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 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
8+ 0.35% |
$2.13K - $2.32K
|
2.3K
$638K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.44K+ 7.76% |
$384K - $418K
|
20K
$5.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
121+ 15.32% |
$32.2K - $35K
|
911
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
182+ 8.1% |
$48.4K - $52.7K
|
2.43K
$672K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-547- 21.27% |
$145K - $158K
|
2.03K
$561K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 32.25% |
$766K - $834K
|
11.8K
$3.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 7.34% |
$53.2K - $57.9K
|
2.93K
$810K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-304- 18.01% |
$80.9K - $88K
|
1.38K
$383K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-163- 12.65% |
$43.4K - $47.2K
|
1.13K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.06% |
$798 - $869
|
4.75K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
139+ 13.59% |
$37K - $40.3K
|
1.16K
$322K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
598+ 34.89% |
$159K - $173K
|
2.31K
$640K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-655- 1.13% |
$174K - $190K
|
57.2K
$15.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
508+ 3.28% |
$135K - $147K
|
16K
$4.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-74.4K- 17.85% |
$19.8M - $21.5M
|
342K
$94.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-694- 7.96% |
$185K - $201K
|
8.02K
$2.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.82% |
$1.33K - $1.45K
|
270
$74.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 1.54% |
$2.13K - $2.32K
|
510
$141K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-35- 3.61% |
$9.31K - $10.1K
|
934
$259K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
179New |
$47.6K - $51.8K
|
179
$49.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.75K+ 10.79% |
$730K - $795K
|
28.2K
$7.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-403- 13.98% |
$107K - $117K
|
2.48K
$687K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-898- 30.79% |
$239K - $260K
|
2.02K
$559K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 1.84% |
$4.26K - $4.63K
|
884
$245K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
293+ 12.56% |
$77.9K - $84.8K
|
2.63K
$727K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-14- 1.72% |
$3.72K - $4.05K
|
798
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-130- 0.84% |
$34.6K - $37.6K
|
15.3K
$4.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-19- 0.53% |
$5.05K - $5.5K
|
3.56K
$986K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 2.31% |
$9.31K - $10.1K
|
1.48K
$410K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-2.84K- 99.68% |
$755K - $822K
|
9
$2.49K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-103- 1.32% |
$27.4K - $29.8K
|
7.67K
$2.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-30- 0.56% |
$7.98K - $8.69K
|
5.3K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5+ 0.14% |
$1.33K - $1.45K
|
3.6K
$998K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.53K+ 16.07% |
$1.21M - $1.31M
|
32.7K
$9.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.3% |
$532 - $579
|
89
$24.6K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
121+ 0.87% |
$32.2K - $35K
|
14.1K
$3.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
606+ 3.73% |
$161K - $175K
|
16.9K
$4.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
105+ 1.04% |
$27.9K - $30.4K
|
10.2K
$2.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-5.55K- 46.44% |
$1.48M - $1.61M
|
6.4K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.56K+ 12.33% |
$415K - $452K
|
14.2K
$3.94M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
120+ 6.18% |
$31.9K - $34.8K
|
2.06K
$571K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
494+ 0.35% |
$131K - $143K
|
141K
$39M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-43- 3.99% |
$11.4K - $12.5K
|
1.04K
$287K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-3- 1.96% |
$798 - $869
|
150
$41.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
406+ 1.87% |
$108K - $118K
|
22.1K
$6.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-575- 20.52% |
$153K - $167K
|
2.23K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-151- 0.94% |
$40.2K - $43.7K
|
15.8K
$4.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
780+ 1.2% |
$207K - $226K
|
65.9K
$18.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
44+ 5.11% |
$11.7K - $12.7K
|
905
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
4K+ 1.65% |
$1.06M - $1.16M
|
246K
$68.2M
|