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; 2,172 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 | 2,172 | $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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 100 | $25.5K | 0.01% | −700−87.5% | Reduced |
| True Wealth Design, LLC | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 102 | $26.0K | 0.00% | +102 | New |
| Chilton Capital Management LLC | 102 | $26.0K | 0.00% | +102 | New |
| Veritas Investment Partners (UK) Ltd. | 108 | $27.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $27.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 111 | $28.0K | 0.02% | −3−2.6% | Reduced |
| FinTrust Capital Advisors, LLC | 111 | $28.3K | 0.01% | +28+33.7% | Added |
| Glen Eagle Advisors, LLC | 111 | $28.4K | 0.01% | +74+200.0% | Added |
| Byrne Asset Management LLC | – | $28.8K | 0.02% | – | – |
| Atticus Wealth Management, LLC | 113 | $28.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 114 | $29.2K | 0.01% | +18+18.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 117 | $29.9K | 0.02% | +1+0.9% | Added |
| Tradewinds Capital Management, LLC | 123 | $31.4K | 0.01% | +3+2.5% | Added |
| Emfo, LLC | 125 | $31.9K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 125 | $31.9K | 0.00% | +125 | New |
| Atwood & Palmer Inc | 130 | $33.2K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 131 | $33.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 133 | $33.9K | 0.01% | −1−0.7% | Reduced |
| Eagle Bay Advisors LLC | 133 | $34.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 134 | $34.2K | 0.01% | +14+11.7% | Added |
| Hollencrest Capital Management | 135 | $34.4K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 137 | $35.1K | 0.00% | +5+3.8% | Added |
| Bank & Trust Co | 138 | $35.2K | 0.03% | +138 | New |
| Gables Capital Management Inc. | 140 | $35.7K | 0.02% | −135−49.1% | Reduced |
| ZRC Wealth Management, LLC | 140 | $35.7K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 141 | $36.0K | 0.03% | −13−8.4% | Reduced |
| Armstrong Advisory Group, Inc | 141 | $36.0K | 0.00% | −53−27.3% | Reduced |
| Main Street Group, LTD | 145 | $36.9K | 0.02% | −7−4.6% | Reduced |
| Triad Wealth Partners, LLC | 146 | $37.2K | 0.02% | +146 | New |
| Scarborough Advisors, LLC | 149 | $38.0K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 149 | $38.1K | 0.02% | −21−12.4% | Reduced |
| West Paces Advisors Inc. | 150 | $38.3K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 159 | $40.5K | 0.03% | +75+89.3% | Added |
| Bangor Savings Bank | 162 | $41.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 162 | $41.3K | 0.02% | +6+3.8% | Added |
| Rosenberg Matthew Hamilton | 167 | $42.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 173 | $44.1K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 180 | $45.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 183 | $46.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 183 | $46.7K | 0.01% | +83+83.0% | Added |
| JNBA Financial Advisors | 184 | $46.9K | 0.00% | −190−50.8% | Reduced |
| RFP Financial Group LLC | 184 | $46.9K | 0.02% | +47+34.3% | Added |
| Baldwin Brothers Inc | 185 | $47.2K | 0.00% | +10+5.7% | Added |
| Colonial Trust Co | 187 | $47.7K | 0.01% | +28+17.6% | Added |
| Tompkins Financial Corp | 189 | $48.2K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 193 | $49.2K | 0.04% | +193 | New |
| FWL Investment Management, LLC | 195 | $49.7K | 0.03% | +195 | New |
| Park Place Capital Corp | 199 | $50.8K | 0.02% | +16+8.7% | Added |
| TFC Financial Management | 204 | $52.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 209 | $53.3K | 0.02% | −19−8.3% | Reduced |
| Planning Capital Management Corp | 209 | $53.3K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 213 | $54.3K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 215 | $54.8K | 0.01% | −53−19.8% | Reduced |
| Addison Advisors LLC | 215 | $54.8K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 217 | $55.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 224 | $57.1K | 0.01% | +9+4.2% | Added |
| Boyd Watterson Asset Management LLC | 226 | $57.6K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 228 | $58.2K | 0.01% | +48+26.7% | Added |
| Larson Financial Group LLC | 229 | $58.3K | 0.00% | −6−2.6% | Reduced |
| Versant Capital Management, Inc | 229 | $58.4K | 0.01% | +141+160.2% | Added |
| Transamerica Financial Advisors, Inc. | 235 | $60.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 220 | $60.9K | 0.03% | +42+23.6% | Added |
| Oakmont Corp | 240 | $61.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 241 | $61.5K | 0.01% | +179+288.7% | Added |
| Riverview Trust Co | 242 | $61.7K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 247 | $63.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 250 | $63.8K | 0.04% | −81−24.5% | Reduced |
| Crewe Advisors LLC | 251 | $64.0K | 0.01% | −13−4.9% | Reduced |
| WR Wealth Planners, LLC | 252 | $64.3K | 0.02% | −9−3.4% | Reduced |
| Family Firm, Inc. | 258 | $65.8K | 0.01% | +258 | New |
| Acima Private Wealth, LLC | 264 | $67.3K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 277 | $70.6K | 0.04% | +1+0.4% | Added |
| Farmers & Merchants Investments Inc | 282 | $71.9K | 0.00% | −5−1.7% | Reduced |
| Private Wealth Management Group, LLC | 284 | $72.4K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 282 | $73.3K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 290 | $74.2K | 0.03% | −1−0.3% | Reduced |
| Hantz Financial Services, Inc. | 299 | $76.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 300 | $76.5K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 313 | $79.8K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 315 | $80.3K | 0.05% | +181+135.1% | Added |
| Hilltop National Bank | 322 | $82.1K | 0.03% | −765−70.4% | Reduced |
| Global Trust Asset Management, LLC | 323 | $82.4K | 0.03% | +130+67.4% | Added |
| BFSG, LLC | 335 | $85.5K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 336 | $85.7K | 0.06% | −46−12.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 337 | $86.0K | 0.12% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 351 | $89.5K | 0.07% | +351 | New |
| State of Wyoming | 353 | $90.0K | 0.01% | −963−73.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 361 | $92.1K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 374 | $95.4K | 0.01% | −3−0.8% | Reduced |
| Meeder Asset Management Inc | 375 | $95.7K | 0.01% | −1,893−83.5% | Reduced |
| Hexagon Capital Partners LLC | 398 | $101.5K | 0.02% | −8−2.0% | Reduced |
| Sandy Spring Bank | 409 | $104.3K | 0.00% | +30+7.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $104.6K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 413 | $105.3K | 0.06% | −50−10.8% | Reduced |
| Dakota Community Bank & Trust NA | 417 | $106.4K | 0.57% | −15−3.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 420 | $107.1K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 424 | $108.0K | 0.02% | +2+0.5% | Added |
| General Partner, Inc. | 425 | $108.4K | 0.07% | 00.0% | Unchanged |