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 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.07% |
$729 - $823
|
4.56K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$3.16K - $3.57K
|
13
$3.55K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3- 0.2% |
$729 - $823
|
1.47K
$403K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 50.0% |
$729 - $823
|
9
$2.46K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.08KNew |
$749K - $846K
|
3.08K
$842K
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-120- 2.84% |
$29.2K - $32.9K
|
4.11K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.5K+ 5.71% |
$608K - $686K
|
46.3K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-36- 7.24% |
$8.75K - $9.87K
|
461
$126K
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.34K- 22.49% |
$326K - $368K
|
4.62K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Galibier Capital Management Ltd.
|
BUY
|
- |
5.3KNew |
$1.29M - $1.45M
|
5.3K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-43- 54.43% |
$10.4K - $11.8K
|
36
$9.84K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-235- 4.89% |
$57.1K - $64.5K
|
4.57K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47+ 34.31% |
$11.4K - $12.9K
|
184
$50.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28+ 4.06% |
$6.8K - $7.68K
|
718
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-21- 12.35% |
$5.1K - $5.76K
|
149
$40.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
273+ 18.67% |
$66.3K - $74.9K
|
1.74K
$474K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28+ 33.73% |
$6.8K - $7.68K
|
111
$30.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-45- 0.64% |
$10.9K - $12.3K
|
6.95K
$1.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
258New |
$62.7K - $70.8K
|
258
$70.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
193New |
$46.9K - $52.9K
|
193
$52.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
36New |
$8.75K - $9.87K
|
36
$9.84K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
500+ 18.55% |
$122K - $137K
|
3.2K
$873K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
21+ 0.48% |
$5.1K - $5.76K
|
4.37K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
21New |
$5.1K - $5.76K
|
21
$5.74K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
84+ 3.46% |
$20.4K - $23K
|
2.51K
$685K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.86% |
$243 - $274
|
117
$32K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.07% |
$2.43K - $2.74K
|
13.4K
$3.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-148- 4.0% |
$36K - $40.6K
|
3.55K
$969K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.69KNew |
$412K - $465K
|
1.69K
$463K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-70- 7.73% |
$17K - $19.2K
|
835
$228K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.21KNew |
$294K - $332K
|
1.21K
$330K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
170+ 3.02% |
$41.3K - $46.6K
|
5.79K
$1.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
23+ 1.45% |
$5.59K - $6.31K
|
1.61K
$439K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
146New |
$35.5K - $40K
|
146
$39.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-35- 2.72% |
$8.51K - $9.6K
|
1.25K
$342K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
300+ 13.2% |
$72.9K - $82.3K
|
2.57K
$703K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.75% |
$243 - $274
|
133
$36.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-240- 8.32% |
$58.3K - $65.8K
|
2.65K
$723K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.05KNew |
$255K - $288K
|
1.05K
$287K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
177+ 26.82% |
$43K - $48.5K
|
837
$229K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 64.29% |
$4.37K - $4.94K
|
46
$12.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 2.5% |
$729 - $823
|
123
$33.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.21KNew |
$294K - $331K
|
1.21K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-681- 42.83% |
$165K - $187K
|
909
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-191- 7.1% |
$46.4K - $52.4K
|
2.5K
$683K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
35New |
$8.51K - $9.6K
|
35
$9.56K
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
BUY
|
- |
925New |
$225K - $254K
|
925
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
894New |
$217K - $245K
|
894
$244K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
173+ 15.45% |
$42K - $47.5K
|
1.29K
$353K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$1.53M - $1.73M
|
6.3K
$1.72M
|