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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 2,843 | $725.2K | 0.14% | +51+1.8% | Added |
| Spire Wealth Management | 2,840 | $724.5K | 0.03% | +304+12.0% | Added |
| Astoria Portfolio Advisors LLC. | 2,833 | $722.8K | 0.26% | +118+4.3% | Added |
| Fullerton Fund Management Co Ltd. | 2,827 | $721.1K | 0.03% | +1,088+62.6% | Added |
| Cornerstone Wealth Management, LLC | 2,804 | $715.3K | 0.06% | +150+5.7% | Added |
| Capstone Investment Advisors, LLC | 2,804 | $715.2K | 0.02% | −385−12.1% | Reduced |
| Sound Financial Strategies Group, LLC | 2,798 | $713.7K | 0.62% | +248+9.7% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $709.3K | 0.49% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,770 | $709.1K | 0.03% | −56−2.0% | Reduced |
| Brown Financial Advisors | 2,779 | $708.9K | 0.32% | +2,779 | New |
| Newbridge Financial Services Group, Inc. | 2,774 | $707.7K | 0.26% | +2,352+557.3% | Added |
| Peak Planning Group, LLC | 2,769 | $706.4K | 0.35% | +1,193+75.7% | Added |
| Catalytic Wealth RIA, LLC | 2,744 | $699.9K | 0.14% | −110−3.9% | Reduced |
| Empire Financial Management Company, LLC | 2,735 | $697.7K | 0.23% | +100+3.8% | Added |
| Center for Financial Planning, Inc. | 2,733 | $697.2K | 0.10% | +85+3.2% | Added |
| Exchange Traded Concepts, LLC | 2,732 | $696.9K | 0.02% | +62+2.3% | Added |
| DRW Securities, LLC | 2,718 | $693.3K | 0.04% | +1,728+174.5% | Added |
| Shelton Capital Management | 2,714 | $692.3K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,710 | $691.3K | 0.03% | +274+11.2% | Added |
| 1776 Wealth LLC | 2,703 | $689.5K | 0.31% | +2,703 | New |
| Lindbrook Capital, LLC | 2,699 | $688.5K | 0.06% | +125+4.9% | Added |
| Boyar Asset Management Inc. | 2,687 | $685.4K | 0.47% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,687 | $685.4K | 0.15% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,681 | $683.9K | 0.03% | −8−0.3% | Reduced |
| Avestar Capital, LLC | 2,672 | $681.6K | 0.08% | +835+45.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,671 | $681.3K | 0.23% | −139−4.9% | Reduced |
| Montecito Bank & Trust | 2,667 | $680.3K | 0.14% | −20−0.7% | Reduced |
| Henry James International Management, Inc. | 2,666 | $680.0K | 0.24% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,661 | $679.0K | 0.26% | +494+22.8% | Added |
| 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 |
| City State Bank | 2,651 | $676.2K | 0.28% | −3−0.1% | Reduced |
| Cross Staff Investments Inc | 2,649 | $675.7K | 0.56% | 00.0% | Unchanged |
| Welch Group, LLC | 2,646 | $674.9K | 0.03% | −240−8.3% | Reduced |
| Verdad Advisers, LP | 2,641 | $673.7K | 0.78% | +552+26.4% | Added |
| CNB Bank | 2,639 | $673.2K | 0.32% | +2,147+436.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,637 | $672.6K | 0.01% | +77+3.0% | Added |
| Pallas Capital Advisors LLC | 2,503 | $670.0K | 0.03% | +564+29.1% | Added |
| West Family Investments, Inc. | 2,624 | $669.3K | 0.20% | +821+45.5% | Added |
| REDW Wealth LLC | 2,605 | $664.5K | 0.17% | −600−18.7% | Reduced |
| CX Institutional | 2,590 | $660.8K | 0.03% | −40−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 2,580 | $658.1K | 0.07% | +30+1.2% | 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 |
| 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 |
| Icon Wealth Advisors, LLC | 2,377 | $655.2K | 0.06% | +1,461+159.5% | Added |
| FSM Wealth Advisors, LLC | 2,562 | $653.5K | 0.22% | +217+9.3% | Added |
| Baader Bank INC | 2,550 | $650.5K | 0.05% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,548 | $649.9K | 0.05% | −157−5.8% | Reduced |
