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 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
49+ 0.51% |
$13K - $14.2K
|
9.68K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
48+ 0.89% |
$12.8K - $13.9K
|
5.43K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 5.12% |
$12.8K - $13.9K
|
986
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
48+ 0.25% |
$12.8K - $13.9K
|
19.6K
$5.6M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
47+ 0.54% |
$12.5K - $13.6K
|
8.73K
$2.49M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
46+ 2.77% |
$12.2K - $13.3K
|
1.71K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
46+ 5.7% |
$12.2K - $13.3K
|
853
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
45+ 0.49% |
$12K - $13K
|
9.16K
$2.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
44New |
$11.7K - $12.7K
|
44
$12.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
44+ 93.62% |
$11.7K - $12.7K
|
91
$26K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
44+ 5.11% |
$11.7K - $12.7K
|
905
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
43+ 0.32% |
$11.4K - $12.5K
|
13.6K
$3.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
42+ 5.43% |
$11.2K - $12.2K
|
816
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
42+ 0.68% |
$11.2K - $12.2K
|
6.23K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
42+ 2.11% |
$11.2K - $12.2K
|
2.03K
$579K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
42New |
$11.2K - $12.2K
|
42
$12K
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
41+ 8.44% |
$10.9K - $11.9K
|
527
$151K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
41New |
$10.9K - $11.9K
|
41
$11.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
39+ 4.19% |
$10.4K - $11.3K
|
970
$277K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 26.06% |
$9.84K - $10.7K
|
179
$51.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 0.2% |
$9.58K - $10.4K
|
18K
$5.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
36+ 0.15% |
$9.58K - $10.4K
|
24.1K
$6.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
36+ 7.36% |
$9.58K - $10.4K
|
525
$150K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
35+ 0.48% |
$9.31K - $10.1K
|
7.38K
$2.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
31+ 1.82% |
$8.25K - $8.98K
|
1.74K
$496K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
30+ 20.83% |
$7.98K - $8.69K
|
174
$49.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
30+ 11.81% |
$7.98K - $8.69K
|
284
$81.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
29+ 4.08% |
$7.71K - $8.4K
|
739
$211K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29+ 50.88% |
$7.71K - $8.4K
|
86
$24.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
28+ 1.32% |
$7.45K - $8.11K
|
2.15K
$613K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
24+ 1.41% |
$6.38K - $6.95K
|
1.72K
$492K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
23+ 2.42% |
$6.12K - $6.66K
|
974
$278K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
23+ 1.91% |
$6.12K - $6.66K
|
1.23K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
23+ 115.0% |
$6.12K - $6.66K
|
43
$12.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
23+ 0.3% |
$6.12K - $6.66K
|
7.73K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
21+ 0.03% |
$5.59K - $6.08K
|
62.9K
$18M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21+ 1.33% |
$5.59K - $6.08K
|
1.6K
$457K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
20+ 1.49% |
$5.32K - $5.79K
|
1.36K
$390K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
20+ 0.29% |
$5.32K - $5.79K
|
6.95K
$1.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20+ 2.82% |
$5.32K - $5.79K
|
730
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
19+ 19.19% |
$5.05K - $5.5K
|
118
$33.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
19+ 0.87% |
$5.05K - $5.5K
|
2.2K
$630K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18+ 2.12% |
$4.79K - $5.21K
|
868
$248K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
17+ 2.35% |
$4.52K - $4.92K
|
741
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
17+ 2.3% |
$4.52K - $4.92K
|
756
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
16+ 0.74% |
$4.26K - $4.63K
|
2.19K
$625K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
16+ 0.43% |
$4.26K - $4.63K
|
3.71K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 1.84% |
$4.26K - $4.63K
|
884
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 10.71% |
$3.99K - $4.34K
|
155
$44.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 15.96% |
$3.99K - $4.34K
|
109
$31.1K
|