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 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
81+ 16.8% |
$20.9K - $24.5K
|
563
$161K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
98+ 2.22% |
$25.3K - $29.6K
|
4.51K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
718New |
$185K - $217K
|
718
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.92K- 7.19% |
$2.04M - $2.39M
|
102K
$29.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.52% |
$5.41K - $6.34K
|
813
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.52K- 31.12% |
$650K - $761K
|
5.58K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-7.95K- 2.24% |
$2.05M - $2.4M
|
347K
$98.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
139+ 11.75% |
$35.8K - $42K
|
1.32K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-24- 2.61% |
$6.19K - $7.25K
|
895
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
186+ 3.71% |
$47.9K - $56.2K
|
5.19K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-198- 0.1% |
$51K - $59.8K
|
194K
$55.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-405- 7.92% |
$104K - $122K
|
4.71K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
61+ 0.44% |
$15.7K - $18.4K
|
13.9K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-7- 0.23% |
$1.8K - $2.11K
|
3.07K
$875K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.87K- 10.11% |
$482K - $565K
|
16.6K
$4.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
20+ 2.38% |
$5.15K - $6.04K
|
860
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-727- 21.21% |
$187K - $220K
|
2.7K
$770K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-134K- 41.8% |
$34.6M - $40.5M
|
187K
$53.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.55K- 7.9% |
$399K - $467K
|
18K
$5.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.42K- 76.48% |
$1.4M - $1.64M
|
1.67K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
72+ 0.3% |
$18.6K - $21.7K
|
24.3K
$6.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
300+ 7.52% |
$77.3K - $90.6K
|
4.29K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.04K- 31.58% |
$267K - $313K
|
2.24K
$639K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 40.0% |
$4.64K - $5.44K
|
63
$18K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$5.93K - $6.95K
|
23
$6.56K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.23% |
$103K - $121K
|
17.5K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
780+ 4.17% |
$201K - $236K
|
19.5K
$5.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-45- 1.91% |
$11.6K - $13.6K
|
2.32K
$661K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-839- 15.67% |
$216K - $253K
|
4.51K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
58+ 4.26% |
$14.9K - $17.5K
|
1.42K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-167- 5.59% |
$43K - $50.4K
|
2.82K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
148+ 0.92% |
$38.1K - $44.7K
|
16.3K
$4.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-162- 0.25% |
$41.7K - $48.9K
|
64.5K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.4K- 26.43% |
$361K - $423K
|
3.9K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-144- 1.63% |
$37.1K - $43.5K
|
8.71K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
157New |
$40.5K - $47.4K
|
157
$44.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
220+ 1.11% |
$56.7K - $66.4K
|
20K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
637+ 36.4% |
$164K - $192K
|
2.39K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.9K+ 9.98% |
$6.68M - $7.83M
|
286K
$81.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-187- 1.64% |
$48.2K - $56.5K
|
11.2K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-641- 4.1% |
$165K - $194K
|
15K
$4.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-771- 0.28% |
$199K - $233K
|
278K
$79.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-333- 0.45% |
$85.8K - $101K
|
74K
$21.1M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.69% |
$180K - $211K
|
101K
$28.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.08% |
$515 - $604
|
2.43K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$773 - $906
|
14.3K
$4.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$258 - $302
|
822
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
30+ 0.03% |
$7.73K - $9.06K
|
91.6K
$26.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
733New |
$189K - $221K
|
733
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-346- 0.6% |
$89.2K - $104K
|
56.9K
$16.2M
|