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 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-370- 30.65% |
$95.4K - $112K
|
837
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-376- 4.54% |
$96.9K - $114K
|
7.91K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-384- 1.9% |
$99K - $116K
|
19.8K
$5.63M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-389- 97.25% |
$100K - $117K
|
11
$3.12K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-390- 1.88% |
$101K - $118K
|
20.4K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-395- 22.43% |
$102K - $119K
|
1.37K
$387K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-395- 20.52% |
$102K - $119K
|
1.53K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.23% |
$103K - $121K
|
17.5K
$4.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-403- 12.55% |
$104K - $122K
|
2.81K
$796K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-405- 7.92% |
$104K - $122K
|
4.71K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-410- 22.96% |
$106K - $124K
|
1.38K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-412- 2.63% |
$106K - $124K
|
15.2K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-413- 19.65% |
$106K - $125K
|
1.69K
$479K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-415- 4.31% |
$107K - $125K
|
9.21K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-416- 13.32% |
$107K - $126K
|
2.71K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-420- 12.71% |
$108K - $127K
|
2.89K
$818K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-424- 0.19% |
$109K - $128K
|
227K
$64.2M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-427- 2.81% |
$110K - $129K
|
14.8K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-427- 8.06% |
$110K - $129K
|
4.87K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-428- 2.68% |
$110K - $129K
|
15.5K
$4.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-431- 3.72% |
$111K - $130K
|
11.1K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-435- 2.16% |
$112K - $131K
|
19.7K
$5.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-438- 26.69% |
$113K - $132K
|
1.2K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-440- 1.14% |
$113K - $133K
|
38.2K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-443- 28.73% |
$114K - $134K
|
1.1K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-447- 9.28% |
$115K - $135K
|
4.37K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-458- 0.91% |
$118K - $138K
|
49.8K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-474- 10.13% |
$122K - $143K
|
4.21K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-484- 2.48% |
$125K - $146K
|
19K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-485- 12.5% |
$125K - $146K
|
3.39K
$962K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-487- 15.2% |
$126K - $147K
|
2.72K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-494- 21.74% |
$127K - $149K
|
1.78K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-495- 15.84% |
$128K - $149K
|
2.63K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-497- 2.11% |
$128K - $150K
|
23.1K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-501- 10.37% |
$129K - $151K
|
4.33K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-502- 3.9% |
$129K - $152K
|
12.4K
$3.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-505- 27.15% |
$130K - $153K
|
1.36K
$384K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-515- 5.98% |
$133K - $156K
|
8.1K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-521- 30.52% |
$134K - $157K
|
1.19K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-540- 0.34% |
$139K - $163K
|
157K
$44.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-540- 5.87% |
$139K - $163K
|
8.66K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-544- 0.22% |
$140K - $164K
|
250K
$70.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-563- 1.03% |
$145K - $170K
|
54K
$15.3M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-565- 0.58% |
$146K - $171K
|
97.1K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-575- 25.9% |
$148K - $174K
|
1.65K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-579- 32.49% |
$149K - $175K
|
1.2K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-591- 4.5% |
$152K - $178K
|
12.5K
$3.56M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-604- 8.63% |
$156K - $182K
|
6.4K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-611- 11.21% |
$157K - $185K
|
4.84K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-614- 37.19% |
$158K - $185K
|
1.04K
$294K
|