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 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-575- 20.52% |
$153K - $167K
|
2.23K
$658K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-151- 0.94% |
$40.2K - $43.7K
|
15.8K
$4.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
780+ 1.2% |
$207K - $226K
|
65.9K
$19.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
44+ 5.11% |
$11.7K - $12.7K
|
905
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
4K+ 1.65% |
$1.06M - $1.16M
|
246K
$72.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-60- 1.8% |
$16K - $17.4K
|
3.28K
$968K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.08K+ 14.7% |
$554K - $604K
|
16.3K
$4.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
196+ 9.45% |
$52.1K - $56.8K
|
2.27K
$671K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
790New |
$210K - $229K
|
790
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
872New |
$232K - $253K
|
872
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-72- 1.44% |
$19.2K - $20.9K
|
4.92K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
7+ 0.15% |
$1.86K - $2.03K
|
4.58K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-336- 0.93% |
$89.4K - $97.3K
|
35.7K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
915+ 2.76% |
$243K - $265K
|
34.1K
$10.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.43K+ 112.5% |
$646K - $704K
|
4.59K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-9- 0.9% |
$2.39K - $2.61K
|
989
$292K
|
|
|
Oct 15, 2025
Q3 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-47- 0.12% |
$12.5K - $13.6K
|
38.2K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
44+ 93.62% |
$11.7K - $12.7K
|
91
$26.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-247- 1.19% |
$65.7K - $71.5K
|
20.5K
$6.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.81K+ 0.97% |
$481K - $524K
|
189K
$55.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-110- 12.15% |
$29.3K - $31.9K
|
795
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.2K+ 9.16% |
$851K - $926K
|
38.1K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.11% |
$532 - $579
|
1.86K
$550K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.85% |
$1.86K - $2.03K
|
828
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
35.1K+ 118.09% |
$9.35M - $10.2M
|
64.9K
$19.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
92+ 9.54% |
$24.5K - $26.6K
|
1.06K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-4.43K- 3.02% |
$1.18M - $1.28M
|
142K
$42.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 0.2% |
$9.58K - $10.4K
|
18K
$5.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.27KNew |
$339K - $369K
|
1.27K
$376K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
96+ 0.74% |
$25.5K - $27.8K
|
13K
$3.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-8- 0.5% |
$2.13K - $2.32K
|
1.6K
$473K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-143- 14.4% |
$38K - $41.4K
|
850
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
31+ 1.82% |
$8.25K - $8.98K
|
1.74K
$514K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.97K+ 79.72% |
$1.06M - $1.15M
|
8.95K
$2.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.07K+ 42.06% |
$816K - $888K
|
10.4K
$3.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
691+ 5.53% |
$184K - $200K
|
13.2K
$3.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-1- 0.01% |
$266 - $290
|
14.4K
$4.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$327K - $356K
|
1.23K
$364K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-96- 1.97% |
$25.5K - $27.8K
|
4.79K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
766New |
$204K - $222K
|
766
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.87K+ 90.95% |
$1.03M - $1.12M
|
8.13K
$2.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-531- 0.75% |
$141K - $154K
|
70.4K
$20.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
196+ 0.9% |
$52.1K - $56.8K
|
21.9K
$6.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
445+ 8.95% |
$118K - $129K
|
5.42K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.48K+ 1.1% |
$393K - $428K
|
136K
$40.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 10.71% |
$3.99K - $4.34K
|
155
$45.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.66K- 1.76% |
$2.57M - $2.8M
|
539K
$159M
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
104+ 5.14% |
$27.7K - $30.1K
|
2.13K
$629K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-35- 0.27% |
$9.31K - $10.1K
|
13.1K
$3.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
788New |
$210K - $228K
|
788
$233K
|
|