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
- 1,715
- +35 vs. Q1 2024
- Shares held
- 361.6M
- +940.6K (+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
- 587 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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,982 | $1.02M | 0.02% | +285+7.7% | Added |
| FC Advisory LLC | 3,964 | $1.01M | 0.37% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,945 | $1.01M | 0.05% | 00.0% | Unchanged |
| Columbia Asset Management | 3,907 | $997.0K | 0.19% | +587+17.7% | Added |
| Trueblood Wealth Management, LLC | 3,907 | $996.6K | 0.56% | +32+0.8% | Added |
| Total Clarity Wealth Management, Inc. | 3,890 | $992.3K | 0.34% | +3,890 | New |
| WSFS Capital Management, LLC | 3,888 | $991.8K | 0.05% | +18+0.5% | Added |
| Dynasty Wealth Management, LLC | 3,855 | $983.4K | 0.03% | +126+3.4% | Added |
| KRS Capital Management, LLC | 3,830 | $976.8K | 0.73% | +87+2.3% | Added |
| ORG Partners LLC | 3,780 | $963.5K | 0.12% | +3,780 | New |
| Marcum Wealth, LLC | 3,773 | $962.4K | 0.10% | +36+1.0% | Added |
| Harbour Capital Advisors, LLC | 3,753 | $956.3K | 0.23% | −15−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,731 | $951.8K | 0.08% | +75+2.1% | Added |
| Advisory Resource Group | 3,731 | $951.7K | 0.21% | +198+5.6% | Added |
| Flagship Harbor Advisors, LLC | 3,728 | $950.8K | 0.06% | +1,152+44.7% | Added |
| Epiq Partners, LLC | 3,714 | $947.4K | 0.64% | 00.0% | Unchanged |
| Sentry LLC | 3,701 | $944.1K | 0.17% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,700 | $943.8K | 0.11% | −6,086−62.2% | Reduced |
| GeoWealth Management, LLC | 3,695 | $942.5K | 0.04% | +335+10.0% | Added |
| Wealthspire Advisors, LLC | 3,678 | $938.3K | 0.01% | +97+2.7% | Added |
| Bank of Hawaii | 3,668 | $935.6K | 0.04% | −123−3.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,666 | $935.1K | 0.21% | +24+0.7% | Added |
| Eqis Capital Management, Inc. | 3,659 | $933.2K | 0.08% | +1,889+106.7% | Added |
| 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 |
| SRN Advisors, LLC | 3,633 | $926.7K | 0.77% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 3,548 | $922.1K | 0.16% | −148−4.0% | Reduced |
| GAMMA Investing LLC | 3,611 | $921.1K | 0.13% | +775+27.3% | Added |
| Beech Hill Advisors, Inc. | 3,610 | $920.8K | 0.38% | 00.0% | Unchanged |
| Northeast Investment Management | 3,599 | $918.0K | 0.04% | +205+6.0% | Added |
| GSB Wealth Management, LLC | 3,590 | $915.7K | 0.25% | +198+5.8% | Added |
| Financial Advocates Investment Management | 3,577 | $912.3K | 0.06% | −76−2.1% | Reduced |
| Sippican Capital Advisors | 3,575 | $911.9K | 0.72% | −20−0.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,556 | $907.1K | 0.63% | −201−5.4% | Reduced |
| Letson Investment Management, Inc. | 3,543 | $903.8K | 0.40% | +1,898+115.4% | Added |
| Connecticut Wealth Management, LLC | 3,542 | $903.5K | 0.05% | +42+1.2% | Added |
| Northstar Asset Management LLC | 3,525 | $899.2K | 0.22% | −165−4.5% | Reduced |
| Tudor Investment Corp Et Al | 3,519 | $897.6K | 0.01% | −30,374−89.6% | Reduced |
| WBH Advisory Inc | 3,518 | $897.4K | 0.09% | −92−2.5% | Reduced |
| LCNB Corp | 3,511 | $895.6K | 0.33% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,498 | $892.3K | 0.07% | +10+0.3% | Added |
| Grove Bank & Trust | 3,496 | $891.8K | 0.14% | +367+11.7% | Added |
| Cim Investment Mangement Inc | 3,478 | $887.2K | 0.27% | −21−0.6% | Reduced |
| Engineers Gate Manager LP | 3,471 | $885.4K | 0.02% | −27,428−88.8% | Reduced |
| AE Wealth Management LLC | 3,467 | $884.4K | 0.01% | +1,198+52.8% | Added |
| Gryphon Financial Partners LLC | 3,446 | $879.0K | 0.13% | +564+19.6% | Added |
| Beach Investment Counsel Inc | 3,422 | $873.0K | 0.11% | −656−16.1% | Reduced |
| Mitchell Sinkler & Starr | 3,294 | $870.3K | 0.22% | +223+7.3% | Added |
