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 |
|---|---|---|---|---|---|
| Maxwell Wealth Strategies Inc. | 10,539 | $2.69M | 1.32% | −46−0.4% | Reduced |
| HMS Capital Management, LLC | 10,563 | $2.69M | 1.40% | +844+8.7% | Added |
| Private Trust Co NA | 10,573 | $2.70M | 0.29% | +302+2.9% | Added |
| Nations Financial Group Inc, | 10,670 | $2.72M | 0.22% | +835+8.5% | Added |
| Tiaa Trust, National Association | 10,683 | $2.73M | 0.01% | −559−5.0% | Reduced |
| Occidental Asset Management, LLC | 10,722 | $2.73M | 0.48% | +586+5.8% | Added |
| Mattern Wealth Management LLC | 10,778 | $2.75M | 0.66% | −731−6.4% | Reduced |
| Resources Investment Advisors, LLC. | 10,788 | $2.75M | 0.03% | +1,901+21.4% | Added |
| Legacy Private Trust Co. | 10,804 | $2.76M | 0.20% | +102+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 10,818 | $2.76M | 0.11% | +822+8.2% | Added |
| Hamilton Capital Partners Inc. | 10,900 | $2.78M | 0.30% | +118+1.1% | Added |
| Moors & Cabot, Inc. | 10,980 | $2.80M | 0.15% | +378+3.6% | Added |
| Main Street Financial Solutions, LLC | 11,013 | $2.81M | 0.26% | −40.0% | Reduced |
| Second Half Financial Partners, LLC | 11,037 | $2.82M | 2.25% | −259−2.3% | Reduced |
| Accurate Wealth Management, LLC | 10,834 | $2.82M | 0.68% | +174+1.6% | Added |
| Principal Securities, Inc. | 11,052 | $2.82M | 0.08% | +269+2.5% | Added |
| 1832 Asset Management L.P. | 11,268 | $2.87M | 0.01% | −4,125−26.8% | Reduced |
| Phoenix Wealth Advisors | 11,268 | $2.87M | 1.44% | −899−7.4% | Reduced |
| United Services Automobile Association | 11,269 | $2.87M | 0.07% | −577−4.9% | Reduced |
| Slow Capital, Inc. | 11,309 | $2.89M | 0.47% | −1,210−9.7% | Reduced |
| Prio Wealth Limited Partnership | 11,346 | $2.89M | 0.09% | −77−0.7% | Reduced |
| CAPROCK Group, Inc. | 11,427 | $2.92M | 0.12% | +5,825+104.0% | Added |
| Acadian Asset Management LLC | 11,498 | $2.93M | 0.01% | +11,498 | New |
| Compass Wealth Management LLC | 11,502 | $2.93M | 0.72% | +1,646+16.7% | Added |
| Leuthold Group, LLC | 11,596 | $2.96M | 0.34% | −107−0.9% | Reduced |
| Sandler Capital Management | 11,700 | $2.98M | 0.59% | −25,562−68.6% | Reduced |
| LVW Advisors, LLC | 11,714 | $2.99M | 0.44% | +416+3.7% | Added |
| First National Trust Co | 11,759 | $3.00M | 0.12% | −352−2.9% | Reduced |
| Park National Corp | 11,785 | $3.01M | 0.11% | −9,028−43.4% | Reduced |
| Trexquant Investment LP | 12,098 | $3.09M | 0.05% | +4,556+60.4% | Added |
| Texas Yale Capital Corp. | 12,102 | $3.09M | 0.15% | +110+0.9% | Added |
| Vista Investment Partners LLC | 12,107 | $3.09M | 1.03% | +132+1.1% | Added |
| Clearstead Advisors, LLC | 12,125 | $3.09M | 0.05% | +3,252+36.7% | Added |
| Bokf, NA | 12,293 | $3.14M | 0.06% | −41−0.3% | Reduced |
| Jackson Square Capital, LLC | 12,314 | $3.14M | 0.77% | −80−0.6% | Reduced |
| RSM US Wealth Management LLC | 12,353 | $3.15M | 0.05% | +10,572+593.6% | Added |
| Hanson & Doremus Investment Management | 12,357 | $3.15M | 0.53% | +841+7.3% | Added |
| Toroso Investments, LLC | 12,497 | $3.19M | 0.04% | −1,153−8.4% | Reduced |
| GoodHaven Capital Management, LLC | 12,550 | $3.20M | 1.18% | +9,000+253.5% | Added |
| Brendel Financial Advisors LLC | 12,645 | $3.23M | 2.05% | −2,584−17.0% | Reduced |
| Van Eck Associates Corp | 12,651 | $3.23M | 0.00% | +667+5.6% | Added |
| Brown Miller Wealth Management, LLC | 12,662 | $3.23M | 1.34% | +52+0.4% | Added |
| Northcape Wealth Management, LLC | 12,713 | $3.24M | 1.17% | +20+0.2% | Added |
| MV Capital Management, Inc. | 12,732 | $3.25M | 0.37% | +99+0.8% | Added |
| Wunderlich Capital Managemnt | 12,736 | $3.25M | 1.45% | −21−0.2% | Reduced |
| Qube Research & Technologies Ltd | 12,745 | $3.25M | 0.01% | −468,504−97.4% | Reduced |
| Patten Group, Inc. | 12,815 | $3.27M | 0.77% | −78−0.6% | Reduced |
| Private Advisor Group, LLC | 12,853 | $3.28M | 0.02% | +2,250+21.2% | Added |
| Bristlecone Advisors, LLC | 13,005 | $3.32M | 0.28% | −1,747−11.8% | Reduced |
