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 |
|---|---|---|---|---|---|
| Callan Capital, LLC | 1,141 | $291.0K | 0.02% | +188+19.7% | Added |
| Sivia Capital Partners, LLC | 1,144 | $291.8K | 0.20% | +210+22.5% | Added |
| Cromwell Holdings LLC | 1,146 | $293.4K | 0.18% | +1,146 | New |
| Goelzer Investment Management, Inc. | 1,162 | $296.4K | 0.02% | −70−5.7% | Reduced |
| Lakeview Capital Partners, LLC | 1,155 | $299.2K | 0.05% | 00.0% | Unchanged |
| Country Club Bank | 1,145 | $300.0K | 0.02% | −35−3.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,179 | $301.0K | 0.15% | −32−2.6% | Reduced |
| Allstate Corp | 1,182 | $301.5K | 0.02% | +28+2.4% | Added |
| Smith Shellnut Wilson LLC | 1,185 | $302.3K | 0.15% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,183 | $302.9K | 0.08% | +41+3.6% | Added |
| Robertson Stephens Wealth Management, LLC | 1,185 | $303.3K | 0.02% | +114+10.6% | Added |
| Edmond de Rothschild Holding S.A. | 1,196 | $305.1K | 0.01% | −75−5.9% | Reduced |
| Abacus Planning Group, Inc. | 1,197 | $305.3K | 0.06% | +31+2.7% | Added |
| WMS Partners, LLC | 1,200 | $306.1K | 0.02% | −95−7.3% | Reduced |
| Umpqua Bank | 1,201 | $306.4K | 0.12% | −17−1.4% | Reduced |
| Carret Asset Management, LLC | 1,206 | $307.6K | 0.04% | +80+7.1% | Added |
| Burke & Herbert Bank & Trust Co | 1,208 | $308.1K | 0.07% | +1,208 | New |
| Cypress Capital Group | 1,212 | $309.2K | 0.04% | +26+2.2% | Added |
| Norway Savings Bank | 1,218 | $310.7K | 0.18% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,218 | $310.7K | 0.01% | +11+0.9% | Added |
| Elgethun Capital Management | 1,219 | $310.9K | 0.08% | +100+8.9% | Added |
| HBK Sorce Advisory LLC | 1,222 | $311.7K | 0.01% | +34+2.9% | Added |
| Park Edge Advisors, LLC | 1,224 | $312.2K | 0.10% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,225 | $312.5K | 0.06% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,230 | $313.7K | 0.24% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,235 | $315.0K | 0.02% | −2,891−70.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,244 | $317.3K | 0.01% | +222+21.7% | Added |
| Wynn Capital, LLC | 1,251 | $319.1K | 0.24% | −35−2.7% | Reduced |
| Smithfield Trust Co | 1,265 | $323.0K | 0.02% | −27−2.1% | Reduced |
| Empower Advisory Group, LLC | 1,268 | $323.4K | 0.00% | +43+3.5% | Added |
| Fundamentun, LLC | 1,268 | $323.5K | 0.03% | +1,268 | New |
| Spirepoint Private Client, LLC | 1,275 | $325.2K | 0.05% | +74+6.2% | Added |
| Appleton Partners Inc | 1,277 | $326.0K | 0.03% | −450−26.1% | Reduced |
| Interchange Capital Partners, LLC | 1,284 | $327.4K | 0.12% | +1,284 | New |
| Bollard Group LLC | 1,290 | $329.0K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,291 | $329.3K | 0.01% | −15,863−92.5% | Reduced |
| Delta Financial Group, Inc. | 1,293 | $330.0K | 0.14% | +173+15.4% | Added |
| Morris Retirement Advisors, LLC | 1,295 | $330.4K | 0.19% | +1,295 | New |
| Firethorn Wealth Partners, LLC | 1,296 | $330.6K | 0.19% | +41+3.3% | Added |
| Sage Financial Management Group, Inc. | 1,300 | $332.0K | 1.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,302 | $332.1K | 0.09% | +9+0.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,302 | $332.1K | 0.06% | +47+3.7% | Added |
| KPP Advisory Services LLC | 1,313 | $334.9K | 0.09% | −26−1.9% | Reduced |
| Northstar Group, Inc. | 1,314 | $335.2K | 0.06% | +289+28.2% | Added |
| Van Hulzen Asset Management, LLC | 1,318 | $336.0K | 0.02% | +120+10.0% | Added |
| HTLF Bank | 1,319 | $336.5K | 0.04% | −14−1.1% | Reduced |
| RMR Capital Management, LLC | 1,325 | $338.0K | 0.31% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,326 | $338.2K | 0.02% | +1,326 | New |
| Crown Wealth Group, LLC | 1,329 | $339.0K | 0.17% | +460+52.9% | Added |
| Wealth Effects LLC | 1,330 | $339.2K | 0.12% | +25+1.9% | Added |
