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 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
276+ 3.3% |
$71.1K - $83.3K
|
8.63K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
271+ 4.57% |
$69.8K - $81.8K
|
6.2K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
271+ 5.79% |
$69.8K - $81.8K
|
4.95K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
270+ 1.97% |
$69.6K - $81.5K
|
14K
$3.97M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
268+ 5.91% |
$69.1K - $80.9K
|
4.8K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
267+ 12.85% |
$68.8K - $80.6K
|
2.35K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
265+ 4.21% |
$68.3K - $80K
|
6.56K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
265+ 9.57% |
$68.3K - $80K
|
3.03K
$860K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
262+ 18.19% |
$67.5K - $79.1K
|
1.7K
$483K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
261+ 3.63% |
$67.3K - $78.8K
|
7.45K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
260+ 21.31% |
$67K - $78.5K
|
1.48K
$420K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
259+ 3.24% |
$66.7K - $78.2K
|
8.26K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
255+ 15.98% |
$65.7K - $77K
|
1.85K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
255+ 9.39% |
$65.7K - $77K
|
2.97K
$842K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
255+ 4.63% |
$65.7K - $77K
|
5.76K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
254+ 1.12% |
$65.5K - $76.7K
|
23K
$6.53M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
252+ 2.62% |
$64.9K - $76.1K
|
9.85K
$2.79M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
246+ 2.94% |
$63.4K - $74.3K
|
8.61K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
246+ 1.96% |
$63.4K - $74.3K
|
12.8K
$3.64M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
245+ 9.93% |
$63.1K - $74K
|
2.71K
$769K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
240+ 9.83% |
$61.9K - $72.5K
|
2.68K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
239+ 6.35% |
$61.6K - $72.2K
|
4.01K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
237+ 25.82% |
$61.1K - $71.6K
|
1.16K
$328K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
236+ 32.2% |
$60.8K - $71.3K
|
969
$275K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
233+ 0.56% |
$60K - $70.4K
|
41.7K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
231+ 0.12% |
$59.5K - $69.8K
|
192K
$54.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
231+ 2.26% |
$59.5K - $69.8K
|
10.5K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
224+ 4.69% |
$57.7K - $67.6K
|
5K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
220+ 1.11% |
$56.7K - $66.4K
|
20K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
219+ 29.08% |
$56.4K - $66.1K
|
972
$276K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
218+ 3.45% |
$56.2K - $65.8K
|
6.53K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
213New |
$54.9K - $64.3K
|
213
$60.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
211+ 4.06% |
$54.4K - $63.7K
|
5.41K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
210+ 5.37% |
$54.1K - $63.4K
|
4.12K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
210+ 8.64% |
$54.1K - $63.4K
|
2.64K
$749K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
207+ 0.19% |
$53.3K - $62.5K
|
108K
$30.8M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
205+ 3.65% |
$52.8K - $61.9K
|
5.82K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
200+ 16.49% |
$51.5K - $60.4K
|
1.41K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200+ 0.08% |
$51.5K - $60.4K
|
243K
$69M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
200+ 16.52% |
$51.5K - $60.4K
|
1.41K
$400K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
199+ 9.31% |
$51.3K - $60.1K
|
2.34K
$662K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
196+ 11.05% |
$50.5K - $59.2K
|
1.97K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
195+ 21.89% |
$50.3K - $58.9K
|
1.09K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
193+ 16.29% |
$49.7K - $58.3K
|
1.38K
$391K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
191+ 34.6% |
$49.2K - $57.7K
|
743
$211K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
191+ 5.26% |
$49.2K - $57.7K
|
3.82K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
189+ 1.75% |
$48.7K - $57.1K
|
11K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
189+ 11.92% |
$48.7K - $57.1K
|
1.77K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
189+ 0.4% |
$48.7K - $57.1K
|
47.3K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
188+ 1.17% |
$48.4K - $56.8K
|
16.3K
$4.61M
|