| Apexium Financial, LP | 2,540 | $647.9K | 0.05% | −17−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 2,509 | $640.0K | 0.03% | +84+3.5% | Added |
| Canopy Partners, LLC | 2,503 | $638.5K | 0.30% | −75−2.9% | Reduced |
| Knollwood Investment Advisory, LLC | 2,500 | $637.7K | 0.07% | +2,500 | New |
| V-Square Quantitative Management LLC | 2,499 | $637.4K | 0.10% | −191−7.1% | Reduced |
| Jones Financial Companies LLLP | 2,486 | $634.2K | 0.00% | +1,409+130.8% | Added |
| Legacy Financial Advisors, Inc. | 2,486 | $634.1K | 0.11% | −7−0.3% | Reduced |
| Sage Private Wealth Group, LLC | 2,475 | $631.6K | 0.53% | +275+12.5% | Added |
| Gladstone Institutional Advisory LLC | 2,473 | $630.8K | 0.03% | −52−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,472 | $630.6K | 0.05% | −19−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 2,468 | $629.5K | 0.00% | +180+7.9% | Added |
| PDS Planning, Inc | 2,446 | $623.9K | 0.06% | +111+4.8% | Added |
| Worth Financial Advisory Group, LLC | 2,436 | $621.4K | 0.41% | +2,436 | New |
| Burford Brothers, Inc. | 2,431 | $620.1K | 0.36% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,421 | $619.8K | 0.13% | +720+42.3% | Added |
| Equitable Holdings, Inc. | 2,409 | $614.5K | 0.01% | +676+39.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,401 | $612.5K | 0.23% | +2,401 | New |
| Goldstein Advisors, LLC | 2,401 | $612.4K | 0.10% | +38+1.6% | Added |
| Somerville Kurt F | 2,400 | $612.2K | 0.10% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,378 | $606.6K | 0.23% | +2,378 | New |
| Valley Brook Capital Group | 2,375 | $605.8K | 0.47% | +565+31.2% | Added |
| Hudson Valley Investment Advisors Inc | 2,671 | $604.2K | 0.08% | +641+31.6% | Added |
| Plancorp, LLC | 2,366 | $603.5K | 0.03% | +32+1.4% | Added |
| Keel Point, LLC | 2,242 | $600.6K | 0.05% | +968+76.0% | Added |
| Benjamin Edwards Inc | 2,354 | $600.0K | 0.12% | −191−7.5% | Reduced |
| FIL Ltd | 2,349 | $599.2K | 0.00% | −25,865−91.7% | Reduced |
| Vicus Capital | 2,345 | $598.3K | 0.05% | −31−1.3% | Reduced |
| Ellevest, Inc. | 2,336 | $595.9K | 0.04% | +330+16.5% | Added |
| Pacitti Group Inc. | 2,311 | $591.1K | 0.31% | +313+15.7% | Added |
| Mairs & Power Inc | 2,309 | $589.0K | 0.01% | −710−23.5% | Reduced |
| 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 |
| Leavell Investment Management, Inc. | 2,297 | $588.0K | 0.03% | +641+38.7% | Added |
| Means Investment Co., Inc. | 2,299 | $586.4K | 0.07% | −50−2.1% | Reduced |
| Essex Savings Bank | 2,297 | $585.9K | 0.16% | +203+9.7% | Added |
| Mesirow Financial Investment Management, Inc. | 2,292 | $585.5K | 0.01% | −508−18.1% | Reduced |
| Catalina Capital Group, LLC | 2,284 | $582.6K | 0.22% | +112+5.2% | Added |
| E&G Advisors, LP | 2,280 | $581.6K | 0.17% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,279 | $581.3K | 0.04% | +654+40.2% | Added |
| Trust Co of Toledo NA | 2,276 | $580.6K | 0.08% | +141+6.6% | Added |
| Farrell Financial LLC | 2,266 | $577.9K | 0.45% | +8+0.4% | Added |
| Western Wealth Management, LLC | 2,264 | $577.6K | 0.04% | +69+3.1% | Added |
| BlackDiamond Wealth Management Inc. | 2,143 | $576.9K | 0.38% | +2,143 | New |
| First City Capital Management, Inc. | 2,248 | $573.4K | 0.32% | −70−3.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,246 | $573.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,245 | $572.5K | 0.06% | +77+3.6% | Added |
| Axxcess Wealth Management, LLC | 2,239 | $571.1K | 0.02% | −4,693−67.7% | Reduced |
| G&S Capital LLC | 2,180 | $567.2K | 0.25% | −578−21.0% | Reduced |
| Tributary Capital Management, LLC | 2,210 | $563.7K | 0.05% | −90−3.9% | Reduced |
| Zions Bancorporation, N.A. | 2,192 | $559.1K | 0.04% | −331−13.1% | Reduced |