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 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$5.93K - $6.95K
|
23
$6.52K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
23+ 14.47% |
$5.93K - $6.95K
|
182
$51.6K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
23+ 6.76% |
$5.93K - $6.95K
|
363
$103K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
23+ 1.23% |
$5.93K - $6.95K
|
1.9K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
23+ 2.88% |
$5.93K - $6.95K
|
823
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
22+ 0.77% |
$5.67K - $6.64K
|
2.88K
$816K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
22+ 2.12% |
$5.67K - $6.64K
|
1.06K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 11.41% |
$5.41K - $6.34K
|
205
$58.1K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
21New |
$5.41K - $6.34K
|
21
$5.95K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
21+ 1.55% |
$5.41K - $6.34K
|
1.38K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
21+ 3.41% |
$5.41K - $6.34K
|
636
$180K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
21+ 2.51% |
$5.41K - $6.34K
|
856
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
20+ 0.95% |
$5.15K - $6.04K
|
2.12K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
20+ 0.53% |
$5.15K - $6.04K
|
3.76K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 1.1% |
$5.15K - $6.04K
|
1.83K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
20+ 2.38% |
$5.15K - $6.04K
|
860
$244K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
20New |
$5.15K - $6.04K
|
20
$5.67K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
20+ 125.0% |
$5.15K - $6.04K
|
36
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 71.43% |
$5.15K - $6.04K
|
48
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
20New |
$5.15K - $6.04K
|
20
$5.67K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
19+ 1.99% |
$4.9K - $5.74K
|
972
$276K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
19+ 2.61% |
$4.9K - $5.74K
|
748
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
18+ 1.18% |
$4.64K - $5.44K
|
1.54K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 40.0% |
$4.64K - $5.44K
|
63
$17.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 0.91% |
$4.38K - $5.13K
|
1.89K
$537K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
16+ 0.23% |
$4.12K - $4.83K
|
6.92K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
16+ 1.29% |
$4.12K - $4.83K
|
1.25K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
15+ 0.21% |
$3.87K - $4.53K
|
7.16K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
15+ 1.13% |
$3.87K - $4.53K
|
1.34K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.4% |
$3.87K - $4.53K
|
3.76K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14+ 0.02% |
$3.61K - $4.23K
|
92.8K
$26.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.73% |
$3.61K - $4.23K
|
1.94K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
14+ 0.47% |
$3.61K - $4.23K
|
3.01K
$852K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
14+ 0.32% |
$3.61K - $4.23K
|
4.44K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 1.52% |
$3.61K - $4.23K
|
933
$265K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
14New |
$3.61K - $4.23K
|
14
$3.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13+ 8.02% |
$3.35K - $3.93K
|
175
$49.6K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
13+ 650.0% |
$3.35K - $3.93K
|
15
$4.25K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
13+ 1.42% |
$3.35K - $3.93K
|
927
$263K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
13+ 0.43% |
$3.35K - $3.93K
|
3.06K
$867K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13New |
$3.35K - $3.93K
|
13
$3.69K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
13+ 1.59% |
$3.35K - $3.93K
|
833
$236K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 11.76% |
$3.09K - $3.62K
|
114
$32.3K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.28% |
$3.09K - $3.62K
|
4.31K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
12New |
$3.09K - $3.62K
|
12
$3.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$2.83K - $3.32K
|
3.51K
$994K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
11+ 1.39% |
$2.83K - $3.32K
|
805
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 1.06% |
$2.83K - $3.32K
|
1.05K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
11+ 1.2% |
$2.83K - $3.32K
|
924
$262K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
11New |
$2.83K - $3.32K
|
11
$3.12K
|