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 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-44- 5.14% |
$12.1K - $13.3K
|
812
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
289+ 19.36% |
$79.3K - $87.4K
|
1.78K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 57.14% |
$1.1K - $1.21K
|
11
$2.97K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-10.9K- 12.45% |
$2.99M - $3.3M
|
76.7K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-125- 2.85% |
$34.3K - $37.8K
|
4.26K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-227- 1.38% |
$62.3K - $68.7K
|
16.2K
$4.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.06% |
$823 - $907
|
4.74K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
64+ 0.47% |
$17.6K - $19.4K
|
13.8K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
99+ 2.91% |
$27.2K - $29.9K
|
3.5K
$946K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
244+ 1.63% |
$66.9K - $73.8K
|
15.2K
$4.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.32K+ 194.67% |
$361K - $398K
|
1.99K
$538K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.72K+ 64.66% |
$747K - $824K
|
6.94K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-889- 81.63% |
$244K - $269K
|
200
$54K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.94% |
$6.86K - $7.56K
|
2.63K
$712K
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
42+ 0.11% |
$11.5K - $12.7K
|
38.3K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 30.58% |
$395K - $436K
|
6.15K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-58- 0.37% |
$15.9K - $17.5K
|
15.5K
$4.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
271+ 1.72% |
$74.3K - $82K
|
16K
$4.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.1K+ 3.01% |
$301K - $332K
|
37.6K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
248+ 12.8% |
$68K - $75K
|
2.19K
$590K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
881New |
$242K - $266K
|
881
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6K+ 101.39% |
$4.29M - $4.73M
|
31.1K
$8.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
26+ 3.26% |
$7.13K - $7.86K
|
824
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
991New |
$272K - $300K
|
991
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-58- 0.49% |
$15.9K - $17.5K
|
11.7K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-141- 13.47% |
$38.7K - $42.6K
|
906
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
91+ 4.83% |
$25K - $27.5K
|
1.98K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19+ 2.59% |
$5.21K - $5.75K
|
752
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-275- 0.72% |
$75.4K - $83.2K
|
38.1K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-950- 11.71% |
$261K - $287K
|
7.16K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2- 0.16% |
$549 - $605
|
1.23K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
228+ 4.57% |
$62.5K - $69K
|
5.22K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
5.46K+ 3.92% |
$1.5M - $1.65M
|
145K
$39.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
136+ 1.71% |
$37.3K - $41.1K
|
8.07K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.02KNew |
$278K - $307K
|
1.02K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
107+ 3.86% |
$29.4K - $32.4K
|
2.88K
$778K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.13KNew |
$583K - $643K
|
2.13K
$575K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.01K+ 8.53% |
$1.1M - $1.21M
|
51.1K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.03KNew |
$557K - $615K
|
2.03K
$549K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-49- 0.13% |
$13.4K - $14.8K
|
36.3K
$9.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 2.36% |
$9.6K - $10.6K
|
1.52K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
263+ 14.18% |
$72.1K - $79.5K
|
2.12K
$572K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
71+ 7.61% |
$19.5K - $21.5K
|
1K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.36KNew |
$372K - $410K
|
1.36K
$366K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
295+ 13.88% |
$80.9K - $89.2K
|
2.42K
$654K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 50.0% |
$411K - $454K
|
4.5K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-329- 89.4% |
$90.3K - $99.5K
|
39
$10.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.01K+ 1.08% |
$550K - $606K
|
187K
$50.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-11.5K- 12.29% |
$3.16M - $3.48M
|
82.2K
$22.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
85+ 3.09% |
$23.3K - $25.7K
|
2.83K
$765K
|