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 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
58+ 3.19% |
$15.8K - $17.5K
|
1.88K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-86- 5.78% |
$23.4K - $26K
|
1.4K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
210+ 25.89% |
$57K - $63.4K
|
1.02K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-28.5K- 99.65% |
$7.73M - $8.6M
|
100
$29.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-14- 29.17% |
$3.8K - $4.23K
|
34
$10.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
7.85KNew |
$2.13M - $2.37M
|
7.85K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.25K+ 4.58% |
$611K - $679K
|
51.4K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.62K- 0.96% |
$2.61M - $2.9M
|
989K
$293M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
413+ 0.72% |
$112K - $125K
|
57.6K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-104- 1.54% |
$28.2K - $31.4K
|
6.64K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
148+ 9.12% |
$40.2K - $44.7K
|
1.77K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-25- 49.02% |
$6.79K - $7.55K
|
26
$7.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.59K- 75.98% |
$432K - $480K
|
503
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-78- 6.18% |
$21.2K - $23.5K
|
1.18K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-49- 0.54% |
$13.3K - $14.8K
|
8.97K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.77K+ 230.05% |
$1.57M - $1.74M
|
8.28K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-241- 17.6% |
$65.4K - $72.8K
|
1.13K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
190+ 4.83% |
$51.6K - $57.4K
|
4.12K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
596+ 29.46% |
$162K - $180K
|
2.62K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-134- 5.57% |
$36.4K - $40.5K
|
2.27K
$673K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29+ 3.94% |
$7.88K - $8.75K
|
765
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
98+ 1.62% |
$26.6K - $29.6K
|
6.14K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
354+ 4.91% |
$96.1K - $107K
|
7.56K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.12K+ 6.34% |
$303K - $337K
|
18.7K
$5.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.31K+ 6.9% |
$355K - $395K
|
20.2K
$6M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
36K+ 12.55% |
$9.78M - $10.9M
|
323K
$95.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-424- 11.01% |
$115K - $128K
|
3.43K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.77% |
$1.36K - $1.51K
|
277
$82.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.32K+ 13.93% |
$630K - $701K
|
19K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
255+ 7.32% |
$69.3K - $77K
|
3.74K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
468+ 3.89% |
$127K - $141K
|
12.5K
$3.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
330New |
$89.6K - $99.6K
|
330
$97.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.24K+ 77.69% |
$879K - $977K
|
7.4K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4K+ 395.35% |
$1.09M - $1.21M
|
5.01K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-68- 0.3% |
$18.5K - $20.5K
|
22.8K
$6.75M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
159K+ 5286133.5% |
$43.1M - $47.9M
|
159K
$47M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
27.7KNew |
$7.52M - $8.36M
|
27.7K
$8.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.43K+ 44.9% |
$1.2M - $1.34M
|
14.3K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
37+ 1.99% |
$10K - $11.2K
|
1.9K
$563K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-3.05K- 3.03% |
$828K - $921K
|
97.7K
$28.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
197+ 16.9% |
$53.5K - $59.5K
|
1.36K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.11KNew |
$573K - $637K
|
2.11K
$625K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.59K+ 5.2% |
$431K - $479K
|
32.1K
$9.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
541+ 20.62% |
$147K - $163K
|
3.17K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-121- 10.11% |
$32.9K - $36.5K
|
1.08K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.37K- 20.5% |
$371K - $412K
|
5.3K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
415+ 33.63% |
$113K - $125K
|
1.65K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.18K- 37.26% |
$1.68M - $1.87M
|
10.4K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
325New |
$88.3K - $98.1K
|
325
$96.3K
|