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 |
|---|---|---|---|---|---|
| Clayton Financial Group LLC | 898 | $232.7K | 0.10% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 924 | $236.0K | 0.04% | 00.0% | Unchanged |
| Hendley & Co Inc | 925 | $236.0K | 0.08% | +925 | New |
| Fiduciary Family Office, LLC | 928 | $236.7K | 0.09% | −230−19.9% | Reduced |
| Diligent Investors, LLC | 931 | $237.5K | 0.06% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 932 | $237.7K | 0.17% | −8−0.9% | Reduced |
| San Luis Wealth Advisors LLC | 934 | $238.0K | 0.06% | −134−12.5% | Reduced |
| Intrua Financial, LLC | 934 | $238.1K | 0.04% | −16−1.7% | Reduced |
| Visionary Wealth Advisors | 934 | $238.2K | 0.02% | +934 | New |
| Chilton Investment Co LLC | 935 | $238.5K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 939 | $239.6K | 0.07% | +120+14.7% | Added |
| Gsa Capital Partners LLP | 940 | $240.0K | 0.02% | −2,768−74.6% | Reduced |
| First Bank & Trust | 941 | $240.0K | 0.05% | −102−9.8% | Reduced |
| Kavar Capital Partners Group, LLC | 941 | $240.0K | 0.04% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 942 | $240.3K | 0.17% | −222−19.1% | Reduced |
| Harrington Investments, INC | 943 | $240.5K | 0.14% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 943 | $240.5K | 0.02% | 00.0% | Unchanged |
| American National Bank | 947 | $241.6K | 0.03% | +60+6.8% | Added |
| AlphaStar Capital Management, LLC | 947 | $241.6K | 0.02% | +33+3.6% | Added |
| Forte Capital LLC | 948 | $241.8K | 0.03% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 949 | $242.0K | 0.03% | −9−0.9% | Reduced |
| Wayfinding Financial, LLC | 945 | $242.0K | 0.14% | +83+9.6% | Added |
| One Wealth Advisors, LLC | 897 | $242.4K | 0.05% | −4−0.4% | Reduced |
| Financial Management Professionals, Inc. | 952 | $243.0K | 0.03% | −184−16.2% | Reduced |
| Somerset Group LLC | 954 | $243.3K | 0.22% | 00.0% | Unchanged |
| Equitable Trust Co | 956 | $243.9K | 0.02% | −2,030−68.0% | Reduced |
| McIlrath & Eck, LLC | 956 | $243.9K | 0.04% | 00.0% | Unchanged |
| Verum Partners LLC | 957 | $244.0K | 0.08% | +118+14.1% | Added |
| Abel Hall, LLC | 958 | $244.4K | 0.17% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 963 | $245.6K | 0.08% | −2−0.2% | Reduced |
| LaFleur & Godfrey LLC | 968 | $246.9K | 0.04% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 968 | $247.0K | 0.07% | +968 | New |
| First Financial Bank - Trust Division | 969 | $247.2K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 969 | $247.2K | 0.01% | +93+10.6% | Added |
| Sargent Investment Group, LLC | 971 | $247.7K | 0.05% | −160−14.1% | Reduced |
| Cohen & Steers, Inc. | 973 | $248.0K | 0.00% | −19−1.9% | Reduced |
| TAGStone Capital, Inc. | 969 | $248.0K | 0.14% | +969 | New |
| Integrated Advisors Network LLC | 974 | $248.4K | 0.01% | −65−6.3% | Reduced |
| Guardian Wealth Advisors, LLC | 983 | $250.7K | 0.03% | −7−0.7% | Reduced |
| Quent Capital, LLC | 984 | $251.0K | 0.03% | +7+0.7% | Added |
| Duncker Streett & Co Inc | 992 | $253.0K | 0.05% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 989 | $253.2K | 0.03% | +989 | New |
| Bragg Financial Advisors, Inc | 993 | $253.3K | 0.01% | −10−1.0% | Reduced |
| Barlow Wealth Partners, Inc. | 975 | $253.5K | 0.04% | +120+14.0% | Added |
| Prosperity Consulting Group, LLC | 995 | $253.7K | 0.03% | +67+7.2% | Added |
| RB Capital Management, LLC | 995 | $253.9K | 0.06% | +73+7.9% | Added |
| Strategy Asset Managers LLC | 1,323 | $254.7K | 0.06% | −37−2.7% | Reduced |
| RBF Capital, LLC | 1,000 | $255.1K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,000 | $255.1K | 0.03% | +1,000 | New |
| Palisade Asset Management, LLC | 1,003 | $255.8K | 0.03% | 00.0% | Unchanged |
