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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-81- 5.15% |
$19.7K - $22.2K
|
1.49K
$426K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-90- 5.14% |
$21.9K - $24.7K
|
1.66K
$474K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
405+ 4.89% |
$98.4K - $111K
|
8.68K
$2.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-682- 17.52% |
$166K - $187K
|
3.21K
$915K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$3.16K - $3.57K
|
13
$3.71K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 50.0% |
$729 - $823
|
9
$2.57K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.08KNew |
$749K - $846K
|
3.08K
$879K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-43- 54.43% |
$10.4K - $11.8K
|
36
$10.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47+ 34.31% |
$11.4K - $12.9K
|
184
$52.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28+ 4.06% |
$6.8K - $7.68K
|
718
$205K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-21- 12.35% |
$5.1K - $5.76K
|
149
$42.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
273+ 18.67% |
$66.3K - $74.9K
|
1.74K
$495K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28+ 33.73% |
$6.8K - $7.68K
|
111
$31.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
258New |
$62.7K - $70.8K
|
258
$73.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
193New |
$46.9K - $52.9K
|
193
$55K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
36New |
$8.75K - $9.87K
|
36
$10.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.69KNew |
$412K - $465K
|
1.69K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.21KNew |
$294K - $332K
|
1.21K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
146New |
$35.5K - $40K
|
146
$41.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-35- 2.72% |
$8.51K - $9.6K
|
1.25K
$357K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
300+ 13.2% |
$72.9K - $82.3K
|
2.57K
$733K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.75% |
$243 - $274
|
133
$37.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-240- 8.32% |
$58.3K - $65.8K
|
2.65K
$754K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.05KNew |
$255K - $288K
|
1.05K
$299K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 2.5% |
$729 - $823
|
123
$35.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.21KNew |
$294K - $331K
|
1.21K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-681- 42.83% |
$165K - $187K
|
909
$259K
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
BUY
|
- |
925New |
$225K - $254K
|
925
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
894New |
$217K - $245K
|
894
$255K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$1.53M - $1.73M
|
6.3K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
28+ 6.6% |
$6.8K - $7.68K
|
452
$129K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-30- 3.53% |
$7.29K - $8.23K
|
821
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
42+ 1.16% |
$10.2K - $11.5K
|
3.66K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.66KNew |
$888K - $1M
|
3.66K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$1.22K - $1.37K
|
5
$1.43K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
49+ 2.31% |
$11.9K - $13.4K
|
2.17K
$618K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$2.67K - $3.02K
|
11
$3.14K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.74K+ 12.99% |
$391K - $452K
|
15.1K
$4.3M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
4.14MNew |
$933M - $1.08B
|
4.14M
$1.18B
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$833K - $962K
|
3.7K
$1.05M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4Closed |
$901 - $1.04K
|
0
$0
|
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-18.1K- 6.56% |
$4.07M - $4.7M
|
257K
$73.4M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
697+ 23.53% |
$157K - $181K
|
3.66K
$1.04M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.45KNew |
$327K - $378K
|
1.45K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.32KNew |
$1.87M - $2.16M
|
8.32K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-170K- 27.62% |
$38.2M - $44.2M
|
445K
$127M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.3KNew |
$1.87M - $2.16M
|
8.3K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
8New |
$1.8K - $2.08K
|
8
$2.28K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15New |
$3.38K - $3.9K
|
15
$4.28K
|
|