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 |
|---|---|---|---|---|---|
| Advisory Resource Group | 3,731 | $951.7K | 0.21% | +198+5.6% | Added |
| Checchi Capital Advisers, LLC | 3,731 | $951.8K | 0.08% | +75+2.1% | Added |
| Harbour Capital Advisors, LLC | 3,753 | $956.3K | 0.23% | −15−0.4% | Reduced |
| Marcum Wealth, LLC | 3,773 | $962.4K | 0.10% | +36+1.0% | Added |
| ORG Partners LLC | 3,780 | $963.5K | 0.12% | +3,780 | New |
| KRS Capital Management, LLC | 3,830 | $976.8K | 0.73% | +87+2.3% | Added |
| Dynasty Wealth Management, LLC | 3,855 | $983.4K | 0.03% | +126+3.4% | Added |
| WSFS Capital Management, LLC | 3,888 | $991.8K | 0.05% | +18+0.5% | Added |
| Total Clarity Wealth Management, Inc. | 3,890 | $992.3K | 0.34% | +3,890 | New |
| Trueblood Wealth Management, LLC | 3,907 | $996.6K | 0.56% | +32+0.8% | Added |
| Columbia Asset Management | 3,907 | $997.0K | 0.19% | +587+17.7% | Added |
| Montag A & Associates Inc | 3,945 | $1.01M | 0.05% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $1.01M | 0.37% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,982 | $1.02M | 0.02% | +285+7.7% | Added |
| Quinn Opportunity Partners LLC | 4,000 | $1.02M | 0.12% | +4,000 | New |
| Monetary Management Group Inc | 4,030 | $1.03M | 0.27% | 00.0% | Unchanged |
| Emprise Bank | 4,033 | $1.03M | 0.63% | −154−3.7% | Reduced |
| Fidelis Capital Partners, LLC | 3,911 | $1.04M | 0.15% | −293−7.0% | Reduced |
| Frank, Rimerman Advisors LLC | 4,081 | $1.04M | 0.07% | +4,046+11,560.0% | Added |
| Fiduciary Group LLC | 4,092 | $1.04M | 0.11% | +51+1.3% | Added |
| Farther Finance Advisors, LLC | 4,103 | $1.05M | 0.05% | +1,562+61.5% | Added |
| Transcend Wealth Collective, LLC | 4,101 | $1.05M | 0.08% | +111+2.8% | Added |
| Lakeside Advisors, INC. | 4,108 | $1.05M | 0.68% | −120−2.8% | Reduced |
| IHT Wealth Management, LLC | 4,117 | $1.05M | 0.04% | +224+5.8% | Added |
| FRG Family Wealth Advisors LLC | 3,963 | $1.05M | 0.20% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 4,123 | $1.05M | 0.99% | +121+3.0% | Added |
| SYSTM Wealth Solutions LLC | 4,118 | $1.05M | 0.23% | −11,344−73.4% | Reduced |
| PFS Partners, LLC | 4,135 | $1.05M | 0.67% | −265−6.0% | Reduced |
| MGB Wealth Management, LLC | 4,117 | $1.06M | 0.40% | +69+1.7% | Added |
| Financial Security Advisor, Inc. | 4,166 | $1.07M | 0.36% | −23−0.5% | Reduced |
| Westhampton Capital, LLC | 4,190 | $1.07M | 0.58% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 4,213 | $1.07M | 3.58% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 4,200 | $1.07M | 0.42% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,215 | $1.08M | 0.08% | +1,704+67.9% | Added |
| Sierra Summit Advisors LLC | 4,251 | $1.08M | 0.27% | +379+9.8% | Added |
| Cigna Investments Inc | 4,260 | $1.09M | 0.20% | −47−1.1% | Reduced |
| Hancock Whitney Corp | 4,271 | $1.09M | 0.04% | −103−2.4% | Reduced |
| Smartleaf Asset Management LLC | 4,161 | $1.09M | 0.18% | +702+20.3% | Added |
| First Citizens Bank & Trust Co | 4,278 | $1.09M | 0.02% | +24+0.6% | Added |
| Mainstay Capital Management LLC | 4,279 | $1.09M | 0.19% | +424+11.0% | Added |
| Applied Finance Capital Management, LLC | 4,302 | $1.10M | 0.05% | +4,302 | New |
| WCM Investment Management, LLC | 4,191 | $1.10M | 0.00% | +30+0.7% | Added |
| Heritage Trust Co | 4,318 | $1.10M | 0.15% | +200+4.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,322 | $1.10M | 0.05% | +111+2.6% | Added |
| RMR Wealth Builders | 4,373 | $1.12M | 0.13% | +21+0.5% | Added |
| Silvant Capital Management LLC | 4,384 | $1.12M | 0.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,414 | $1.13M | 0.40% | +65+1.5% | Added |
| Applied Capital LLC | 4,424 | $1.13M | 0.99% | +275+6.6% | Added |
| Westpac Banking Corp | 4,483 | $1.14M | 0.09% | +4,118+1,128.2% | Added |
