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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-21- 1.58% |
$3.95K - $4.5K
|
1.31K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
47+ 1.65% |
$8.84K - $10.1K
|
2.89K
$824K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$4.7K - $5.36K
|
25
$7.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
54+ 103.85% |
$10.2K - $11.6K
|
106
$30.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-5.09K- 35.18% |
$958K - $1.09M
|
9.39K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-64.6K- 7.74% |
$12.1M - $13.8M
|
770K
$220M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1New |
$188 - $214
|
1
$285
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.11KNew |
$209K - $238K
|
1.11K
$316K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 39.29% |
$2.07K - $2.36K
|
39
$11.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
22.5KNew |
$4.24M - $4.83M
|
22.5K
$6.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.07KNew |
$201K - $229K
|
1.07K
$305K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
218+ 218.0% |
$41K - $46.7K
|
318
$90.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
71New |
$13.4K - $15.2K
|
71
$20.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-363- 3.7% |
$68.3K - $77.8K
|
9.45K
$2.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.47K+ 15.14% |
$464K - $529K
|
18.8K
$5.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
37.3K+ 43.99% |
$7.02M - $7.99M
|
122K
$34.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-889- 43.79% |
$167K - $190K
|
1.14K
$325K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-836- 98.82% |
$157K - $179K
|
10
$2.85K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
484New |
$91K - $104K
|
484
$138K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.45KNew |
$273K - $311K
|
1.45K
$413K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.7KNew |
$696K - $793K
|
3.7K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44+ 5.99% |
$8.28K - $9.43K
|
779
$222K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-578- 4.8% |
$109K - $124K
|
11.5K
$3.27M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
968New |
$182K - $207K
|
968
$276K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
981New |
$185K - $210K
|
981
$280K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
54New |
$10.2K - $11.6K
|
54
$15.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 3.06% |
$23.1K - $26.4K
|
3.9K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
50New |
$9.4K - $10.7K
|
50
$14.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-30- 0.75% |
$5.64K - $6.43K
|
3.96K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-27- 2.47% |
$5.08K - $5.79K
|
1.07K
$304K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-30- 2.86% |
$5.64K - $6.43K
|
1.02K
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$188 - $214
|
1
$285
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-50- 2.8% |
$9.4K - $10.7K
|
1.74K
$495K
|
|
| Q2 2023 | |||||||
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-251Closed |
$46.4K - $51.3K
|
0
$0
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-1.86K- 5.11% |
$344K - $380K
|
34.6K
$9.85M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-62.6K- 78.72% |
$11.6M - $12.8M
|
16.9K
$4.82M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
29New |
$5.36K - $5.93K
|
29
$8.27K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12.8K+ 29.19% |
$2.37M - $2.62M
|
56.7K
$16.2M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-78- 2.77% |
$14.4K - $16K
|
2.74K
$782K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
240New |
$44.4K - $49.1K
|
240
$68.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.5KNew |
$277K - $307K
|
1.5K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-7.42K- 76.52% |
$1.37M - $1.52M
|
2.28K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.58KNew |
$292K - $323K
|
1.58K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.81K+ 601.68% |
$1.26M - $1.39M
|
7.94K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.94K+ 109.7% |
$1.65M - $1.83M
|
17.1K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
42.5KNew |
$7.86M - $8.69M
|
42.5K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
110KNew |
$20.4M - $22.6M
|
110K
$31.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-1.87K- 29.17% |
$346K - $382K
|
4.54K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-6- 0.46% |
$1.11K - $1.23K
|
1.3K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
462+ 2.83% |
$85.4K - $94.5K
|
16.8K
$4.79M
|
|