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 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.07KNew |
$275K - $322K
|
1.07K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.06K+ 19.17% |
$273K - $320K
|
6.6K
$1.89M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.04K+ 5.09% |
$269K - $315K
|
21.6K
$6.18M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.04K+ 11.95% |
$269K - $315K
|
9.78K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.03K+ 8.34% |
$266K - $311K
|
13.4K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 4.6% |
$263K - $308K
|
23.2K
$6.65M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.02K+ 87.3% |
$262K - $307K
|
2.18K
$626K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$260K - $305K
|
1.01K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 41.73% |
$258K - $302K
|
3.4K
$975K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1KNew |
$258K - $302K
|
1K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
1KNew |
$258K - $302K
|
1K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
997+ 4.92% |
$257K - $301K
|
21.2K
$6.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
984New |
$254K - $297K
|
984
$282K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
984New |
$254K - $297K
|
984
$282K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
965+ 9.57% |
$249K - $291K
|
11K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
964New |
$248K - $291K
|
964
$276K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
955New |
$246K - $288K
|
955
$274K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
935+ 1.61% |
$241K - $282K
|
59K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
925New |
$238K - $279K
|
925
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
923+ 183.5% |
$238K - $279K
|
1.43K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
917New |
$236K - $277K
|
917
$263K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
909+ 0.45% |
$234K - $275K
|
204K
$58.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
906New |
$233K - $274K
|
906
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
905+ 2.12% |
$233K - $273K
|
43.7K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
905+ 9.04% |
$233K - $273K
|
10.9K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
892+ 93.4% |
$230K - $269K
|
1.85K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
890New |
$229K - $269K
|
890
$255K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
884New |
$228K - $267K
|
884
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
882New |
$227K - $266K
|
882
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
874New |
$225K - $264K
|
874
$251K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
850+ 5.94% |
$219K - $257K
|
15.2K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
850New |
$219K - $257K
|
850
$244K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
849New |
$219K - $256K
|
849
$243K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
846New |
$218K - $255K
|
846
$243K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
844New |
$218K - $255K
|
844
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
837New |
$216K - $253K
|
837
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
837+ 5.63% |
$216K - $253K
|
15.7K
$4.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
821+ 19.69% |
$212K - $248K
|
4.99K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
818+ 11.89% |
$211K - $247K
|
7.7K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
818+ 64.56% |
$211K - $247K
|
2.09K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
811+ 42.93% |
$209K - $245K
|
2.7K
$774K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
811New |
$209K - $245K
|
811
$233K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
811New |
$209K - $245K
|
811
$233K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
800New |
$206K - $242K
|
800
$229K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
800New |
$206K - $242K
|
800
$229K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
799+ 11.14% |
$206K - $241K
|
7.97K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
793New |
$204K - $239K
|
793
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
788New |
$203K - $238K
|
788
$226K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
784+ 2.54% |
$202K - $237K
|
31.7K
$9.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
780+ 4.17% |
$201K - $236K
|
19.5K
$5.59M
|