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 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.04% |
$258 - $302
|
2.71K
$771K
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.75K+ 4.8% |
$452K - $530K
|
38.3K
$10.9M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.5K- 4.01% |
$902K - $1.06M
|
83.8K
$23.9M
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-35- 0.58% |
$9.02K - $10.6K
|
5.97K
$1.7M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-148K- 1.88% |
$38.1M - $44.7M
|
7.73M
$2.2B
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-852- 5.03% |
$220K - $257K
|
16.1K
$4.59M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.01% |
$258 - $302
|
11.5K
$3.28M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
265+ 9.57% |
$68.3K - $80K
|
3.03K
$865K
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-23- 1.41% |
$5.93K - $6.95K
|
1.61K
$459K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-228- 25.14% |
$58.8K - $68.9K
|
679
$194K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
80+ 11.8% |
$20.6K - $24.2K
|
758
$216K
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-133- 5.73% |
$34.3K - $40.2K
|
2.19K
$624K
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-5- 0.61% |
$1.29K - $1.51K
|
820
$234K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.11KNew |
$544K - $637K
|
2.11K
$602K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
13+ 650.0% |
$3.35K - $3.93K
|
15
$4.28K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.03K+ 7.02% |
$780K - $914K
|
46.1K
$13.2M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
245+ 9.93% |
$63.1K - $74K
|
2.71K
$773K
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-2.9K- 3.44% |
$748K - $877K
|
81.4K
$23.2M
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
13+ 1.42% |
$3.35K - $3.93K
|
927
$264K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
452+ 67.16% |
$116K - $136K
|
1.13K
$321K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
498+ 0.61% |
$128K - $150K
|
82.2K
$23.4M
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.35% |
$1.29K - $1.51K
|
1.45K
$414K
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3- 0.29% |
$773 - $906
|
1.03K
$293K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
696New |
$179K - $210K
|
696
$198K
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.08K- 12.16% |
$279K - $327K
|
7.82K
$2.23M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
728+ 0.19% |
$188K - $220K
|
386K
$110M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$289K - $339K
|
1.12K
$320K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-256- 89.51% |
$66K - $77.3K
|
30
$8.55K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1- 0.74% |
$258 - $302
|
134
$38.2K
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
185+ 10.98% |
$47.7K - $55.9K
|
1.87K
$533K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.49KNew |
$384K - $450K
|
1.49K
$425K
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-23- 0.43% |
$5.93K - $6.95K
|
5.37K
$1.53M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.51K- 0.37% |
$388K - $455K
|
404K
$115M
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-540- 0.34% |
$139K - $163K
|
157K
$44.7M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-100- 2.47% |
$25.8K - $30.2K
|
3.95K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
128+ 1.74% |
$33K - $38.7K
|
7.5K
$2.14M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
19+ 2.61% |
$4.9K - $5.74K
|
748
$213K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
92+ 4.49% |
$23.7K - $27.8K
|
2.14K
$611K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-203- 0.83% |
$52.3K - $61.3K
|
24.2K
$6.91M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.07K+ 3.29% |
$275K - $322K
|
33.5K
$9.55M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-187- 6.55% |
$48.2K - $56.5K
|
2.67K
$760K
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.7K+ 13.99% |
$438K - $514K
|
13.9K
$3.95M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
99+ 7.98% |
$25.5K - $29.9K
|
1.34K
$382K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-420- 12.71% |
$108K - $127K
|
2.89K
$823K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
88+ 0.98% |
$22.7K - $26.6K
|
9.04K
$2.58M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.01K- 16.46% |
$261K - $305K
|
5.13K
$1.46M
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-68.7K- 11.06% |
$17.7M - $20.7M
|
552K
$157M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
594+ 0.96% |
$153K - $179K
|
62.5K
$17.8M
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
312+ 0.5% |
$80.4K - $94.2K
|
63.3K
$18M
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.25K+ 81.66% |
$1.35M - $1.59M
|
11.7K
$3.33M
|