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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10+ 2.35% |
$2.66K - $2.9K
|
436
$129K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.05% |
$266 - $290
|
1.85K
$545K
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-35.8K- 98.9% |
$9.52M - $10.4M
|
400
$118K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-159- 1.6% |
$42.3K - $46K
|
9.76K
$2.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
703+ 14.52% |
$187K - $204K
|
5.54K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
309+ 11.14% |
$82.2K - $89.5K
|
3.08K
$911K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-639- 0.69% |
$170K - $185K
|
92.4K
$27.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-116- 85.93% |
$30.9K - $33.6K
|
19
$5.62K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
42+ 2.18% |
$11.2K - $12.2K
|
1.97K
$583K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
857+ 1.27% |
$228K - $248K
|
68.5K
$20.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.82K+ 1.87% |
$749K - $815K
|
153K
$45.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-144- 9.63% |
$38.3K - $41.7K
|
1.35K
$400K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-368- 4.38% |
$97.9K - $107K
|
8.03K
$2.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.17% |
$5.32K - $5.79K
|
11.8K
$3.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
900+ 70.87% |
$239K - $261K
|
2.17K
$641K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.52% |
$532 - $579
|
380
$112K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.36K+ 13.76% |
$1.16M - $1.26M
|
36K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
492+ 12.68% |
$131K - $142K
|
4.37K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.39K- 6.18% |
$371K - $404K
|
21.2K
$6.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.04K- 18.3% |
$275K - $300K
|
4.62K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
212+ 1.86% |
$56.4K - $61.4K
|
11.6K
$3.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-936- 6.01% |
$249K - $271K
|
14.6K
$4.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-64- 1.76% |
$17K - $18.5K
|
3.57K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.74K+ 21.07% |
$463K - $504K
|
10K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-55- 6.54% |
$14.6K - $15.9K
|
786
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-235- 3.54% |
$62.5K - $68.1K
|
6.4K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-14.7K- 5.03% |
$3.91M - $4.25M
|
277K
$81.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.24% |
$798 - $869
|
1.24K
$366K
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-73- 2.68% |
$19.4K - $21.1K
|
2.65K
$784K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-18- 0.67% |
$4.79K - $5.21K
|
2.66K
$787K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
585+ 31.71% |
$156K - $169K
|
2.43K
$718K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-309- 6.85% |
$82.2K - $89.5K
|
4.2K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-18.7K- 3.1% |
$4.97M - $5.41M
|
584K
$173M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.81K+ 117.09% |
$1.01M - $1.1M
|
7.06K
$2.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-6.38K- 10.68% |
$1.7M - $1.85M
|
53.3K
$15.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
21.7K+ 2.9% |
$5.77M - $6.28M
|
769K
$227M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
249+ 15.9% |
$66.2K - $72.1K
|
1.82K
$536K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
290+ 6.99% |
$77.1K - $84K
|
4.44K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.53K- 9.77% |
$672K - $732K
|
23.3K
$6.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
345+ 1.33% |
$91.8K - $99.9K
|
26.3K
$7.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-8- 0.53% |
$2.13K - $2.32K
|
1.5K
$444K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1K+ 46.07% |
$266K - $290K
|
3.17K
$938K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.66KNew |
$440K - $480K
|
1.66K
$489K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9- 0.62% |
$2.39K - $2.61K
|
1.45K
$428K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-254- 7.16% |
$67.6K - $73.6K
|
3.29K
$973K
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
974New |
$259K - $282K
|
974
$288K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
96+ 3.95% |
$25.5K - $27.8K
|
2.53K
$747K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
54+ 5.7% |
$14.4K - $15.6K
|
1K
$296K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3+ 8.11% |
$798 - $869
|
40
$11.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 1.26% |
$532 - $579
|
161
$47.6K
|
|