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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 2,030 | $517.8K | 0.33% | 00.0% | Unchanged |
| Bell Bank | 2,038 | $519.9K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,887 | $520.1K | 0.03% | +82+4.5% | Added |
| InTrack Investment Management Inc | 2,057 | $524.7K | 0.37% | −1,999−49.3% | Reduced |
| Belpointe Asset Management LLC | 2,079 | $530.5K | 0.04% | +50+2.5% | Added |
| Mayflower Financial Advisors, LLC | 2,111 | $538.6K | 0.09% | −130−5.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,127 | $542.6K | 0.07% | +40+1.9% | Added |
| Foundation Resource Management Inc | 2,129 | $543.1K | 0.09% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $543.8K | 0.32% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,154 | $549.5K | 0.27% | +189+9.6% | Added |
| Symmetry Partners, LLC | 2,169 | $553.0K | 0.03% | +49+2.3% | Added |
| M&R Capital Management Inc | 2,171 | $553.9K | 0.13% | +101+4.9% | Added |
| Skopos Labs, Inc. | 2,159 | $555.7K | 0.24% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,183 | $556.8K | 0.06% | +362+19.9% | Added |
| Zions Bancorporation, N.A. | 2,192 | $559.1K | 0.04% | −331−13.1% | Reduced |
| Tributary Capital Management, LLC | 2,210 | $563.7K | 0.05% | −90−3.9% | Reduced |
| G&S Capital LLC | 2,180 | $567.2K | 0.25% | −578−21.0% | Reduced |
| Axxcess Wealth Management, LLC | 2,239 | $571.1K | 0.02% | −4,693−67.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,245 | $572.5K | 0.06% | +77+3.6% | Added |
| Thompson Siegel & Walmsley LLC | 2,246 | $573.0K | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,248 | $573.4K | 0.32% | −70−3.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,143 | $576.9K | 0.38% | +2,143 | New |
| Western Wealth Management, LLC | 2,264 | $577.6K | 0.04% | +69+3.1% | Added |
| Farrell Financial LLC | 2,266 | $577.9K | 0.45% | +8+0.4% | Added |
| Trust Co of Toledo NA | 2,276 | $580.6K | 0.08% | +141+6.6% | Added |
| PFG Investments, LLC | 2,279 | $581.3K | 0.04% | +654+40.2% | Added |
| E&G Advisors, LP | 2,280 | $581.6K | 0.17% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 2,284 | $582.6K | 0.22% | +112+5.2% | Added |
| Mesirow Financial Investment Management, Inc. | 2,292 | $585.5K | 0.01% | −508−18.1% | Reduced |
| Essex Savings Bank | 2,297 | $585.9K | 0.16% | +203+9.7% | Added |
| Means Investment Co., Inc. | 2,299 | $586.4K | 0.07% | −50−2.1% | Reduced |
| Leavell Investment Management, Inc. | 2,297 | $588.0K | 0.03% | +641+38.7% | Added |
| Sky Investment Group LLC | 2,306 | $588.2K | 0.11% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,306 | $588.2K | 0.05% | +786+51.7% | Added |
| Mairs & Power Inc | 2,309 | $589.0K | 0.01% | −710−23.5% | Reduced |
| Pacitti Group Inc. | 2,311 | $591.1K | 0.31% | +313+15.7% | Added |
| Ellevest, Inc. | 2,336 | $595.9K | 0.04% | +330+16.5% | Added |
| Vicus Capital | 2,345 | $598.3K | 0.05% | −31−1.3% | Reduced |
| FIL Ltd | 2,349 | $599.2K | 0.00% | −25,865−91.7% | Reduced |
| Benjamin Edwards Inc | 2,354 | $600.0K | 0.12% | −191−7.5% | Reduced |
| Keel Point, LLC | 2,242 | $600.6K | 0.05% | +968+76.0% | Added |
| Plancorp, LLC | 2,366 | $603.5K | 0.03% | +32+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 2,671 | $604.2K | 0.08% | +641+31.6% | Added |
| Valley Brook Capital Group | 2,375 | $605.8K | 0.47% | +565+31.2% | Added |
| Missouri Trust & Investment Co | 2,378 | $606.6K | 0.23% | +2,378 | New |
| Somerville Kurt F | 2,400 | $612.2K | 0.10% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,401 | $612.4K | 0.10% | +38+1.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,401 | $612.5K | 0.23% | +2,401 | New |
| Equitable Holdings, Inc. | 2,409 | $614.5K | 0.01% | +676+39.0% | Added |
| Prestige Wealth Management Group LLC | 2,421 | $619.8K | 0.13% | +720+42.3% | Added |
