Purchases and Sales Made in Q3 2025 in Chubb LTD (CB)

CB Quotes by TradingView

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 20, 2025 Q3 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
1.42K
+ 9.83%
$376K - $410K
15.8K $4.52M
Oct 28, 2025 Q3 2025
Live Oak Investment Partners

Austin, TX
BUY
 -
1.37K
New
$365K - $398K
1.37K $392K
Oct 09, 2025 Q3 2025
Perkins Coie Trust CO

BUY
 -
1.32K
+ 7.18%
$352K - $383K
19.7K $5.64M
Oct 08, 2025 Q3 2025
Old Point Trust & Financial Services N A

BUY
 -
1.32K
+ 32.95%
$351K - $382K
5.33K $1.52M
Oct 15, 2025 Q3 2025
Bennett Associates Wealth Management

Butler, PA
BUY
 -
1.27K
New
$339K - $369K
1.27K $364K
Oct 28, 2025 Q3 2025
Mainsail Asset Management, LLC

Birmingham, AL
BUY
 -
1.27K
New
$337K - $367K
1.27K $362K
Nov 04, 2025 Q3 2025
Wcm Investment Management, LLC

Laguna Beach, CA
BUY
 -
1.25K
+ 12.49%
$331K - $361K
11.2K $3.2M
Oct 31, 2025 Q3 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
1.24K
New
$329K - $358K
1.24K $353K
Nov 05, 2025 Q3 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
1.24K
+ 23.65%
$329K - $358K
6.46K $1.85M
Oct 14, 2025 Q3 2025
Northwest Wealth Management, LLC

BUY
 -
1.23K
New
$327K - $356K
1.23K $352K
Nov 03, 2025 Q3 2025
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.2K
+ 49.22%
$319K - $348K
3.64K $1.04M
Oct 28, 2025 Q3 2025
Pinnacle Financial Partners Inc

BUY
 -
1.17K
+ 4.4%
$310K - $338K
27.7K $7.91M
Oct 21, 2025 Q3 2025
Proffitt & Goodson Inc

BUY
 -
1.14K
+ 2042.86%
$304K - $331K
1.2K $343K
Oct 14, 2025 Q3 2025
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.13K
+ 63.42%
$301K - $328K
2.92K $833K
Oct 22, 2025 Q3 2025
Hennion & Walsh Asset Management, Inc.

BUY
 -
1.11K
New
$296K - $322K
1.11K $318K
Oct 24, 2025 Q3 2025
Tandem Investment Partners LLC

Bordentown, NJ
BUY
 -
1.11K
New
$295K - $321K
1.11K $317K
Oct 27, 2025 Q3 2025
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
1.09K
+ 0.1%
$290K - $315K
1.06M $302M
Nov 04, 2025 Q3 2025
Savant Capital, LLC

BUY
 -
1.05K
+ 6.0%
$278K - $303K
18.5K $5.27M
Oct 30, 2025 Q3 2025
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.05K
+ 12.54%
$278K - $303K
9.38K $2.68M
Oct 09, 2025 Q3 2025
Riversedge Advisors, LLC

BUY
 -
1.04K
New
$278K - $302K
1.04K $298K
Oct 09, 2025 Q3 2025
Long Run Wealth Advisors, LLC

BUY
 -
1.04K
+ 8.1%
$276K - $301K
13.9K $3.96M
Oct 29, 2025 Q3 2025
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
1.03K
+ 70.47%
$273K - $297K
2.48K $709K
Oct 31, 2025 Q3 2025
Chilton Capital Management LLC

Houston, TX
BUY
 -
1K
+ 662.25%
$266K - $290K
1.15K $329K
Oct 10, 2025 Q3 2025
Ccm Investment Advisers LLC

BUY
 -
984
+ 2.04%
$262K - $285K
49.2K $14M
Oct 20, 2025 Q3 2025
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
978
+ 72.12%
$260K - $283K
2.33K $667K
Oct 06, 2025 Q3 2025
Mirador Capital Partners LP

BUY
 -
961
+ 4.91%
$256K - $278K
20.5K $5.86M
Oct 20, 2025 Q3 2025
Calamos Wealth Management LLC

BUY
 -
937
+ 2.3%
$249K - $271K
41.7K $11.9M
Nov 03, 2025 Q3 2025
Marino, Stram & Associates LLC

BUY
 -
929
New
$247K - $269K
929 $265K
Oct 06, 2025 Q3 2025
Assured Partners Investment Advisors, LLC

Tampa, FL
BUY
 -
925
+ 56.23%
$246K - $268K
2.57K $734K
Oct 15, 2025 Q3 2025
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
915
+ 2.76%
$243K - $265K
34.1K $9.74M
Nov 04, 2025 Q3 2025
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
875
+ 17.73%
$233K - $253K
5.81K $1.66M
Oct 15, 2025 Q3 2025
Triangle Securities Wealth Management

BUY
 -
872
New
$232K - $253K
872 $249K
Oct 31, 2025 Q3 2025
Commerzbank Aktiengesellschaft

BUY
 -
859
+ 6.86%
$228K - $249K
13.4K $3.82M
Oct 20, 2025 Q3 2025
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
851
+ 16.52%
$226K - $246K
6K $1.71M
Oct 22, 2025 Q3 2025
Capital Performance Advisors LLP

BUY
 -
817
+ 69.06%
$217K - $237K
2K $571K
Oct 28, 2025 Q3 2025
Occidental Asset Management, LLC

BUY
 -
807
+ 5.87%
$215K - $234K
14.6K $4.16M
Oct 21, 2025 Q3 2025
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
800
+ 9.3%
$213K - $232K
9.4K $2.69M
Oct 30, 2025 Q3 2025
Baker Avenue Asset Management, LP

BUY
 -
800
+ 63.75%
$213K - $232K
2.06K $587K
Nov 03, 2025 Q3 2025
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
794
New
$211K - $230K
794 $227K
Oct 15, 2025 Q3 2025
Symmetry Partners, LLC

BUY
 -
790
New
$210K - $229K
790 $226K
Nov 03, 2025 Q3 2025
Ae Wealth Management LLC

BUY
 -
789
+ 19.27%
$210K - $228K
4.88K $1.4M
Oct 14, 2025 Q3 2025
Patton Fund Management, Inc.

BUY
 -
788
New
$210K - $228K
788 $225K
Oct 15, 2025 Q3 2025
Vontobel Holding Ltd.

BUY
 -
780
+ 1.2%
$207K - $226K
65.9K $18.8M
Oct 14, 2025 Q3 2025
Kaufman Rossin Wealth, LLC

Miami, FL
BUY
 -
766
New
$204K - $222K
766 $219K
Oct 22, 2025 Q3 2025
Advisory Resource Group

BUY
 -
764
+ 19.8%
$203K - $221K
4.62K $1.32M
Oct 30, 2025 Q3 2025
Nadler Financial Group, Inc.

BUY
 -
750
New
$199K - $217K
750 $214K
Oct 29, 2025 Q3 2025
Qtr Family Wealth, LLC

Lake Mary, FL
BUY
 -
743
+ 85.3%
$198K - $215K
1.61K $461K
Nov 05, 2025 Q3 2025
Alphinity Investment Management Pty LTD

BUY
 -
697
+ 5.82%
$185K - $202K
12.7K $3.62M
Oct 14, 2025 Q3 2025
Cohen Investment Advisors LLC

BUY
 -
691
+ 5.53%
$184K - $200K
13.2K $3.77M

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