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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
40+ 0.46% |
$10.9K - $12.1K
|
8.76K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.85% |
$272 - $302
|
118
$33K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
415+ 28.23% |
$113K - $125K
|
1.89K
$528K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
250+ 2.83% |
$67.9K - $75.5K
|
9.07K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
616New |
$167K - $186K
|
616
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-543- 0.6% |
$147K - $164K
|
89.3K
$25M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-662- 23.09% |
$180K - $200K
|
2.21K
$617K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.9KNew |
$2.95M - $3.28M
|
10.9K
$3.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9+ 0.99% |
$2.44K - $2.72K
|
915
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-148- 45.26% |
$40.2K - $44.7K
|
179
$50.1K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-172- 19.18% |
$46.7K - $51.9K
|
725
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
154New |
$41.8K - $46.5K
|
154
$43.1K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-200- 8.77% |
$54.3K - $60.4K
|
2.08K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
794New |
$216K - $240K
|
794
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-34- 2.31% |
$9.23K - $10.3K
|
1.44K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.82KNew |
$494K - $549K
|
1.82K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$14K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-116- 10.88% |
$31.5K - $35K
|
950
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$2.72K - $3.02K
|
10
$2.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10- 0.24% |
$2.72K - $3.02K
|
4.14K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-599- 20.45% |
$163K - $181K
|
2.33K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6+ 35.29% |
$1.63K - $1.81K
|
23
$6.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$81.5K - $90.6K
|
300
$84K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.26KNew |
$612K - $681K
|
2.26K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 5.84% |
$2.17K - $2.42K
|
145
$40.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
297+ 3.22% |
$80.7K - $89.7K
|
9.52K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-20- 0.99% |
$5.43K - $6.04K
|
2.01K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
978New |
$266K - $295K
|
978
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-75- 88.24% |
$20.4K - $22.6K
|
10
$2.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$543 - $604
|
2
$560
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
73.9K+ 429.47% |
$20.1M - $22.3M
|
91.1K
$25.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 11.0% |
$12.2K - $13.6K
|
454
$127K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-173- 1.41% |
$47K - $52.2K
|
12.1K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
10K+ 28.57% |
$2.72M - $3.02M
|
45K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.4KNew |
$380K - $423K
|
1.4K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-239- 3.34% |
$64.9K - $72.2K
|
6.91K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5New |
$1.36K - $1.51K
|
5
$1.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
235+ 29.82% |
$63.8K - $70.9K
|
1.02K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-120- 7.95% |
$32.6K - $36.2K
|
1.39K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 0.57% |
$4.07K - $4.53K
|
2.63K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
20+ 57.14% |
$5.43K - $6.04K
|
55
$15.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
70+ 8.97% |
$19K - $21.1K
|
850
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-130- 9.25% |
$35.3K - $39.2K
|
1.28K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1- 1.52% |
$272 - $302
|
65
$18.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-91- 27.66% |
$24.7K - $27.5K
|
238
$66.6K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
37+ 3.74% |
$10K - $11.2K
|
1.03K
$287K
|
|
| Q3 2024 | |||||||
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.06K- 2.98% |
$268K - $310K
|
34.5K
$9.65M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.2K- 45.07% |
$1.57M - $1.81M
|
7.55K
$2.12M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.21KNew |
$305K - $352K
|
1.21K
$338K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
719New |
$182K - $210K
|
719
$201K
|
|