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 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
685+ 8.22% |
$182K - $198K
|
9.02K
$2.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
661+ 14.39% |
$176K - $191K
|
5.26K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
606+ 6.58% |
$161K - $175K
|
9.81K
$2.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
606+ 31.79% |
$161K - $175K
|
2.51K
$718K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
606+ 3.73% |
$161K - $175K
|
16.9K
$4.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
598+ 34.89% |
$159K - $173K
|
2.31K
$660K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
549+ 20.55% |
$146K - $159K
|
3.22K
$920K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
541+ 9.31% |
$144K - $157K
|
6.35K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
535+ 10.86% |
$142K - $155K
|
5.46K
$1.56M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
533+ 0.5% |
$142K - $154K
|
106K
$30.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
527+ 7.52% |
$140K - $153K
|
7.54K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
525New |
$140K - $152K
|
525
$150K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
525+ 0.54% |
$140K - $152K
|
97.3K
$27.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
522+ 1.4% |
$139K - $151K
|
37.9K
$10.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
508+ 3.28% |
$135K - $147K
|
16K
$4.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
506+ 9.56% |
$135K - $147K
|
5.8K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
496+ 7.93% |
$132K - $144K
|
6.75K
$1.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
494+ 0.35% |
$131K - $143K
|
141K
$40.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
490+ 2.5% |
$130K - $142K
|
20.1K
$5.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
475+ 37.08% |
$126K - $138K
|
1.76K
$502K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
463+ 1.91% |
$123K - $134K
|
24.7K
$7.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
447+ 0.6% |
$119K - $129K
|
74.9K
$21.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
445+ 8.95% |
$118K - $129K
|
5.42K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
426+ 11.28% |
$113K - $123K
|
4.2K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
420+ 0.21% |
$112K - $122K
|
198K
$56.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
418+ 3.05% |
$111K - $121K
|
14.1K
$4.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
413+ 1.54% |
$110K - $120K
|
27.2K
$7.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
406+ 1.87% |
$108K - $118K
|
22.1K
$6.33M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
406+ 48.51% |
$108K - $118K
|
1.24K
$355K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
397+ 43.77% |
$106K - $115K
|
1.3K
$372K
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
390+ 5.46% |
$104K - $113K
|
7.53K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
371+ 20.33% |
$98.7K - $107K
|
2.2K
$627K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
368+ 1.91% |
$97.9K - $107K
|
19.7K
$5.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
364+ 9.89% |
$96.8K - $105K
|
4.04K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
357+ 49.24% |
$95K - $103K
|
1.08K
$309K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
357+ 16.61% |
$95K - $103K
|
2.51K
$716K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
355+ 28.56% |
$94.4K - $103K
|
1.6K
$456K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
344+ 1.52% |
$91.5K - $99.6K
|
23K
$6.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
326+ 22.5% |
$86.7K - $94.4K
|
1.78K
$507K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
326+ 10.39% |
$86.7K - $94.4K
|
3.47K
$990K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
323+ 15.65% |
$85.9K - $93.5K
|
2.39K
$682K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
306+ 373.17% |
$81.4K - $88.6K
|
388
$111K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
302+ 23.61% |
$80.3K - $87.5K
|
1.58K
$452K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
294+ 2.58% |
$78.2K - $85.1K
|
11.7K
$3.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
293+ 12.56% |
$77.9K - $84.8K
|
2.63K
$750K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
287+ 20.2% |
$76.3K - $83.1K
|
1.71K
$488K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
281+ 38.97% |
$74.7K - $81.4K
|
1K
$286K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
276+ 14.02% |
$73.4K - $79.9K
|
2.24K
$641K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
272+ 101.12% |
$72.3K - $78.8K
|
541
$155K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
270+ 3.62% |
$71.8K - $78.2K
|
7.73K
$2.21M
|