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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 429 | $109.4K | 0.04% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 443 | $113.0K | 0.04% | 00.0% | Unchanged |
| Bray Capital Advisors | 446 | $113.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 452 | $115.3K | 0.03% | +28+6.6% | Added |
| First Command Advisory Services, Inc. | 461 | $117.6K | 0.00% | −36−7.2% | Reduced |
| Avalon Trust Co | 466 | $118.9K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 468 | $119.4K | 0.06% | −52−10.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 470 | $119.9K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 475 | $121.2K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 477 | $121.7K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 497 | $126.8K | 0.00% | −55−10.0% | Reduced |
| Hobbs Group Advisors, LLC | 498 | $127.0K | 0.05% | +498 | New |
| Blume Capital Management, Inc. | 500 | $127.5K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $127.5K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 502 | $128.5K | 0.04% | +7+1.4% | Added |
| West Branch Capital LLC | 526 | $134.2K | 0.05% | +1+0.2% | Added |
| Union Savings Bank | 536 | $136.7K | 0.07% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 570 | $145.4K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 572 | $146.0K | 0.08% | +20+3.6% | Added |
| GW&K Investment Management, LLC | 578 | $147.0K | 0.00% | +45+8.4% | Added |
| Bruce G. Allen Investments, LLC | 589 | $150.2K | 0.13% | −93−13.6% | Reduced |
| Ancora Advisors, LLC | 599 | $152.8K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 604 | $154.1K | 0.06% | −205−25.3% | Reduced |
| Deseret Mutual Benefit Administrators | 615 | $156.9K | 0.07% | −36−5.5% | Reduced |
| Delta Asset Management LLC | 639 | $163.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 642 | $164.3K | 0.01% | +2+0.3% | Added |
| Heritage Wealth Advisors | 646 | $164.9K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 675 | $172.2K | 0.01% | +675 | New |
| Carmichael Hill & Associates, Inc. | 679 | $173.2K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 718 | $183.2K | 0.04% | +28+4.1% | Added |
| Mosaic Financial Group, LLC | 754 | $192.0K | 0.14% | −89−10.6% | Reduced |
| Provenance Wealth Advisors, LLC | 756 | $192.8K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 757 | $193.1K | 0.03% | −42−5.3% | Reduced |
| Live Oak Investment Partners | – | $193.1K | 0.16% | – | New |
| Salem Investment Counselors Inc | 773 | $197.9K | 0.01% | +240+45.0% | Added |
| Pacifica Partners Inc. | 780 | $197.9K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 782 | $199.5K | 0.02% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 786 | $200.0K | 0.04% | +786 | New |
| Godshalk Welsh Capital Management, Inc. | 785 | $200.2K | 0.13% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 786 | $200.5K | 0.02% | 00.0% | Unchanged |
| Trust Co | 788 | $201.0K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 790 | $201.5K | 0.01% | −3,791−82.8% | Reduced |
| GenTrust, LLC | 789 | $201.9K | 0.01% | +789 | New |
| US Asset Management LLC | 792 | $202.0K | 0.18% | −33−4.0% | Reduced |
| Kornitzer Capital Management Inc | 794 | $202.5K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 795 | $202.7K | 0.01% | −36−4.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 795 | $202.8K | 0.03% | +795 | New |
| Sym Financial Corp | 796 | $203.0K | 0.03% | +796 | New |
| Royal Capital Wealth Management, LLC | 798 | $203.5K | 0.15% | 00.0% | Unchanged |