| Atwater Malick LLC | 1,010 | $257.6K | 0.09% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,007 | $258.1K | 0.08% | −25−2.4% | Reduced |
| Zullo Investment Group, Inc. | 1,014 | $258.7K | 0.11% | +171+20.3% | Added |
| Cascade Financial Partners, LLC | 1,018 | $259.7K | 0.03% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,018 | $259.7K | 0.14% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,020 | $260.2K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,024 | $261.2K | 0.01% | −68−6.2% | Reduced |
| IFP Advisors, Inc | 1,024 | $261.2K | 0.01% | +266+35.1% | Added |
| Convergence Investment Partners, LLC | 1,025 | $261.5K | 0.08% | −26−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,026 | $261.7K | 0.01% | +16+1.6% | Added |
| Parthenon LLC | 1,027 | $262.0K | 0.03% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,033 | $263.5K | 0.06% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,033 | $263.5K | 0.02% | +34+3.4% | Added |
| AdvisorNet Financial, Inc | 1,033 | $263.5K | 0.02% | +203+24.5% | Added |
| Kidder Stephen W | 1,036 | $264.3K | 0.08% | −30−2.8% | Reduced |
| Excalibur Management Corp | 1,039 | $265.0K | 0.11% | −5−0.5% | Reduced |
| VeraBank, N.A. | 1,039 | $265.0K | 0.08% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,043 | $266.0K | 0.01% | +1,043 | New |
| Advus Financial Partners, LLC | 1,046 | $266.7K | 0.08% | −98−8.6% | Reduced |
| One River Asset Management, LLC | 1,047 | $267.1K | 0.14% | +1,047 | New |
| DeDora Capital, Inc. | 1,049 | $267.6K | 0.08% | +1,049 | New |
| Affinity Wealth Management LLC | 1,050 | $268.0K | 0.05% | +135+14.8% | Added |
| Quotient Wealth Partners, LLC | 1,051 | $268.1K | 0.01% | +41+4.1% | Added |
| MCF Advisors LLC | 1,048 | $268.3K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,056 | $269.4K | 0.03% | +18+1.7% | Added |
| Leo Wealth, LLC | 1,058 | $269.7K | 0.03% | +1,058 | New |
| Brookstone Capital Management | 1,009 | $270.0K | 0.00% | +152+17.7% | Added |
| Onefund, LLC | 1,059 | $270.1K | 0.29% | +8+0.8% | Added |
| AlTi Global, Inc. | 1,057 | $270.6K | 0.01% | −247−18.9% | Reduced |
| Sapient Capital LLC | 1,058 | $270.8K | 0.01% | +21+2.0% | Added |
| Reynders McVeigh Capital Management, LLC | 1,064 | $271.0K | 0.02% | +14+1.3% | Added |
| Arete Wealth Advisors, LLC | 1,063 | $271.0K | 0.02% | +1,063 | New |
| HBC Financial Services, PLLC | 1,000 | $271.0K | 0.17% | +1,000 | New |
| Clarus Group, Inc. | 1,072 | $273.4K | 0.12% | −58−5.1% | Reduced |
| Oak Thistle LLC | 1,077 | $274.7K | 0.20% | −379−26.0% | Reduced |
| Johnson Financial Group, Inc. | 1,079 | $276.3K | 0.01% | −148−12.1% | Reduced |
| Paloma Partners Management Co | 1,086 | $277.0K | 0.02% | −3,508−76.4% | Reduced |
| Ground Swell Capital, LLC | 1,087 | $277.3K | 0.27% | +1,087 | New |
| Gries Financial LLC | 1,088 | $277.5K | 0.06% | +30+2.8% | Added |
| First American Trust, FSB | 1,092 | $278.5K | 0.03% | −34−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 1,093 | $278.8K | 0.05% | −33−2.9% | Reduced |
| FDx Advisors, Inc. | 1,096 | $280.0K | 0.08% | −1,105−50.2% | Reduced |
| Alta Advisers Ltd | 1,100 | $280.6K | 0.13% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $280.6K | 0.22% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,100 | $280.7K | 0.03% | −13,105−92.3% | Reduced |
| Girard Partners Ltd. | 1,110 | $283.1K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,114 | $284.2K | 0.01% | +156+16.3% | Added |
| Guardian Wealth Advisors, LLC | 1,116 | $284.7K | 0.19% | +10+0.9% | Added |
| Bard Financial Services, Inc. | 1,130 | $288.2K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,126 | $288.2K | 0.04% | +48+4.5% | Added |