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 |
|---|---|---|---|---|---|
| Empire Financial Management Company, LLC | 2,735 | $697.7K | 0.23% | +100+3.8% | Added |
| Catalytic Wealth RIA, LLC | 2,744 | $699.9K | 0.14% | −110−3.9% | Reduced |
| Peak Planning Group, LLC | 2,769 | $706.4K | 0.35% | +1,193+75.7% | Added |
| Newbridge Financial Services Group, Inc. | 2,774 | $707.7K | 0.26% | +2,352+557.3% | Added |
| Brown Financial Advisors | 2,779 | $708.9K | 0.32% | +2,779 | New |
| Waldron Private Wealth LLC | 2,770 | $709.1K | 0.03% | −56−2.0% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $709.3K | 0.49% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 2,798 | $713.7K | 0.62% | +248+9.7% | Added |
| Capstone Investment Advisors, LLC | 2,804 | $715.2K | 0.02% | −385−12.1% | Reduced |
| Cornerstone Wealth Management, LLC | 2,804 | $715.3K | 0.06% | +150+5.7% | Added |
| Fullerton Fund Management Co Ltd. | 2,827 | $721.1K | 0.03% | +1,088+62.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,833 | $722.8K | 0.26% | +118+4.3% | Added |
| Spire Wealth Management | 2,840 | $724.5K | 0.03% | +304+12.0% | Added |
| Headinvest, LLC | 2,843 | $725.2K | 0.14% | +51+1.8% | Added |
| Proficio Capital Partners LLC | 2,851 | $727.1K | 0.08% | +64+2.3% | Added |
| Buckingham Strategic Wealth, LLC | 2,856 | $728.5K | 0.01% | +270+10.4% | Added |
| First American Bank | 2,856 | $728.5K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,862 | $730.0K | 0.30% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,867 | $731.3K | 0.19% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,882 | $735.1K | 0.46% | −74−2.5% | Reduced |
| NVWM, LLC | 2,884 | $738.3K | 0.20% | −15−0.5% | Reduced |
| Rossmore Private Capital | 2,900 | $739.7K | 0.10% | +10+0.3% | Added |
| First Affirmative Financial Network | 2,904 | $740.8K | 0.51% | +56+2.0% | Added |
| Ronald Blue Trust, Inc. | 2,908 | $753.5K | 0.01% | +766+35.8% | Added |
| Advisors Capital Management, LLC | 2,966 | $757.0K | 0.01% | −64−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,974 | $758.6K | 0.11% | −25−0.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,985 | $761.4K | 0.07% | −167−5.3% | Reduced |
| Financial Insights, Inc. | 2,994 | $763.7K | 0.21% | −708−19.1% | Reduced |
| Finivi Inc. | 3,000 | $765.2K | 0.63% | 00.0% | Unchanged |
| Conning Inc. | 3,003 | $766.0K | 0.03% | +24+0.8% | Added |
| Bull Street Advisors, LLC | 3,035 | $774.0K | 0.37% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,042 | $776.0K | 0.03% | +1,195+64.7% | Added |
| Versor Investments LP | 3,046 | $777.0K | 0.14% | +3,046 | New |
| NorthRock Partners, LLC | 3,062 | $783.8K | 0.03% | +321+11.7% | Added |
| Ransom Advisory, Ltd | 3,074 | $784.1K | 0.39% | +14+0.5% | Added |
| Optimum Investment Advisors | 3,077 | $784.9K | 0.35% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 3,083 | $786.0K | 0.03% | +3,083 | New |
| Wealth Alliance | 3,089 | $787.9K | 0.10% | −277−8.2% | Reduced |
| CFO4Life Group, LLC | 3,096 | $789.7K | 0.15% | +25+0.8% | Added |
| United Asset Strategies, Inc. | 3,102 | $791.1K | 0.08% | −415−11.8% | Reduced |
| Allred Capital Management, LLC | 3,117 | $795.1K | 0.30% | +47+1.5% | Added |
| Murchinson Ltd. | 3,125 | $797.1K | 0.17% | +3,125 | New |
| Okabena Investment Services Inc | 3,147 | $802.7K | 0.25% | +1,400+80.1% | Added |
| Old Point Trust & Financial Services N A | 3,152 | $804.0K | 0.31% | +1,097+53.4% | Added |
| X-Square Capital, LLC | 3,160 | $806.0K | 0.37% | +41+1.3% | Added |
| 1st Source Bank | 3,162 | $806.6K | 0.05% | +9+0.3% | Added |
| Saturna Capital CORP | 3,170 | $808.6K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,186 | $812.8K | 0.21% | +3,186 | New |
| Premier Path Wealth Partners, LLC | 3,195 | $815.0K | 0.14% | +500+18.6% | Added |
| Mill Capital Management, LLC | 3,210 | $818.8K | 0.07% | −682−17.5% | Reduced |
