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 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
10+ 2.99% |
$2.58K - $3.02K
|
345
$97.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
10+ 0.3% |
$2.58K - $3.02K
|
3.32K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 8.26% |
$2.58K - $3.02K
|
131
$37.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
9+ 0.04% |
$2.32K - $2.72K
|
21.4K
$6.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 25.71% |
$2.32K - $2.72K
|
44
$12.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8+ 0.8% |
$2.06K - $2.42K
|
1K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8New |
$2.06K - $2.42K
|
8
$2.27K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 0.57% |
$2.06K - $2.42K
|
1.42K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8+ 1.04% |
$2.06K - $2.42K
|
779
$221K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$2.06K - $2.42K
|
8
$2.27K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 4.55% |
$2.06K - $2.42K
|
184
$52.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 0.13% |
$1.8K - $2.11K
|
5.32K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7+ 0.31% |
$1.8K - $2.11K
|
2.29K
$649K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 0.26% |
$1.8K - $2.11K
|
2.75K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$1.8K - $2.11K
|
7
$1.98K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
7+ 1.34% |
$1.8K - $2.11K
|
529
$150K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 3.15% |
$1.8K - $2.11K
|
229
$64.9K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
6+ 75.0% |
$1.55K - $1.81K
|
14
$3.97K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
6+ 0.03% |
$1.55K - $1.81K
|
17.7K
$5.03M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
6+ 0.7% |
$1.55K - $1.81K
|
863
$245K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6+ 3.61% |
$1.55K - $1.81K
|
172
$48.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 55.56% |
$1.29K - $1.51K
|
14
$3.97K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.74% |
$1.29K - $1.51K
|
678
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 4.55% |
$1.29K - $1.51K
|
115
$32.6K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.35% |
$1.29K - $1.51K
|
1.45K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 1.04% |
$1.29K - $1.51K
|
486
$138K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 0.17% |
$1.29K - $1.51K
|
2.86K
$812K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.21% |
$1.29K - $1.51K
|
2.39K
$678K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4+ 0.38% |
$1.03K - $1.21K
|
1.05K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 0.64% |
$1.03K - $1.21K
|
631
$179K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
4+ 0.25% |
$1.03K - $1.21K
|
1.61K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
4+ 0.14% |
$1.03K - $1.21K
|
2.92K
$829K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 2.9% |
$1.03K - $1.21K
|
142
$40.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 27.27% |
$773 - $906
|
14
$3.97K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 3.45% |
$773 - $906
|
90
$25.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
3+ 0.13% |
$773 - $906
|
2.36K
$669K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$773 - $906
|
3
$851
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$773 - $906
|
14.3K
$4.06M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 5.08% |
$773 - $906
|
62
$17.6K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$773 - $906
|
3
$851
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2+ 0.21% |
$515 - $604
|
939
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2New |
$515 - $604
|
2
$567
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.26% |
$515 - $604
|
784
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.08% |
$515 - $604
|
2.43K
$690K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.05% |
$515 - $604
|
3.86K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 2.7% |
$258 - $302
|
38
$10.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 8.33% |
$258 - $302
|
13
$3.69K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$258 - $302
|
1
$284
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1+ 0.1% |
$258 - $302
|
997
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.5% |
$258 - $302
|
200
$56.7K
|