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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-207- 21.65% |
$56.2K - $62.5K
|
749
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
568+ 21.31% |
$154K - $171K
|
3.23K
$906K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-15- 5.95% |
$4.07K - $4.53K
|
237
$66.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
4.9KNew |
$1.33M - $1.48M
|
4.9K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14- 63.64% |
$3.8K - $4.23K
|
8
$2.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$272 - $302
|
1
$280
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$543 - $604
|
2
$560
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.91KNew |
$519K - $577K
|
1.91K
$535K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
216+ 24.63% |
$58.7K - $65.2K
|
1.09K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
17K+ 18.62% |
$4.62M - $5.13M
|
108K
$30.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.57K- 99.96% |
$697K - $774K
|
1
$280
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.03% |
$543 - $604
|
6.85K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-54- 76.06% |
$14.7K - $16.3K
|
17
$4.76K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
901New |
$245K - $272K
|
901
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
121+ 3.75% |
$32.9K - $36.5K
|
3.35K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-23- 2.84% |
$6.25K - $6.94K
|
788
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
439+ 20.75% |
$119K - $133K
|
2.56K
$715K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-15- 42.86% |
$4.07K - $4.53K
|
20
$5.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 2.11% |
$3.26K - $3.62K
|
556
$156K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250- 3.92% |
$67.9K - $75.5K
|
6.13K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
29+ 2.85% |
$7.88K - $8.75K
|
1.05K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-41- 2.56% |
$11.1K - $12.4K
|
1.56K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
36+ 2.82% |
$9.78K - $10.9K
|
1.31K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4- 0.27% |
$1.09K - $1.21K
|
1.47K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-17- 5.03% |
$4.62K - $5.13K
|
321
$89.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.46K+ 9.1% |
$2.03M - $2.25M
|
89.5K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
132New |
$35.8K - $39.8K
|
132
$37K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-90- 90.0% |
$24.4K - $27.2K
|
10
$2.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
319New |
$86.6K - $96.3K
|
319
$89.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
69New |
$18.7K - $20.8K
|
69
$19.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
835+ 12.8% |
$227K - $252K
|
7.36K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.37K- 36.12% |
$372K - $413K
|
2.42K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
90+ 3.04% |
$24.4K - $27.2K
|
3.05K
$854K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-140- 2.11% |
$38K - $42.3K
|
6.49K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-260- 5.86% |
$70.6K - $78.5K
|
4.18K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.97KNew |
$1.08M - $1.2M
|
3.97K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.29% |
$2.72K - $3.02K
|
3.49K
$977K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-7- 0.1% |
$1.9K - $2.11K
|
6.95K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 0.9% |
$815 - $906
|
338
$94.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-28.5K- 99.65% |
$7.73M - $8.6M
|
100
$28K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-14- 29.17% |
$3.8K - $4.23K
|
34
$9.52K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
7.85KNew |
$2.13M - $2.37M
|
7.85K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-25- 49.02% |
$6.79K - $7.55K
|
26
$7.28K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.77% |
$1.36K - $1.51K
|
277
$77.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
330New |
$89.6K - $99.6K
|
330
$92.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
27.7KNew |
$7.52M - $8.36M
|
27.7K
$7.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.11KNew |
$573K - $637K
|
2.11K
$591K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-121- 10.11% |
$32.9K - $36.5K
|
1.08K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
325New |
$88.3K - $98.1K
|
325
$91K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-921- 30.44% |
$250K - $278K
|
2.11K
$589K
|