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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
584+ 2.25% |
$151K - $176K
|
26.5K
$7.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-147- 4.0% |
$37.9K - $44.4K
|
3.53K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-72- 22.71% |
$18.6K - $21.7K
|
245
$69.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-100- 0.74% |
$25.8K - $30.2K
|
13.5K
$3.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.48K- 20.84% |
$897K - $1.05M
|
13.2K
$3.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-909- 20.26% |
$234K - $275K
|
3.58K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-915- 0.74% |
$236K - $276K
|
123K
$35M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
63+ 1.44% |
$16.2K - $19K
|
4.44K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7- 0.52% |
$1.8K - $2.11K
|
1.35K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-212- 4.79% |
$54.6K - $64K
|
4.21K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
727+ 8.61% |
$187K - $220K
|
9.17K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 2.53% |
$6.44K - $7.55K
|
965
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.83K- 3.05% |
$1.5M - $1.76M
|
185K
$52.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
25+ 0.24% |
$6.44K - $7.55K
|
10.2K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
709New |
$183K - $214K
|
709
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.01K+ 5.84% |
$518K - $607K
|
36.4K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-55- 5.6% |
$14.2K - $16.6K
|
927
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
531+ 3.39% |
$137K - $160K
|
16.2K
$4.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-2- 1.92% |
$515 - $604
|
102
$29.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
10+ 0.3% |
$2.58K - $3.02K
|
3.32K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-5.01K- 17.19% |
$1.29M - $1.51M
|
24.1K
$6.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 7.89% |
$11.1K - $13K
|
588
$168K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
42K+ 3.65% |
$10.8M - $12.7M
|
1.19M
$340M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.39K+ 1.84% |
$616K - $722K
|
133K
$37.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
52+ 192.59% |
$13.4K - $15.7K
|
79
$22.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
682New |
$176K - $206K
|
682
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 1.22% |
$2.32K - $2.72K
|
730
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.12K+ 110.08% |
$805K - $943K
|
5.96K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.22K- 3.99% |
$314K - $368K
|
29.4K
$8.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.41K- 0.71% |
$364K - $427K
|
198K
$56.3M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.35K+ 15.56% |
$347K - $407K
|
10K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-176- 96.17% |
$45.4K - $53.2K
|
7
$2K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
94+ 6.1% |
$24.2K - $28.4K
|
1.64K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-223- 4.24% |
$57.5K - $67.3K
|
5.04K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-19- 0.91% |
$4.9K - $5.74K
|
2.08K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.64K- 21.38% |
$2.48M - $2.91M
|
35.4K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-198K- 69.47% |
$51M - $59.8M
|
87K
$24.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
69+ 5.08% |
$17.8K - $20.8K
|
1.43K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-189- 4.7% |
$48.7K - $57.1K
|
3.83K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
375+ 44.86% |
$96.6K - $113K
|
1.21K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-18- 0.27% |
$4.64K - $5.44K
|
6.62K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
628+ 1.22% |
$162K - $190K
|
52K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
549+ 8.29% |
$141K - $166K
|
7.17K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.44K- 13.26% |
$370K - $434K
|
9.4K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.42K- 6.68% |
$624K - $732K
|
33.8K
$9.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
837+ 5.63% |
$216K - $253K
|
15.7K
$4.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
50New |
$12.9K - $15.1K
|
50
$14.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
28New |
$7.22K - $8.46K
|
28
$7.98K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
146+ 3.44% |
$37.6K - $44.1K
|
4.39K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 0.7% |
$6.44K - $7.55K
|
3.57K
$1.02M
|