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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
131+ 7.98% |
$33.1K - $38.3K
|
1.77K
$506K
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 0.05% |
$25.3K - $29.2K
|
185K
$52.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6- 24.0% |
$1.52K - $1.75K
|
19
$5.42K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-147K- 92.38% |
$37.2M - $43M
|
12.1K
$3.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 8.27% |
$2.78K - $3.21K
|
122
$34.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-7- 0.65% |
$1.77K - $2.05K
|
1.07K
$304K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 0.88% |
$25.3K - $29.2K
|
11.2K
$3.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
20New |
$5.05K - $5.84K
|
20
$5.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
177New |
$44.7K - $51.7K
|
177
$50.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
54New |
$13.6K - $15.8K
|
54
$15.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-393K- 12.9% |
$99.4M - $115M
|
2.66M
$758M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-180K- 12.64% |
$45.6M - $52.7M
|
1.25M
$356M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
260New |
$65.7K - $76K
|
260
$74.1K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-468- 88.97% |
$118K - $137K
|
58
$16.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
916New |
$231K - $268K
|
916
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
762New |
$192K - $223K
|
762
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
100New |
$25.3K - $29.2K
|
100
$28.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
756New |
$191K - $221K
|
756
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
325+ 3.37% |
$82.1K - $95K
|
9.98K
$2.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
710New |
$179K - $207K
|
710
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-78- 55.32% |
$19.7K - $22.8K
|
63
$18K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-11- 1.21% |
$2.78K - $3.21K
|
900
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 1.16% |
$505 - $584
|
175
$49.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.25K+ 120.53% |
$569K - $659K
|
4.12K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3- 2.65% |
$758 - $877
|
110
$31.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
728New |
$184K - $213K
|
728
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
120+ 64.86% |
$30.3K - $35.1K
|
305
$87K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
699New |
$177K - $204K
|
699
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
705New |
$178K - $206K
|
705
$201K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
64+ 45.39% |
$16.2K - $18.7K
|
205
$58.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
563New |
$142K - $165K
|
563
$161K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
848New |
$214K - $248K
|
848
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
753New |
$190K - $220K
|
753
$215K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.6K- 1.31% |
$404K - $468K
|
120K
$34.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-14- 10.14% |
$3.54K - $4.09K
|
124
$35.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 22.5% |
$50.5K - $58.4K
|
1.09K
$310K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
12New |
$3.03K - $3.51K
|
12
$3.42K
|
|
|
Oct 07, 2024
Q3 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
800+ 5.21% |
$202K - $234K
|
16.2K
$4.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
185+ 21.64% |
$46.7K - $54.1K
|
1.04K
$297K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
77+ 3.55% |
$19.4K - $22.5K
|
2.25K
$641K
|
|
| Q2 2024 | |||||||
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-50- 10.8% |
$12.2K - $13.7K
|
413
$118K
|
|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.36% |
$243 - $274
|
277
$79K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.7% |
$2.19K - $2.47K
|
1.3K
$371K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-31- 3.55% |
$7.53K - $8.5K
|
842
$240K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
12.9K+ 20.04% |
$3.13M - $3.54M
|
77.3K
$22M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
125New |
$30.4K - $34.3K
|
125
$35.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-15.9K- 92.47% |
$3.85M - $4.35M
|
1.29K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.2K+ 64.7% |
$290K - $328K
|
3.04K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
13.2KNew |
$3.21M - $3.62M
|
13.2K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.33KNew |
$322K - $363K
|
1.33K
$378K
|
|