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 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 2.07% |
$1.26K - $1.46K
|
247
$71.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
674+ 0.92% |
$170K - $197K
|
74.2K
$21.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-78- 55.32% |
$19.7K - $22.8K
|
63
$18.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
846New |
$214K - $247K
|
846
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
150+ 2.49% |
$37.9K - $43.8K
|
6.16K
$1.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
208+ 8.06% |
$52.5K - $60.8K
|
2.79K
$809K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-17- 1.78% |
$4.29K - $4.97K
|
940
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-11- 1.21% |
$2.78K - $3.21K
|
900
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-81- 1.0% |
$20.5K - $23.7K
|
8.02K
$2.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
47+ 3.63% |
$11.9K - $13.7K
|
1.34K
$390K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-90- 0.2% |
$22.7K - $26.3K
|
44.2K
$12.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 4.35% |
$632K - $732K
|
60K
$17.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.81% |
$2.53K - $2.92K
|
1.25K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-112- 1.88% |
$28.3K - $32.7K
|
5.83K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
49+ 2.89% |
$12.4K - $14.3K
|
1.75K
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-27- 0.56% |
$6.82K - $7.89K
|
4.76K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
12+ 0.55% |
$3.03K - $3.51K
|
2.19K
$636K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 1.16% |
$505 - $584
|
175
$50.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.45K- 8.88% |
$366K - $423K
|
14.9K
$4.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-270- 1.25% |
$68.2K - $78.9K
|
21.3K
$6.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
191+ 0.94% |
$48.2K - $55.8K
|
20.6K
$5.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
124+ 1.02% |
$31.3K - $36.2K
|
12.2K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
54+ 317.65% |
$13.6K - $15.8K
|
71
$20.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
397+ 4.71% |
$100K - $116K
|
8.82K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.02K+ 34.92% |
$1.01M - $1.17M
|
15.5K
$4.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.25K+ 120.53% |
$569K - $659K
|
4.12K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
7+ 0.1% |
$1.77K - $2.05K
|
6.78K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-200- 5.54% |
$50.5K - $58.4K
|
3.41K
$989K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-268- 3.95% |
$67.7K - $78.3K
|
6.52K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
522+ 0.3% |
$132K - $153K
|
177K
$51.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.2K+ 42.8% |
$303K - $351K
|
4K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 58.92% |
$696K - $806K
|
7.44K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-380- 24.76% |
$96K - $111K
|
1.16K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
15+ 0.59% |
$3.79K - $4.38K
|
2.56K
$741K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-34- 2.61% |
$8.59K - $9.93K
|
1.27K
$368K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3- 2.65% |
$758 - $877
|
110
$31.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7- 0.7% |
$1.77K - $2.05K
|
988
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
49+ 4.83% |
$12.4K - $14.3K
|
1.06K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-37- 24.67% |
$9.34K - $10.8K
|
113
$32.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-30- 0.43% |
$7.58K - $8.77K
|
6.91K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19- 0.46% |
$4.8K - $5.55K
|
4.08K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-362- 10.65% |
$91.4K - $106K
|
3.04K
$881K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
7+ 2.17% |
$1.77K - $2.05K
|
329
$95.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.87K+ 29.49% |
$471K - $545K
|
8.19K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-294- 7.68% |
$74.2K - $85.9K
|
3.54K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
101+ 0.49% |
$25.5K - $29.5K
|
20.8K
$6.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-55- 6.12% |
$13.9K - $16.1K
|
843
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.71% |
$358K - $415K
|
31.6K
$9.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.93KNew |
$488K - $565K
|
1.93K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-551- 19.4% |
$139K - $161K
|
2.29K
$664K
|