Chubb Ltd
CB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000896159
In the last 90 days, Chubb Ltd insiders filed 0 open-market purchases and 2 sales; 2,173 institutions reported holding it in 13F filings for Q2 2026, worth $119.2B in total; 3 superinvestors hold it, including Berkshire Hathaway and Viking Global Investors.
13F holders, Q2 2024
Institutional positions in Chubb Ltd as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,716
- +35 vs. Q1 2024
- Shares held
- 361.6M
- +940.5K (+0.3%) vs. Q1 2024
- Total value
- $92.2B
- −$1.16B (−1.2%) vs. Q1 2024
- New holders
- 132
- 712 more added
- Sold out
- 97
- 588 more reduced
24 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $72.6B |
| Q1 2022 | 1,405 | $80.4B |
| Q4 2021 | 1,330 | $73.0B |
| Q3 2021 | 1,216 | $66.2B |
| Q2 2021 | 1,220 | $61.3B |
| Q1 2021 | 1,215 | $62.6B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 5,355 | $1.37M | 0.03% | +123+2.4% | Added |
| Kingsview Wealth Management, LLC | 5,357 | $1.37M | 0.03% | +54+1.0% | Added |
| Coldstream Capital Management Inc | 5,373 | $1.37M | 0.03% | +145+2.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,399 | $1.38M | 0.29% | −35−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 5,403 | $1.38M | 0.04% | +1,401+35.0% | Added |
| Magnolia Capital Advisors LLC | 5,412 | $1.38M | 0.77% | +5,412 | New |
| Paladin Advisory Group, LLC | 5,431 | $1.38M | 1.08% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,441 | $1.39M | 0.19% | −10−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 5,459 | $1.39M | 0.02% | −193−3.4% | Reduced |
| Sigma Planning Corp | 5,494 | $1.40M | 0.04% | +1,376+33.4% | Added |
| Balyasny Asset Management LLC | 5,526 | $1.41M | 0.00% | +379+7.4% | Added |
| Chicago Capital, LLC | 5,549 | $1.42M | 0.04% | −1,593−22.3% | Reduced |
| Gs Investments, Inc. | 5,565 | $1.42M | 0.67% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,630 | $1.44M | 0.04% | +454+8.8% | Added |
| Shorepoint Capital Partners LLC | 5,664 | $1.44M | 0.34% | −299−5.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,668 | $1.45M | 0.13% | +17+0.3% | Added |
| Scotia Capital Inc. | 5,726 | $1.46M | 0.01% | −172−2.9% | Reduced |
| Trust Co of Oklahoma | 5,732 | $1.46M | 0.51% | −28−0.5% | Reduced |
| Exeter Financial, LLC | 5,743 | $1.46M | 0.70% | −130−2.2% | Reduced |
| Signaturefd, LLC | 5,755 | $1.47M | 0.03% | +171+3.1% | Added |
| Essex Financial Services, Inc. | 5,470 | $1.47M | 0.11% | +1,041+23.5% | Added |
| Arjuna Capital | 5,776 | $1.47M | 0.40% | +52+0.9% | Added |
| Shayne & Co., LLC | 5,793 | $1.48M | 0.41% | +170+3.0% | Added |
| Valmark Advisers, Inc. | 5,810 | $1.48M | 0.03% | +284+5.1% | Added |
| Jacobi Capital Management LLC | 5,813 | $1.48M | 0.13% | +256+4.6% | Added |
| Schear Investment Advisers, LLC | 5,838 | $1.49M | 1.08% | +1,557+36.4% | Added |
| Pitcairn Co | 5,855 | $1.49M | 0.09% | +876+17.6% | Added |
| Journey Advisory Group, LLC | 5,884 | $1.50M | 0.18% | −593−9.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,896 | $1.50M | 0.47% | +5,896 | New |
| Profund Advisors LLC | 5,907 | $1.51M | 0.06% | −127−2.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,946 | $1.52M | 1.40% | −51−0.9% | Reduced |
| Sumitomo Life Insurance Co | 6,014 | $1.53M | 0.04% | −776−11.4% | Reduced |
| Transatlantique Private Wealth LLC | 6,112 | $1.55M | 0.63% | +53+0.9% | Added |
| TD Private Client Wealth LLC | 6,113 | $1.56M | 0.05% | −20.0% | Reduced |
| Resources Management Corp | 6,123 | $1.56M | 0.23% | −162−2.6% | Reduced |
| Thompson Davis & Co., Inc. | 6,125 | $1.56M | 1.36% | −40−0.6% | Reduced |
| Roundview Capital LLC | 6,126 | $1.56M | 0.12% | +207+3.5% | Added |
| Procyon Private Wealth Partners, LLC | 6,127 | $1.56M | 0.12% | +4,345+243.8% | Added |
| Guyasuta Investment Advisors Inc | 6,921 | $1.56M | 0.12% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.56M | 0.81% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 6,144 | $1.57M | 0.73% | +86+1.4% | Added |
| Canandaigua National Bank & Trust Co | 6,149 | $1.57M | 0.17% | −439−6.7% | Reduced |
| Cunning Capital Partners, LP | 6,265 | $1.60M | 0.91% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 6,265 | $1.60M | 0.01% | +1,169+22.9% | Added |
| iA Global Asset Management Inc. | 6,287 | $1.60M | 0.03% | −2,127−25.3% | Reduced |
