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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
47+ 5.24% |
$12.1K - $14.2K
|
944
$268K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
47+ 88.68% |
$12.1K - $14.2K
|
100
$28.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
46+ 6.19% |
$11.9K - $13.9K
|
789
$224K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
46+ 3.61% |
$11.9K - $13.9K
|
1.32K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 44.12% |
$11.6K - $13.6K
|
147
$41.7K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
45+ 0.18% |
$11.6K - $13.6K
|
24.6K
$6.99M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
44+ 0.33% |
$11.3K - $13.3K
|
13.5K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 56.58% |
$11.1K - $13K
|
119
$33.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 7.89% |
$11.1K - $13K
|
588
$167K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
43+ 3.06% |
$11.1K - $13K
|
1.45K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
42+ 5.56% |
$10.8K - $12.7K
|
798
$226K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
41+ 0.16% |
$10.6K - $12.4K
|
25.5K
$7.22M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
40+ 0.45% |
$10.3K - $12.1K
|
8.86K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
39+ 0.56% |
$10.1K - $11.8K
|
6.96K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
39+ 11.85% |
$10.1K - $11.8K
|
368
$104K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
38+ 4.38% |
$9.79K - $11.5K
|
905
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
38+ 5.1% |
$9.79K - $11.5K
|
783
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
BUY
|
- |
37+ 0.11% |
$9.54K - $11.2K
|
33.9K
$9.61M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
37New |
$9.54K - $11.2K
|
37
$10.5K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
37+ 1.79% |
$9.54K - $11.2K
|
2.11K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
37+ 4.6% |
$9.54K - $11.2K
|
841
$238K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
36New |
$9.28K - $10.9K
|
36
$10.2K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
36+ 3.88% |
$9.28K - $10.9K
|
964
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
34+ 1.76% |
$8.76K - $10.3K
|
1.97K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
34+ 5.37% |
$8.76K - $10.3K
|
667
$189K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
34+ 0.81% |
$8.76K - $10.3K
|
4.22K
$1.2M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
34+ 33.01% |
$8.76K - $10.3K
|
137
$38.8K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
33+ 3.0% |
$8.5K - $9.97K
|
1.13K
$321K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
32New |
$8.25K - $9.66K
|
32
$9.07K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
31+ 0.37% |
$7.99K - $9.36K
|
8.47K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 3.42% |
$7.99K - $9.36K
|
938
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 9.69% |
$7.99K - $9.36K
|
351
$99.5K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
31+ 12.97% |
$7.99K - $9.36K
|
270
$76.6K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
31+ 1.74% |
$7.99K - $9.36K
|
1.81K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
30+ 0.03% |
$7.73K - $9.06K
|
91.6K
$26M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
30+ 3.86% |
$7.73K - $9.06K
|
808
$229K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
30+ 0.62% |
$7.73K - $9.06K
|
4.85K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30New |
$7.73K - $9.06K
|
30
$8.51K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
29+ 17.79% |
$7.47K - $8.76K
|
192
$54.4K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
29+ 0.25% |
$7.47K - $8.76K
|
11.7K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
28New |
$7.22K - $8.46K
|
28
$7.94K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
27+ 0.34% |
$6.96K - $8.15K
|
7.91K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
26+ 3.39% |
$6.7K - $7.85K
|
794
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
26+ 0.67% |
$6.7K - $7.85K
|
3.93K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
26+ 2.68% |
$6.7K - $7.85K
|
997
$283K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
26New |
$6.7K - $7.85K
|
26
$7.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
25+ 0.19% |
$6.44K - $7.55K
|
13.3K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
25+ 0.24% |
$6.44K - $7.55K
|
10.2K
$2.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 2.5% |
$5.93K - $6.95K
|
944
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
23+ 1.26% |
$5.93K - $6.95K
|
1.86K
$526K
|