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
|
Financial Consulate, Inc
|
BUY
|
- |
131New |
$34.8K - $37.9K
|
131
$37.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
125+ 14.12% |
$33.2K - $36.2K
|
1.01K
$289K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
122+ 26.07% |
$32.5K - $35.3K
|
590
$169K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
121+ 15.32% |
$32.2K - $35K
|
911
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
121+ 0.87% |
$32.2K - $35K
|
14.1K
$4.03M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
120+ 6.18% |
$31.9K - $34.8K
|
2.06K
$589K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
119New |
$31.7K - $34.5K
|
119
$34K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
114+ 16.94% |
$30.3K - $33K
|
787
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
114+ 6.07% |
$30.3K - $33K
|
1.99K
$569K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
111+ 2.06% |
$29.5K - $32.1K
|
5.49K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
110+ 1.23% |
$29.3K - $31.9K
|
9.03K
$2.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
106+ 1.67% |
$28.2K - $30.7K
|
6.46K
$1.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
106+ 1.31% |
$28.2K - $30.7K
|
8.18K
$2.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
105+ 13.96% |
$27.9K - $30.4K
|
857
$245K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
105+ 1.16% |
$27.9K - $30.4K
|
9.12K
$2.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
105+ 1.04% |
$27.9K - $30.4K
|
10.2K
$2.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
104+ 5.14% |
$27.7K - $30.1K
|
2.13K
$608K
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
100+ 0.83% |
$26.6K - $29K
|
12.2K
$3.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
100+ 14.45% |
$26.6K - $29K
|
792
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
99+ 11.09% |
$26.3K - $28.7K
|
992
$283K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
96+ 0.74% |
$25.5K - $27.8K
|
13K
$3.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
95+ 4.0% |
$25.3K - $27.5K
|
2.47K
$706K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
95+ 0.9% |
$25.3K - $27.5K
|
10.6K
$3.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
92+ 9.54% |
$24.5K - $26.6K
|
1.06K
$302K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
89+ 4.99% |
$23.7K - $25.8K
|
1.87K
$534K
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
88+ 0.18% |
$23.4K - $25.5K
|
48.8K
$13.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 5.79% |
$23.4K - $25.5K
|
1.61K
$459K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
87+ 11.49% |
$23.1K - $25.2K
|
844
$241K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
86+ 10.6% |
$22.9K - $24.9K
|
897
$256K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
84+ 0.67% |
$22.3K - $24.3K
|
12.5K
$3.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
81+ 1.03% |
$21.5K - $23.5K
|
7.96K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
79+ 6.67% |
$21K - $22.9K
|
1.26K
$361K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
BUY
|
- |
77+ 1.42% |
$20.5K - $22.3K
|
5.51K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
75+ 0.13% |
$19.9K - $21.7K
|
59.9K
$17.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
73+ 7.43% |
$19.4K - $21.1K
|
1.06K
$301K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
73+ 3.77% |
$19.4K - $21.1K
|
2.01K
$573K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
71+ 2.99% |
$18.9K - $20.6K
|
2.45K
$699K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
69+ 2.4% |
$18.4K - $20K
|
2.95K
$842K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
69+ 80.23% |
$18.4K - $20K
|
155
$44.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
64+ 8.28% |
$17K - $18.5K
|
837
$239K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
64+ 6.1% |
$17K - $18.5K
|
1.11K
$318K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
63+ 7.38% |
$16.8K - $18.2K
|
917
$262K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
62+ 7.52% |
$16.5K - $18K
|
886
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
61+ 1.41% |
$16.2K - $17.7K
|
4.39K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
58+ 7.17% |
$15.4K - $16.8K
|
867
$248K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
56+ 155.56% |
$14.9K - $16.2K
|
92
$26.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
55+ 1.56% |
$14.6K - $15.9K
|
3.58K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55+ 2.24% |
$14.6K - $15.9K
|
2.52K
$718K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53+ 81.54% |
$14.1K - $15.3K
|
118
$33.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
52New |
$13.8K - $15.1K
|
52
$14.9K
|