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 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-27- 19.85% |
$6.96K - $8.15K
|
109
$31.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.83K- 54.93% |
$1.5M - $1.76M
|
4.79K
$1.36M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-62- 0.3% |
$16K - $18.7K
|
20.7K
$5.89M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-114- 2.27% |
$29.4K - $34.4K
|
4.91K
$1.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-12- 1.27% |
$3.09K - $3.62K
|
933
$266K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
90+ 1.56% |
$23.2K - $27.2K
|
5.85K
$1.67M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.88K- 4.24% |
$1M - $1.17M
|
87.6K
$25M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.02K- 14.1% |
$262K - $307K
|
6.19K
$1.77M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
191+ 34.6% |
$49.2K - $57.7K
|
743
$212K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 55.56% |
$1.29K - $1.51K
|
14
$3.99K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
91+ 2.43% |
$23.5K - $27.5K
|
3.84K
$1.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-431- 3.72% |
$111K - $130K
|
11.1K
$3.18M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
128+ 1.72% |
$33K - $38.7K
|
7.57K
$2.16M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-121- 3.17% |
$31.2K - $36.5K
|
3.7K
$1.05M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-310- 4.15% |
$79.9K - $93.6K
|
7.16K
$2.04M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.86K+ 4.04% |
$995K - $1.17M
|
99.3K
$28.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-17.7K- 3.08% |
$4.57M - $5.36M
|
558K
$159M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.04K+ 5.09% |
$269K - $315K
|
21.6K
$6.15M
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-200- 15.44% |
$54.3K - $60.4K
|
1.1K
$312K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.3K+ 51.83% |
$7.95M - $8.84M
|
85.8K
$24.5M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-143- 5.8% |
$38.8K - $43.2K
|
2.32K
$662K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.11KNew |
$844K - $938K
|
3.11K
$886K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-9.5K- 38.26% |
$2.58M - $2.87M
|
15.3K
$4.37M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.8K- 1.69% |
$3.19M - $3.55M
|
684K
$195M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
3.73K+ 1.62% |
$1.01M - $1.13M
|
234K
$66.6M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
195+ 13.99% |
$53K - $58.9K
|
1.59K
$453K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
880New |
$239K - $266K
|
880
$251K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6New |
$1.63K - $1.81K
|
6
$1.71K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6New |
$1.63K - $1.81K
|
6
$1.71K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4New |
$1.09K - $1.21K
|
4
$1.14K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
889New |
$241K - $268K
|
889
$253K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
282New |
$76.6K - $85.1K
|
282
$80.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
45New |
$12.2K - $13.6K
|
45
$12.8K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-34- 2.82% |
$9.23K - $10.3K
|
1.17K
$334K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.54% |
$13.3K - $14.8K
|
9.1K
$2.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.02KNew |
$548K - $610K
|
2.02K
$576K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.21K+ 81.67% |
$600K - $667K
|
4.92K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-341K- 89.07% |
$92.7M - $103M
|
41.9K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-549K- 24.95% |
$149M - $166M
|
1.65M
$471M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-740- 8.51% |
$201K - $223K
|
7.95K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-366- 29.56% |
$99.4K - $110K
|
872
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
4K+ 285.71% |
$1.09M - $1.21M
|
5.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37+ 5.12% |
$10K - $11.2K
|
759
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8.05K+ 1021.07% |
$2.19M - $2.43M
|
8.83K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.12KNew |
$303K - $337K
|
1.12K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6KNew |
$1.63M - $1.81M
|
6K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-70- 3.64% |
$19K - $21.1K
|
1.85K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
688+ 20.98% |
$187K - $208K
|
3.97K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
300New |
$81.5K - $90.6K
|
300
$85.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.95KNew |
$528K - $587K
|
1.95K
$555K
|
|