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 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.31K+ 13.19% |
$474K - $530K
|
19.8K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.29KNew |
$470K - $526K
|
2.29K
$655K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.29K+ 140.66% |
$469K - $525K
|
3.92K
$1.12M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.29KNew |
$469K - $525K
|
2.29K
$654K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.28K+ 984.48% |
$468K - $524K
|
2.52K
$718K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.27K+ 71.29% |
$466K - $522K
|
5.46K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.25KNew |
$461K - $516K
|
2.25K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
2.24KNew |
$459K - $514K
|
2.24K
$639K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.24K+ 75.31% |
$458K - $513K
|
5.21K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.23KNew |
$457K - $511K
|
2.23K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.22KNew |
$454K - $509K
|
2.22K
$633K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
2.2K+ 1.8% |
$452K - $506K
|
124K
$35.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.18KNew |
$447K - $501K
|
2.18K
$623K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.13KNew |
$436K - $489K
|
2.13K
$608K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.09K+ 50.7% |
$429K - $480K
|
6.22K
$1.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.09KNew |
$429K - $480K
|
2.09K
$597K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.09KNew |
$428K - $480K
|
2.09K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.08K+ 0.46% |
$426K - $477K
|
453K
$129M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.08K+ 5.65% |
$425K - $476K
|
38.8K
$11.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.05K+ 0.68% |
$421K - $471K
|
304K
$86.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Oakview Capital Management, L.P.
Dallas, TX |
BUY
|
- |
2.02K+ 3.54% |
$415K - $464K
|
59.2K
$16.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2K+ 700.7% |
$409K - $458K
|
2.28K
$651K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
2K+ 18.43% |
$409K - $458K
|
12.8K
$3.66M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2K+ 700.7% |
$409K - $458K
|
2.28K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2K+ 26.13% |
$409K - $458K
|
9.64K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.99KNew |
$408K - $457K
|
1.99K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.98K+ 26.12% |
$405K - $454K
|
9.55K
$2.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.97KNew |
$403K - $451K
|
1.97K
$562K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.93K+ 9.38% |
$395K - $442K
|
22.5K
$6.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.9KNew |
$390K - $436K
|
1.9K
$543K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.9K+ 22.1% |
$389K - $435K
|
10.5K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.89K+ 2.98% |
$388K - $434K
|
65.4K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.88KNew |
$386K - $432K
|
1.88K
$537K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.88KNew |
$384K - $430K
|
1.88K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.87KNew |
$383K - $429K
|
1.87K
$534K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 23.51% |
$381K - $427K
|
9.77K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.83K+ 50.78% |
$375K - $419K
|
5.43K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.82KNew |
$373K - $417K
|
1.82K
$519K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.81KNew |
$370K - $414K
|
1.81K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.8K+ 0.67% |
$368K - $412K
|
271K
$77.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.79KNew |
$366K - $410K
|
1.79K
$510K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.78K+ 3176.79% |
$365K - $408K
|
1.84K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.78K+ 47.27% |
$364K - $408K
|
5.54K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.78K+ 2.88% |
$364K - $407K
|
63.4K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 34.2% |
$362K - $405K
|
6.93K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.76K+ 42.15% |
$360K - $403K
|
5.92K
$1.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
1.75K+ 146.24% |
$358K - $401K
|
2.95K
$841K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.75K+ 8319.05% |
$358K - $401K
|
1.77K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.72K+ 2.57% |
$353K - $396K
|
68.8K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.72K+ 3.97% |
$353K - $395K
|
45.1K
$12.9M
|