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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.05KNew |
$829K - $929K
|
4.05K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.96KNew |
$812K - $909K
|
3.96K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.94K+ 25.97% |
$807K - $903K
|
19.1K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.85KNew |
$788K - $882K
|
3.85K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.81KNew |
$781K - $875K
|
3.81K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
BUY
|
- |
3.77K+ 66.83% |
$772K - $864K
|
9.41K
$2.69M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.73KNew |
$765K - $856K
|
3.73K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.7KNew |
$758K - $849K
|
3.7K
$1.06M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.7KNew |
$757K - $848K
|
3.7K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.67K+ 10.04% |
$751K - $841K
|
40.2K
$11.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.6K+ 9.68% |
$738K - $826K
|
40.8K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.58KNew |
$734K - $821K
|
3.58K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.55KNew |
$728K - $815K
|
3.55K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.51K+ 10.22% |
$719K - $805K
|
37.8K
$10.8M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
3.46KNew |
$708K - $793K
|
3.46K
$987K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.42K+ 3.51% |
$701K - $784K
|
101K
$28.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
3.4K+ 2.68% |
$696K - $780K
|
130K
$37.2M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.38K+ 1.4% |
$692K - $775K
|
245K
$70M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.36K+ 49.49% |
$689K - $771K
|
10.2K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.34K+ 7.7% |
$685K - $767K
|
46.8K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.3K+ 0.5% |
$677K - $758K
|
664K
$190M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
3.27KNew |
$670K - $750K
|
3.27K
$933K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
3.09K+ 3.55% |
$633K - $709K
|
90.2K
$25.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.07K+ 42.42% |
$629K - $705K
|
10.3K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
3K+ 163.89% |
$614K - $687K
|
4.82K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.99K+ 8.39% |
$613K - $686K
|
38.6K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.93KNew |
$601K - $673K
|
2.93K
$838K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.93K+ 10.05% |
$600K - $671K
|
32K
$9.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.89KNew |
$593K - $664K
|
2.89K
$826K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.86K+ 2.31% |
$585K - $655K
|
126K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.83K+ 32.39% |
$581K - $650K
|
11.6K
$3.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.83K+ 0.94% |
$579K - $649K
|
303K
$86.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.79KNew |
$571K - $639K
|
2.79K
$795K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.73KNew |
$560K - $627K
|
2.73K
$781K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.73K+ 28.75% |
$560K - $627K
|
12.2K
$3.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.69KNew |
$550K - $616K
|
2.69K
$767K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.68K+ 35.91% |
$550K - $616K
|
10.2K
$2.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.65K+ 6.26% |
$544K - $609K
|
45K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.64K+ 12.14% |
$540K - $605K
|
24.3K
$6.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.54KNew |
$521K - $583K
|
2.54K
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.52KNew |
$517K - $579K
|
2.52K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.52K+ 11.2% |
$516K - $577K
|
25K
$7.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.49K+ 2.36% |
$511K - $572K
|
108K
$30.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.47K+ 35.71% |
$506K - $567K
|
9.39K
$2.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.44KNew |
$500K - $559K
|
2.44K
$696K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.38KNew |
$488K - $546K
|
2.38K
$680K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.36K+ 9.04% |
$483K - $540K
|
28.4K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.33K+ 10.3% |
$478K - $535K
|
25K
$7.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.33K+ 3.06% |
$477K - $534K
|
78.5K
$22.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
2.32K+ 6.13% |
$475K - $532K
|
40.2K
$11.5M
|