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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
213New |
$54.9K - $64.3K
|
213
$60.7K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-51.5K- 5.48% |
$13.3M - $15.5M
|
888K
$253M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
30+ 0.62% |
$7.73K - $9.06K
|
4.85K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.87K- 10.5% |
$739K - $866K
|
24.5K
$6.97M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-110K- 27.96% |
$28.3M - $33.1M
|
283K
$80.6M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
193+ 16.29% |
$49.7K - $58.3K
|
1.38K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9- 0.87% |
$2.32K - $2.72K
|
1.03K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-184- 6.25% |
$47.4K - $55.6K
|
2.76K
$786K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-4.4K- 2.91% |
$1.13M - $1.33M
|
147K
$41.9M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 64.41% |
$431K - $506K
|
4.27K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.47KNew |
$378K - $442K
|
1.47K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
2.8K+ 25.23% |
$722K - $846K
|
13.9K
$3.96M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-144- 4.06% |
$37.1K - $43.5K
|
3.4K
$971K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
72+ 8.77% |
$18.6K - $21.7K
|
893
$255K
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
434+ 0.92% |
$112K - $131K
|
47.8K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
5.58K+ 120.87% |
$1.44M - $1.69M
|
10.2K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
393+ 4.77% |
$101K - $119K
|
8.62K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.37K+ 107.92% |
$868K - $1.02M
|
6.49K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
23+ 6.76% |
$5.93K - $6.95K
|
363
$103K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-25- 2.02% |
$6.44K - $7.55K
|
1.21K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
62+ 2.55% |
$16K - $18.7K
|
2.49K
$710K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
79+ 2.69% |
$20.4K - $23.9K
|
3.01K
$859K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-152- 15.17% |
$39.2K - $45.9K
|
850
$242K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-389- 97.25% |
$100K - $117K
|
11
$3.14K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-84- 8.77% |
$21.6K - $25.4K
|
874
$249K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
676New |
$174K - $204K
|
676
$193K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-189- 2.26% |
$48.7K - $57.1K
|
8.18K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
188+ 1.17% |
$48.4K - $56.8K
|
16.3K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 1.5% |
$25.8K - $30.2K
|
6.76K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.85KNew |
$476K - $557K
|
1.85K
$526K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
102New |
$26.3K - $30.8K
|
102
$29.1K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
96K+ 204.85% |
$24.7M - $29M
|
143K
$40.7M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
44+ 0.33% |
$11.3K - $13.3K
|
13.5K
$3.86M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
748+ 35.57% |
$193K - $226K
|
2.85K
$813K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-807- 5.28% |
$208K - $244K
|
14.5K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
292+ 0.36% |
$75.3K - $88.2K
|
82.4K
$23.5M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-65- 7.33% |
$16.8K - $19.6K
|
822
$234K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-22- 1.57% |
$5.67K - $6.64K
|
1.38K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
189+ 1.75% |
$48.7K - $57.1K
|
11K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
176+ 8.14% |
$45.4K - $53.2K
|
2.34K
$667K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.67K+ 5.77% |
$945K - $1.11M
|
67.1K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-289- 0.35% |
$74.5K - $87.3K
|
82K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-25.3K- 51.43% |
$6.52M - $7.64M
|
23.9K
$6.81M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
26+ 2.68% |
$6.7K - $7.85K
|
997
$284K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
665New |
$171K - $201K
|
665
$190K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
16.9KNew |
$4.37M - $5.12M
|
16.9K
$4.83M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-440- 1.14% |
$113K - $133K
|
38.2K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
81+ 0.23% |
$20.9K - $24.5K
|
35.9K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.3K- 24.88% |
$3.16M - $3.7M
|
37K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.92K- 7.31% |
$1.27M - $1.49M
|
62.5K
$17.8M
|