Latest Institutional Transactions on Chubb LTD (CB)
This table provides information on the latest institutional transactions involving Chubb LTD (CB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.07KNew |
$275K - $322K
|
1.07K
$304K
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-110- 0.78% |
$28.3K - $33.2K
|
13.9K
$3.97M
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
34+ 5.37% |
$8.76K - $10.3K
|
667
$190K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
59+ 3.52% |
$15.2K - $17.8K
|
1.73K
$494K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 20.66% |
$660K - $774K
|
15K
$4.27M
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
271+ 4.57% |
$69.8K - $81.8K
|
6.2K
$1.77M
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.68KNew |
$949K - $1.11M
|
3.68K
$1.05M
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-301- 1.65% |
$77.6K - $90.9K
|
18K
$5.12M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
252+ 2.62% |
$64.9K - $76.1K
|
9.85K
$2.81M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-10.7K- 23.53% |
$2.75M - $3.22M
|
34.7K
$9.88M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3.33KNew |
$857K - $1M
|
3.33K
$948K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.21% |
$1.29K - $1.51K
|
2.39K
$682K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.98K- 12.28% |
$511K - $599K
|
14.2K
$4.04M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
288+ 20.59% |
$74.2K - $87K
|
1.69K
$481K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-123- 8.27% |
$31.7K - $37.1K
|
1.37K
$389K
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.31K- 39.92% |
$1.11M - $1.3M
|
6.49K
$1.85M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-141- 11.99% |
$36.3K - $42.6K
|
1.04K
$295K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-540- 5.87% |
$139K - $163K
|
8.66K
$2.47M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
15+ 1.13% |
$3.87K - $4.53K
|
1.34K
$382K
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
25KNew |
$6.44M - $7.55M
|
25K
$7.13M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.4% |
$3.87K - $4.53K
|
3.76K
$1.07M
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
515+ 5.11% |
$133K - $156K
|
10.6K
$3.02M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 0.95% |
$1.29K - $1.51K
|
522
$149K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-212K- 10.06% |
$54.6M - $63.9M
|
1.89M
$540M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
4+ 0.14% |
$1.03K - $1.21K
|
2.92K
$833K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
414+ 4.66% |
$107K - $125K
|
9.3K
$2.65M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
75.4K+ 0.21% |
$19.4M - $22.8M
|
36.5M
$10.4B
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
103+ 2.34% |
$26.5K - $31.1K
|
4.51K
$1.29M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
31+ 12.97% |
$7.99K - $9.36K
|
270
$77K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
793New |
$204K - $239K
|
793
$226K
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.99% |
$3.87K - $4.53K
|
1.51K
$429K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
984New |
$254K - $297K
|
984
$281K
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-188- 2.97% |
$48.4K - $56.8K
|
6.15K
$1.75M
|
|
May 09, 2025
Q1 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-79- 0.51% |
$20.4K - $23.9K
|
15.5K
$4.41M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.22K+ 7.92% |
$314K - $368K
|
16.6K
$4.73M
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-127- 6.78% |
$32.7K - $38.4K
|
1.75K
$498K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
20New |
$5.15K - $6.04K
|
20
$5.7K
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.42M- 99.9% |
$367M - $430M
|
1.44K
$410K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-878- 51.5% |
$226K - $265K
|
827
$236K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-368- 0.02% |
$94.8K - $111K
|
2.23M
$637M
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-60- 2.61% |
$15.5K - $18.1K
|
2.24K
$639K
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
139KNew |
$35.9M - $42.1M
|
139K
$39.7M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
267+ 12.85% |
$68.8K - $80.6K
|
2.35K
$669K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-93- 2.31% |
$24K - $28.1K
|
3.93K
$1.12M
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
189+ 11.92% |
$48.7K - $57.1K
|
1.77K
$506K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-162- 9.59% |
$41.7K - $48.9K
|
1.53K
$435K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.64KNew |
$421K - $494K
|
1.64K
$466K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.16KNew |
$299K - $351K
|
1.16K
$331K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$258 - $302
|
1
$285
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.7K- 5.32% |
$4.05M - $4.74M
|
280K
$79.7M
|