| Karpas Strategies, LLC | 13,015 | $3.32M | 1.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,018 | $3.32M | 0.04% | +1,876+16.8% | Added |
| XTX Topco Ltd | 13,043 | $3.33M | 0.28% | +13,043 | New |
| Prospera Financial Services Inc | 13,087 | $3.34M | 0.09% | +131+1.0% | Added |
| Horiko Capital Management LLC | 12,961 | $3.34M | 0.95% | +301+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,097 | $3.34M | 0.23% | −277−2.1% | Reduced |
| NEOS Investment Management LLC | 13,180 | $3.36M | 0.14% | +3,984+43.3% | Added |
| Confluence Wealth Services, Inc. | 13,192 | $3.37M | 0.27% | +1,071+8.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,212 | $3.37M | 0.34% | +13,212 | New |
| Everence Capital Management Inc | 13,700 | $3.41M | 0.24% | 00.0% | Unchanged |
| CWM, LLC | 13,425 | $3.42M | 0.02% | +2,365+21.4% | Added |
| Marble Harbor Investment Counsel, LLC | 13,431 | $3.43M | 0.40% | +50+0.4% | Added |
| Delta Capital Management LLC | 13,437 | $3.43M | 2.07% | −10−0.1% | Reduced |
| Nicollet Investment Management, Inc. | 13,444 | $3.43M | 1.28% | −187−1.4% | Reduced |
| Unison Advisors LLC | 13,415 | $3.43M | 0.43% | +45+0.3% | Added |
| Vident Advisory, LLC | 13,465 | $3.43M | 0.09% | +123+0.9% | Added |
| Level Four Advisory Services, LLC | 13,477 | $3.44M | 0.15% | +408+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,497 | $3.44M | 0.19% | +3,446+34.3% | Added |
| Investment Research & Advisory Group, Inc. | 13,532 | $3.45M | 1.55% | −40−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 13,512 | $3.46M | 0.04% | −289−2.1% | Reduced |
| Twin Capital Management Inc | 13,589 | $3.47M | 0.41% | −1,863−12.1% | Reduced |
| South Dakota Investment Council | 13,714 | $3.50M | 0.07% | −15−0.1% | Reduced |
| Virtu Financial LLC | 13,752 | $3.51M | 0.24% | +12,223+799.4% | Added |
| KCM Investment Advisors LLC | 13,796 | $3.52M | 0.13% | −29−0.2% | Reduced |
| Heritage Wealth Management, Inc. | 13,957 | $3.52M | 1.18% | +13,957 | New |
| First National Advisers, LLC | 13,899 | $3.54M | 0.65% | +331+2.4% | Added |
| Summit Financial, LLC | 14,012 | $3.59M | 0.16% | +5,147+58.1% | Added |
| New Vernon Investment Management LLC | 14,071 | $3.59M | 4.66% | −14,071−50.0% | Reduced |
| Wintrust Investments LLC | 14,101 | $3.60M | 0.29% | +143+1.0% | Added |
| Johnson Investment Counsel Inc | 14,183 | $3.62M | 0.04% | −199−1.4% | Reduced |
| Somerset Trust Co | 14,244 | $3.63M | 1.49% | −39−0.3% | Reduced |
| Weil Company, Inc. | 14,264 | $3.64M | 1.33% | +78+0.5% | Added |
| New Hampshire Trust | 14,329 | $3.66M | 0.83% | +65+0.5% | Added |
| Norinchukin Bank, The | 14,368 | $3.66M | 0.10% | +180+1.3% | Added |
| Community Bank, N.A. | 14,434 | $3.68M | 0.48% | +409+2.9% | Added |
| Adviser Investments LLC | 14,488 | $3.70M | 0.05% | +1,004+7.4% | Added |
| Romano Brothers and Company | 14,532 | $3.71M | 0.51% | −1,660−10.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,534 | $3.71M | 0.14% | −830−5.4% | Reduced |
| Thomasville National Bank | 14,623 | $3.73M | 0.30% | −13−0.1% | Reduced |
| Financial Advisory Partners, LLC | 14,866 | $3.79M | 1.42% | −548−3.6% | Reduced |
| Ar Asset Management Inc | 14,906 | $3.80M | 0.92% | 00.0% | Unchanged |
| Cincinnati Indemnity Co | 15,047 | $3.84M | 10.32% | 00.0% | Unchanged |
| Savant Capital, LLC | 15,089 | $3.85M | 0.04% | +122+0.8% | Added |
| Pinnacle Associates Ltd | 15,180 | $3.87M | 0.06% | −1,747−10.3% | Reduced |
| Fisher Asset Management, LLC | 15,290 | $3.90M | 0.00% | +2,618+20.7% | Added |
| Boit C F David | 15,365 | $3.92M | 2.04% | 00.0% | Unchanged |
| Chicago Trust Co NA | 15,484 | $3.95M | 0.80% | −270−1.7% | Reduced |
| Vinva Investment Management Ltd | 15,195 | $3.98M | 0.20% | +2,305+17.9% | Added |
| Park Avenue Securities LLC | 15,692 | $4.00M | 0.05% | +3,087+24.5% | Added |
| Cox Capital Mgt LLC | 15,705 | $4.01M | 2.42% | −329−2.1% | Reduced |
| Legacy Wealth Management, LLC | 15,828 | $4.04M | 1.71% | 00.0% | Unchanged |