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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 2.25% |
$3.99K - $4.34K
|
683
$195K
|
|
|
Oct 27, 2025
Q3 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
15+ 1.92% |
$3.99K - $4.34K
|
798
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
15+ 0.68% |
$3.99K - $4.34K
|
2.24K
$639K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.34% |
$3.72K - $4.05K
|
4.19K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 1.95% |
$3.72K - $4.05K
|
732
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
13+ 0.47% |
$3.46K - $3.76K
|
2.8K
$800K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 8.96% |
$3.19K - $3.48K
|
146
$41.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12+ 9.76% |
$3.19K - $3.48K
|
135
$38.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12+ 75.0% |
$3.19K - $3.48K
|
28
$8K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 6.17% |
$2.66K - $2.9K
|
172
$49.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 0.53% |
$2.66K - $2.9K
|
1.89K
$539K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10+ 0.47% |
$2.66K - $2.9K
|
2.14K
$610K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
10+ 18.18% |
$2.66K - $2.9K
|
65
$18.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
10+ 1.36% |
$2.66K - $2.9K
|
748
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9+ 21.43% |
$2.39K - $2.61K
|
51
$14.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9+ 0.72% |
$2.39K - $2.61K
|
1.26K
$361K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 133.33% |
$2.13K - $2.32K
|
14
$4K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 2.84% |
$2.13K - $2.32K
|
290
$82.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8+ 0.51% |
$2.13K - $2.32K
|
1.56K
$446K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
8+ 0.35% |
$2.13K - $2.32K
|
2.3K
$658K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.84% |
$1.86K - $2.03K
|
841
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7+ 0.4% |
$1.86K - $2.03K
|
1.74K
$497K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.85% |
$1.86K - $2.03K
|
828
$237K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 63.64% |
$1.86K - $2.03K
|
18
$5.14K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
7+ 14.0% |
$1.86K - $2.03K
|
57
$16.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
7+ 0.15% |
$1.86K - $2.03K
|
4.58K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 0.53% |
$1.6K - $1.74K
|
1.13K
$323K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.34% |
$1.33K - $1.45K
|
1.46K
$418K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
5+ 0.29% |
$1.33K - $1.45K
|
1.72K
$491K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5+ 0.14% |
$1.33K - $1.45K
|
3.6K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 100.0% |
$1.33K - $1.45K
|
10
$2.86K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$1.33K - $1.45K
|
1.8K
$514K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.05% |
$1.06K - $1.16K
|
7.49K
$2.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4+ 0.15% |
$1.06K - $1.16K
|
2.74K
$784K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
4+ 2.22% |
$1.06K - $1.16K
|
184
$52.6K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
4+ 0.19% |
$1.06K - $1.16K
|
2.08K
$595K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4+ 0.05% |
$1.06K - $1.16K
|
7.3K
$2.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4+ 2.45% |
$1.06K - $1.16K
|
167
$47.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4New |
$1.06K - $1.16K
|
4
$1.14K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4+ 0.1% |
$1.06K - $1.16K
|
3.99K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3New |
$798 - $869
|
3
$857
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$798 - $869
|
3.97K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.06% |
$798 - $869
|
4.75K
$1.36M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 20.0% |
$532 - $579
|
12
$3.43K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.65% |
$532 - $579
|
308
$88K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.05% |
$532 - $579
|
193
$55.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.3% |
$532 - $579
|
89
$25.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2+ 0.22% |
$532 - $579
|
892
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2+ 0.27% |
$532 - $579
|
738
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.13% |
$532 - $579
|
1.51K
$432K
|