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 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-22- 2.01% |
$5.67K - $6.64K
|
1.07K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-22- 1.57% |
$5.67K - $6.64K
|
1.38K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-22- 2.09% |
$5.67K - $6.64K
|
1.03K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-23- 0.72% |
$5.93K - $6.95K
|
3.19K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-23- 1.41% |
$5.93K - $6.95K
|
1.61K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-23- 0.43% |
$5.93K - $6.95K
|
5.37K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-23- 0.35% |
$5.93K - $6.95K
|
6.57K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-24- 2.61% |
$6.19K - $7.25K
|
895
$254K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-25- 0.1% |
$6.44K - $7.55K
|
25.6K
$7.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-25- 0.6% |
$6.44K - $7.55K
|
4.16K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-25- 2.93% |
$6.44K - $7.55K
|
828
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 0.7% |
$6.44K - $7.55K
|
3.57K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 2.53% |
$6.44K - $7.55K
|
965
$274K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-25- 2.02% |
$6.44K - $7.55K
|
1.21K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-25- 2.29% |
$6.44K - $7.55K
|
1.07K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-25- 1.6% |
$6.44K - $7.55K
|
1.54K
$435K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-25- 7.04% |
$6.44K - $7.55K
|
330
$93.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-26- 0.43% |
$6.7K - $7.85K
|
5.97K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-26- 2.16% |
$6.7K - $7.85K
|
1.18K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-26- 1.97% |
$6.7K - $7.85K
|
1.29K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-26- 1.56% |
$6.7K - $7.85K
|
1.65K
$467K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-26- 3.21% |
$6.7K - $7.85K
|
785
$223K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-27- 19.85% |
$6.96K - $8.15K
|
109
$30.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-28- 2.94% |
$7.22K - $8.46K
|
925
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-28- 24.78% |
$7.22K - $8.46K
|
85
$24.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-28- 60.87% |
$7.22K - $8.46K
|
18
$5.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-29- 0.37% |
$7.47K - $8.76K
|
7.79K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-30- 1.34% |
$7.73K - $9.06K
|
2.21K
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-30- 6.37% |
$7.73K - $9.06K
|
441
$125K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-31- 0.45% |
$7.99K - $9.36K
|
6.9K
$1.96M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-31- 83.78% |
$7.99K - $9.36K
|
6
$1.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-32- 4.19% |
$8.25K - $9.66K
|
731
$207K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-32- 2.21% |
$8.25K - $9.66K
|
1.41K
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-33- 1.8% |
$8.5K - $9.97K
|
1.8K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-33- 0.29% |
$8.5K - $9.97K
|
11.3K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-34- 9.32% |
$8.76K - $10.3K
|
331
$93.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-35- 0.96% |
$9.02K - $10.6K
|
3.59K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-35- 19.55% |
$9.02K - $10.6K
|
144
$40.8K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-35- 0.58% |
$9.02K - $10.6K
|
5.97K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-35- 2.23% |
$9.02K - $10.6K
|
1.54K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-36- 0.57% |
$9.28K - $10.9K
|
6.23K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-37- 0.63% |
$9.54K - $11.2K
|
5.85K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-38- 1.6% |
$9.79K - $11.5K
|
2.33K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-38- 1.68% |
$9.79K - $11.5K
|
2.23K
$631K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-38- 4.01% |
$9.79K - $11.5K
|
910
$258K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-38- 4.57% |
$9.79K - $11.5K
|
794
$225K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-38- 0.6% |
$9.79K - $11.5K
|
6.3K
$1.79M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-38- 0.55% |
$9.79K - $11.5K
|
6.81K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-39- 4.43% |
$10.1K - $11.8K
|
841
$238K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-39- 12.3% |
$10.1K - $11.8K
|
278
$78.8K
|