Purchases and Sales Made in Q3 2025 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-14- 1.72% |
$3.72K - $4.05K
|
798
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-14- 0.15% |
$3.72K - $4.05K
|
9.56K
$2.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-14- 11.57% |
$3.72K - $4.05K
|
107
$30.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-15- 13.04% |
$3.99K - $4.34K
|
100
$28.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-15- 0.88% |
$3.99K - $4.34K
|
1.69K
$483K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-17- 1.69% |
$4.52K - $4.92K
|
987
$282K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-17- 0.88% |
$4.52K - $4.92K
|
1.93K
$550K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-18- 2.16% |
$4.79K - $5.21K
|
815
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-18- 0.85% |
$4.79K - $5.21K
|
2.09K
$598K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.32% |
$5.05K - $5.5K
|
1.42K
$406K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-19- 0.53% |
$5.05K - $5.5K
|
3.56K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-20- 12.58% |
$5.32K - $5.79K
|
139
$39.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22- 13.58% |
$5.85K - $6.37K
|
140
$40K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-22- 1.6% |
$5.85K - $6.37K
|
1.36K
$387K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.51% |
$5.85K - $6.37K
|
4.29K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-22- 1.01% |
$5.85K - $6.37K
|
2.15K
$614K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-23- 1.87% |
$6.12K - $6.66K
|
1.21K
$345K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-24- 0.95% |
$6.38K - $6.95K
|
2.51K
$718K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-25- 0.8% |
$6.65K - $7.24K
|
3.09K
$883K
|
|
|
Oct 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.82% |
$6.65K - $7.24K
|
3.03K
$864K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-25- 1.59% |
$6.65K - $7.24K
|
1.55K
$443K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-26- 11.5% |
$6.92K - $7.53K
|
200
$57.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-30- 16.57% |
$7.98K - $8.69K
|
151
$43.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-30- 0.56% |
$7.98K - $8.69K
|
5.3K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-31- 0.15% |
$8.25K - $8.98K
|
20.4K
$5.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-32- 4.62% |
$8.51K - $9.27K
|
660
$189K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-32- 1.7% |
$8.51K - $9.27K
|
1.85K
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-33- 4.48% |
$8.78K - $9.56K
|
703
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-35- 2.66% |
$9.31K - $10.1K
|
1.28K
$366K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-35- 0.27% |
$9.31K - $10.1K
|
12.9K
$3.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-35- 3.61% |
$9.31K - $10.1K
|
934
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-35- 0.27% |
$9.31K - $10.1K
|
13.1K
$3.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 2.31% |
$9.31K - $10.1K
|
1.48K
$423K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-35- 2.35% |
$9.31K - $10.1K
|
1.45K
$415K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-35- 33.98% |
$9.31K - $10.1K
|
68
$19.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-36- 0.63% |
$9.58K - $10.4K
|
5.72K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-38- 1.35% |
$10.1K - $11K
|
2.78K
$793K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-38- 2.65% |
$10.1K - $11K
|
1.4K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-39- 2.44% |
$10.4K - $11.3K
|
1.56K
$445K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-40- 7.19% |
$10.6K - $11.6K
|
516
$147K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 2.33% |
$10.6K - $11.6K
|
1.68K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-40- 4.12% |
$10.6K - $11.6K
|
930
$266K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-41- 0.17% |
$10.9K - $11.9K
|
24K
$6.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-43- 3.99% |
$11.4K - $12.5K
|
1.04K
$296K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-43- 1.68% |
$11.4K - $12.5K
|
2.51K
$717K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-44- 2.0% |
$11.7K - $12.7K
|
2.15K
$615K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-45- 0.43% |
$12K - $13K
|
10.3K
$2.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-45- 1.36% |
$12K - $13K
|
3.27K
$934K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-45- 0.81% |
$12K - $13K
|
5.49K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-45- 8.36% |
$12K - $13K
|
493
$141K
|