| Morningstar Investment Services LLC | 1,303 | $341.0K | 0.00% | +268+25.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,341 | $343.1K | 0.03% | +200+17.5% | Added |
| Renaissance Group LLC | 1,350 | $344.4K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,353 | $345.1K | 0.01% | −111−7.6% | Reduced |
| Tandem Wealth Advisors LLC | 1,357 | $346.1K | 0.19% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,357 | $346.1K | 0.04% | +300+28.4% | Added |
| Delta Investment Management, LLC | 1,362 | $347.5K | 0.08% | +1,362 | New |
| Family Management Corp | 1,366 | $348.4K | 0.06% | −117−7.9% | Reduced |
| Titleist Asset Management, LLC | 1,371 | $349.6K | 0.05% | +43+3.2% | Added |
| Gateway Advisory, LLC | 1,371 | $349.7K | 0.06% | +1,371 | New |
| BLB&B Advisors, LLC | 1,384 | $353.0K | 0.02% | +117+9.2% | Added |
| Councilmark Asset Management, LLC | 1,387 | $353.8K | 0.25% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,425 | $363.5K | 0.03% | +580+68.6% | Added |
| BSW Wealth Partners | 1,430 | $364.7K | 0.06% | +54+3.9% | Added |
| Simon Quick Advisors, LLC | 1,433 | $365.5K | 0.03% | −1,218−45.9% | Reduced |
| Weik Capital Management | 1,445 | $368.6K | 0.16% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,446 | $368.9K | 0.22% | +65+4.7% | Added |
| Summit Global Investments | 1,452 | $370.0K | 0.02% | +59+4.2% | Added |
| Phillips Wealth Planners LLC | 1,446 | $370.6K | 0.39% | +31+2.2% | Added |
| Revisor Wealth Management LLC | 1,457 | $371.7K | 0.26% | −1,127−43.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,460 | $372.4K | 0.09% | +1,460 | New |
| Tectonic Advisors LLC | 1,461 | $372.7K | 0.03% | +28+2.0% | Added |
| David Loasby | 1,463 | $375.0K | 0.04% | +243+19.9% | Added |
| Farmers National Bank | 1,472 | $375.5K | 0.11% | −133−8.3% | Reduced |
| MONECO Advisors, LLC | 1,473 | $375.8K | 0.06% | 00.0% | Unchanged |
| Invesco, LLC | 1,473 | $375.8K | 0.16% | −75−4.8% | Reduced |
| Americana Partners, LLC | 1,474 | $376.0K | 0.03% | −3−0.2% | Reduced |
| First County Bank | 1,485 | $378.8K | 0.19% | −164−9.9% | Reduced |
| Carson Advisory Inc. | 1,488 | $379.5K | 0.27% | −75−4.8% | Reduced |
| SageView Advisory Group, LLC | 1,488 | $379.5K | 0.02% | +1,488 | New |
| Fosun International Ltd | 1,491 | $380.3K | 0.13% | −509−25.5% | Reduced |
| Foundations Investment Advisors, LLC | 1,493 | $380.8K | 0.01% | +410+37.9% | Added |
| Tyche Wealth Partners LLC | 1,493 | $380.8K | 0.09% | −592−28.4% | Reduced |
| 9258 Wealth Management, LLC | 1,493 | $380.8K | 0.06% | −81−5.1% | Reduced |
| Courier Capital LLC | 1,493 | $380.8K | 0.03% | −35−2.3% | Reduced |
| Buckingham Strategic Partners | 1,497 | $382.0K | 0.01% | −4,126−73.4% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $382.6K | 0.30% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,497 | $383.2K | 0.03% | +164+12.3% | Added |
| Sicart Associates LLC | 1,510 | $386.5K | 0.15% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,476 | $386.8K | 0.04% | −132−8.2% | Reduced |
| Avidian Wealth Solutions, LLC | 1,528 | $389.8K | 0.02% | +352+29.9% | Added |
| RFG Advisory, LLC | 1,535 | $391.5K | 0.01% | +112+7.9% | Added |
| Abbrea Capital, LLC | 1,533 | $392.0K | 0.05% | −142−8.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,540 | $392.8K | 0.07% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,540 | $392.8K | 0.32% | +72+4.9% | Added |
| Clearview Wealth Advisors LLC | 1,544 | $393.7K | 0.34% | −72−4.5% | Reduced |
| Heron Bay Capital Management | 1,545 | $394.1K | 0.08% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,548 | $394.9K | 0.17% | +333+27.4% | Added |
| L2 Asset Management, LLC | 1,551 | $395.6K | 0.12% | +130+9.1% | Added |
| Sawgrass Asset Management LLC | 1,559 | $397.7K | 0.04% | 00.0% | Unchanged |