| Clark Estates Inc | 800 | $204.1K | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 800 | $204.1K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 800 | $204.1K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 800 | $204.1K | 0.08% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 801 | $204.3K | 0.05% | −38−4.5% | Reduced |
| BlueChip Wealth Advisors LLC | 802 | $204.6K | 0.12% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 807 | $205.8K | 0.06% | +30+3.9% | Added |
| Busey Wealth Management | 809 | $206.4K | 0.01% | −85−9.5% | Reduced |
| Wealth Management Associates, Inc. | 810 | $206.6K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 812 | $207.1K | 0.02% | +812 | New |
| Investment Partners Asset Management, Inc. | 817 | $208.4K | 0.19% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 819 | $208.9K | 0.01% | +819 | New |
| Charter Research & Investment Group, Inc. | 820 | $209.2K | 0.16% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 821 | $209.4K | 0.01% | −30−3.5% | Reduced |
| Salzhauer Michael | 824 | $210.2K | 0.17% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 822 | $210.3K | 0.07% | +12+1.5% | Added |
| Pettyjohn, Wood & White, Inc | 833 | $212.5K | 0.04% | −38−4.4% | Reduced |
| MBL Wealth, LLC | 835 | $213.0K | 0.02% | −70−7.7% | Reduced |
| J.Safra Asset Management Corp | 837 | $213.5K | 0.02% | +177+26.8% | Added |
| WT Wealth Management | 842 | $214.8K | 0.07% | −31−3.6% | Reduced |
| Thrive Wealth Management, LLC | 842 | $214.8K | 0.04% | +25+3.1% | Added |
| Hartline Investment Corp | 842 | $214.8K | 0.03% | +842 | New |
| Rise Advisors, LLC | 843 | $214.9K | 0.11% | +3+0.4% | Added |
| Green Harvest Asset Management LLC | 845 | $215.5K | 0.00% | +845 | New |
| Journey Strategic Wealth LLC | 845 | $215.6K | 0.01% | +845 | New |
| Avantax Planning Partners, Inc. | 851 | $217.1K | 0.01% | +851 | New |
| Platte River Wealth Advisors, LLC | 855 | $218.1K | 0.06% | +855 | New |
| Five Oceans Advisors | 858 | $218.9K | 0.11% | −29−3.3% | Reduced |
| Great Diamond Partners, LLC | 858 | $218.9K | 0.05% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 858 | $218.9K | 0.00% | +858 | New |
| Invst, LLC | 863 | $219.9K | 0.02% | +863 | New |
| Capital Analysts, LLC | 862 | $220.0K | 0.01% | +125+17.0% | Added |
| Everpar Advisors LLC | 864 | $220.4K | 0.11% | +864 | New |
| Midland Wealth Advisors LLC | 865 | $220.6K | 0.01% | +79+10.1% | Added |
| CVA Family Office, LLC | 868 | $221.4K | 0.04% | +10+1.2% | Added |
| TCG Advisory Services, LLC | 870 | $221.9K | 0.01% | +870 | New |
| Jefferies Financial Group Inc. | 872 | $222.4K | 0.00% | −24,119−96.5% | Reduced |
| Cornerstone Advisory, LLC | 872 | $222.4K | 0.03% | −164−15.8% | Reduced |
| Renasant Bank | 873 | $222.7K | 0.15% | −2−0.2% | Reduced |
| Philip James Wealth Mangement, LLC | 881 | $224.6K | 0.15% | −32−3.5% | Reduced |
| Gould Asset Management LLC | 886 | $226.0K | 0.05% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 889 | $226.8K | 0.14% | 00.0% | Unchanged |
| Mendel Money Management | 892 | $227.5K | 0.11% | −50−5.3% | Reduced |
| CoreCap Advisors, LLC | 893 | $227.8K | 0.02% | +78+9.6% | Added |
| Coastal Investment Advisors, Inc. | 894 | $228.0K | 0.04% | +894 | New |
| Turtle Creek Wealth Advisors, LLC | 894 | $228.0K | 0.05% | +86+10.6% | Added |
| Seed Wealth Management, Inc. | 905 | $230.8K | 0.20% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 908 | $231.6K | 0.05% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 909 | $231.9K | 0.04% | −681−42.8% | Reduced |
| Aua Capital Management, LLC | 911 | $232.4K | 0.14% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 912 | $232.6K | 0.14% | 00.0% | Unchanged |