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 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-762- 11.89% |
$192K - $223K
|
5.65K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10- 0.82% |
$2.53K - $2.92K
|
1.21K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
81+ 1.47% |
$20.5K - $23.7K
|
5.58K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-19- 0.56% |
$4.8K - $5.55K
|
3.38K
$924K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
15New |
$3.79K - $4.38K
|
15
$4.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.81KNew |
$458K - $530K
|
1.81K
$496K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
367+ 1.21% |
$92.7K - $107K
|
30.6K
$8.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-30- 0.42% |
$7.58K - $8.77K
|
7.19K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
197+ 2.12% |
$49.7K - $57.6K
|
9.49K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
176+ 0.73% |
$44.4K - $51.4K
|
24.4K
$6.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
726New |
$183K - $212K
|
726
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-505- 1.39% |
$128K - $148K
|
35.8K
$9.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-384- 4.19% |
$97K - $112K
|
8.79K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.99KNew |
$1.26M - $1.46M
|
4.99K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
746New |
$188K - $218K
|
746
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.32KNew |
$585K - $677K
|
2.32K
$633K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.13K- 1.38% |
$286K - $330K
|
81K
$22.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.43K+ 8.37% |
$361K - $417K
|
18.5K
$5.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.23% |
$505 - $584
|
883
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-256- 1.83% |
$64.6K - $74.8K
|
13.7K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-37- 1.39% |
$9.34K - $10.8K
|
2.62K
$717K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
23.2KNew |
$5.85M - $6.77M
|
23.2K
$6.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
191+ 1.2% |
$48.2K - $55.8K
|
16.2K
$4.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
20+ 1.69% |
$5.05K - $5.84K
|
1.21K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5- 0.34% |
$1.26K - $1.46K
|
1.45K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 3.91% |
$542K - $627K
|
52.8K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6+ 0.76% |
$1.52K - $1.75K
|
800
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
95+ 4.0% |
$24K - $27.8K
|
2.47K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-33- 1.74% |
$8.33K - $9.64K
|
1.86K
$509K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-13- 0.49% |
$3.28K - $3.8K
|
2.65K
$725K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-47- 7.64% |
$11.9K - $13.7K
|
568
$155K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.11K+ 3.5% |
$281K - $325K
|
32.9K
$8.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.63K- 0.4% |
$1.42M - $1.65M
|
1.4M
$381M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4- 0.03% |
$1.01K - $1.17K
|
12.3K
$3.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
731New |
$185K - $214K
|
731
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-224- 3.13% |
$56.6K - $65.5K
|
6.93K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
24+ 0.51% |
$6.06K - $7.01K
|
4.77K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
17+ 12.59% |
$4.29K - $4.97K
|
152
$41.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15+ 1.11% |
$3.79K - $4.38K
|
1.37K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.79K- 1.94% |
$958K - $1.11M
|
191K
$52.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-8.5K- 20.97% |
$2.15M - $2.48M
|
32K
$8.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-13- 3.7% |
$3.28K - $3.8K
|
338
$92.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.91K+ 97.89% |
$481K - $557K
|
3.85K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
66+ 2.58% |
$16.7K - $19.3K
|
2.63K
$718K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.4KNew |
$2.62M - $3.04M
|
10.4K
$2.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
91.3KNew |
$23.1M - $26.7M
|
91.3K
$24.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41+ 7.17% |
$10.4K - $12K
|
613
$167K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.8K- 2.36% |
$960K - $1.11M
|
157K
$43M
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
33.7KNew |
$8.52M - $9.86M
|
33.7K
$9.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
391+ 3.85% |
$98.7K - $114K
|
10.6K
$2.88M
|