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 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
254+ 1.59% |
$67.6K - $73.6K
|
16.3K
$4.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4- 0.09% |
$1.06K - $1.16K
|
4.31K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.63KNew |
$700K - $762K
|
2.63K
$729K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
20+ 0.29% |
$5.32K - $5.79K
|
6.95K
$1.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
160+ 2.27% |
$42.6K - $46.3K
|
7.19K
$1.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-44- 2.0% |
$11.7K - $12.7K
|
2.15K
$596K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
95+ 0.9% |
$25.3K - $27.5K
|
10.6K
$2.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
149+ 2.06% |
$39.6K - $43.1K
|
7.38K
$2.04M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
15+ 0.68% |
$3.99K - $4.34K
|
2.24K
$620K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-250- 10.62% |
$66.5K - $72.4K
|
2.1K
$583K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.58K- 8.72% |
$2.02M - $2.2M
|
79.3K
$22M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-663- 3.14% |
$176K - $192K
|
20.4K
$5.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.09K- 14.18% |
$556K - $605K
|
12.6K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-217- 4.3% |
$57.7K - $62.8K
|
4.83K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-252- 9.28% |
$67K - $73K
|
2.46K
$682K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
169+ 3.79% |
$45K - $48.9K
|
4.63K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
270+ 4.92% |
$71.8K - $78.2K
|
5.76K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-40- 4.12% |
$10.6K - $11.6K
|
930
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.24K- 5.35% |
$595K - $648K
|
39.6K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10.2K+ 31.75% |
$2.71M - $2.95M
|
42.3K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
178+ 3.08% |
$47.3K - $51.5K
|
5.96K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Nepsis Inc.
|
SELL
|
- |
-7.45K- 12.08% |
$1.98M - $2.16M
|
54.2K
$15M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-642- 2.42% |
$171K - $186K
|
25.9K
$7.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-301- 20.59% |
$80.1K - $87.2K
|
1.16K
$322K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
185+ 3.54% |
$49.2K - $53.6K
|
5.4K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.74K+ 0.91% |
$463K - $504K
|
193K
$53.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
817+ 69.06% |
$217K - $237K
|
2K
$554K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.77K+ 4.71% |
$1M - $1.09M
|
83.7K
$23.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-18- 0.85% |
$4.79K - $5.21K
|
2.09K
$579K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
418+ 3.05% |
$111K - $121K
|
14.1K
$3.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-513- 2.15% |
$136K - $149K
|
23.4K
$6.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1- 0.5% |
$266 - $290
|
199
$55.1K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2.6K- 1.88% |
$691K - $753K
|
136K
$37.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
164+ 1.4% |
$43.6K - $47.5K
|
11.9K
$3.29M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
19+ 19.19% |
$5.05K - $5.5K
|
118
$32.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
17+ 2.3% |
$4.52K - $4.92K
|
756
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.15K- 8.38% |
$1.1M - $1.2M
|
45.4K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-341- 11.56% |
$90.7K - $98.8K
|
2.61K
$723K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
21.1K+ 6.28% |
$5.61M - $6.11M
|
357K
$98.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bender Robert & Associates
|
BUY
|
- |
217+ 0.66% |
$57.7K - $62.8K
|
32.9K
$9.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-116- 1.2% |
$30.9K - $33.6K
|
9.52K
$2.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
326+ 10.39% |
$86.7K - $94.4K
|
3.47K
$960K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-7.36K- 1.97% |
$1.96M - $2.13M
|
366K
$101M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-155- 5.2% |
$41.2K - $44.9K
|
2.83K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 15.96% |
$3.99K - $4.34K
|
109
$30.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
764+ 19.8% |
$203K - $221K
|
4.62K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
42+ 2.11% |
$11.2K - $12.2K
|
2.03K
$562K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
132+ 7.96% |
$35.1K - $38.2K
|
1.79K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
79+ 6.67% |
$21K - $22.9K
|
1.26K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.59K- 7.81% |
$424K - $462K
|
18.8K
$5.21M
|