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 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
9+ 0.04% |
$2.32K - $2.72K
|
21.4K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-296- 16.44% |
$76.3K - $89.4K
|
1.5K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-732- 1.51% |
$189K - $221K
|
47.9K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.08KNew |
$278K - $326K
|
1.08K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.74% |
$1.29K - $1.51K
|
678
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-205- 6.53% |
$52.8K - $61.9K
|
2.93K
$837K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-339- 0.98% |
$87.4K - $102K
|
34.1K
$9.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-21- 0.2% |
$5.41K - $6.34K
|
10.2K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84New |
$21.6K - $25.4K
|
84
$24K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3KNew |
$773K - $906K
|
3K
$855K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
984New |
$254K - $297K
|
984
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-32- 4.19% |
$8.25K - $9.66K
|
731
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
426+ 5.78% |
$110K - $129K
|
7.79K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
260+ 21.31% |
$67K - $78.5K
|
1.48K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
261+ 3.63% |
$67.3K - $78.8K
|
7.45K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-325- 3.86% |
$83.8K - $98.1K
|
8.09K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
687+ 20.34% |
$177K - $207K
|
4.07K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-147- 8.81% |
$37.9K - $44.4K
|
1.52K
$434K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-763- 9.83% |
$197K - $230K
|
7K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
630K+ 1243.87% |
$162M - $190M
|
680K
$194M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8+ 0.8% |
$2.06K - $2.42K
|
1K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
821+ 19.69% |
$212K - $248K
|
4.99K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-124- 1.54% |
$32K - $37.4K
|
7.91K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-60- 1.24% |
$15.5K - $18.1K
|
4.78K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
25.6KNew |
$6.61M - $7.74M
|
25.6K
$7.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 36.59% |
$19.3K - $22.6K
|
130
$37.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Nepsis Inc.
|
BUY
|
- |
16.7K+ 28.48% |
$4.3M - $5.03M
|
75.2K
$21.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11K- 7.79% |
$2.85M - $3.33M
|
131K
$37.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.16K- 3.21% |
$556K - $651K
|
65K
$18.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
16+ 0.23% |
$4.12K - $4.83K
|
6.92K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-16.5K- 61.38% |
$4.25M - $4.98M
|
10.4K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
326+ 3.2% |
$84K - $98.4K
|
10.5K
$3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
488+ 16.95% |
$126K - $147K
|
3.37K
$960K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.48K- 3.97% |
$381K - $447K
|
35.8K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-410- 22.96% |
$106K - $124K
|
1.38K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-331- 12.89% |
$85.3K - $100K
|
2.24K
$638K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-729- 19.13% |
$188K - $220K
|
3.08K
$878K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
405+ 46.82% |
$104K - $122K
|
1.27K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
295+ 0.73% |
$76K - $89.1K
|
40.8K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.32K- 6.86% |
$340K - $398K
|
17.9K
$5.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
478+ 46.82% |
$123K - $144K
|
1.5K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
390+ 19.91% |
$101K - $118K
|
2.35K
$670K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-11- 26.83% |
$2.83K - $3.32K
|
30
$8.55K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-46- 4.77% |
$11.9K - $13.9K
|
918
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 3.45% |
$773 - $906
|
90
$25.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
502+ 28.83% |
$129K - $152K
|
2.24K
$640K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 7.0% |
$12.9K - $15.1K
|
664
$189K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-14.8K- 7.82% |
$3.82M - $4.47M
|
175K
$49.8M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
29+ 17.79% |
$7.47K - $8.76K
|
192
$54.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.15K+ 9.77% |
$296K - $347K
|
12.9K
$3.68M
|