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 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.33K+ 16.45% |
$1.3M - $1.45M
|
44.8K
$12.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6.23KNew |
$1.28M - $1.43M
|
6.23K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.21K+ 12.67% |
$1.27M - $1.42M
|
55.2K
$15.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6.21KNew |
$1.27M - $1.42M
|
6.21K
$1.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
6.17K+ 13.44% |
$1.26M - $1.42M
|
52.1K
$14.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.17K+ 4.13% |
$1.26M - $1.42M
|
155K
$44.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.99K+ 8.75% |
$1.23M - $1.38M
|
74.5K
$21.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.97K+ 2.63% |
$1.22M - $1.37M
|
233K
$66.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.97K+ 2.63% |
$1.22M - $1.37M
|
233K
$66.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.88K+ 17.56% |
$1.2M - $1.35M
|
39.3K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.81K+ 0.9% |
$1.19M - $1.33M
|
655K
$187M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.77K+ 234.34% |
$1.18M - $1.32M
|
8.23K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.75K+ 159.45% |
$1.18M - $1.32M
|
9.36K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
5.56KNew |
$1.14M - $1.28M
|
5.56K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
5.54KNew |
$1.14M - $1.27M
|
5.54K
$1.58M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.49K+ 349.01% |
$1.12M - $1.26M
|
7.06K
$2.02M
|
|
|
Aug 20, 2024
Q4 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
5.47KNew |
$1.12M - $1.25M
|
5.47K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.46K+ 16.38% |
$1.12M - $1.25M
|
38.8K
$11.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.43K+ 0.47% |
$1.11M - $1.25M
|
1.16M
$330M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
5.41K+ 33.88% |
$1.11M - $1.24M
|
21.4K
$6.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.41K+ 48.05% |
$1.11M - $1.24M
|
16.7K
$4.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.35K+ 2.62% |
$1.1M - $1.23M
|
209K
$59.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.29K+ 5.5% |
$1.08M - $1.21M
|
101K
$29M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.28K+ 0.37% |
$1.08M - $1.21M
|
1.43M
$408M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.21K+ 2.83% |
$1.07M - $1.2M
|
189K
$54M
|
|
|
Feb 14, 2025
Q4 2023
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
5.09KNew |
$1.04M - $1.17M
|
5.09K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.08K+ 3762.22% |
$1.04M - $1.17M
|
5.21K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
5.02KNew |
$1.03M - $1.15M
|
5.02K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
5KNew |
$1.02M - $1.15M
|
5K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.96K+ 0.53% |
$1.02M - $1.14M
|
940K
$268M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.94K+ 2.88% |
$1.01M - $1.13M
|
176K
$50.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
4.86K+ 59.24% |
$995K - $1.11M
|
13.1K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.76K+ 9.07% |
$975K - $1.09M
|
57.2K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.75K+ 24.35% |
$974K - $1.09M
|
24.3K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.71K+ 99.89% |
$964K - $1.08M
|
9.42K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.67KNew |
$958K - $1.07M
|
4.67K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.56KNew |
$934K - $1.05M
|
4.56K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
4.54K+ 113.38% |
$929K - $1.04M
|
8.54K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.49KNew |
$921K - $1.03M
|
4.49K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.48K+ 5.59% |
$918K - $1.03M
|
84.6K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.46KNew |
$915K - $1.02M
|
4.46K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.45K+ 98.87% |
$912K - $1.02M
|
8.95K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.42K+ 1.48% |
$906K - $1.01M
|
304K
$86.8M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.41KNew |
$903K - $1.01M
|
4.41K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.33K+ 167.47% |
$887K - $993K
|
6.91K
$1.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.23KNew |
$866K - $970K
|
4.23K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.22KNew |
$866K - $969K
|
4.22K
$1.21M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.16K+ 84.7% |
$852K - $954K
|
9.07K
$2.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.13KNew |
$846K - $947K
|
4.13K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.08KNew |
$835K - $935K
|
4.08K
$1.16M
|