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 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-262- 8.51% |
$69.7K - $75.9K
|
2.82K
$805K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-269- 1.51% |
$71.6K - $77.9K
|
17.5K
$5.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-275- 13.39% |
$73.1K - $79.6K
|
1.78K
$508K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-279- 11.68% |
$74.2K - $80.8K
|
2.11K
$602K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-280- 3.12% |
$74.5K - $81.1K
|
8.7K
$2.49M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-293- 6.86% |
$77.9K - $84.8K
|
3.98K
$1.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-295- 37.63% |
$78.5K - $85.4K
|
489
$140K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-296- 7.04% |
$78.7K - $85.7K
|
3.91K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-300- 39.42% |
$79.8K - $86.9K
|
461
$132K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-301- 20.59% |
$80.1K - $87.2K
|
1.16K
$332K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-304- 18.01% |
$80.9K - $88K
|
1.38K
$395K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-310- 0.55% |
$82.5K - $89.8K
|
55.6K
$15.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-321- 8.59% |
$85.4K - $93K
|
3.41K
$975K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-327- 10.34% |
$87K - $94.7K
|
2.84K
$810K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-330- 31.52% |
$87.8K - $95.6K
|
717
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-332- 0.91% |
$88.3K - $96.1K
|
36K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-336- 0.93% |
$89.4K - $97.3K
|
35.7K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-341- 11.56% |
$90.7K - $98.8K
|
2.61K
$746K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-342- 38.38% |
$91K - $99K
|
549
$157K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-350- 5.77% |
$93.1K - $101K
|
5.72K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-358- 0.23% |
$95.2K - $104K
|
155K
$44.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-363- 3.02% |
$96.6K - $105K
|
11.6K
$3.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-364- 8.78% |
$96.8K - $105K
|
3.78K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-368- 3.32% |
$97.9K - $107K
|
10.7K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-368- 2.21% |
$97.9K - $107K
|
16.3K
$4.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-370- 10.7% |
$98.4K - $107K
|
3.09K
$882K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-371- 7.57% |
$98.7K - $107K
|
4.53K
$1.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-371- 19.68% |
$98.7K - $107K
|
1.51K
$432K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-374- 36.56% |
$99.5K - $108K
|
649
$185K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-383- 11.22% |
$102K - $111K
|
3.03K
$866K
|
|
|
Nov 05, 2025
Q3 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-392- 4.15% |
$104K - $114K
|
9.05K
$2.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-394- 7.24% |
$105K - $114K
|
5.05K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-399- 5.87% |
$106K - $116K
|
6.4K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-399- 3.4% |
$106K - $116K
|
11.3K
$3.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-400- 24.02% |
$106K - $116K
|
1.27K
$361K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-403- 13.98% |
$107K - $117K
|
2.48K
$708K
|
|
|
Oct 22, 2025
Q3 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-404- 2.97% |
$107K - $117K
|
13.2K
$3.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-413- 13.94% |
$110K - $120K
|
2.55K
$728K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-429- 13.19% |
$114K - $124K
|
2.82K
$807K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-443- 8.0% |
$118K - $128K
|
5.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-455- 26.69% |
$121K - $132K
|
1.25K
$357K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-466- 7.95% |
$124K - $135K
|
5.4K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-468- 5.83% |
$124K - $136K
|
7.56K
$2.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-490- 1.39% |
$130K - $142K
|
34.7K
$9.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-503- 37.93% |
$134K - $146K
|
823
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-507- 8.58% |
$135K - $147K
|
5.4K
$1.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-511- 2.59% |
$136K - $148K
|
19.2K
$5.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-513- 2.15% |
$136K - $149K
|
23.4K
$6.68M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-515- 1.44% |
$137K - $149K
|
35.2K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-531- 0.75% |
$141K - $154K
|
70.4K
$20.1M
|