Latest Institutional Purchases of Chubb LTD (CB)
This list provides information on the latest institutional transactions involving Chubb LTD (CB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
484New |
$91K - $104K
|
484
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
482+ 8.94% |
$90.7K - $103K
|
5.88K
$1.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
218+ 218.0% |
$41K - $46.7K
|
318
$90.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
102+ 4.36% |
$19.2K - $21.9K
|
2.44K
$695K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
71New |
$13.4K - $15.2K
|
71
$20.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
54+ 103.85% |
$10.2K - $11.6K
|
106
$30.2K
|
|
|
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
|
Rvw Wealth, LLC
|
BUY
|
- |
50New |
$9.4K - $10.7K
|
50
$14.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
47+ 1.65% |
$8.84K - $10.1K
|
2.89K
$824K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44+ 5.99% |
$8.28K - $9.43K
|
779
$222K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
27+ 13.99% |
$5.08K - $5.79K
|
220
$62.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$4.7K - $5.36K
|
25
$7.13K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 39.29% |
$2.07K - $2.36K
|
39
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$940 - $1.07K
|
5
$1.43K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1New |
$188 - $214
|
1
$285
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$188 - $214
|
1
$285
|
|
| Q2 2023 | |||||||
|
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
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
42.5KNew |
$7.86M - $8.69M
|
42.5K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
15K+ 65.48% |
$2.78M - $3.07M
|
38K
$10.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
14.9KNew |
$2.76M - $3.06M
|
14.9K
$4.26M
|
|
|
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 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
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.81K+ 601.68% |
$1.26M - $1.39M
|
7.94K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.95K+ 2.36% |
$915K - $1.01M
|
215K
$61.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$683K - $755K
|
3.69K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.9KNew |
$537K - $593K
|
2.9K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.58KNew |
$292K - $323K
|
1.58K
$451K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.56K+ 144.75% |
$288K - $319K
|
2.64K
$752K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$287K - $318K
|
1.55K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.5KNew |
$277K - $307K
|
1.5K
$428K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.45KNew |
$268K - $296K
|
1.45K
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.3KNew |
$240K - $266K
|
1.3K
$371K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
594New |
$110K - $121K
|
594
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
462+ 2.83% |
$85.4K - $94.5K
|
16.8K
$4.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
306+ 0.49% |
$56.6K - $62.6K
|
63K
$18M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
240New |
$44.4K - $49.1K
|
240
$68.4K
|
|
|
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 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125+ 34.34% |
$23.1K - $25.6K
|
489
$139K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
87+ 8.04% |
$16.1K - $17.8K
|
1.17K
$333K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72New |
$13.3K - $14.7K
|
72
$20.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
59New |
$10.9K - $12.1K
|
59
$16.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
51New |
$9.43K - $10.4K
|
51
$14.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
41+ 2.92% |
$7.58K - $8.38K
|
1.44K
$412K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
29New |
$5.36K - $5.93K
|
29
$8.27K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.16% |
$5.36K - $5.93K
|
2.52K
$720K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 14.52% |
$4.99K - $5.52K
|
213
$60.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$6.84K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$6.84K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 1.53% |
$3.7K - $4.09K
|
1.33K
$379K
|
|