| International Assets Investment Management, LLC | 3,226 | $822.9K | 0.08% | −134−4.0% | Reduced |
| Lake Street Advisors Group, LLC | 3,221 | $824.5K | 0.04% | −273−7.8% | Reduced |
| Pensionmark Financial Group, LLC | 3,233 | $824.8K | 0.05% | +3,233 | New |
| Hilltop Holdings Inc. | 3,264 | $832.6K | 0.10% | +515+18.7% | Added |
| BluePath Capital Management, LLC | 3,268 | $833.6K | 0.60% | +838+34.5% | Added |
| Banque Pictet & Cie SA | 3,280 | $836.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,291 | $839.4K | 0.05% | +2,141+186.2% | Added |
| Stock Yards Bank & Trust Co | 3,300 | $841.8K | 0.03% | +45+1.4% | Added |
| Virtus ETF Advisers LLC | 3,306 | $843.3K | 0.41% | +154+4.9% | Added |
| Syon Capital LLC | 3,307 | $843.5K | 0.08% | +97+3.0% | Added |
| Choate Investment Advisors | 3,337 | $851.2K | 0.02% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 3,342 | $852.5K | 0.46% | +101+3.1% | Added |
| PFG Advisors | 3,370 | $859.6K | 0.06% | +1,658+96.8% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $863.7K | 0.42% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3,400 | $867.3K | 0.31% | −187−5.2% | Reduced |
| Spinnaker Trust | 3,401 | $867.5K | 0.06% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,294 | $870.3K | 0.22% | +223+7.3% | Added |
| Beach Investment Counsel Inc | 3,422 | $873.0K | 0.11% | −656−16.1% | Reduced |
| Gryphon Financial Partners LLC | 3,446 | $879.0K | 0.13% | +564+19.6% | Added |
| AE Wealth Management LLC | 3,467 | $884.4K | 0.01% | +1,198+52.8% | Added |
| Engineers Gate Manager LP | 3,471 | $885.4K | 0.02% | −27,428−88.8% | Reduced |
| Cim Investment Mangement Inc | 3,478 | $887.2K | 0.27% | −21−0.6% | Reduced |
| Grove Bank & Trust | 3,496 | $891.8K | 0.14% | +367+11.7% | Added |
| Principle Wealth Partners LLC | 3,498 | $892.3K | 0.07% | +10+0.3% | Added |
| LCNB Corp | 3,511 | $895.6K | 0.33% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,518 | $897.4K | 0.09% | −92−2.5% | Reduced |
| Tudor Investment Corp Et Al | 3,519 | $897.6K | 0.01% | −30,374−89.6% | Reduced |
| Northstar Asset Management LLC | 3,525 | $899.2K | 0.22% | −165−4.5% | Reduced |
| Connecticut Wealth Management, LLC | 3,542 | $903.5K | 0.05% | +42+1.2% | Added |
| Letson Investment Management, Inc. | 3,543 | $903.8K | 0.40% | +1,898+115.4% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,556 | $907.1K | 0.63% | −201−5.4% | Reduced |
| Sippican Capital Advisors | 3,575 | $911.9K | 0.72% | −20−0.6% | Reduced |
| Financial Advocates Investment Management | 3,577 | $912.3K | 0.06% | −76−2.1% | Reduced |
| GSB Wealth Management, LLC | 3,590 | $915.7K | 0.25% | +198+5.8% | Added |
| Northeast Investment Management | 3,599 | $918.0K | 0.04% | +205+6.0% | Added |
| Beech Hill Advisors, Inc. | 3,610 | $920.8K | 0.38% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,611 | $921.1K | 0.13% | +775+27.3% | Added |
| Gratus Wealth Advisors, LLC | 3,548 | $922.1K | 0.16% | −148−4.0% | Reduced |
| SRN Advisors, LLC | 3,633 | $926.7K | 0.77% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,655 | $932.4K | 0.12% | +42+1.2% | Added |
| Relative Value Partners Group, LLC | 3,655 | $932.4K | 0.12% | +3,655 | New |
| Eqis Capital Management, Inc. | 3,659 | $933.2K | 0.08% | +1,889+106.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,666 | $935.1K | 0.21% | +24+0.7% | Added |
| Bank of Hawaii | 3,668 | $935.6K | 0.04% | −123−3.2% | Reduced |
| Wealthspire Advisors, LLC | 3,678 | $938.3K | 0.01% | +97+2.7% | Added |
| GeoWealth Management, LLC | 3,695 | $942.5K | 0.04% | +335+10.0% | Added |
| Bayesian Capital Management, LP | 3,700 | $943.8K | 0.11% | −6,086−62.2% | Reduced |
| Sentry LLC | 3,701 | $944.1K | 0.17% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,714 | $947.4K | 0.64% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,728 | $950.8K | 0.06% | +1,152+44.7% | Added |