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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
306+ 0.49% |
$56.6K - $62.6K
|
63K
$18.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
240New |
$44.4K - $49.1K
|
240
$70.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
184New |
$34K - $37.6K
|
184
$54.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
147New |
$27.2K - $30.1K
|
147
$43.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125+ 34.34% |
$23.1K - $25.6K
|
489
$145K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72New |
$13.3K - $14.7K
|
72
$21.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
59New |
$10.9K - $12.1K
|
59
$17.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
51New |
$9.43K - $10.4K
|
51
$15.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
41+ 2.92% |
$7.58K - $8.38K
|
1.44K
$427K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
29New |
$5.36K - $5.93K
|
29
$8.57K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.16% |
$5.36K - $5.93K
|
2.52K
$746K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 14.52% |
$4.99K - $5.52K
|
213
$63K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$4.44K - $4.91K
|
24
$7.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 1.53% |
$3.7K - $4.09K
|
1.33K
$393K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.0% |
$185 - $205
|
21
$6.21K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.25MNew |
$791M - $983M
|
4.25M
$1.26B
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
36.1KNew |
$6.72M - $8.35M
|
36.1K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
30KNew |
$5.58M - $6.93M
|
30K
$8.87M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
21.6KNew |
$4.02M - $5M
|
21.6K
$6.39M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
13.2K+ 99.73% |
$2.46M - $3.06M
|
26.5K
$7.83M
|
|
|
May 10, 2023
Q1 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
11.1KNew |
$2.06M - $2.57M
|
11.1K
$3.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
8.24KNew |
$1.53M - $1.9M
|
8.24K
$2.44M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
5.57KNew |
$1.04M - $1.29M
|
5.57K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.21KNew |
$969K - $1.2M
|
5.21K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$549K - $682K
|
2.95K
$873K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.75K+ 104.53% |
$326K - $405K
|
3.43K
$1.01M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.47KNew |
$274K - $340K
|
1.47K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.34KNew |
$249K - $309K
|
1.34K
$395K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.15KNew |
$214K - $266K
|
1.15K
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.1KNew |
$204K - $254K
|
1.1K
$325K
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
762+ 2.1% |
$142K - $176K
|
37K
$10.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
538+ 7.76% |
$100K - $124K
|
7.47K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
257+ 0.65% |
$47.8K - $59.4K
|
40K
$11.8M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$18.6K - $23.1K
|
100
$29.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
81New |
$15.1K - $18.7K
|
81
$23.9K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 18.99% |
$14K - $17.3K
|
470
$139K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
59New |
$11K - $13.6K
|
59
$17.4K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
58+ 28.16% |
$10.8K - $13.4K
|
264
$78K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45New |
$8.37K - $10.4K
|
45
$13.3K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$4.28K - $5.32K
|
23
$6.8K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$558 - $693
|
3
$887
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
130KNew |
$24M - $28.9M
|
130K
$38.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
111K+ 30.87% |
$20.5M - $24.6M
|
470K
$139M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
75.9KNew |
$14M - $16.8M
|
75.9K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
70KNew |
$12.9M - $15.5M
|
70K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
32KNew |
$5.9M - $7.1M
|
32K
$9.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
13.6KNew |
$2.51M - $3.01M
|
13.6K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
13.5KNew |
$2.5M - $3.01M
|
13.5K
$4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
11.7K+ 61.26% |
$2.16M - $2.6M
|
30.8K
$9.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
10KNew |
$1.85M - $2.22M
|
10K
$2.96M
|
|