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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
807New |
$221K - $244K
|
807
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.7KNew |
$467K - $515K
|
1.7K
$503K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-61- 0.77% |
$16.7K - $18.5K
|
7.84K
$2.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
60+ 7.23% |
$16.5K - $18.1K
|
890
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-4- 0.46% |
$1.1K - $1.21K
|
870
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-300- 10.34% |
$82.3K - $90.7K
|
2.6K
$769K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-122- 13.3% |
$33.5K - $36.9K
|
795
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
42+ 4.02% |
$11.5K - $12.7K
|
1.09K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$386K - $426K
|
1.41K
$416K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
809New |
$222K - $245K
|
809
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-10K- 84.73% |
$2.76M - $3.04M
|
1.81K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
71+ 9.93% |
$19.5K - $21.5K
|
786
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.32K+ 194.67% |
$361K - $398K
|
1.99K
$589K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-889- 81.63% |
$244K - $269K
|
200
$59.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
26+ 3.26% |
$7.13K - $7.86K
|
824
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
991New |
$272K - $300K
|
991
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-141- 13.47% |
$38.7K - $42.6K
|
906
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
136+ 1.71% |
$37.3K - $41.1K
|
8.07K
$2.38M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.02KNew |
$278K - $307K
|
1.02K
$300K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 50.0% |
$411K - $454K
|
4.5K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
85+ 3.09% |
$23.3K - $25.7K
|
2.83K
$837K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15+ 1500.0% |
$4.11K - $4.54K
|
16
$4.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
62+ 7.41% |
$17K - $18.8K
|
899
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-21- 15.79% |
$5.76K - $6.35K
|
112
$33.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-175- 3.66% |
$48K - $52.9K
|
4.6K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
732New |
$201K - $221K
|
732
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-4- 0.03% |
$1.1K - $1.21K
|
14.2K
$4.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 8.78% |
$4.94K - $5.44K
|
223
$65.9K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
68+ 2.91% |
$18.7K - $20.6K
|
2.4K
$711K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.71KNew |
$469K - $518K
|
1.71K
$506K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-370- 2.22% |
$101K - $112K
|
16.3K
$4.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$17.3K - $19.1K
|
63
$18.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
8+ 1.17% |
$2.19K - $2.42K
|
691
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$3.57K - $3.93K
|
13
$3.84K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-16- 1.9% |
$4.39K - $4.84K
|
828
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.2K+ 106.18% |
$330K - $364K
|
2.34K
$690K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$549 - $605
|
2.21K
$652K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-178- 15.28% |
$48.8K - $53.8K
|
987
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-18- 1.53% |
$4.94K - $5.44K
|
1.16K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
400+ 43.96% |
$110K - $121K
|
1.31K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-8- 4.35% |
$2.19K - $2.42K
|
176
$52K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-113- 1.27% |
$31K - $34.2K
|
8.8K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
120+ 0.49% |
$32.9K - $36.3K
|
24.4K
$7.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
24+ 3.17% |
$6.58K - $7.26K
|
780
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-25- 2.03% |
$6.86K - $7.56K
|
1.21K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-11- 0.28% |
$3.02K - $3.33K
|
3.96K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
23New |
$6.31K - $6.96K
|
23
$6.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
40+ 4.71% |
$11K - $12.1K
|
890
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-100- 10.33% |
$27.4K - $30.2K
|
868
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 20.24% |
$4.66K - $5.14K
|
101
$29.9K
|
|