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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-68- 34.0% |
$12.6K - $15.1K
|
132
$37.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
1.04KNew |
$192K - $231K
|
1.04K
$296K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.37K+ 11.79% |
$252K - $303K
|
12.9K
$3.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3- 0.24% |
$554 - $666
|
1.23K
$351K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1.02KNew |
$189K - $227K
|
1.02K
$292K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-396- 2.73% |
$73.1K - $87.9K
|
14.1K
$4.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
100New |
$18.5K - $22.2K
|
100
$28.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
862+ 12.8% |
$159K - $191K
|
7.6K
$2.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
14New |
$2.59K - $3.11K
|
14
$3.99K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
226New |
$41.7K - $50.2K
|
226
$64.4K
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$191K - $230K
|
1.04K
$295K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7New |
$1.29K - $1.55K
|
7
$2K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.22K- 68.76% |
$595K - $715K
|
1.46K
$417K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 5.56% |
$185 - $222
|
19
$5.42K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-283- 0.48% |
$52.3K - $62.8K
|
58.2K
$16.6M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-634- 33.56% |
$117K - $141K
|
1.26K
$358K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
998New |
$184K - $222K
|
998
$285K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$1.85K - $2.22K
|
10
$2.85K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
224New |
$41.4K - $49.7K
|
224
$63.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-110- 1.87% |
$20.3K - $24.4K
|
5.77K
$1.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
280New |
$51.7K - $62.2K
|
280
$79.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
14New |
$2.59K - $3.11K
|
14
$3.99K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
35New |
$6.46K - $7.77K
|
35
$9.98K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
251+ 809.68% |
$46.4K - $55.7K
|
282
$80.4K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-126Closed |
$22K - $25.5K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5K+ 16.67% |
$874K - $1.01M
|
35K
$9.98M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
59.6K+ 2207.41% |
$10.4M - $12.1M
|
62.3K
$17.8M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.61K- 17.62% |
$456K - $528K
|
12.2K
$3.48M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.14K+ 9.3% |
$549K - $636K
|
36.9K
$10.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-916- 1.66% |
$160K - $185K
|
54.2K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-362- 20.76% |
$63.3K - $73.3K
|
1.38K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
203KNew |
$35.5M - $41.1M
|
203K
$58M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4- 50.0% |
$699 - $810
|
4
$1.14K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
308+ 7.26% |
$53.8K - $62.3K
|
4.55K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
35New |
$6.12K - $7.08K
|
35
$9.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.49K+ 12.91% |
$261K - $302K
|
13.1K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
450KNew |
$78.6M - $91.1M
|
450K
$128M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
28+ 0.38% |
$4.89K - $5.67K
|
7.4K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.82KClosed |
$492K - $570K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
102+ 10.04% |
$17.8K - $20.6K
|
1.12K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
19.7KNew |
$3.44M - $3.99M
|
19.7K
$5.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.29K- 1.14% |
$399K - $463K
|
198K
$56.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
102+ 10.04% |
$17.8K - $20.6K
|
1.12K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.72K- 6.9% |
$301K - $349K
|
23.3K
$6.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22+ 4.45% |
$3.84K - $4.45K
|
516
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
240New |
$41.9K - $48.6K
|
240
$68.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.56K- 13.17% |
$622K - $720K
|
23.4K
$6.68M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.98K+ 152.16% |
$695K - $805K
|
6.59K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.08K+ 79.06% |
$189K - $219K
|
2.45K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
987+ 18.23% |
$172K - $200K
|
6.4K
$1.83M
|
|