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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
42+ 0.68% |
$11.2K - $12.2K
|
6.23K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-660- 48.03% |
$176K - $191K
|
714
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-413- 13.94% |
$110K - $120K
|
2.55K
$706K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-269- 1.51% |
$71.6K - $77.9K
|
17.5K
$4.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-327- 10.34% |
$87K - $94.7K
|
2.84K
$785K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
490+ 2.5% |
$130K - $142K
|
20.1K
$5.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
146New |
$38.8K - $42.3K
|
146
$40.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-507- 8.58% |
$135K - $147K
|
5.4K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.32% |
$5.05K - $5.5K
|
1.42K
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-591- 24.85% |
$157K - $171K
|
1.79K
$495K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
364+ 9.89% |
$96.8K - $105K
|
4.04K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
37.3K+ 10.56% |
$9.93M - $10.8M
|
391K
$108M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-38- 1.35% |
$10.1K - $11K
|
2.78K
$769K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-111- 2.47% |
$29.5K - $32.1K
|
4.39K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.44K- 1.06% |
$382K - $416K
|
135K
$37.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-275- 13.39% |
$73.1K - $79.6K
|
1.78K
$493K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-3.6K- 42.4% |
$958K - $1.04M
|
4.89K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
368+ 1.91% |
$97.9K - $107K
|
19.7K
$5.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-804- 0.66% |
$214K - $233K
|
120K
$33.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-211- 3.2% |
$56.1K - $61.1K
|
6.38K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-99- 2.83% |
$26.3K - $28.7K
|
3.4K
$943K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-26.8K- 20.22% |
$7.13M - $7.77M
|
106K
$29.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 100.0% |
$1.33K - $1.45K
|
10
$2.77K
|
|
|
Oct 28, 2025
Q3 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-368- 2.21% |
$97.9K - $107K
|
16.3K
$4.51M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 27.27% |
$798 - $869
|
8
$2.22K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-175- 1.98% |
$46.5K - $50.7K
|
8.66K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
181+ 9.79% |
$48.1K - $52.4K
|
2.03K
$562K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-296- 7.04% |
$78.7K - $85.7K
|
3.91K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-330- 31.52% |
$87.8K - $95.6K
|
717
$199K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.27KNew |
$337K - $367K
|
1.27K
$351K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
2.27K+ 1.57% |
$604K - $657K
|
147K
$40.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
42+ 5.43% |
$11.2K - $12.2K
|
816
$226K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.26K- 32.57% |
$867K - $944K
|
6.75K
$1.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.17K+ 4.4% |
$310K - $338K
|
27.7K
$7.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-146- 2.0% |
$38.8K - $42.3K
|
7.14K
$1.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.82% |
$6.65K - $7.24K
|
3.03K
$838K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
200+ 1.39% |
$53.2K - $57.9K
|
14.6K
$4.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
186+ 1.35% |
$49.5K - $53.9K
|
14K
$3.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-69- 7.58% |
$18.4K - $20K
|
841
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
63+ 7.38% |
$16.8K - $18.2K
|
917
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55+ 2.24% |
$14.6K - $15.9K
|
2.52K
$697K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-184- 2.14% |
$48.9K - $53.3K
|
8.43K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
344+ 1.52% |
$91.5K - $99.6K
|
23K
$6.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-29.3K- 35.63% |
$7.79M - $8.48M
|
52.9K
$14.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
807+ 5.87% |
$215K - $234K
|
14.6K
$4.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
525+ 0.54% |
$140K - $152K
|
97.3K
$26.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.5KNew |
$6.53M - $7.11M
|
24.5K
$6.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20+ 2.82% |
$5.32K - $5.79K
|
730
$202K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-6- 1.74% |
$1.6K - $1.74K
|
339
$93.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-15- 13.04% |
$3.99K - $4.34K
|
100
$27.7K
|