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; 2,172 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 1,620 | $413.2K | 0.03% | +24+1.5% | Added |
| Harvest Fund Management Co., Ltd | 1,617 | $412.0K | 0.03% | +193+13.6% | Added |
| Eagle Bluffs Wealth Management LLC | 1,607 | $411.4K | 0.24% | +23+1.5% | Added |
| Bank of New Hampshire | 1,600 | $408.1K | 0.11% | 00.0% | Unchanged |
| Dempze Nancy E | 1,600 | $408.1K | 0.28% | +1,600 | New |
| Roberts Glore & Co Inc | 1,596 | $407.1K | 0.12% | +5+0.3% | Added |
| Aaron Wealth Advisors | 1,596 | $407.1K | 0.06% | +509+46.8% | Added |
| Argonautica Private Wealth Management, Inc | 1,593 | $406.3K | 0.14% | −2−0.1% | Reduced |
| Evermay Wealth Management LLC | 1,590 | $406.3K | 0.07% | −56−3.4% | Reduced |
| FLC Capital Advisors | 1,591 | $405.8K | 0.10% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,585 | $404.4K | 0.16% | −326−17.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,585 | $404.3K | 0.24% | +50+3.3% | Added |
| Marex Group plc | 1,580 | $403.0K | 0.01% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,554 | $397.7K | 0.02% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,559 | $397.7K | 0.04% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,551 | $395.6K | 0.12% | +130+9.1% | Added |
| Kensington Investment Counsel, LLC | 1,548 | $394.9K | 0.17% | +333+27.4% | Added |
| Heron Bay Capital Management | 1,545 | $394.1K | 0.08% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,544 | $393.7K | 0.34% | −72−4.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,540 | $392.8K | 0.07% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,540 | $392.8K | 0.32% | +72+4.9% | Added |
| Abbrea Capital, LLC | 1,533 | $392.0K | 0.05% | −142−8.5% | Reduced |
| RFG Advisory, LLC | 1,535 | $391.5K | 0.01% | +112+7.9% | Added |
| Avidian Wealth Solutions, LLC | 1,528 | $389.8K | 0.02% | +352+29.9% | Added |
| Voya Financial Advisors, Inc. | 1,476 | $386.8K | 0.04% | −132−8.2% | Reduced |
| Sicart Associates LLC | 1,510 | $386.5K | 0.15% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,497 | $383.2K | 0.03% | +164+12.3% | Added |
| Steinberg Asset Management LLC | 1,500 | $382.6K | 0.30% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,497 | $382.0K | 0.01% | −4,126−73.4% | Reduced |
| 9258 Wealth Management, LLC | 1,493 | $380.8K | 0.06% | −81−5.1% | Reduced |
| Courier Capital LLC | 1,493 | $380.8K | 0.03% | −35−2.3% | Reduced |
| Tyche Wealth Partners LLC | 1,493 | $380.8K | 0.09% | −592−28.4% | Reduced |
| Foundations Investment Advisors, LLC | 1,493 | $380.8K | 0.01% | +410+37.9% | Added |
| Fosun International Ltd | 1,491 | $380.3K | 0.13% | −509−25.5% | Reduced |
| SageView Advisory Group, LLC | 1,488 | $379.5K | 0.02% | +1,488 | New |
| Carson Advisory Inc. | 1,488 | $379.5K | 0.27% | −75−4.8% | Reduced |
| First County Bank | 1,485 | $378.8K | 0.19% | −164−9.9% | Reduced |
| Americana Partners, LLC | 1,474 | $376.0K | 0.03% | −3−0.2% | Reduced |
| Invesco, LLC | 1,473 | $375.8K | 0.16% | −75−4.8% | Reduced |
| MONECO Advisors, LLC | 1,473 | $375.8K | 0.06% | 00.0% | Unchanged |
| Farmers National Bank | 1,472 | $375.5K | 0.11% | −133−8.3% | Reduced |
| David Loasby | 1,463 | $375.0K | 0.04% | +243+19.9% | Added |
| Tectonic Advisors LLC | 1,461 | $372.7K | 0.03% | +28+2.0% | Added |
| Cutter & CO Brokerage, Inc. | 1,460 | $372.4K | 0.09% | +1,460 | New |
| Revisor Wealth Management LLC | 1,457 | $371.7K | 0.26% | −1,127−43.6% | Reduced |
| Phillips Wealth Planners LLC | 1,446 | $370.6K | 0.39% | +31+2.2% | Added |
| Summit Global Investments | 1,452 | $370.0K | 0.02% | +59+4.2% | Added |
| Patron Partners Advisors, LLC | 1,446 | $368.9K | 0.22% | +65+4.7% | Added |
| Weik Capital Management | 1,445 | $368.6K | 0.16% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,433 | $365.5K | 0.03% | −1,218−45.9% | Reduced |
