Purchases and Sales Made in Q4 2025 in Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
169K+ 211.92% |
$45.3M - $50M
|
248K
$73.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.4K+ 21.31% |
$19.1M - $21.1M
|
406K
$120M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
20.6KNew |
$5.52M - $6.1M
|
20.6K
$6.08M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
6.08KNew |
$1.63M - $1.8M
|
6.08K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.85K+ 5.01% |
$1.57M - $1.73M
|
123K
$36.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.89KNew |
$774K - $855K
|
2.89K
$853K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2.32K+ 4.04% |
$623K - $688K
|
59.8K
$17.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.97K+ 15.55% |
$527K - $582K
|
14.6K
$4.32M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.3K+ 16.02% |
$347K - $384K
|
9.38K
$2.77M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.27KNew |
$341K - $377K
|
1.27K
$376K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12K+ 4.56% |
$300K - $331K
|
25.7K
$7.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.09K+ 50.98% |
$292K - $322K
|
3.22K
$951K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1KNew |
$268K - $296K
|
1K
$296K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
700+ 4.81% |
$188K - $207K
|
15.3K
$4.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
691New |
$185K - $205K
|
691
$204K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
685+ 65.61% |
$184K - $203K
|
1.73K
$511K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
676New |
$181K - $200K
|
676
$200K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
655+ 2.69% |
$176K - $194K
|
25K
$7.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
588New |
$158K - $174K
|
588
$174K
|
|
|
Jan 02, 2026
Q4 2025
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 0.2% |
$134K - $148K
|
255K
$75.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
457+ 39.33% |
$123K - $135K
|
1.62K
$479K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
456+ 4.02% |
$122K - $135K
|
11.8K
$3.49M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
351+ 90.46% |
$94.1K - $104K
|
739
$218K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
317+ 40.03% |
$85K - $93.9K
|
1.11K
$328K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
240+ 15.14% |
$64.4K - $71.1K
|
1.83K
$539K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
237+ 9.46% |
$63.6K - $70.2K
|
2.74K
$811K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
212+ 11.33% |
$56.9K - $62.8K
|
2.08K
$616K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
129New |
$34.6K - $38.2K
|
129
$38.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
111+ 15.77% |
$29.8K - $32.9K
|
815
$241K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
103+ 0.72% |
$27.6K - $30.5K
|
14.5K
$4.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
102+ 1.89% |
$27.4K - $30.2K
|
5.5K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
95+ 11.69% |
$25.5K - $28.1K
|
908
$268K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
92+ 4.1% |
$24.7K - $27.3K
|
2.34K
$690K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
88+ 9.87% |
$23.6K - $26.1K
|
980
$290K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
55+ 2.3% |
$14.8K - $16.3K
|
2.44K
$722K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
37+ 0.98% |
$9.92K - $11K
|
3.82K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
25+ 0.18% |
$6.71K - $7.41K
|
14.2K
$4.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18+ 0.9% |
$4.83K - $5.33K
|
2.02K
$598K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
18+ 9.05% |
$4.83K - $5.33K
|
217
$64.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13+ 8.39% |
$3.49K - $3.85K
|
168
$49.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6+ 0.11% |
$1.61K - $1.78K
|
5.49K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
5+ 2.65% |
$1.34K - $1.48K
|
194
$57.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6- 0.74% |
$1.61K - $1.78K
|
808
$239K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.9% |
$2.15K - $2.37K
|
876
$259K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-10- 0.17% |
$2.68K - $2.96K
|
5.77K
$1.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20- 5.7% |
$5.36K - $5.92K
|
331
$97.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-20- 1.02% |
$5.36K - $5.92K
|
1.94K
$573K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 75.0% |
$5.63K - $6.22K
|
7
$2.07K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-33- 1.32% |
$8.85K - $9.78K
|
2.48K
$732K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-36- 3.81% |
$9.66K - $10.7K
|
909
$269K
|
|