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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-278- 11.92% |
$76.3K - $84.1K
|
2.05K
$553K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.74K+ 12.45% |
$478K - $527K
|
15.7K
$4.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.36KNew |
$372K - $410K
|
1.36K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.1K+ 46.18% |
$1.67M - $1.85M
|
19.3K
$5.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
14+ 0.32% |
$3.84K - $4.23K
|
4.46K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.8K+ 28.4% |
$3.51M - $3.87M
|
57.8K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
112+ 0.47% |
$30.7K - $33.9K
|
24.1K
$6.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.04% |
$274 - $302
|
2.3K
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-226- 1.54% |
$62K - $68.4K
|
14.4K
$3.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.32K+ 32.62% |
$2.01M - $2.21M
|
29.8K
$8.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9- 0.33% |
$2.47K - $2.72K
|
2.74K
$737K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 0.96% |
$6.86K - $7.56K
|
2.58K
$693K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
23New |
$6.31K - $6.96K
|
23
$6.19K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-32.3K- 51.21% |
$8.85M - $9.76M
|
30.7K
$8.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-23- 3.05% |
$6.31K - $6.96K
|
730
$196K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
51+ 1.62% |
$14K - $15.4K
|
3.19K
$859K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
725New |
$199K - $219K
|
725
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-114- 1.11% |
$31.3K - $34.5K
|
10.1K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
26+ 0.98% |
$7.13K - $7.86K
|
2.67K
$719K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 15.93% |
$286K - $315K
|
7.58K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
40+ 5.33% |
$11K - $12.1K
|
791
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
5+ 0.47% |
$1.37K - $1.51K
|
1.07K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 100.0% |
$2.74K - $3.02K
|
20
$5.38K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
109+ 0.73% |
$29.9K - $33K
|
15.1K
$4.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
82+ 2.92% |
$22.5K - $24.8K
|
2.89K
$778K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 5.49% |
$319K - $351K
|
22.3K
$6.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
365+ 8.81% |
$100K - $110K
|
4.51K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.14K- 3.73% |
$860K - $948K
|
80.8K
$21.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.09K- 12.07% |
$299K - $330K
|
7.95K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-3.74K- 1.05% |
$1.02M - $1.13M
|
354K
$95.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
128+ 1.64% |
$35.1K - $38.7K
|
7.95K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
351+ 8.56% |
$96.3K - $106K
|
4.45K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.31% |
$27.4K - $30.2K
|
32.1K
$8.65M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.72K+ 56.38% |
$473K - $521K
|
4.78K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.66K+ 4.96% |
$456K - $503K
|
35.1K
$9.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.53K- 53.18% |
$2.07M - $2.28M
|
6.63K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.19K- 7.53% |
$325K - $359K
|
14.6K
$3.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
155+ 5.3% |
$42.5K - $46.9K
|
3.08K
$829K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
839+ 7.18% |
$230K - $254K
|
12.5K
$3.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.81KNew |
$496K - $547K
|
1.81K
$486K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-26- 0.39% |
$7.13K - $7.86K
|
6.59K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.46KNew |
$2.05M - $2.26M
|
7.46K
$2.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
770+ 1.51% |
$211K - $233K
|
51.9K
$14M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.81K+ 122.08% |
$1.32M - $1.46M
|
8.75K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 3.33% |
$823 - $907
|
87
$23.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-246- 2.4% |
$67.5K - $74.4K
|
10K
$2.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-12- 0.33% |
$3.29K - $3.63K
|
3.58K
$964K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
170+ 1.1% |
$46.6K - $51.4K
|
15.6K
$4.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
339+ 9.33% |
$93K - $103K
|
3.97K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
500New |
$137K - $151K
|
500
$135K
|