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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2001
TCI Wealth Advisors
Arizona
– -$262K -950 Closed
BAM
2002
Blueshift Asset Management
New Jersey
– -$261K -943 Closed
LWL
2003
Leo Wealth LLC
Texas
– -$253K -915 Closed
CPC
2004
Congress Park Capital
New York
– -$221K -800 Closed
IPGDR
2005
Investidor Profissional Gestao de Recursos
Brazil
– -$218K -790 Closed
KA
2006
Kovack Advisors
Florida
– -$218K -788 Closed
GKWIM
2007
Gerber Kawasaki Wealth & Investment Management
California
– -$210K -759 Closed
OWA
2008
One Wealth Advisors
California
– -$200K -725 Closed
SOS
2009
Silver Oak Securities
Tennessee
– -$170K -616 Closed
CBT
2010
CoreFirst Bank & Trust
Kansas
– -$166K -599 Closed
AIP
2011
Arrowpoint Investment Partners
Singapore
– -$130K -470 Closed
WWA
2012
Wingate Wealth Advisors
Massachusetts
– -$89.8K -325 Closed
KIM
2013
Kestra Investment Management
Texas
– -$88.2K -319 Closed
BCM
2014
Berbice Capital Management
New York
– -$82.9K -300 Closed
LDB
2015
Lee, Danner & Bass
Tennessee
– -$68.8K -249 Closed
CFGS
2016
Concourse Financial Group Securities
Alabama
– -$50.4K -188 Closed
UOTTAIMCU
2017
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$45.3K -164 Closed
FLP
2018
Financial Life Planners
Arizona
– -$42.7K -154 Closed
CP
2019
Castleview Partners
Texas
– -$39.5K -145 Closed
MCM
2020
Mainstream Capital Management
California
– -$37K -134 Closed
OC
2021
Oarsman Capital
Wisconsin
– -$37K -134 Closed
HI
2022
Human Investing
Oregon
– -$36.5K -132 Closed
EBA
2023
Eagle Bay Advisors
New York
– -$33.8K -122 Closed
PFA
2024
Pathway Financial Advisers
Indiana
– -$27.5K -100 Closed
AS
2025
Altshuler Shaham
Israel
– -$21K -76 Closed
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