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 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.17K+ 8.22% |
$239K - $268K
|
15.4K
$4.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.16KNew |
$238K - $267K
|
1.16K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.15K+ 9.46% |
$236K - $265K
|
13.3K
$3.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.15K+ 2.03% |
$235K - $264K
|
57.7K
$16.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.14K+ 22.18% |
$234K - $262K
|
6.3K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.14KNew |
$234K - $262K
|
1.14K
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.12K+ 15.26% |
$230K - $257K
|
8.48K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
1.1K+ 0.23% |
$225K - $252K
|
478K
$136M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.1KNew |
$225K - $252K
|
1.1K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09K+ 25.8% |
$224K - $251K
|
5.33K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.09K+ 21.45% |
$224K - $251K
|
6.18K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.09KNew |
$223K - $250K
|
1.09K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.09K+ 2.57% |
$223K - $250K
|
43.5K
$12.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
1.09K+ 6.06% |
$223K - $250K
|
19K
$5.43M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.08KNew |
$221K - $248K
|
1.08K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.07KNew |
$219K - $245K
|
1.07K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06KNew |
$217K - $243K
|
1.06K
$303K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.06KNew |
$217K - $243K
|
1.06K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.05K+ 2.56% |
$215K - $241K
|
42K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.05K+ 4763.64% |
$215K - $240K
|
1.07K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.04K+ 14.4% |
$214K - $239K
|
8.28K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.03KNew |
$210K - $236K
|
1.03K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.02K+ 6.84% |
$210K - $235K
|
16K
$4.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.02KNew |
$210K - $235K
|
1.02K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.02KNew |
$209K - $234K
|
1.02K
$291K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
1.02KNew |
$208K - $233K
|
1.02K
$290K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
1.01KNew |
$208K - $232K
|
1.01K
$289K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.01KNew |
$207K - $232K
|
1.01K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.01KNew |
$207K - $232K
|
1.01K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1K+ 3.17% |
$206K - $230K
|
32.6K
$9.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
1K+ 10.25% |
$205K - $229K
|
10.8K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 31.25% |
$205K - $229K
|
4.2K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1KNew |
$205K - $229K
|
1K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
985New |
$202K - $226K
|
985
$281K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
983+ 21.13% |
$201K - $226K
|
5.64K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
977New |
$200K - $224K
|
977
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
977New |
$200K - $224K
|
977
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
976New |
$200K - $224K
|
976
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
973+ 17.98% |
$199K - $223K
|
6.38K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
966New |
$198K - $222K
|
966
$276K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
965New |
$198K - $221K
|
965
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
963New |
$197K - $221K
|
963
$275K
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
BUY
|
- |
960New |
$197K - $220K
|
960
$274K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
959+ 15.45% |
$197K - $220K
|
7.17K
$2.05M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
958New |
$196K - $220K
|
958
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
954New |
$195K - $219K
|
954
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
946+ 1.78% |
$194K - $217K
|
54K
$15.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
944New |
$193K - $217K
|
944
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
941New |
$193K - $216K
|
941
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
935New |
$192K - $215K
|
935
$267K
|