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 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8- 1.98% |
$2.06K - $2.42K
|
396
$112K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-8- 1.05% |
$2.06K - $2.42K
|
752
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 1.22% |
$2.32K - $2.72K
|
730
$207K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9- 0.87% |
$2.32K - $2.72K
|
1.03K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-10- 0.15% |
$2.58K - $3.02K
|
6.59K
$1.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-10- 0.45% |
$2.58K - $3.02K
|
2.23K
$631K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-10- 4.88% |
$2.58K - $3.02K
|
195
$55.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 0.21% |
$2.58K - $3.02K
|
4.74K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10- 0.08% |
$2.58K - $3.02K
|
12.4K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.83% |
$2.58K - $3.02K
|
1.2K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-10- 1.33% |
$2.58K - $3.02K
|
740
$210K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 0.58% |
$2.83K - $3.32K
|
1.87K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 1.25% |
$2.83K - $3.32K
|
868
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-11- 26.83% |
$2.83K - $3.32K
|
30
$8.51K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.08% |
$2.83K - $3.32K
|
14K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11- 0.62% |
$2.83K - $3.32K
|
1.75K
$497K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-12- 1.27% |
$3.09K - $3.62K
|
933
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-12- 0.73% |
$3.09K - $3.62K
|
1.63K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-12- 0.13% |
$3.09K - $3.62K
|
9.18K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-12- 0.8% |
$3.09K - $3.62K
|
1.5K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-12- 1.27% |
$3.09K - $3.62K
|
935
$265K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12- 8.33% |
$3.09K - $3.62K
|
132
$37.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-13- 1.07% |
$3.35K - $3.93K
|
1.2K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-13- 0.32% |
$3.35K - $3.93K
|
4.04K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-13- 0.19% |
$3.35K - $3.93K
|
6.78K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.61% |
$3.61K - $4.23K
|
2.28K
$645K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-15- 10.49% |
$3.87K - $4.53K
|
128
$36.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-15- 4.79% |
$3.87K - $4.53K
|
298
$84.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-15- 1.85% |
$3.87K - $4.53K
|
795
$225K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15- 0.29% |
$3.87K - $4.53K
|
5.08K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-15- 0.34% |
$3.87K - $4.53K
|
4.46K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.99% |
$3.87K - $4.53K
|
1.51K
$427K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-15- 1.28% |
$3.87K - $4.53K
|
1.16K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-16- 1.08% |
$4.12K - $4.83K
|
1.46K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 16.5% |
$4.38K - $5.13K
|
86
$24.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-17- 1.36% |
$4.38K - $5.13K
|
1.23K
$349K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 1.49% |
$4.38K - $5.13K
|
1.12K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-18- 0.84% |
$4.64K - $5.44K
|
2.13K
$603K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-18- 0.27% |
$4.64K - $5.44K
|
6.62K
$1.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-19- 0.4% |
$4.9K - $5.74K
|
4.75K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-19- 0.91% |
$4.9K - $5.74K
|
2.08K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-19- 14.73% |
$4.9K - $5.74K
|
110
$31.2K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-19- 0.07% |
$4.9K - $5.74K
|
26.3K
$7.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-20- 0.03% |
$5.15K - $6.04K
|
71.7K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-20- 1.63% |
$5.15K - $6.04K
|
1.21K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-21- 26.92% |
$5.41K - $6.34K
|
57
$16.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-21- 0.2% |
$5.41K - $6.34K
|
10.2K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-21- 38.18% |
$5.41K - $6.34K
|
34
$9.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.52% |
$5.41K - $6.34K
|
813
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-22- 1.18% |
$5.67K - $6.64K
|
1.84K
$523K
|