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 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-96- 3.5% |
$19.7K - $22K
|
2.64K
$766K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-97- 4.97% |
$19.9K - $22.3K
|
1.86K
$538K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-98- 2.21% |
$20.1K - $22.5K
|
4.34K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-100- 2.35% |
$20.5K - $22.9K
|
4.15K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-100- 2.89% |
$20.5K - $22.9K
|
3.36K
$974K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 2.24% |
$20.5K - $22.9K
|
4.36K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-103- 0.95% |
$21.1K - $23.6K
|
10.7K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-106- 7.02% |
$21.7K - $24.3K
|
1.41K
$407K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-112- 5.92% |
$22.9K - $25.7K
|
1.78K
$516K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-113- 9.78% |
$23.2K - $25.9K
|
1.04K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-115- 10.27% |
$23.6K - $26.4K
|
1.01K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-117- 0.63% |
$24K - $26.8K
|
18.4K
$5.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-120- 2.02% |
$24.6K - $27.5K
|
5.82K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-122- 8.32% |
$25K - $28K
|
1.35K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-124- 0.18% |
$25.4K - $28.4K
|
70.2K
$20.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-125- 3.52% |
$25.6K - $28.7K
|
3.43K
$992K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-125- 3.82% |
$25.6K - $28.7K
|
3.15K
$912K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-127- 9.2% |
$26K - $29.1K
|
1.25K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-132- 5.37% |
$27K - $30.3K
|
2.33K
$674K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-135- 1.68% |
$27.7K - $31K
|
7.9K
$2.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-135- 5.74% |
$27.7K - $31K
|
2.22K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-135- 3.03% |
$27.7K - $31K
|
4.32K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-137- 4.59% |
$28.1K - $31.4K
|
2.85K
$824K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-140- 1.39% |
$28.7K - $32.1K
|
9.9K
$2.87M
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-140- 0.88% |
$28.7K - $32.1K
|
15.8K
$4.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-142- 7.83% |
$29.1K - $32.6K
|
1.67K
$484K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-144- 1.85% |
$29.5K - $33K
|
7.64K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-146- 0.97% |
$29.9K - $33.5K
|
14.9K
$4.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-147- 12.52% |
$30.1K - $33.7K
|
1.03K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-148- 0.07% |
$30.3K - $34K
|
202K
$58.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-148- 2.42% |
$30.3K - $34K
|
5.97K
$1.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-151- 12.4% |
$30.9K - $34.6K
|
1.07K
$309K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-155- 9.74% |
$31.8K - $35.6K
|
1.44K
$416K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-155- 12.74% |
$31.8K - $35.6K
|
1.06K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-156- 8.6% |
$32K - $35.8K
|
1.66K
$480K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-159- 5.63% |
$32.6K - $36.5K
|
2.66K
$771K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-160- 19.73% |
$32.8K - $36.7K
|
651
$189K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-165- 2.79% |
$33.8K - $37.9K
|
5.75K
$1.67M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-167- 1.71% |
$34.2K - $38.3K
|
9.62K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-167- 5.8% |
$34.2K - $38.3K
|
2.71K
$786K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-176- 5.67% |
$36.1K - $40.4K
|
2.93K
$849K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-180- 0.15% |
$36.9K - $41.3K
|
122K
$35.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-190- 1.27% |
$38.9K - $43.6K
|
14.8K
$4.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-191- 3.0% |
$39.1K - $43.8K
|
6.18K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-191- 16.02% |
$39.1K - $43.8K
|
1K
$290K
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-191- 7.18% |
$39.1K - $43.8K
|
2.47K
$715K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-192- 3.8% |
$39.3K - $44.1K
|
4.87K
$1.41M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-197- 2.27% |
$40.4K - $45.2K
|
8.49K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-200- 2.66% |
$41K - $45.9K
|
7.33K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-200- 16.67% |
$41K - $45.9K
|
1K
$290K
|