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 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-35- 19.55% |
$9.02K - $10.6K
|
144
$41.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
734New |
$189K - $222K
|
734
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 1.06% |
$2.83K - $3.32K
|
1.05K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-28- 60.87% |
$7.22K - $8.46K
|
18
$5.13K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-911- 1.74% |
$235K - $275K
|
51.3K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 0.21% |
$2.58K - $3.02K
|
4.74K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-291- 5.41% |
$75K - $87.9K
|
5.09K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
67+ 3.03% |
$17.3K - $20.2K
|
2.28K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-370- 30.65% |
$95.4K - $112K
|
837
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
150New |
$38.7K - $45.3K
|
150
$42.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-8- 0.16% |
$2.06K - $2.42K
|
4.87K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-12- 0.13% |
$3.09K - $3.62K
|
9.18K
$2.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
SELL
|
- |
-40- 2.2% |
$10.3K - $12.1K
|
1.78K
$506K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
130+ 1.97% |
$33.5K - $39.3K
|
6.71K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-403- 12.55% |
$104K - $122K
|
2.81K
$800K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-326- 28.9% |
$84K - $98.4K
|
802
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
917New |
$236K - $277K
|
917
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.8K+ 2.72% |
$463K - $542K
|
67.9K
$19.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
811+ 42.93% |
$209K - $245K
|
2.7K
$770K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-85- 3.74% |
$21.9K - $25.7K
|
2.19K
$624K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
304+ 8.01% |
$78.3K - $91.8K
|
4.1K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
777New |
$200K - $235K
|
777
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-87- 1.26% |
$22.4K - $26.3K
|
6.8K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-337- 0.73% |
$86.8K - $102K
|
45.8K
$13.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
589+ 18.8% |
$152K - $178K
|
3.72K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.46K+ 2.61% |
$376K - $440K
|
57.3K
$16.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.5% |
$258 - $302
|
200
$57K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
710New |
$183K - $214K
|
710
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-10- 4.88% |
$2.58K - $3.02K
|
195
$55.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-286- 2.36% |
$73.7K - $86.4K
|
11.8K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-79- 0.39% |
$20.4K - $23.9K
|
20.3K
$5.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 1.1% |
$5.15K - $6.04K
|
1.83K
$523K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
103+ 1.29% |
$26.5K - $31.1K
|
8.09K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 0.91% |
$4.38K - $5.13K
|
1.89K
$539K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.86K- 12.38% |
$738K - $865K
|
20.3K
$5.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.17K+ 471.72% |
$1.07M - $1.26M
|
5.05K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-65- 1.67% |
$16.8K - $19.6K
|
3.84K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
13K+ 62.88% |
$3.35M - $3.92M
|
33.7K
$9.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-3.35K- 8.06% |
$864K - $1.01M
|
38.2K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.73K+ 1.58% |
$961K - $1.13M
|
239K
$68.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.6K+ 22.36% |
$2.22M - $2.6M
|
47.1K
$13.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-40- 57.97% |
$10.3K - $12.1K
|
29
$8.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$258 - $302
|
1.91K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-729- 1.27% |
$188K - $220K
|
56.6K
$16.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-171- 8.37% |
$44.1K - $51.6K
|
1.87K
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
892+ 93.4% |
$230K - $269K
|
1.85K
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-120- 0.77% |
$30.9K - $36.2K
|
15.4K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.7K- 23.85% |
$5.09M - $5.96M
|
63K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
158+ 1.79% |
$40.7K - $47.7K
|
9K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
255+ 15.98% |
$65.7K - $77K
|
1.85K
$528K
|