| Spinnaker Trust | 3,401 | $867.5K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3,400 | $867.3K | 0.31% | −187−5.2% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $863.7K | 0.42% | 00.0% | Unchanged |
| PFG Advisors | 3,370 | $859.6K | 0.06% | +1,658+96.8% | Added |
| Abbot Financial Management, Inc. | 3,342 | $852.5K | 0.46% | +101+3.1% | Added |
| Choate Investment Advisors | 3,337 | $851.2K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 3,307 | $843.5K | 0.08% | +97+3.0% | Added |
| Virtus ETF Advisers LLC | 3,306 | $843.3K | 0.41% | +154+4.9% | Added |
| Stock Yards Bank & Trust Co | 3,300 | $841.8K | 0.03% | +45+1.4% | Added |
| Atlantic Union Bankshares Corp | 3,291 | $839.4K | 0.05% | +2,141+186.2% | Added |
| Banque Pictet & Cie SA | 3,280 | $836.7K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 3,268 | $833.6K | 0.60% | +838+34.5% | Added |
| Hilltop Holdings Inc. | 3,264 | $832.6K | 0.10% | +515+18.7% | Added |
| Pensionmark Financial Group, LLC | 3,233 | $824.8K | 0.05% | +3,233 | New |
| Lake Street Advisors Group, LLC | 3,221 | $824.5K | 0.04% | −273−7.8% | Reduced |
| International Assets Investment Management, LLC | 3,226 | $822.9K | 0.08% | −134−4.0% | Reduced |
| Mill Capital Management, LLC | 3,210 | $818.8K | 0.07% | −682−17.5% | Reduced |
| Premier Path Wealth Partners, LLC | 3,195 | $815.0K | 0.14% | +500+18.6% | Added |
| Legacy Capital Wealth Partners, LLC | 3,186 | $812.8K | 0.21% | +3,186 | New |
| Saturna Capital CORP | 3,170 | $808.6K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 3,162 | $806.6K | 0.05% | +9+0.3% | Added |
| X-Square Capital, LLC | 3,160 | $806.0K | 0.37% | +41+1.3% | Added |
| Old Point Trust & Financial Services N A | 3,152 | $804.0K | 0.31% | +1,097+53.4% | Added |
| Okabena Investment Services Inc | 3,147 | $802.7K | 0.25% | +1,400+80.1% | Added |
| Murchinson Ltd. | 3,125 | $797.1K | 0.17% | +3,125 | New |
| Allred Capital Management, LLC | 3,117 | $795.1K | 0.30% | +47+1.5% | Added |
| United Asset Strategies, Inc. | 3,102 | $791.1K | 0.08% | −415−11.8% | Reduced |
| CFO4Life Group, LLC | 3,096 | $789.7K | 0.15% | +25+0.8% | Added |
| Wealth Alliance | 3,089 | $787.9K | 0.10% | −277−8.2% | Reduced |
| Braun Stacey Associates Inc | 3,083 | $786.0K | 0.03% | +3,083 | New |
| Optimum Investment Advisors | 3,077 | $784.9K | 0.35% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,074 | $784.1K | 0.39% | +14+0.5% | Added |
| NorthRock Partners, LLC | 3,062 | $783.8K | 0.03% | +321+11.7% | Added |
| Versor Investments LP | 3,046 | $777.0K | 0.14% | +3,046 | New |
| Boothbay Fund Management, LLC | 3,042 | $776.0K | 0.03% | +1,195+64.7% | Added |
| Bull Street Advisors, LLC | 3,035 | $774.0K | 0.37% | 00.0% | Unchanged |
| Conning Inc. | 3,003 | $766.0K | 0.03% | +24+0.8% | Added |
| Finivi Inc. | 3,000 | $765.2K | 0.63% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,994 | $763.7K | 0.21% | −708−19.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,985 | $761.4K | 0.07% | −167−5.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,974 | $758.6K | 0.11% | −25−0.8% | Reduced |
| Advisors Capital Management, LLC | 2,966 | $757.0K | 0.01% | −64−2.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,908 | $753.5K | 0.01% | +766+35.8% | Added |
| First Affirmative Financial Network | 2,904 | $740.8K | 0.51% | +56+2.0% | Added |
| Rossmore Private Capital | 2,900 | $739.7K | 0.10% | +10+0.3% | Added |
| NVWM, LLC | 2,884 | $738.3K | 0.20% | −15−0.5% | Reduced |
| Resurgent Financial Advisors LLC | 2,882 | $735.1K | 0.46% | −74−2.5% | Reduced |
| Encompass Wealth Advisors, LLC | 2,867 | $731.3K | 0.19% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,862 | $730.0K | 0.30% | 00.0% | Unchanged |
| First American Bank | 2,856 | $728.5K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,856 | $728.5K | 0.01% | +270+10.4% | Added |
| Proficio Capital Partners LLC | 2,851 | $727.1K | 0.08% | +64+2.3% | Added |