Purchases and Sales Made in Q1 2025 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q1 2025. The information is specifically focused on institutions that hold shares of Chubb Ltd.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
400+ 110.8% |
$103K - $121K
|
761
$216K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
400+ 2.99% |
$103K - $121K
|
13.8K
$3.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
399New |
$103K - $120K
|
399
$113K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
398+ 4.96% |
$103K - $120K
|
8.43K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
395+ 5.49% |
$102K - $119K
|
7.59K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
393+ 4.77% |
$101K - $119K
|
8.62K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
391+ 0.6% |
$101K - $118K
|
66.1K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
390+ 19.91% |
$101K - $118K
|
2.35K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
390+ 2.66% |
$101K - $118K
|
15.1K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
388+ 38.88% |
$100K - $117K
|
1.39K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
385+ 44.82% |
$99.2K - $116K
|
1.24K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
379+ 42.25% |
$97.7K - $114K
|
1.28K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
375+ 44.86% |
$96.6K - $113K
|
1.21K
$343K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
374+ 2.62% |
$96.4K - $113K
|
14.6K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
374+ 0.98% |
$96.4K - $113K
|
38.7K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
373+ 4.94% |
$96.1K - $113K
|
7.93K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
370+ 4.59% |
$95.4K - $112K
|
8.42K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
370+ 7.97% |
$95.4K - $112K
|
5.01K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
366+ 14.35% |
$94.3K - $111K
|
2.92K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
361+ 16.06% |
$93K - $109K
|
2.61K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
360+ 12.95% |
$92.8K - $109K
|
3.14K
$890K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
354+ 8.4% |
$91.2K - $107K
|
4.57K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
354+ 10.43% |
$91.2K - $107K
|
3.75K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
352+ 12.61% |
$90.7K - $106K
|
3.14K
$892K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
340New |
$87.6K - $103K
|
340
$96.4K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
339+ 18.73% |
$87.4K - $102K
|
2.15K
$609K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
326+ 3.2% |
$84K - $98.4K
|
10.5K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
326+ 18.02% |
$84K - $98.4K
|
2.14K
$605K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
323+ 3.86% |
$83.2K - $97.5K
|
8.7K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
320+ 0.17% |
$82.5K - $96.6K
|
184K
$52.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
315+ 22.37% |
$81.2K - $95.1K
|
1.72K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
315+ 27.98% |
$81.2K - $95.1K
|
1.44K
$409K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
312+ 0.5% |
$80.4K - $94.2K
|
63.3K
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
309+ 1.99% |
$79.6K - $93.3K
|
15.8K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
306+ 1.89% |
$78.9K - $92.4K
|
16.5K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
305+ 9.43% |
$78.6K - $92.1K
|
3.54K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
304+ 8.01% |
$78.3K - $91.8K
|
4.1K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
304+ 9.5% |
$78.3K - $91.8K
|
3.5K
$994K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
301+ 3.85% |
$77.6K - $90.9K
|
8.11K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
300+ 7.52% |
$77.3K - $90.6K
|
4.29K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
295+ 0.73% |
$76K - $89.1K
|
40.8K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
294+ 1.94% |
$75.8K - $88.8K
|
15.5K
$4.38M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
292+ 0.36% |
$75.3K - $88.2K
|
82.4K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
292+ 11.12% |
$75.3K - $88.2K
|
2.92K
$827K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
288+ 20.59% |
$74.2K - $87K
|
1.69K
$478K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
284+ 9.33% |
$73.2K - $85.8K
|
3.33K
$943K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
280+ 5.69% |
$72.2K - $84.6K
|
5.2K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
279+ 1.27% |
$71.9K - $84.3K
|
22.2K
$6.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
277+ 7.22% |
$71.4K - $83.7K
|
4.11K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
277+ 12.67% |
$71.4K - $83.7K
|
2.46K
$699K
|