Latest Institutional Purchases of Chubb LTD (CB)
This list provides information on the latest institutional transactions involving Chubb LTD (CB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$940 - $1.07K
|
5
$1.35K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1New |
$188 - $214
|
1
$270
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
110KNew |
$20.4M - $22.6M
|
110K
$29.8M
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
42.5KNew |
$7.86M - $8.69M
|
42.5K
$11.5M
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
15K+ 65.48% |
$2.78M - $3.07M
|
38K
$10.2M
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
14.9KNew |
$2.76M - $3.06M
|
14.9K
$4.03M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12.8K+ 29.19% |
$2.37M - $2.62M
|
56.7K
$15.3M
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.94K+ 109.7% |
$1.65M - $1.83M
|
17.1K
$4.61M
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.81K+ 601.68% |
$1.26M - $1.39M
|
7.94K
$2.14M
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.95K+ 2.36% |
$915K - $1.01M
|
215K
$58M
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$683K - $755K
|
3.69K
$996K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.9KNew |
$537K - $593K
|
2.9K
$783K
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.58KNew |
$292K - $323K
|
1.58K
$427K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.56K+ 144.75% |
$288K - $319K
|
2.64K
$711K
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$287K - $318K
|
1.55K
$419K
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.5KNew |
$277K - $307K
|
1.5K
$405K
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.45KNew |
$268K - $296K
|
1.45K
$391K
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.3KNew |
$240K - $266K
|
1.3K
$351K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
594New |
$110K - $121K
|
594
$160K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
462+ 2.83% |
$85.4K - $94.5K
|
16.8K
$4.53M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
306+ 0.49% |
$56.6K - $62.6K
|
63K
$17M
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
240New |
$44.4K - $49.1K
|
240
$64.7K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
184New |
$34K - $37.6K
|
184
$49.6K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
147New |
$27.2K - $30.1K
|
147
$39.7K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125+ 34.34% |
$23.1K - $25.6K
|
489
$132K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72New |
$13.3K - $14.7K
|
72
$19.4K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
59New |
$10.9K - $12.1K
|
59
$15.9K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
51New |
$9.43K - $10.4K
|
51
$13.8K
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
41+ 2.92% |
$7.58K - $8.38K
|
1.44K
$390K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
29New |
$5.36K - $5.93K
|
29
$7.82K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.16% |
$5.36K - $5.93K
|
2.52K
$681K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 14.52% |
$4.99K - $5.52K
|
213
$57.5K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$6.47K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 1.53% |
$3.7K - $4.09K
|
1.33K
$359K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.0% |
$185 - $205
|
21
$5.67K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.25MNew |
$791M - $983M
|
4.25M
$1.15B
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
CALL |
70KNew |
$13M - $16.2M
|
70K
$18.9M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
36.1KNew |
$6.72M - $8.35M
|
36.1K
$9.74M
|
|
May 12, 2023
Q1 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
30KNew |
$5.58M - $6.93M
|
30K
$8.09M
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
21.6KNew |
$4.02M - $5M
|
21.6K
$5.83M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
13.2K+ 99.73% |
$2.46M - $3.06M
|
26.5K
$7.14M
|
|
May 10, 2023
Q1 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
11.1KNew |
$2.06M - $2.57M
|
11.1K
$2.99M
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
8.24KNew |
$1.53M - $1.9M
|
8.24K
$2.22M
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
5.57KNew |
$1.04M - $1.29M
|
5.57K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.21KNew |
$969K - $1.2M
|
5.21K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$549K - $682K
|
2.95K
$796K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.75K+ 104.53% |
$326K - $405K
|
3.43K
$925K
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.47KNew |
$274K - $340K
|
1.47K
$397K
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.34KNew |
$249K - $309K
|
1.34K
$361K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.15KNew |
$214K - $266K
|
1.15K
$310K
|