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 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-65- 1.67% |
$16.8K - $19.6K
|
3.84K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-65- 7.33% |
$16.8K - $19.6K
|
822
$233K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-65- 5.08% |
$16.8K - $19.6K
|
1.21K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-66- 21.43% |
$17K - $19.9K
|
242
$68.6K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-66- 4.36% |
$17K - $19.9K
|
1.45K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-67- 4.46% |
$17.3K - $20.2K
|
1.43K
$407K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-68- 1.11% |
$17.5K - $20.5K
|
6.05K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-69- 4.21% |
$17.8K - $20.8K
|
1.57K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-72- 22.71% |
$18.6K - $21.7K
|
245
$69.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 36.59% |
$19.3K - $22.6K
|
130
$36.9K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-76- 2.92% |
$19.6K - $23K
|
2.53K
$716K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-79- 0.39% |
$20.4K - $23.9K
|
20.3K
$5.76M
|
|
|
May 09, 2025
Q1 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-79- 0.51% |
$20.4K - $23.9K
|
15.5K
$4.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-80- 0.25% |
$20.6K - $24.2K
|
32K
$9.08M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-80- 2.33% |
$20.6K - $24.2K
|
3.36K
$952K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-81- 2.19% |
$20.9K - $24.5K
|
3.63K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-82- 3.11% |
$21.1K - $24.8K
|
2.55K
$724K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-83- 0.15% |
$21.4K - $25.1K
|
53.6K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-83- 2.13% |
$21.4K - $25.1K
|
3.82K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-84- 17.95% |
$21.6K - $25.4K
|
384
$109K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-84- 0.53% |
$21.6K - $25.4K
|
15.8K
$4.49M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-84- 8.77% |
$21.6K - $25.4K
|
874
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-85- 3.74% |
$21.9K - $25.7K
|
2.19K
$620K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-86- 9.73% |
$22.2K - $26K
|
798
$226K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-86- 0.94% |
$22.2K - $26K
|
9.07K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-87- 1.26% |
$22.4K - $26.3K
|
6.8K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-89- 7.95% |
$22.9K - $26.9K
|
1.03K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-89- 71.77% |
$22.9K - $26.9K
|
35
$9.92K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-91- 2.67% |
$23.5K - $27.5K
|
3.32K
$941K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-92- 9.78% |
$23.7K - $27.8K
|
849
$241K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-93- 2.31% |
$24K - $28.1K
|
3.93K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-94- 2.48% |
$24.2K - $28.4K
|
3.7K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-94- 0.93% |
$24.2K - $28.4K
|
10K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-98- 5.84% |
$25.3K - $29.6K
|
1.58K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-99- 1.01% |
$25.5K - $29.9K
|
9.72K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-100- 0.74% |
$25.8K - $30.2K
|
13.5K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-100- 6.93% |
$25.8K - $30.2K
|
1.34K
$381K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-100- 2.47% |
$25.8K - $30.2K
|
3.95K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-101- 0.68% |
$26K - $30.5K
|
14.7K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 11.28% |
$26K - $30.5K
|
794
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-104- 4.88% |
$26.8K - $31.4K
|
2.03K
$574K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-105- 3.77% |
$27.1K - $31.7K
|
2.68K
$760K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-108- 4.36% |
$27.8K - $32.6K
|
2.37K
$672K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-110- 11.41% |
$28.3K - $33.2K
|
854
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-110- 9.63% |
$28.3K - $33.2K
|
1.03K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-110- 0.78% |
$28.3K - $33.2K
|
13.9K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-110- 11.11% |
$28.3K - $33.2K
|
880
$250K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-114- 2.27% |
$29.4K - $34.4K
|
4.91K
$1.39M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-114- 5.53% |
$29.4K - $34.4K
|
1.95K
$552K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-117- 8.64% |
$30.2K - $35.3K
|
1.24K
$351K
|