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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 7,557 | $1.93M | 0.61% | −152−2.0% | Reduced |
| Merit Financial Group, LLC | 7,600 | $1.94M | 0.04% | +280+3.8% | Added |
| JT Stratford LLC | 7,603 | $1.94M | 0.36% | +998+15.1% | Added |
| Portfolio Design Labs, LLC | 7,603 | $1.94M | 0.60% | +1,162+18.0% | Added |
| Burney Co | 7,691 | $1.96M | 0.07% | −70−0.9% | Reduced |
| Perpetual Ltd | 7,716 | $1.97M | 0.02% | +2,699+53.8% | Added |
| Lederer & Associates Investment Counsel | 7,734 | $1.97M | 1.43% | −1,430−15.6% | Reduced |
| Vestcor Inc | 7,779 | $1.98M | 0.07% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 7,855 | $2.00M | 0.28% | +6+0.1% | Added |
| Ambassador Advisors, LLC | 7,884 | $2.01M | 0.36% | +96+1.2% | Added |
| Ghe, LLC | 7,890 | $2.01M | 0.81% | −40−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 7,899 | $2.02M | 0.15% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 7,886 | $2.02M | 0.83% | +178+2.3% | Added |
| GTS Securities LLC | 7,916 | $2.02M | 0.04% | +7,087+854.9% | Added |
| Fort Washington Investment Advisors Inc | 7,918 | $2.02M | 0.01% | −164−2.0% | Reduced |
| Naples Global Advisors, LLC | 7,922 | $2.03M | 0.20% | +10+0.1% | Added |
| Dividend Assets Capital, LLC | 7,961 | $2.03M | 0.41% | +146+1.9% | Added |
| HM Payson & Co | 7,998 | $2.04M | 0.04% | +2,460+44.4% | Added |
| Advent Capital Management | 8,000 | $2.04M | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,055 | $2.05M | 0.10% | +5,327+195.3% | Added |
| Panagora Asset Management Inc | 8,064 | $2.06M | 0.01% | +1,280+18.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,100 | $2.07M | 0.85% | +624+8.3% | Added |
| Alpha DNA Investment Management LLC | 8,117 | $2.07M | 1.17% | −8,437−51.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 8,235 | $2.10M | 1.76% | −250−2.9% | Reduced |
| Epoch Investment Partners, Inc. | 8,255 | $2.11M | 0.01% | −588−6.6% | Reduced |
| Mount Lucas Management LP | 8,277 | $2.11M | 0.75% | +8,277 | New |
| We Are One Seven, LLC | 8,277 | $2.11M | 0.10% | +809+10.8% | Added |
| Mirabella Financial Services LLP | 8,309 | $2.12M | 0.15% | +190+2.3% | Added |
| Pinnacle Financial Partners Inc | 8,296 | $2.13M | 0.05% | +169+2.1% | Added |
| Simplicity Wealth,LLC | 8,390 | $2.14M | 0.05% | −71−0.8% | Reduced |
| Argent Trust Co | 8,393 | $2.14M | 0.09% | +125+1.5% | Added |
| Hyman Charles D | 8,400 | $2.14M | 0.12% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 8,422 | $2.15M | 0.06% | −67−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 8,478 | $2.16M | 0.03% | +41+0.5% | Added |
| Penobscot Investment Management Company, Inc. | 8,487 | $2.16M | 0.21% | +30+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,541 | $2.18M | 0.01% | +7,368+628.1% | Added |
| Ballentine Partners, LLC | 8,545 | $2.18M | 0.04% | −63−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,575 | $2.19M | 0.04% | +200+2.4% | Added |
| Prime Capital Investment Advisors, LLC | 8,590 | $2.19M | 0.03% | −1,051−10.9% | Reduced |
| Avitas Wealth Management LLC | 8,591 | $2.19M | 0.32% | +26+0.3% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $2.19M | 0.69% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,654 | $2.21M | 0.19% | −673−7.2% | Reduced |
| Thoroughbred Financial Services, LLC | 8,664 | $2.21M | 0.15% | +2,356+37.3% | Added |
| Criterion Capital Advisors, LLC | 8,683 | $2.21M | 1.39% | +405+4.9% | Added |
| American Trust | 8,756 | $2.23M | 0.18% | −555−6.0% | Reduced |
| Advisors Asset Management, Inc. | 8,897 | $2.27M | 0.04% | −3,212−26.5% | Reduced |
| Investment Management Corp of Ontario | 8,929 | $2.28M | 0.06% | +2,300+34.7% | Added |
| Peterson Wealth Services | 8,954 | $2.28M | 0.80% | +251+2.9% | Added |
| Smith, Salley & Associates | 8,972 | $2.29M | 0.16% | +124+1.4% | Added |
