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 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1+ 0.08% |
$266 - $290
|
1.2K
$342K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$266 - $290
|
1.16K
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1- 0.5% |
$266 - $290
|
199
$56.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 12.5% |
$266 - $290
|
7
$2K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1- 0.02% |
$266 - $290
|
5.01K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1- 0.12% |
$266 - $290
|
818
$234K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1- 0.02% |
$266 - $290
|
5.53K
$1.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1- 8.33% |
$266 - $290
|
11
$3.14K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-1- 0.01% |
$266 - $290
|
14.4K
$4.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.04% |
$266 - $290
|
2.44K
$696K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-1- 0.02% |
$266 - $290
|
5.78K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.02% |
$532 - $579
|
12.6K
$3.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2- 0.16% |
$532 - $579
|
1.23K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.11% |
$532 - $579
|
1.86K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 21.43% |
$798 - $869
|
11
$3.14K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-3- 1.96% |
$798 - $869
|
150
$42.8K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 27.27% |
$798 - $869
|
8
$2.29K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4- 0.2% |
$1.06K - $1.16K
|
2.03K
$579K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4- 0.51% |
$1.06K - $1.16K
|
783
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4- 0.09% |
$1.06K - $1.16K
|
4.31K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4- 0.11% |
$1.06K - $1.16K
|
3.48K
$995K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5- 3.21% |
$1.33K - $1.45K
|
151
$43.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.82% |
$1.33K - $1.45K
|
270
$77.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.69% |
$1.33K - $1.45K
|
724
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 7.14% |
$1.33K - $1.45K
|
65
$18.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-6- 1.74% |
$1.6K - $1.74K
|
339
$96.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-6- 0.15% |
$1.6K - $1.74K
|
4.02K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-6- 0.16% |
$1.6K - $1.74K
|
3.79K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-7- 0.86% |
$1.86K - $2.03K
|
804
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7- 0.22% |
$1.86K - $2.03K
|
3.18K
$909K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-7- 0.1% |
$1.86K - $2.03K
|
6.94K
$1.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-8- 2.42% |
$2.13K - $2.32K
|
323
$92.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 1.54% |
$2.13K - $2.32K
|
510
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8- 1.18% |
$2.13K - $2.32K
|
670
$191K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 0.78% |
$2.13K - $2.32K
|
1.02K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-8- 0.5% |
$2.13K - $2.32K
|
1.6K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-9- 0.9% |
$2.39K - $2.61K
|
989
$283K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 2.45% |
$2.39K - $2.61K
|
358
$102K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-9- 0.67% |
$2.39K - $2.61K
|
1.34K
$383K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-9- 0.84% |
$2.39K - $2.61K
|
1.07K
$304K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-9- 0.29% |
$2.39K - $2.61K
|
3.08K
$880K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10- 1.09% |
$2.66K - $2.9K
|
906
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11- 1.52% |
$2.93K - $3.19K
|
715
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-11- 0.86% |
$2.93K - $3.19K
|
1.26K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11- 0.62% |
$2.93K - $3.19K
|
1.77K
$505K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 6.7% |
$3.19K - $3.48K
|
167
$47.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12- 0.35% |
$3.19K - $3.48K
|
3.45K
$985K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-12- 1.25% |
$3.19K - $3.48K
|
945
$270K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13- 0.17% |
$3.46K - $3.76K
|
7.82K
$2.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14- 1.19% |
$3.72K - $4.05K
|
1.17K
$333K
|