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 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-61- 0.77% |
$16.7K - $18.5K
|
7.84K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-10- 0.74% |
$2.74K - $3.02K
|
1.35K
$363K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.5% |
$82.3K - $90.7K
|
19.7K
$5.32M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-18.6K- 11.85% |
$5.11M - $5.63M
|
138K
$37.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
505+ 74.93% |
$139K - $153K
|
1.18K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-109- 4.38% |
$29.9K - $33K
|
2.38K
$643K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
428+ 49.71% |
$117K - $129K
|
1.29K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.03K- 41.93% |
$558K - $615K
|
2.82K
$761K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-203- 2.94% |
$55.7K - $61.4K
|
6.7K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
70+ 7.16% |
$19.2K - $21.2K
|
1.05K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
124+ 0.78% |
$34K - $37.5K
|
16K
$4.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
60+ 7.23% |
$16.5K - $18.1K
|
890
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-135- 1.82% |
$37K - $40.8K
|
7.28K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-4- 0.46% |
$1.1K - $1.21K
|
870
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.75K- 4.05% |
$753K - $831K
|
65.1K
$17.6M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
3.48K+ 155.34% |
$953K - $1.05M
|
5.71K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
413+ 3.42% |
$113K - $125K
|
12.5K
$3.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.28% |
$1.1K - $1.21K
|
1.46K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
130+ 764.71% |
$35.7K - $39.3K
|
147
$39.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-300- 10.34% |
$82.3K - $90.7K
|
2.6K
$702K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.65K- 3.6% |
$452K - $499K
|
44.1K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-122- 13.3% |
$33.5K - $36.9K
|
795
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
7+ 0.82% |
$1.92K - $2.12K
|
861
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-704- 3.29% |
$193K - $213K
|
20.7K
$5.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
42+ 4.02% |
$11.5K - $12.7K
|
1.09K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
95+ 1.67% |
$26.1K - $28.7K
|
5.79K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$386K - $426K
|
1.41K
$380K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
809New |
$222K - $245K
|
809
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
413+ 4.31% |
$113K - $125K
|
9.99K
$2.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.45K+ 53.7% |
$398K - $439K
|
4.15K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-300- 7.0% |
$82.3K - $90.7K
|
3.99K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-39- 2.83% |
$10.7K - $11.8K
|
1.34K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-10K- 84.73% |
$2.76M - $3.04M
|
1.81K
$489K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
128+ 1.7% |
$35.1K - $38.7K
|
7.66K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11.9K- 1.94% |
$3.28M - $3.61M
|
603K
$163M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
71+ 9.93% |
$19.5K - $21.5K
|
786
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 100.0% |
$823 - $907
|
6
$1.62K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-6- 0.39% |
$1.65K - $1.81K
|
1.52K
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
96+ 0.45% |
$26.3K - $29K
|
21.7K
$5.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-63- 3.23% |
$17.3K - $19.1K
|
1.89K
$509K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-165- 6.3% |
$45.3K - $49.9K
|
2.45K
$663K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-10.9K- 26.85% |
$3M - $3.3M
|
29.8K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-67- 0.03% |
$18.4K - $20.3K
|
193K
$52.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 133.33% |
$1.1K - $1.21K
|
7
$1.89K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.13KNew |
$1.41M - $1.55M
|
5.13K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
8K+ 88.89% |
$2.19M - $2.42M
|
17K
$4.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
918+ 24.97% |
$252K - $278K
|
4.6K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
20+ 0.13% |
$5.49K - $6.05K
|
15.4K
$4.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.58K+ 36.0% |
$982K - $1.08M
|
13.5K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
732+ 11.16% |
$201K - $221K
|
7.29K
$1.97M
|