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 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-49- 1.06% |
$10K - $11.2K
|
4.57K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-49- 2.06% |
$10K - $11.2K
|
2.34K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 6.36% |
$10K - $11.2K
|
722
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 2.78% |
$10.2K - $11.5K
|
1.75K
$507K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-50- 3.98% |
$10.2K - $11.5K
|
1.21K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-50- 0.95% |
$10.2K - $11.5K
|
5.19K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-51- 2.55% |
$10.5K - $11.7K
|
1.95K
$565K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-53- 5.67% |
$10.9K - $12.2K
|
881
$255K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-54- 0.33% |
$11.1K - $12.4K
|
16.5K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-55- 3.36% |
$11.3K - $12.6K
|
1.58K
$458K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-56- 1.72% |
$11.5K - $12.8K
|
3.19K
$925K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-58- 13.27% |
$11.9K - $13.3K
|
379
$110K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-59- 12.22% |
$12.1K - $13.5K
|
424
$123K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-59- 4.84% |
$12.1K - $13.5K
|
1.16K
$336K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-60- 30.93% |
$12.3K - $13.8K
|
134
$38.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-60- 0.57% |
$12.3K - $13.8K
|
10.5K
$3.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-60- 1.41% |
$12.3K - $13.8K
|
4.19K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-61- 1.76% |
$12.5K - $14K
|
3.4K
$986K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-62- 3.16% |
$12.7K - $14.2K
|
1.9K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-63- 2.17% |
$12.9K - $14.5K
|
2.84K
$822K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-64- 2.05% |
$13.1K - $14.7K
|
3.05K
$884K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-66- 1.95% |
$13.5K - $15.1K
|
3.32K
$962K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-66- 1.44% |
$13.5K - $15.1K
|
4.51K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-67- 4.07% |
$13.7K - $15.4K
|
1.58K
$457K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-68- 0.41% |
$13.9K - $15.6K
|
16.4K
$4.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-68- 6.86% |
$13.9K - $15.6K
|
923
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-69- 0.54% |
$14.1K - $15.8K
|
12.7K
$3.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-69- 1.38% |
$14.1K - $15.8K
|
4.92K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-72- 1.12% |
$14.8K - $16.5K
|
6.37K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-72- 0.26% |
$14.8K - $16.5K
|
27.6K
$8.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-72- 3.05% |
$14.8K - $16.5K
|
2.29K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-75- 2.07% |
$15.4K - $17.2K
|
3.55K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-75- 3.71% |
$15.4K - $17.2K
|
1.95K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-76- 0.75% |
$15.6K - $17.4K
|
10.1K
$2.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-78- 0.71% |
$16K - $17.9K
|
11K
$3.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-80- 4.77% |
$16.4K - $18.4K
|
1.6K
$463K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-81- 5.69% |
$16.6K - $18.6K
|
1.34K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-83- 93.26% |
$17K - $19K
|
6
$1.74K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-84- 0.58% |
$17.2K - $19.3K
|
14.4K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-86- 5.64% |
$17.6K - $19.7K
|
1.44K
$417K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-87- 0.52% |
$17.8K - $20K
|
16.7K
$4.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-88- 1.33% |
$18K - $20.2K
|
6.51K
$1.89M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-88- 2.52% |
$18K - $20.2K
|
3.41K
$987K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-90- 3.47% |
$18.4K - $20.6K
|
2.51K
$726K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-90- 1.37% |
$18.4K - $20.6K
|
6.49K
$1.88M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-92- 0.08% |
$18.9K - $21.1K
|
111K
$32.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-93- 6.96% |
$19.1K - $21.3K
|
1.24K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-93- 5.12% |
$19.1K - $21.3K
|
1.72K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-94- 1.07% |
$19.3K - $21.6K
|
8.7K
$2.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-95- 0.72% |
$19.5K - $21.8K
|
13K
$3.77M
|