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 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.59K+ 35.4% |
$926K - $1.09M
|
13.7K
$3.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-877- 61.5% |
$226K - $265K
|
549
$157K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-342- 22.57% |
$88.1K - $103K
|
1.17K
$334K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-376- 4.54% |
$96.9K - $114K
|
7.91K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1.59K- 1.0% |
$410K - $481K
|
157K
$44.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
837New |
$216K - $253K
|
837
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.34KNew |
$602K - $706K
|
2.34K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
231+ 0.12% |
$59.5K - $69.8K
|
192K
$54.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 20.02% |
$51.5K - $60.4K
|
799
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-31- 0.45% |
$7.99K - $9.36K
|
6.9K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.36K- 0.68% |
$349K - $409K
|
199K
$56.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
634+ 2.21% |
$163K - $191K
|
29.3K
$8.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-624- 4.36% |
$161K - $188K
|
13.7K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-133- 4.16% |
$34.3K - $40.2K
|
3.06K
$874K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
211+ 4.06% |
$54.4K - $63.7K
|
5.41K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-474- 10.13% |
$122K - $143K
|
4.21K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.21K- 59.0% |
$1.6M - $1.87M
|
4.31K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.1K- 5.46% |
$541K - $634K
|
36.4K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
21New |
$5.41K - $6.34K
|
21
$5.99K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.04K- 73.29% |
$1.56M - $1.83M
|
2.2K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.4K- 45.11% |
$2.94M - $3.44M
|
13.9K
$3.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
47+ 5.24% |
$12.1K - $14.2K
|
944
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.25K+ 51.57% |
$322K - $378K
|
3.68K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
166+ 12.5% |
$42.8K - $50.1K
|
1.49K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
788New |
$203K - $238K
|
788
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
301+ 3.85% |
$77.6K - $90.9K
|
8.11K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-41- 3.23% |
$10.6K - $12.4K
|
1.23K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
370+ 4.59% |
$95.4K - $112K
|
8.42K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
262+ 18.19% |
$67.5K - $79.1K
|
1.7K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-802- 37.69% |
$207K - $242K
|
1.33K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.32K- 87.55% |
$1.11M - $1.31M
|
615
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-166- 35.32% |
$42.8K - $50.1K
|
304
$86.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.76K- 11.51% |
$710K - $832K
|
21.2K
$6.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-235K- 34.4% |
$60.6M - $71M
|
448K
$128M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-120- 3.57% |
$30.9K - $36.2K
|
3.24K
$924K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.61% |
$3.61K - $4.23K
|
2.28K
$649K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
11+ 1.39% |
$2.83K - $3.32K
|
805
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-281- 9.88% |
$72.4K - $84.9K
|
2.56K
$731K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
421+ 5.17% |
$108K - $127K
|
8.56K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
490+ 17.21% |
$126K - $148K
|
3.34K
$952K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-108- 4.36% |
$27.8K - $32.6K
|
2.37K
$675K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-17- 1.36% |
$4.38K - $5.13K
|
1.23K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
91+ 3.68% |
$23.5K - $27.5K
|
2.56K
$731K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-40- 3.25% |
$10.3K - $12.1K
|
1.19K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.48K+ 124.58% |
$380K - $445K
|
2.66K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-50- 3.87% |
$12.9K - $15.1K
|
1.24K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-384- 1.9% |
$99K - $116K
|
19.8K
$5.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2.62KNew |
$674K - $790K
|
2.62K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
83+ 1.62% |
$21.4K - $25.1K
|
5.2K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.24K+ 9.54% |
$320K - $374K
|
14.2K
$4.06M
|