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 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
931New |
$191K - $214K
|
931
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
930New |
$191K - $213K
|
930
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
926New |
$190K - $212K
|
926
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
922New |
$189K - $212K
|
922
$263K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
921+ 1.95% |
$189K - $211K
|
48.2K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
921New |
$189K - $211K
|
921
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
920+ 0.66% |
$189K - $211K
|
140K
$40M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
919New |
$188K - $211K
|
919
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
914New |
$187K - $210K
|
914
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
912New |
$187K - $209K
|
912
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
911New |
$187K - $209K
|
911
$260K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
909+ 4.99% |
$186K - $209K
|
19.1K
$5.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
908+ 9080.0% |
$186K - $208K
|
918
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
908New |
$186K - $208K
|
908
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
905New |
$185K - $208K
|
905
$258K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
904New |
$185K - $207K
|
904
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
903+ 1.1% |
$185K - $207K
|
83.1K
$23.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
901New |
$185K - $207K
|
901
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
900New |
$184K - $206K
|
900
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
900New |
$184K - $206K
|
900
$257K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
900New |
$184K - $206K
|
900
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
898New |
$184K - $206K
|
898
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
889New |
$182K - $204K
|
889
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
887New |
$182K - $204K
|
887
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
886New |
$182K - $203K
|
886
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
876+ 55.13% |
$180K - $201K
|
2.47K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
864+ 7.87% |
$177K - $198K
|
11.8K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
861+ 3.33% |
$176K - $198K
|
26.7K
$7.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
849+ 22.95% |
$174K - $195K
|
4.55K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
848+ 12.2% |
$174K - $195K
|
7.8K
$2.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
841+ 21.18% |
$172K - $193K
|
4.81K
$1.37M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
794+ 0.91% |
$163K - $182K
|
87.9K
$25.1M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
791+ 4.05% |
$162K - $181K
|
20.3K
$5.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
777+ 19.85% |
$159K - $178K
|
4.69K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
760+ 6.05% |
$156K - $174K
|
13.3K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
733+ 4.2% |
$150K - $168K
|
18.2K
$5.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
723+ 20.08% |
$148K - $166K
|
4.32K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
723+ 9.07% |
$148K - $166K
|
8.69K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
719New |
$147K - $165K
|
719
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
711+ 3.45% |
$146K - $163K
|
21.3K
$6.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
701+ 3.11% |
$144K - $161K
|
23.2K
$6.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
700+ 1.61% |
$143K - $161K
|
44.3K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
687+ 9.23% |
$141K - $158K
|
8.13K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
679+ 1.45% |
$139K - $156K
|
47.7K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
666+ 3.03% |
$136K - $153K
|
22.6K
$6.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
664+ 9.09% |
$136K - $152K
|
7.97K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
653+ 8.38% |
$134K - $150K
|
8.45K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
651+ 1.53% |
$133K - $149K
|
43.3K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
639+ 0.89% |
$131K - $147K
|
72.1K
$20.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
631+ 2.68% |
$129K - $145K
|
24.2K
$6.91M
|