| Insigneo Advisory Services, LLC | 5,961 | $1.61M | 0.18% | −661−10.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,305 | $1.61M | 0.12% | +3,558+129.5% | Added |
| Davidson Trust Co | 6,318 | $1.61M | 1.11% | −1,223−16.2% | Reduced |
| McDonald Partners LLC | 6,327 | $1.61M | 0.43% | +1,498+31.0% | Added |
| EP Wealth Advisors, LLC | 6,338 | $1.62M | 0.02% | +2,743+76.3% | Added |
| Delta Financial Advisors LLC | 6,366 | $1.62M | 0.63% | −11−0.2% | Reduced |
| Chase Investment Counsel Corp | 6,395 | $1.63M | 0.58% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 6,410 | $1.64M | 0.93% | +1,135+21.5% | Added |
| Westwood Holdings Group Inc. | 6,438 | $1.64M | 0.01% | −8,680−57.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6,439 | $1.64M | 0.32% | +6,275+3,826.2% | Added |
| Cordatus Wealth Management LLC | 6,464 | $1.65M | 0.62% | −24−0.4% | Reduced |
| BKM Wealth Management, LLC | 6,478 | $1.65M | 0.79% | +648+11.1% | Added |
| Whittier Trust Co of Nevada Inc | 6,505 | $1.66M | 0.05% | −331−4.8% | Reduced |
| Centiva Capital, LP | 6,539 | $1.67M | 0.08% | −3,758−36.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,557 | $1.67M | 0.56% | −151−2.3% | Reduced |
| Quadcap Wealth Management, LLC | 6,583 | $1.68M | 0.30% | −79−1.2% | Reduced |
| Bayview Asset Management, LLC | 6,600 | $1.68M | 0.99% | +2,600+65.0% | Added |
| Gamco Investors, Inc. Et Al | 6,608 | $1.69M | 0.02% | −868−11.6% | Reduced |
| Mather Group, LLC. | 6,518 | $1.69M | 0.02% | +441+7.3% | Added |
| USA Financial Portformulas Corp | 6,649 | $1.70M | 0.27% | +12+0.2% | Added |
| J. W. Coons Advisors, LLC | 6,658 | $1.70M | 0.41% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 6,671 | $1.70M | 0.45% | −331−4.7% | Reduced |
| Horizon Investments, LLC | 6,720 | $1.71M | 0.05% | +41+0.6% | Added |
| Clear Harbor Asset Management, LLC | 6,723 | $1.71M | 0.15% | +61+0.9% | Added |
| TownSquare Capital, LLC | 6,763 | $1.73M | 0.02% | +1,177+21.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,769 | $1.73M | 0.91% | −78−1.1% | Reduced |
| Global Retirement Partners, LLC | 6,791 | $1.73M | 0.05% | +506+8.1% | Added |
| Pine Valley Investments Ltd Liability Co | 6,842 | $1.75M | 0.13% | +30.0% | Added |
| Delphi Management Inc | 6,884 | $1.76M | 1.43% | +21+0.3% | Added |
| Wedbush Securities Inc | 6,936 | $1.77M | 0.06% | −331−4.6% | Reduced |
| Family Legacy, Inc. | 6,943 | $1.77M | 0.63% | −18−0.3% | Reduced |
| Ascent Group, LLC | 6,946 | $1.77M | 0.14% | +764+12.4% | Added |
| Monarch Capital Management Inc | 6,954 | $1.78M | 0.52% | −45−0.6% | Reduced |
| King Luther Capital Management Corp | 6,979 | $1.78M | 0.01% | −166−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 7,007 | $1.79M | 0.02% | +187+2.7% | Added |
| Snowden Capital Advisors LLC | 6,989 | $1.79M | 0.05% | −35−0.5% | Reduced |
| TFG Advisers LLC | 7,043 | $1.80M | 0.70% | +105+1.5% | Added |
| Lester Murray Antman dba SimplyRich | 7,065 | $1.80M | 0.57% | +42+0.6% | Added |
| Lincoln Capital LLC | 7,153 | $1.82M | 0.41% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,200 | $1.84M | 0.04% | −2,081−22.4% | Reduced |
| Fruth Investment Management | 7,213 | $1.84M | 0.50% | 00.0% | Unchanged |
| Aries Wealth Management | 7,218 | $1.84M | 0.58% | −29−0.4% | Reduced |
| Claro Advisors LLC | 7,236 | $1.85M | 0.29% | +10+0.1% | Added |
| Fulton Bank, N.A. | 7,255 | $1.85M | 0.07% | −1,187−14.1% | Reduced |
| Qtron Investments LLC | 7,266 | $1.85M | 0.27% | 00.0% | Unchanged |
| Groupama Asset Managment | 14,652 | $1.86M | 0.04% | −5,912−28.7% | Reduced |
| Central Valley Advisors, LLC | 7,337 | $1.87M | 1.03% | −10.0% | Reduced |
| D. E. Shaw & Co., Inc. | 7,334 | $1.87M | 0.00% | −10,817−59.6% | Reduced |
| Security National Bank | 7,366 | $1.88M | 0.27% | +42+0.6% | Added |
| Herold Advisors, Inc. | 7,367 | $1.88M | 0.43% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,270 | $1.90M | 0.02% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 7,497 | $1.91M | 0.05% | +170+2.3% | Added |
| Inscription Capital, LLC | 7,515 | $1.92M | 0.31% | +307+4.3% | Added |
| Parkside Financial Bank & Trust | 7,516 | $1.92M | 0.30% | +40+0.5% | Added |
| Ritholtz Wealth Management | 7,545 | $1.92M | 0.06% | +162+2.2% | Added |