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 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
270+ 4.92% |
$71.8K - $78.2K
|
5.76K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
269+ 1.23% |
$71.6K - $77.9K
|
22.1K
$6.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
258+ 2.39% |
$68.6K - $74.7K
|
11K
$3.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
256+ 1.69% |
$68.1K - $74.1K
|
15.4K
$4.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
255+ 2.38% |
$67.8K - $73.8K
|
10.9K
$3.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
254+ 1.59% |
$67.6K - $73.6K
|
16.3K
$4.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
244+ 519.15% |
$64.9K - $70.7K
|
291
$83.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Bender Robert & Associates
|
BUY
|
- |
217+ 0.66% |
$57.7K - $62.8K
|
32.9K
$9.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
215+ 2.72% |
$57.2K - $62.3K
|
8.12K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
214+ 0.48% |
$56.9K - $62K
|
44.8K
$12.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
212+ 4.35% |
$56.4K - $61.4K
|
5.08K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
209+ 15.36% |
$55.6K - $60.5K
|
1.57K
$448K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
208+ 0.21% |
$55.3K - $60.2K
|
101K
$28.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 7.34% |
$53.2K - $57.9K
|
2.93K
$836K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
200+ 1.39% |
$53.2K - $57.9K
|
14.6K
$4.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
197+ 8.28% |
$52.4K - $57K
|
2.58K
$736K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
196+ 9.45% |
$52.1K - $56.8K
|
2.27K
$649K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
196+ 0.9% |
$52.1K - $56.8K
|
21.9K
$6.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
195+ 1.01% |
$51.9K - $56.5K
|
19.5K
$5.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
195+ 13.99% |
$51.9K - $56.5K
|
1.59K
$454K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
186+ 1.35% |
$49.5K - $53.9K
|
14K
$4M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
185+ 3.54% |
$49.2K - $53.6K
|
5.4K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
182+ 8.1% |
$48.4K - $52.7K
|
2.43K
$694K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
181+ 9.79% |
$48.1K - $52.4K
|
2.03K
$580K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
179+ 0.33% |
$47.6K - $51.8K
|
54.3K
$15.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
179New |
$47.6K - $51.8K
|
179
$51.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
178+ 3.08% |
$47.3K - $51.5K
|
5.96K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
173+ 3.3% |
$46K - $50.1K
|
5.42K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
169+ 3.79% |
$45K - $48.9K
|
4.63K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
167+ 1.07% |
$44.4K - $48.4K
|
15.8K
$4.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
164+ 1.4% |
$43.6K - $47.5K
|
11.9K
$3.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
160+ 2.27% |
$42.6K - $46.3K
|
7.19K
$2.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
158+ 6.95% |
$42K - $45.8K
|
2.43K
$694K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
155+ 21.95% |
$41.2K - $44.9K
|
861
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
154+ 15.04% |
$41K - $44.6K
|
1.18K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
150+ 6.6% |
$39.9K - $43.4K
|
2.42K
$692K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
149+ 2.06% |
$39.6K - $43.1K
|
7.38K
$2.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
148+ 20.27% |
$39.4K - $42.9K
|
878
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
147+ 8.41% |
$39.1K - $42.6K
|
1.9K
$541K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
146New |
$38.8K - $42.3K
|
146
$41.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
145+ 39.84% |
$38.6K - $42K
|
509
$145K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
144+ 19.54% |
$38.3K - $41.7K
|
881
$252K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
143+ 8.37% |
$38K - $41.4K
|
1.85K
$529K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
143+ 1.87% |
$38K - $41.4K
|
7.79K
$2.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
141+ 3.34% |
$37.5K - $40.8K
|
4.36K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
139+ 13.59% |
$37K - $40.3K
|
1.16K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
139+ 15.36% |
$37K - $40.3K
|
1.04K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
132+ 7.96% |
$35.1K - $38.2K
|
1.79K
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
132+ 0.62% |
$35.1K - $38.2K
|
21.6K
$6.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
132+ 88.0% |
$35.1K - $38.2K
|
282
$80.6K
|