| BSW Wealth Partners | 1,430 | $364.7K | 0.06% | +54+3.9% | Added |
| Oakworth Capital, Inc. | 1,425 | $363.5K | 0.03% | +580+68.6% | Added |
| Councilmark Asset Management, LLC | 1,387 | $353.8K | 0.25% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,384 | $353.0K | 0.02% | +117+9.2% | Added |
| Gateway Advisory, LLC | 1,371 | $349.7K | 0.06% | +1,371 | New |
| Titleist Asset Management, LLC | 1,371 | $349.6K | 0.05% | +43+3.2% | Added |
| Family Management Corp | 1,366 | $348.4K | 0.06% | −117−7.9% | Reduced |
| Delta Investment Management, LLC | 1,362 | $347.5K | 0.08% | +1,362 | New |
| Tandem Wealth Advisors LLC | 1,357 | $346.1K | 0.19% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,357 | $346.1K | 0.04% | +300+28.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,353 | $345.1K | 0.01% | −111−7.6% | Reduced |
| Renaissance Group LLC | 1,350 | $344.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,341 | $343.1K | 0.03% | +200+17.5% | Added |
| Morningstar Investment Services LLC | 1,303 | $341.0K | 0.00% | +268+25.9% | Added |
| Wealth Effects LLC | 1,330 | $339.2K | 0.12% | +25+1.9% | Added |
| Crown Wealth Group, LLC | 1,329 | $339.0K | 0.17% | +460+52.9% | Added |
| Nicholas Hoffman & Company, LLC. | 1,326 | $338.2K | 0.02% | +1,326 | New |
| RMR Capital Management, LLC | 1,325 | $338.0K | 0.31% | 00.0% | Unchanged |
| HTLF Bank | 1,319 | $336.5K | 0.04% | −14−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 1,318 | $336.0K | 0.02% | +120+10.0% | Added |
| Northstar Group, Inc. | 1,314 | $335.2K | 0.06% | +289+28.2% | Added |
| KPP Advisory Services LLC | 1,313 | $334.9K | 0.09% | −26−1.9% | Reduced |
| DGS Capital Management, LLC | 1,302 | $332.1K | 0.09% | +9+0.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,302 | $332.1K | 0.06% | +47+3.7% | Added |
| Sage Financial Management Group, Inc. | 1,300 | $332.0K | 1.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,296 | $330.6K | 0.19% | +41+3.3% | Added |
| Morris Retirement Advisors, LLC | 1,295 | $330.4K | 0.19% | +1,295 | New |
| Delta Financial Group, Inc. | 1,293 | $330.0K | 0.14% | +173+15.4% | Added |
| Magnetar Financial LLC | 1,291 | $329.3K | 0.01% | −15,863−92.5% | Reduced |
| Bollard Group LLC | 1,290 | $329.0K | 0.01% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,284 | $327.4K | 0.12% | +1,284 | New |
| Appleton Partners Inc | 1,277 | $326.0K | 0.03% | −450−26.1% | Reduced |
| Spirepoint Private Client, LLC | 1,275 | $325.2K | 0.05% | +74+6.2% | Added |
| Fundamentun, LLC | 1,268 | $323.5K | 0.03% | +1,268 | New |
| Empower Advisory Group, LLC | 1,268 | $323.4K | 0.00% | +43+3.5% | Added |
| Smithfield Trust Co | 1,265 | $323.0K | 0.02% | −27−2.1% | Reduced |
| Wynn Capital, LLC | 1,251 | $319.1K | 0.24% | −35−2.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,244 | $317.3K | 0.01% | +222+21.7% | Added |
| Hodges Capital Management Inc. | 1,235 | $315.0K | 0.02% | −2,891−70.1% | Reduced |
| Broadwater Capital Management LLC | 1,230 | $313.7K | 0.24% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,225 | $312.5K | 0.06% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,224 | $312.2K | 0.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,222 | $311.7K | 0.01% | +34+2.9% | Added |
| Elgethun Capital Management | 1,219 | $310.9K | 0.08% | +100+8.9% | Added |
| Norway Savings Bank | 1,218 | $310.7K | 0.18% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,218 | $310.7K | 0.01% | +11+0.9% | Added |
| Cypress Capital Group | 1,212 | $309.2K | 0.04% | +26+2.2% | Added |
| Burke & Herbert Bank & Trust Co | 1,208 | $308.1K | 0.07% | +1,208 | New |
| Carret Asset Management, LLC | 1,206 | $307.6K | 0.04% | +80+7.1% | Added |
| Umpqua Bank | 1,201 | $306.4K | 0.12% | −17−1.4% | Reduced |