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 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$549 - $605
|
2.21K
$596K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
699+ 11.46% |
$192K - $211K
|
6.8K
$1.84M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 4.95% |
$11.5K - $12.7K
|
891
$241K
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-178- 15.28% |
$48.8K - $53.8K
|
987
$267K
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 60.61% |
$437K - $482K
|
1.04K
$280K
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
533+ 0.72% |
$146K - $161K
|
74.5K
$20.1M
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-18- 1.53% |
$4.94K - $5.44K
|
1.16K
$312K
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
250+ 2.2% |
$68.6K - $75.6K
|
11.6K
$3.14M
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$549 - $605
|
824
$223K
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
104+ 0.58% |
$28.5K - $31.5K
|
18K
$4.86M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.23K+ 609.04% |
$887K - $978K
|
3.77K
$1.02M
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
118+ 4.12% |
$32.4K - $35.7K
|
2.98K
$805K
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
310+ 3.6% |
$85K - $93.8K
|
8.92K
$2.41M
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-280- 2.98% |
$76.8K - $84.7K
|
9.12K
$2.46M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
400+ 43.96% |
$110K - $121K
|
1.31K
$354K
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-49.2K- 90.32% |
$13.5M - $14.9M
|
5.28K
$1.43M
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
316+ 0.66% |
$86.7K - $95.6K
|
48.2K
$13M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.94K- 1.68% |
$806K - $889K
|
172K
$46.4M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-8- 4.35% |
$2.19K - $2.42K
|
176
$47.6K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
121New |
$33.2K - $36.6K
|
121
$32.7K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-113- 1.27% |
$31K - $34.2K
|
8.8K
$2.38M
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
44+ 0.91% |
$12.1K - $13.3K
|
4.89K
$1.32M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
201+ 25.22% |
$55.1K - $60.8K
|
998
$270K
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.56K- 1.23% |
$977K - $1.08M
|
287K
$77.5M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-117- 12.47% |
$32.1K - $35.4K
|
821
$222K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
120+ 0.49% |
$32.9K - $36.3K
|
24.4K
$6.58M
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-11- 1.38% |
$3.02K - $3.33K
|
787
$213K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13- 0.82% |
$3.57K - $3.93K
|
1.58K
$426K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.68K- 19.45% |
$460K - $508K
|
6.95K
$1.88M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-350- 8.67% |
$96K - $106K
|
3.69K
$996K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.35KNew |
$371K - $409K
|
1.35K
$365K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-15.3K- 8.87% |
$4.2M - $4.63M
|
157K
$42.4M
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
692New |
$190K - $209K
|
692
$187K
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
2.75KNew |
$753K - $831K
|
2.75K
$742K
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-16- 0.73% |
$4.39K - $4.84K
|
2.17K
$587K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
24+ 3.17% |
$6.58K - $7.26K
|
780
$211K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
23.9K+ 560.0% |
$6.56M - $7.24M
|
28.2K
$7.62M
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-123- 11.67% |
$33.7K - $37.2K
|
931
$252K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-25- 2.03% |
$6.86K - $7.56K
|
1.21K
$326K
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
163+ 4.01% |
$44.7K - $49.3K
|
4.23K
$1.14M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12+ 1.51% |
$3.29K - $3.63K
|
806
$218K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33+ 0.49% |
$9.05K - $9.98K
|
6.75K
$1.82M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2- 0.22% |
$549 - $605
|
923
$249K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
594+ 11.78% |
$163K - $180K
|
5.64K
$1.52M
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.1K+ 11.07% |
$577K - $636K
|
21.1K
$5.7M
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$318K - $350K
|
1.16K
$313K
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-75- 1.28% |
$20.6K - $22.7K
|
5.78K
$1.56M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
276+ 10.93% |
$75.7K - $83.5K
|
2.8K
$757K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
505+ 5.99% |
$139K - $153K
|
8.93K
$2.41M
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-58- 1.54% |
$15.9K - $17.5K
|
3.7K
$1M
|