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 28, 2023
Q2 2023
|
Sicart Associates LLC
|
SELL
|
- |
-310- 17.03% |
$57.3K - $63.4K
|
1.51K
$413K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.9KNew |
$537K - $593K
|
2.9K
$793K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$6.56K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-118- 0.47% |
$21.8K - $24.1K
|
25.1K
$6.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-108- 4.73% |
$20K - $22.1K
|
2.18K
$595K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-343- 1.17% |
$63.4K - $70.1K
|
29K
$7.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.16% |
$5.36K - $5.93K
|
2.52K
$690K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
14.9KNew |
$2.76M - $3.06M
|
14.9K
$4.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-139- 11.57% |
$25.7K - $28.4K
|
1.06K
$290K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 14.52% |
$4.99K - $5.52K
|
213
$58.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
478New |
$88.4K - $97.8K
|
478
$131K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72New |
$13.3K - $14.7K
|
72
$19.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
87New |
$16.1K - $17.8K
|
87
$23.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.45KNew |
$268K - $296K
|
1.45K
$396K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
87+ 8.04% |
$16.1K - $17.8K
|
1.17K
$319K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
51New |
$9.43K - $10.4K
|
51
$13.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-782- 39.3% |
$145K - $160K
|
1.21K
$330K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5- 0.26% |
$925 - $1.02K
|
1.9K
$520K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-53- 4.17% |
$9.8K - $10.8K
|
1.22K
$333K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$287K - $318K
|
1.55K
$425K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
41+ 2.92% |
$7.58K - $8.38K
|
1.44K
$395K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-565- 41.76% |
$104K - $116K
|
788
$215K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.0% |
$185 - $205
|
21
$5.74K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.47KNew |
$274K - $340K
|
1.47K
$402K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 18.99% |
$14K - $17.3K
|
470
$128K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
58+ 28.16% |
$10.8K - $13.4K
|
264
$72.1K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$4.28K - $5.32K
|
23
$6.28K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-270Closed |
$50.2K - $62.4K
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28Closed |
$5.21K - $6.47K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-718- 46.47% |
$134K - $166K
|
827
$226K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$18.6K - $23.1K
|
100
$27.3K
|
|
|
May 16, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
25KNew |
$4.65M - $5.78M
|
25K
$6.83M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.65K- 72.46% |
$678K - $843K
|
1.39K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.21KNew |
$969K - $1.2M
|
5.21K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.02K- 3.97% |
$562K - $699K
|
73.1K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 9.66% |
$189K - $234K
|
11.5K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.34KNew |
$249K - $309K
|
1.34K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$549K - $682K
|
2.95K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
114+ 10.34% |
$21.2K - $26.3K
|
1.22K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-518- 11.36% |
$96.4K - $120K
|
4.04K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45New |
$8.37K - $10.4K
|
45
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-18K- 28.0% |
$3.35M - $4.16M
|
46.3K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
30KNew |
$5.58M - $6.93M
|
30K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
257+ 0.65% |
$47.8K - $59.4K
|
40K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
23+ 0.48% |
$4.28K - $5.32K
|
4.83K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-62- 4.09% |
$11.5K - $14.3K
|
1.45K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
21.6KNew |
$4.02M - $5M
|
21.6K
$5.9M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
CALL |
70KNew |
$13M - $16.2M
|
70K
$19.1M
|
|
|
May 11, 2023
Q1 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-47.9K- 78.77% |
$8.9M - $11.1M
|
12.9K
$3.52M
|
|
|
May 10, 2023
Q1 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
11.1KNew |
$2.06M - $2.57M
|
11.1K
$3.03M
|
|