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
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-272- 10.57% |
$70.1K - $82.1K
|
2.3K
$652K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-273- 1.33% |
$70.4K - $82.4K
|
20.3K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-274- 2.9% |
$70.6K - $82.7K
|
9.17K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-276- 2.9% |
$71.1K - $83.3K
|
9.23K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-281- 9.88% |
$72.4K - $84.9K
|
2.56K
$727K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-282- 4.92% |
$72.7K - $85.2K
|
5.45K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-285- 0.39% |
$73.4K - $86.1K
|
73.2K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-285- 5.86% |
$73.4K - $86.1K
|
4.58K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-286- 2.36% |
$73.7K - $86.4K
|
11.8K
$3.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-289- 5.5% |
$74.5K - $87.3K
|
4.97K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-289- 0.35% |
$74.5K - $87.3K
|
82K
$23.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-291- 5.41% |
$75K - $87.9K
|
5.09K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-291- 25.26% |
$75K - $87.9K
|
861
$244K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-292- 17.71% |
$75.3K - $88.2K
|
1.36K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-296- 16.44% |
$76.3K - $89.4K
|
1.5K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-299- 14.08% |
$77.1K - $90.3K
|
1.82K
$517K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-300- 3.83% |
$77.3K - $90.6K
|
7.53K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-301- 1.65% |
$77.6K - $90.9K
|
18K
$5.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-303- 57.06% |
$78.1K - $91.5K
|
228
$64.7K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-304- 15.13% |
$78.3K - $91.8K
|
1.71K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-305- 5.38% |
$78.6K - $92.1K
|
5.36K
$1.52M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-310- 4.15% |
$79.9K - $93.6K
|
7.16K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-325- 3.86% |
$83.8K - $98.1K
|
8.09K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-325- 0.62% |
$83.8K - $98.1K
|
51.9K
$14.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-326- 28.9% |
$84K - $98.4K
|
802
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-331- 12.89% |
$85.3K - $100K
|
2.24K
$634K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-332- 2.46% |
$85.6K - $100K
|
13.2K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-332- 3.29% |
$85.6K - $100K
|
9.76K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-332- 1.72% |
$85.6K - $100K
|
19K
$5.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-333- 0.45% |
$85.8K - $101K
|
74K
$21M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-333- 0.75% |
$85.8K - $101K
|
44.3K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-337- 0.73% |
$86.8K - $102K
|
45.8K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-338- 5.31% |
$87.1K - $102K
|
6.02K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-339- 0.98% |
$87.4K - $102K
|
34.1K
$9.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-340- 1.0% |
$87.6K - $103K
|
33.6K
$9.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-342- 22.57% |
$88.1K - $103K
|
1.17K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-343- 7.41% |
$88.4K - $104K
|
4.29K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-346- 4.23% |
$89.2K - $104K
|
7.83K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-346- 0.6% |
$89.2K - $104K
|
56.9K
$16.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-349- 15.1% |
$89.9K - $105K
|
1.96K
$556K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-350- 33.08% |
$90.2K - $106K
|
708
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-352- 23.02% |
$90.7K - $106K
|
1.18K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-354- 6.88% |
$91.2K - $107K
|
4.79K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-357- 21.93% |
$92K - $108K
|
1.27K
$360K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-360- 5.36% |
$92.8K - $109K
|
6.35K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-361- 0.28% |
$93K - $109K
|
130K
$36.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-365- 2.32% |
$94.1K - $110K
|
15.3K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-365- 7.31% |
$94.1K - $110K
|
4.63K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-365- 3.58% |
$94.1K - $110K
|
9.83K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-368- 0.02% |
$94.8K - $111K
|
2.23M
$634M
|