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
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.72KNew |
$352K - $394K
|
1.72K
$490K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.71KNew |
$351K - $393K
|
1.71K
$489K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.69K+ 19.07% |
$346K - $388K
|
10.6K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.68K+ 14.72% |
$345K - $386K
|
13.1K
$3.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.68KNew |
$344K - $385K
|
1.68K
$479K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.67KNew |
$341K - $382K
|
1.67K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.66K+ 3.58% |
$340K - $381K
|
48K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.63K+ 15.77% |
$334K - $374K
|
12K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 85.19% |
$331K - $371K
|
3.51K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.6K+ 1.03% |
$328K - $368K
|
157K
$44.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.6KNew |
$328K - $368K
|
1.6K
$458K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.6KNew |
$327K - $366K
|
1.6K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.59KNew |
$326K - $365K
|
1.59K
$454K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.59KNew |
$325K - $364K
|
1.59K
$453K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.56KNew |
$319K - $358K
|
1.56K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.55KNew |
$318K - $356K
|
1.55K
$443K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.54KNew |
$316K - $354K
|
1.54K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.54KNew |
$316K - $353K
|
1.54K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.51K+ 61.08% |
$310K - $347K
|
3.99K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.51K+ 3.26% |
$309K - $346K
|
47.8K
$13.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.5K+ 17.66% |
$308K - $345K
|
10K
$2.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.49K+ 0.73% |
$305K - $342K
|
205K
$58.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.48K+ 40.73% |
$303K - $339K
|
5.1K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.47K+ 59.89% |
$302K - $338K
|
3.93K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.46KNew |
$300K - $336K
|
1.46K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.41K+ 0.41% |
$289K - $324K
|
343K
$98M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.39KNew |
$284K - $318K
|
1.39K
$396K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.39KNew |
$284K - $318K
|
1.39K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.35KNew |
$277K - $310K
|
1.35K
$386K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.35K+ 1607.14% |
$277K - $310K
|
1.43K
$409K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.34KNew |
$275K - $308K
|
1.34K
$383K
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.34K+ 0.18% |
$275K - $308K
|
731K
$209M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.34K+ 0.18% |
$275K - $308K
|
731K
$209M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.34K+ 2.93% |
$274K - $307K
|
46.9K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.34K+ 76.69% |
$274K - $307K
|
3.08K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.32K+ 1.0% |
$271K - $304K
|
133K
$38.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.32K+ 66.65% |
$270K - $303K
|
3.3K
$942K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.32K+ 3.77% |
$270K - $303K
|
36.3K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.31KNew |
$268K - $301K
|
1.31K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.29K+ 4.69% |
$265K - $297K
|
28.9K
$8.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.28K+ 1.33% |
$263K - $295K
|
98.2K
$28M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.28KNew |
$262K - $294K
|
1.28K
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.24KNew |
$253K - $284K
|
1.24K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.23KNew |
$252K - $283K
|
1.23K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.2KNew |
$247K - $276K
|
1.2K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.2K+ 1.7% |
$246K - $276K
|
71.9K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.2K+ 3.45% |
$245K - $275K
|
35.9K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.2K+ 25.45% |
$245K - $274K
|
5.89K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 0.72% |
$243K - $272K
|
166K
$47.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
1.19KNew |
$243K - $272K
|
1.19K
$339K
|