| Burford Brothers, Inc. | 2,431 | $620.1K | 0.36% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,436 | $621.4K | 0.41% | +2,436 | New |
| PDS Planning, Inc | 2,446 | $623.9K | 0.06% | +111+4.8% | Added |
| Silvercrest Asset Management Group LLC | 2,468 | $629.5K | 0.00% | +180+7.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,472 | $630.6K | 0.05% | −19−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 2,473 | $630.8K | 0.03% | −52−2.1% | Reduced |
| Sage Private Wealth Group, LLC | 2,475 | $631.6K | 0.53% | +275+12.5% | Added |
| Legacy Financial Advisors, Inc. | 2,486 | $634.1K | 0.11% | −7−0.3% | Reduced |
| Jones Financial Companies LLLP | 2,486 | $634.2K | 0.00% | +1,409+130.8% | Added |
| V-Square Quantitative Management LLC | 2,499 | $637.4K | 0.10% | −191−7.1% | Reduced |
| Knollwood Investment Advisory, LLC | 2,500 | $637.7K | 0.07% | +2,500 | New |
| Canopy Partners, LLC | 2,503 | $638.5K | 0.30% | −75−2.9% | Reduced |
| Joel Isaacson & Co., LLC | 2,509 | $640.0K | 0.03% | +84+3.5% | Added |
| Apexium Financial, LP | 2,540 | $647.9K | 0.05% | −17−0.7% | Reduced |
| Cidel Asset Management Inc | 2,548 | $649.9K | 0.05% | −157−5.8% | Reduced |
| Baader Bank INC | 2,550 | $650.5K | 0.05% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,562 | $653.5K | 0.22% | +217+9.3% | Added |
| Icon Wealth Advisors, LLC | 2,377 | $655.2K | 0.06% | +1,461+159.5% | Added |
| Jump Financial, LLC | 2,572 | $656.1K | 0.01% | −17,628−87.3% | Reduced |
| Peddock Capital Advisors, LLC | 2,572 | $656.1K | 0.17% | +300+13.2% | Added |
| Clarius Group, LLC | 2,579 | $657.9K | 0.05% | −131−4.8% | Reduced |
| Everett Harris & Co | 2,579 | $657.9K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,580 | $658.1K | 0.07% | +30+1.2% | Added |
| CX Institutional | 2,590 | $660.8K | 0.03% | −40−1.5% | Reduced |
| REDW Wealth LLC | 2,605 | $664.5K | 0.17% | −600−18.7% | Reduced |
| West Family Investments, Inc. | 2,624 | $669.3K | 0.20% | +821+45.5% | Added |
| Pallas Capital Advisors LLC | 2,503 | $670.0K | 0.03% | +564+29.1% | Added |
| Williams Jones Wealth Management, LLC. | 2,637 | $672.6K | 0.01% | +77+3.0% | Added |
| CNB Bank | 2,639 | $673.2K | 0.32% | +2,147+436.4% | Added |
| Verdad Advisers, LP | 2,641 | $673.7K | 0.78% | +552+26.4% | Added |
| Welch Group, LLC | 2,646 | $674.9K | 0.03% | −240−8.3% | Reduced |
| Cross Staff Investments Inc | 2,649 | $675.7K | 0.56% | 00.0% | Unchanged |
| City State Bank | 2,651 | $676.2K | 0.28% | −3−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 2,659 | $678.0K | 0.02% | −300−10.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,659 | $678.0K | 0.08% | +904+51.5% | Added |
| Stiles Financial Services Inc | 2,661 | $679.0K | 0.26% | +494+22.8% | Added |
| Henry James International Management, Inc. | 2,666 | $680.0K | 0.24% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,667 | $680.3K | 0.14% | −20−0.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,671 | $681.3K | 0.23% | −139−4.9% | Reduced |
| Avestar Capital, LLC | 2,672 | $681.6K | 0.08% | +835+45.5% | Added |
| Edge Capital Group, LLC | 2,681 | $683.9K | 0.03% | −8−0.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,687 | $685.4K | 0.15% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,687 | $685.4K | 0.47% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,699 | $688.5K | 0.06% | +125+4.9% | Added |
| 1776 Wealth LLC | 2,703 | $689.5K | 0.31% | +2,703 | New |
| FineMark National Bank & Trust | 2,710 | $691.3K | 0.03% | +274+11.2% | Added |
| Shelton Capital Management | 2,714 | $692.3K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,718 | $693.3K | 0.04% | +1,728+174.5% | Added |
| Exchange Traded Concepts, LLC | 2,732 | $696.9K | 0.02% | +62+2.3% | Added |
| Center for Financial Planning, Inc. | 2,733 | $697.2K | 0.10% | +85+3.2% | Added |