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19- 1.09% |
$3.89K - $4.36K
|
1.73K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-19- 1.85% |
$3.89K - $4.36K
|
1.01K
$292K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-20- 0.15% |
$4.1K - $4.59K
|
13.4K
$3.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-20- 1.43% |
$4.1K - $4.59K
|
1.38K
$399K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-21- 2.12% |
$4.3K - $4.82K
|
971
$281K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-21- 36.21% |
$4.3K - $4.82K
|
37
$10.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22- 0.42% |
$4.51K - $5.05K
|
5.19K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-22- 0.4% |
$4.51K - $5.05K
|
5.53K
$1.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-23- 44.23% |
$4.71K - $5.28K
|
29
$8.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-23- 2.2% |
$4.71K - $5.28K
|
1.02K
$296K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23- 0.45% |
$4.71K - $5.28K
|
5.1K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-25- 1.16% |
$5.12K - $5.74K
|
2.13K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-25- 0.27% |
$5.12K - $5.74K
|
9.16K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-25- 0.72% |
$5.12K - $5.74K
|
3.45K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 18.25% |
$5.12K - $5.74K
|
112
$32.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-25- 0.42% |
$5.12K - $5.74K
|
5.95K
$1.72M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-27- 7.85% |
$5.53K - $6.19K
|
317
$91.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-28- 0.75% |
$5.74K - $6.42K
|
3.69K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-28- 1.04% |
$5.74K - $6.42K
|
2.65K
$769K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-28- 0.36% |
$5.74K - $6.42K
|
7.65K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-28- 3.52% |
$5.74K - $6.42K
|
768
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-28- 0.73% |
$5.74K - $6.42K
|
3.83K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-30- 0.68% |
$6.15K - $6.88K
|
4.38K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-32- 0.73% |
$6.56K - $7.34K
|
4.36K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-33- 1.85% |
$6.76K - $7.57K
|
1.75K
$507K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-34- 1.3% |
$6.97K - $7.8K
|
2.58K
$747K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34- 0.8% |
$6.97K - $7.8K
|
4.24K
$1.23M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-35- 1.8% |
$7.17K - $8.03K
|
1.91K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37- 1.4% |
$7.58K - $8.49K
|
2.61K
$756K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-38- 0.39% |
$7.79K - $8.72K
|
9.79K
$2.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-39- 1.16% |
$7.99K - $8.95K
|
3.32K
$961K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-40- 0.63% |
$8.2K - $9.18K
|
6.32K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40- 31.75% |
$8.2K - $9.18K
|
86
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-41- 1.36% |
$8.4K - $9.41K
|
2.97K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-42- 3.71% |
$8.61K - $9.64K
|
1.09K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-42- 1.93% |
$8.61K - $9.64K
|
2.14K
$618K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-44- 3.82% |
$9.02K - $10.1K
|
1.11K
$321K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-45- 1.5% |
$9.22K - $10.3K
|
2.96K
$858K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-46- 0.92% |
$9.43K - $10.6K
|
4.94K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-48- 4.28% |
$9.84K - $11K
|
1.07K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-48- 0.01% |
$9.84K - $11K
|
435K
$126M
|