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 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-3.93K- 76.09% |
$726K - $803K
|
1.23K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-41.3K- 86.51% |
$7.64M - $8.45M
|
6.44K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-102- 84.3% |
$18.9K - $20.9K
|
19
$5.42K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-43- 3.66% |
$7.95K - $8.79K
|
1.13K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.5K- 43.6% |
$2.12M - $2.35M
|
14.9K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
15K+ 65.48% |
$2.78M - $3.07M
|
38K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.56K+ 144.75% |
$288K - $319K
|
2.64K
$752K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.52K- 1.23% |
$466K - $516K
|
202K
$57.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-596- 34.06% |
$110K - $122K
|
1.15K
$329K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-51- 22.67% |
$9.43K - $10.4K
|
174
$49.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 1.53% |
$3.7K - $4.09K
|
1.33K
$379K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$6.84K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
306+ 0.49% |
$56.6K - $62.6K
|
63K
$18M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
184New |
$34K - $37.6K
|
184
$52.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
147New |
$27.2K - $30.1K
|
147
$41.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$683K - $755K
|
3.69K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.95K+ 2.36% |
$915K - $1.01M
|
215K
$61.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-543- 16.12% |
$100K - $111K
|
2.83K
$806K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.7K- 14.92% |
$314K - $348K
|
9.69K
$2.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
59New |
$10.9K - $12.1K
|
59
$16.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
594New |
$110K - $121K
|
594
$169K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125+ 34.34% |
$23.1K - $25.6K
|
489
$139K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.9K- 28.91% |
$3.5M - $3.87M
|
46.6K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.46K- 11.59% |
$270K - $299K
|
11.2K
$3.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 25.0% |
$925 - $1.02K
|
15
$4.28K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.3KNew |
$240K - $266K
|
1.3K
$371K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.9KNew |
$537K - $593K
|
2.9K
$827K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$6.84K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-118- 0.47% |
$21.8K - $24.1K
|
25.1K
$7.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-108- 4.73% |
$20K - $22.1K
|
2.18K
$621K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-343- 1.17% |
$63.4K - $70.1K
|
29K
$8.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.16% |
$5.36K - $5.93K
|
2.52K
$720K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
14.9KNew |
$2.76M - $3.06M
|
14.9K
$4.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-139- 11.57% |
$25.7K - $28.4K
|
1.06K
$303K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 14.52% |
$4.99K - $5.52K
|
213
$60.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72New |
$13.3K - $14.7K
|
72
$20.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.45KNew |
$268K - $296K
|
1.45K
$413K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
87+ 8.04% |
$16.1K - $17.8K
|
1.17K
$333K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
51New |
$9.43K - $10.4K
|
51
$14.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-782- 39.3% |
$145K - $160K
|
1.21K
$344K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$287K - $318K
|
1.55K
$443K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
41+ 2.92% |
$7.58K - $8.38K
|
1.44K
$412K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.0% |
$185 - $205
|
21
$5.99K
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.4KClosed |
$261K - $324K
|
0
$0
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.47KNew |
$274K - $340K
|
1.47K
$420K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 18.99% |
$14K - $17.3K
|
470
$134K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
58+ 28.16% |
$10.8K - $13.4K
|
264
$75.3K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$4.28K - $5.32K
|
23
$6.56K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-270Closed |
$50.2K - $62.4K
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28Closed |
$5.21K - $6.47K
|
0
$0
|
|