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 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
126+ 2.13% |
$32.5K - $38.1K
|
6.05K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
125New |
$32.2K - $37.7K
|
125
$35.4K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
124+ 3.53% |
$32K - $37.4K
|
3.64K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
120+ 7.54% |
$30.9K - $36.2K
|
1.71K
$485K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
120+ 79.47% |
$30.9K - $36.2K
|
271
$76.8K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
118+ 1.02% |
$30.4K - $35.6K
|
11.7K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
118New |
$30.4K - $35.6K
|
118
$33.5K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 10.67% |
$29.4K - $34.4K
|
1.18K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
110+ 4.2% |
$28.3K - $33.2K
|
2.73K
$774K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
106+ 6.87% |
$27.3K - $32K
|
1.65K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
106+ 160.61% |
$27.3K - $32K
|
172
$48.8K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
104+ 10.72% |
$26.8K - $31.4K
|
1.07K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
103+ 1030.0% |
$26.5K - $31.1K
|
113
$32K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
103+ 1.29% |
$26.5K - $31.1K
|
8.09K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
103+ 5.77% |
$26.5K - $31.1K
|
1.89K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
103+ 5.04% |
$26.5K - $31.1K
|
2.15K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
103+ 2.34% |
$26.5K - $31.1K
|
4.51K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
103New |
$26.5K - $31.1K
|
103
$29.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
102+ 0.08% |
$26.3K - $30.8K
|
120K
$34.2M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
102+ 0.52% |
$26.3K - $30.8K
|
19.8K
$5.6M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
102New |
$26.3K - $30.8K
|
102
$28.9K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102+ 11.15% |
$26.3K - $30.8K
|
1.02K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
101+ 0.55% |
$26K - $30.5K
|
18.6K
$5.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
100+ 0.97% |
$25.8K - $30.2K
|
10.4K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 1.5% |
$25.8K - $30.2K
|
6.76K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 0.79% |
$25.8K - $30.2K
|
12.7K
$3.6M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
99+ 7.98% |
$25.5K - $29.9K
|
1.34K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
99+ 11.34% |
$25.5K - $29.9K
|
972
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
98+ 2.46% |
$25.3K - $29.6K
|
4.08K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
98+ 2.22% |
$25.3K - $29.6K
|
4.51K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
97+ 97.98% |
$25K - $29.3K
|
196
$55.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
95+ 1.87% |
$24.5K - $28.7K
|
5.16K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
94+ 6.1% |
$24.2K - $28.4K
|
1.64K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
94+ 391.67% |
$24.2K - $28.4K
|
118
$33.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
92+ 6.57% |
$23.7K - $27.8K
|
1.49K
$423K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
92+ 8.53% |
$23.7K - $27.8K
|
1.17K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
92+ 4.49% |
$23.7K - $27.8K
|
2.14K
$608K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
91+ 2.43% |
$23.5K - $27.5K
|
3.84K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
91+ 3.68% |
$23.5K - $27.5K
|
2.56K
$727K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
90+ 1.56% |
$23.2K - $27.2K
|
5.85K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
90+ 6.56% |
$23.2K - $27.2K
|
1.46K
$414K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
89+ 2.94% |
$22.9K - $26.9K
|
3.12K
$884K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
88+ 3.7% |
$22.7K - $26.6K
|
2.47K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
88+ 0.98% |
$22.7K - $26.6K
|
9.04K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
87New |
$22.4K - $26.3K
|
87
$24.7K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
86+ 12.89% |
$22.2K - $26K
|
753
$214K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
86+ 8.51% |
$22.2K - $26K
|
1.1K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
85+ 1.79% |
$21.9K - $25.7K
|
4.83K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
85+ 2.38% |
$21.9K - $25.7K
|
3.65K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84New |
$21.6K - $25.4K
|
84
$23.8K
|