| Rehmann Capital Advisory Group | 4,512 | $1.15M | 0.08% | −182−3.9% | Reduced |
| Old National Bancorp | 4,532 | $1.16M | 0.03% | −96−2.1% | Reduced |
| AMG National Trust Bank | 4,543 | $1.16M | 0.03% | +288+6.8% | Added |
| Forum Financial Management, LP | 4,561 | $1.16M | 0.02% | +3+0.1% | Added |
| W.H. Cornerstone Investments Inc. | 4,566 | $1.17M | 0.83% | −313−6.4% | Reduced |
| Nichols & Pratt Advisers LLP | 4,572 | $1.17M | 0.08% | −235−4.9% | Reduced |
| Formidable Asset Management, LLC | 4,579 | $1.17M | 0.19% | +517+12.7% | Added |
| Legato Capital Management LLC | 4,618 | $1.18M | 0.16% | −1,340−22.5% | Reduced |
| Camden Capital, LLC | 4,625 | $1.18M | 0.09% | +4+0.1% | Added |
| Saxon Interests, Inc. | 4,630 | $1.18M | 0.56% | +141+3.1% | Added |
| Quadrant Capital Group LLC | 4,636 | $1.18M | 0.09% | +264+6.0% | Added |
| Meridian Wealth Advisors, LLC | 4,661 | $1.19M | 0.21% | +92+2.0% | Added |
| Perigon Wealth Management, LLC | 4,679 | $1.19M | 0.03% | +136+3.0% | Added |
| Summit Trail Advisors, LLC | 4,677 | $1.20M | 0.03% | −902−16.2% | Reduced |
| Castlekeep Investment Advisors LLC | 4,700 | $1.20M | 0.92% | −14−0.3% | Reduced |
| Mattson Financial Services, LLC | 4,730 | $1.21M | 0.43% | +4,730 | New |
| Wolf Group Capital Advisors | 4,749 | $1.21M | 0.48% | −24−0.5% | Reduced |
| Concord Asset Management, LLC | 4,759 | $1.21M | 0.30% | +995+26.4% | Added |
| Ballast, Inc. | 4,783 | $1.22M | 0.38% | +99+2.1% | Added |
| Simmons Bank | 4,790 | $1.22M | 0.09% | −79−1.6% | Reduced |
| DF Dent & Co Inc | 4,804 | $1.23M | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,811 | $1.23M | 0.08% | −159−3.2% | Reduced |
| Trust Asset Management LLC | 4,830 | $1.23M | 0.10% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,831 | $1.23M | 0.17% | +10.0% | Added |
| Relyea Zuckerberg Hanson LLC | 4,837 | $1.23M | 0.21% | −86−1.7% | Reduced |
| Parsons Capital Management Inc | 4,854 | $1.24M | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,876 | $1.24M | 0.07% | −181−3.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,900 | $1.25M | 0.09% | −1,316−21.2% | Reduced |
| Concord Wealth Partners | 4,901 | $1.25M | 0.22% | +935+23.6% | Added |
| Summitry LLC | 4,909 | $1.25M | 0.06% | −106−2.1% | Reduced |
| Centaurus Financial, Inc. | 4,931 | $1.26M | 0.08% | −10.0% | Reduced |
| Bridges Investment Management Inc | 4,935 | $1.26M | 0.02% | +4,935 | New |
| Webster Bank, N. A. | 4,964 | $1.27M | 0.14% | −113−2.2% | Reduced |
| Viawealth, LLC | 4,965 | $1.27M | 0.79% | −13−0.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.27M | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4,975 | $1.27M | 0.19% | −147−2.9% | Reduced |
| Meridian Wealth Management, LLC | 4,997 | $1.27M | 0.15% | +4,997 | New |
| Legacy Wealth Asset Management, LLC | 5,041 | $1.29M | 0.36% | +18+0.4% | Added |
| Cookson Peirce & Co Inc | 5,049 | $1.29M | 0.06% | +89+1.8% | Added |
| Field & Main Bank | 5,055 | $1.29M | 0.48% | +222+4.6% | Added |
| Asset Dedication, LLC | 5,117 | $1.31M | 0.09% | +303+6.3% | Added |
| Golden State Equity Partners | 5,119 | $1.31M | 0.27% | +5,119 | New |
| Central Trust Co | 5,160 | $1.32M | 0.03% | −127−2.4% | Reduced |
| One Capital Management, LLC | 5,161 | $1.32M | 0.04% | +3,892+306.7% | Added |
| Monte Financial Group, LLC | 5,163 | $1.32M | 0.58% | +82+1.6% | Added |
| Wedmont Private Capital | 5,119 | $1.32M | 0.08% | +538+11.7% | Added |
| Creative Financial Designs Inc | 5,203 | $1.33M | 0.12% | −24−0.5% | Reduced |
| Stablepoint Partners, LLC | 4,909 | $1.33M | 0.26% | −188−3.7% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,250 | $1.34M | 0.52% | +14+0.3% | Added |
| Valeo Financial Advisors, LLC | 5,256 | $1.34M | 0.04% | +307+6.2% | Added |
| Galibier Capital Management Ltd. | 5,297 | $1.35M | 0.34% | +5,297 | New |