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 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
898New |
$227K - $262K
|
898
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-119- 56.94% |
$30K - $34.8K
|
90
$26.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$3.28K - $3.8K
|
13
$3.84K
|
|
|
Nov 05, 2024
Q3 2024
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
149KNew |
$37.6M - $43.5M
|
149K
$44M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
135+ 16.03% |
$34.1K - $39.4K
|
977
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-15K- 16.05% |
$3.79M - $4.38M
|
78.4K
$23.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.4K+ 28.0% |
$354K - $409K
|
6.4K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-560- 6.16% |
$141K - $164K
|
8.53K
$2.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
710New |
$179K - $207K
|
710
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$505 - $584
|
2
$591
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
15New |
$3.79K - $4.38K
|
15
$4.43K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.99KNew |
$1.26M - $1.46M
|
4.99K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
746New |
$188K - $218K
|
746
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-33- 1.74% |
$8.33K - $9.64K
|
1.86K
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
731New |
$185K - $214K
|
731
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
17+ 12.59% |
$4.29K - $4.97K
|
152
$44.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 2.72% |
$1.26K - $1.46K
|
179
$52.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
109+ 13.71% |
$27.5K - $31.8K
|
904
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
400New |
$101K - $117K
|
400
$118K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
77New |
$19.4K - $22.5K
|
77
$22.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$1.77K - $2.05K
|
7
$2.07K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.24K+ 13.75% |
$566K - $655K
|
18.6K
$5.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
800New |
$202K - $234K
|
800
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-201- 21.36% |
$50.8K - $58.7K
|
740
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1KNew |
$253K - $292K
|
1K
$296K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6- 24.0% |
$1.52K - $1.75K
|
19
$5.62K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-147K- 92.38% |
$37.2M - $43M
|
12.1K
$3.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 8.27% |
$2.78K - $3.21K
|
122
$36.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-7- 0.65% |
$1.77K - $2.05K
|
1.07K
$315K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 0.88% |
$25.3K - $29.2K
|
11.2K
$3.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
20New |
$5.05K - $5.84K
|
20
$5.91K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
177New |
$44.7K - $51.7K
|
177
$52.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
54New |
$13.6K - $15.8K
|
54
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-393K- 12.9% |
$99.4M - $115M
|
2.66M
$786M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-180K- 12.64% |
$45.6M - $52.7M
|
1.25M
$369M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
260New |
$65.7K - $76K
|
260
$76.9K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-468- 88.97% |
$118K - $137K
|
58
$17.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
916New |
$231K - $268K
|
916
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
762New |
$192K - $223K
|
762
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
100New |
$25.3K - $29.2K
|
100
$29.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
756New |
$191K - $221K
|
756
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
325+ 3.37% |
$82.1K - $95K
|
9.98K
$2.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
710New |
$179K - $207K
|
710
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-11- 1.21% |
$2.78K - $3.21K
|
900
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 1.16% |
$505 - $584
|
175
$51.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.25K+ 120.53% |
$569K - $659K
|
4.12K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
728New |
$184K - $213K
|
728
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
120+ 64.86% |
$30.3K - $35.1K
|
305
$90.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
699New |
$177K - $204K
|
699
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
705New |
$178K - $206K
|
705
$208K
|
|