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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
40+ 3.67% |
$9.01K - $10.4K
|
1.13K
$322K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.15KNew |
$259K - $299K
|
1.15K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-41- 0.31% |
$9.24K - $10.7K
|
13K
$3.71M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-85- 7.07% |
$19.1K - $22.1K
|
1.12K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
56+ 4.14% |
$12.6K - $14.6K
|
1.41K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.39K- 12.92% |
$313K - $362K
|
9.37K
$2.67M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-72- 12.54% |
$16.2K - $18.7K
|
502
$143K
|
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.78K+ 8.39% |
$851K - $984K
|
48.8K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
570New |
$128K - $148K
|
570
$163K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.3KNew |
$293K - $338K
|
1.3K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-997- 30.71% |
$225K - $259K
|
2.25K
$641K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-26- 0.38% |
$5.86K - $6.77K
|
6.76K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 67.31% |
$7.88K - $9.11K
|
17
$4.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
77New |
$17.3K - $20K
|
77
$22K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-16.1K- 29.16% |
$3.63M - $4.19M
|
39.1K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
28New |
$6.31K - $7.29K
|
28
$7.98K
|
|
|
Apr 26, 2024
Q1 2024
|
Salzhauer Michael
|
BUY
|
- |
824New |
$186K - $214K
|
824
$235K
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-17- 1.77% |
$3.83K - $4.42K
|
943
$269K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
41New |
$9.24K - $10.7K
|
41
$11.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1K- 90.91% |
$225K - $260K
|
100
$28.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-53- 2.3% |
$11.9K - $13.8K
|
2.25K
$643K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-12- 1.74% |
$2.7K - $3.12K
|
679
$194K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
73+ 1.79% |
$16.4K - $19K
|
4.15K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.86KNew |
$644K - $744K
|
2.86K
$815K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.07K- 15.31% |
$241K - $279K
|
5.93K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-565- 99.12% |
$127K - $147K
|
5
$1.43K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-700- 46.67% |
$158K - $182K
|
800
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
31.7KNew |
$7.15M - $8.26M
|
31.7K
$9.05M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
2.95KNew |
$664K - $767K
|
2.95K
$840K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 2.08% |
$451 - $520
|
94
$26.8K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-21- 0.48% |
$4.73K - $5.46K
|
4.38K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
44New |
$9.91K - $11.4K
|
44
$12.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-55- 14.95% |
$12.4K - $14.3K
|
313
$89.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.36K- 3.01% |
$307K - $355K
|
44K
$12.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.37K- 95.47% |
$308K - $356K
|
65
$18.5K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-203- 11.92% |
$45.7K - $52.8K
|
1.5K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
151+ 3.62% |
$34K - $39.3K
|
4.33K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
800New |
$180K - $208K
|
800
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
8New |
$1.8K - $2.08K
|
8
$2.28K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
791New |
$178K - $206K
|
791
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.9KNew |
$3.36M - $3.88M
|
14.9K
$4.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 50.0% |
$451 - $520
|
6
$1.71K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
11New |
$2.48K - $2.86K
|
11
$3.14K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
425New |
$95.7K - $111K
|
425
$121K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
417K+ 16.19% |
$85.5M - $95.7M
|
2.99M
$854M
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
1.19KNew |
$243K - $272K
|
1.19K
$338K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
44New |
$9.02K - $10.1K
|
44
$12.5K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
193+ 4.9% |
$39.5K - $44.3K
|
4.13K
$1.18M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7New |
$1.43K - $1.61K
|
7
$2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
129New |
$26.4K - $29.6K
|
129
$36.8K
|
|