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 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-615- 0.62% |
$158K - $186K
|
98.7K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-620- 41.89% |
$160K - $187K
|
860
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-624- 4.36% |
$161K - $188K
|
13.7K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-625- 4.87% |
$161K - $189K
|
12.2K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-634- 12.14% |
$163K - $191K
|
4.59K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-641- 23.72% |
$165K - $194K
|
2.06K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-641- 4.1% |
$165K - $194K
|
15K
$4.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-653- 3.52% |
$168K - $197K
|
17.9K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-655- 5.25% |
$169K - $198K
|
11.8K
$3.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-663- 15.0% |
$171K - $200K
|
3.76K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-667- 10.13% |
$172K - $201K
|
5.92K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-673- 8.32% |
$173K - $203K
|
7.42K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-682- 1.69% |
$176K - $206K
|
39.6K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-683- 0.89% |
$176K - $206K
|
76.2K
$21.6M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.69% |
$180K - $211K
|
101K
$28.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-727- 21.21% |
$187K - $220K
|
2.7K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-729- 19.13% |
$188K - $220K
|
3.08K
$874K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-729- 1.27% |
$188K - $220K
|
56.6K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-732- 1.51% |
$189K - $221K
|
47.9K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-735- 3.95% |
$189K - $222K
|
17.9K
$5.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-744- 2.7% |
$192K - $225K
|
26.8K
$7.6M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-752- 1.15% |
$194K - $227K
|
64.6K
$18.3M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-762- 24.13% |
$196K - $230K
|
2.4K
$679K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-763- 9.83% |
$197K - $230K
|
7K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-771- 0.28% |
$199K - $233K
|
278K
$78.9M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-782- 39.46% |
$202K - $236K
|
1.2K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-801- 0.6% |
$206K - $242K
|
132K
$37.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-802- 37.69% |
$207K - $242K
|
1.33K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-807- 5.28% |
$208K - $244K
|
14.5K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Unio Capital LLC
|
SELL
|
- |
-811- 0.83% |
$209K - $245K
|
97.1K
$27.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-832- 10.35% |
$214K - $251K
|
7.21K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-839- 15.67% |
$216K - $253K
|
4.51K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-841- 2.96% |
$217K - $254K
|
27.6K
$7.81M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-852- 5.03% |
$220K - $257K
|
16.1K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-858- 12.7% |
$221K - $259K
|
5.9K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-868- 47.85% |
$224K - $262K
|
946
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-877- 61.5% |
$226K - $265K
|
549
$156K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-878- 51.5% |
$226K - $265K
|
827
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-909- 20.26% |
$234K - $275K
|
3.58K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-911- 1.74% |
$235K - $275K
|
51.3K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-915- 0.74% |
$236K - $276K
|
123K
$34.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-937- 7.66% |
$241K - $283K
|
11.3K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-938- 3.36% |
$242K - $283K
|
26.9K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-951- 10.05% |
$245K - $287K
|
8.51K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-958- 25.22% |
$247K - $289K
|
2.84K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-965- 18.97% |
$249K - $291K
|
4.12K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-974- 1.58% |
$251K - $294K
|
60.5K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-979- 6.45% |
$252K - $296K
|
14.2K
$4.03M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-985- 56.58% |
$254K - $297K
|
756
$214K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-990- 7.63% |
$255K - $299K
|
12K
$3.4M
|