| Argyle Capital Management Inc. | 8,994 | $2.29M | 0.94% | −90−1.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $2.30M | 1.19% | +4,500+100.0% | Added |
| Meeder Advisory Services, Inc. | 9,008 | $2.30M | 0.16% | +3,174+54.4% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.30M | 0.29% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,032 | $2.30M | 0.05% | −6,576−42.1% | Reduced |
| Platform Technology Partners | 9,065 | $2.31M | 0.80% | +9,065 | New |
| SpiderRock Advisors, LLC | 9,092 | $2.32M | 0.06% | +1,129+14.2% | Added |
| Cohen Klingenstein LLC | 9,120 | $2.33M | 0.08% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 9,174 | $2.34M | 0.09% | +624+7.3% | Added |
| Haverford Trust Co | 9,190 | $2.34M | 0.02% | +20+0.2% | Added |
| NBT Bank N A | 9,190 | $2.34M | 0.17% | −169−1.8% | Reduced |
| Banque Cantonale Vaudoise | 9,205 | $2.35M | 0.09% | +1,355+17.3% | Added |
| KKM Financial LLC | 9,165 | $2.35M | 1.12% | +85+0.9% | Added |
| Allworth Financial LP | 9,100 | $2.37M | 0.02% | +228+2.6% | Added |
| Oakview Capital Management, L.P. | 9,286 | $2.37M | 7.45% | −13,680−59.6% | Reduced |
| Mission Wealth Management, LP | 9,295 | $2.37M | 0.06% | −158−1.7% | Reduced |
| Stoneridge Investment Partners LLC | 9,374 | $2.39M | 0.90% | +5,515+142.9% | Added |
| Round Rock Advisors, LLC | 9,417 | $2.40M | 0.58% | +522+5.9% | Added |
| Wright Investors Service Inc | 9,443 | $2.41M | 0.63% | +106+1.1% | Added |
| Schechter Investment Advisors, LLC | 9,455 | $2.41M | 0.18% | −54−0.6% | Reduced |
| Citizens Financial Group Inc | 9,444 | $2.41M | 0.05% | +6,787+255.4% | Added |
| New Potomac Partners, LLC | 9,505 | $2.42M | 1.33% | +13+0.1% | Added |
| Wetherby Asset Management Inc | 9,530 | $2.43M | 0.11% | −202−2.1% | Reduced |
| Teza Capital Management LLC | 9,531 | $2.43M | 0.30% | −16,769−63.8% | Reduced |
| First Hawaiian Bank | 9,532 | $2.43M | 0.08% | −104−1.1% | Reduced |
| Nilsine Partners, LLC | 9,534 | $2.43M | 0.33% | +296+3.2% | Added |
| Portland Global Advisors LLC | 9,565 | $2.44M | 0.33% | +472+5.2% | Added |
| Empowered Funds, LLC | 9,587 | $2.45M | 0.04% | +4,188+77.6% | Added |
| Stephens Inc | 9,616 | $2.45M | 0.04% | +271+2.9% | Added |
| Nkcfo LLC | 9,650 | $2.46M | 1.34% | +9,650 | New |
| Obermeyer Wood Investment Counsel, LLLP | 9,670 | $2.47M | 0.14% | 00.0% | Unchanged |
| Lantz Financial LLC | 9,730 | $2.48M | 0.77% | −21−0.2% | Reduced |
| HighPoint Advisor Group LLC | 8,972 | $2.48M | 0.15% | +1,371+18.0% | Added |
| Boston Private Wealth LLC | 9,734 | $2.48M | 0.06% | −1,471−13.1% | Reduced |
| Marathon Capital Management | 9,785 | $2.50M | 0.64% | −180−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 9,817 | $2.50M | 0.08% | −817−7.7% | Reduced |
| Bowman & Co S.C. | 9,821 | $2.51M | 1.45% | +988+11.2% | Added |
| National Asset Management, Inc. | 9,802 | $2.51M | 0.06% | −1,071−9.9% | Reduced |
| Nelson Capital Management, LLC | 9,844 | $2.51M | 0.45% | +178+1.8% | Added |
| West Michigan Advisors, LLC | 9,917 | $2.54M | 0.81% | +319+3.3% | Added |
| Gabelli Funds LLC | 10,005 | $2.55M | 0.02% | +900+9.9% | Added |
| Moneta Group Investment Advisors LLC | 10,042 | $2.56M | 0.04% | +396+4.1% | Added |
| Griffin Asset Management, Inc. | 10,062 | $2.57M | 0.30% | +74+0.7% | Added |
| Naples Money Management LLC | 10,100 | $2.57M | 2.19% | +10,100 | New |
| IFG Advisory, LLC | 10,163 | $2.59M | 0.17% | +269+2.7% | Added |
| CFS Investment Advisory Services, LLC | 10,195 | $2.60M | 0.21% | −286−2.7% | Reduced |
| apricus wealth, LLC | 10,239 | $2.61M | 1.86% | −2,320−18.5% | Reduced |
| Pictet North America Advisors SA | 10,260 | $2.62M | 0.28% | +1,595+18.4% | Added |
| Ameritas Investment Partners, Inc. | 10,279 | $2.62M | 0.09% | −319−3.0% | Reduced |
| Geneos Wealth Management Inc. | 10,371 | $2.65M | 0.12% | +192+1.9% | Added |
| LMG Wealth Partners, LLC | 10,519 | $2.68M | 0.67% | +8,657+464.9% | Added |