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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 1,200 | $306.1K | 0.02% | −95−7.3% | Reduced |
| Abacus Planning Group, Inc. | 1,197 | $305.3K | 0.06% | +31+2.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,196 | $305.1K | 0.01% | −75−5.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,185 | $303.3K | 0.02% | +114+10.6% | Added |
| Drive Wealth Management, LLC | 1,183 | $302.9K | 0.08% | +41+3.6% | Added |
| Smith Shellnut Wilson LLC | 1,185 | $302.3K | 0.15% | 00.0% | Unchanged |
| Allstate Corp | 1,182 | $301.5K | 0.02% | +28+2.4% | Added |
| LaSalle St. Investment Advisors, LLC | 1,179 | $301.0K | 0.15% | −32−2.6% | Reduced |
| Country Club Bank | 1,145 | $300.0K | 0.02% | −35−3.0% | Reduced |
| Lakeview Capital Partners, LLC | 1,155 | $299.2K | 0.05% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,162 | $296.4K | 0.02% | −70−5.7% | Reduced |
| Cromwell Holdings LLC | 1,146 | $293.4K | 0.18% | +1,146 | New |
| Sivia Capital Partners, LLC | 1,144 | $291.8K | 0.20% | +210+22.5% | Added |
| Callan Capital, LLC | 1,141 | $291.0K | 0.02% | +188+19.7% | Added |
| Legacy Advisors, LLC | 1,126 | $288.2K | 0.04% | +48+4.5% | Added |
| Bard Financial Services, Inc. | 1,130 | $288.2K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,116 | $284.7K | 0.19% | +10+0.9% | Added |
| Ameritas Advisory Services, LLC | 1,114 | $284.2K | 0.01% | +156+16.3% | Added |
| Girard Partners Ltd. | 1,110 | $283.1K | 0.03% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,100 | $280.7K | 0.03% | −13,105−92.3% | Reduced |
| Alta Advisers Ltd | 1,100 | $280.6K | 0.13% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $280.6K | 0.22% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,096 | $280.0K | 0.08% | −1,105−50.2% | Reduced |
| Cornercap Investment Counsel Inc | 1,093 | $278.8K | 0.05% | −33−2.9% | Reduced |
| First American Trust, FSB | 1,092 | $278.5K | 0.03% | −34−3.0% | Reduced |
| Gries Financial LLC | 1,088 | $277.5K | 0.06% | +30+2.8% | Added |
| Ground Swell Capital, LLC | 1,087 | $277.3K | 0.27% | +1,087 | New |
| Paloma Partners Management Co | 1,086 | $277.0K | 0.02% | −3,508−76.4% | Reduced |
| Johnson Financial Group, Inc. | 1,079 | $276.3K | 0.01% | −148−12.1% | Reduced |
| Oak Thistle LLC | 1,077 | $274.7K | 0.20% | −379−26.0% | Reduced |
| Clarus Group, Inc. | 1,072 | $273.4K | 0.12% | −58−5.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,064 | $271.0K | 0.02% | +14+1.3% | Added |
| Arete Wealth Advisors, LLC | 1,063 | $271.0K | 0.02% | +1,063 | New |
| HBC Financial Services, PLLC | 1,000 | $271.0K | 0.17% | +1,000 | New |
| Sapient Capital LLC | 1,058 | $270.8K | 0.01% | +21+2.0% | Added |
| AlTi Global, Inc. | 1,057 | $270.6K | 0.01% | −247−18.9% | Reduced |
| Onefund, LLC | 1,059 | $270.1K | 0.29% | +8+0.8% | Added |
| Brookstone Capital Management | 1,009 | $270.0K | 0.00% | +152+17.7% | Added |
| Leo Wealth, LLC | 1,058 | $269.7K | 0.03% | +1,058 | New |
| TCI Wealth Advisors, Inc. | 1,056 | $269.4K | 0.03% | +18+1.7% | Added |
| MCF Advisors LLC | 1,048 | $268.3K | 0.02% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,051 | $268.1K | 0.01% | +41+4.1% | Added |
| Affinity Wealth Management LLC | 1,050 | $268.0K | 0.05% | +135+14.8% | Added |
| DeDora Capital, Inc. | 1,049 | $267.6K | 0.08% | +1,049 | New |
| One River Asset Management, LLC | 1,047 | $267.1K | 0.14% | +1,047 | New |
| Trilogy Capital Inc. | 1,043 | $266.0K | 0.01% | +1,043 | New |
| Excalibur Management Corp | 1,039 | $265.0K | 0.11% | −5−0.5% | Reduced |
| VeraBank, N.A. | 1,039 | $265.0K | 0.08% | 00.0% | Unchanged |
| Kidder Stephen W | 1,036 | $264.3K | 0.08% | −30−2.8% | Reduced |
| AdvisorNet Financial, Inc | 1,033 | $263.5K | 0.02% | +203+24.5% | Added |
| Breakwater Capital Group | 1,033 | $263.5K | 0.06% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,033 | $263.5K | 0.02% | +34+3.4% | Added |
| Parthenon LLC | 1,027 | $262.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,026 | $261.7K | 0.01% | +16+1.6% | Added |
| Convergence Investment Partners, LLC | 1,025 | $261.5K | 0.08% | −26−2.5% | Reduced |
| IFP Advisors, Inc | 1,024 | $261.2K | 0.01% | +266+35.1% | Added |
| GHP Investment Advisors, Inc. | 1,024 | $261.2K | 0.01% | −68−6.2% | Reduced |
| Financial Advisors, LLC | 1,020 | $260.2K | 0.05% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,018 | $259.7K | 0.14% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,018 | $259.7K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,014 | $258.7K | 0.11% | +171+20.3% | Added |
| McLean Asset Management Corp | 1,007 | $258.1K | 0.08% | −25−2.4% | Reduced |
| Atwater Malick LLC | 1,010 | $257.6K | 0.09% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,003 | $255.8K | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $255.1K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,000 | $255.1K | 0.03% | +1,000 | New |
| Strategy Asset Managers LLC | 1,323 | $254.7K | 0.06% | −37−2.7% | Reduced |
| RB Capital Management, LLC | 995 | $253.9K | 0.06% | +73+7.9% | Added |
| Prosperity Consulting Group, LLC | 995 | $253.7K | 0.03% | +67+7.2% | Added |
| Barlow Wealth Partners, Inc. | 975 | $253.5K | 0.04% | +120+14.0% | Added |
| Bragg Financial Advisors, Inc | 993 | $253.3K | 0.01% | −10−1.0% | Reduced |
| Cable Hill Partners, LLC | 989 | $253.2K | 0.03% | +989 | New |
| Duncker Streett & Co Inc | 992 | $253.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 984 | $251.0K | 0.03% | +7+0.7% | Added |
| Guardian Wealth Advisors, LLC | 983 | $250.7K | 0.03% | −7−0.7% | Reduced |
| Integrated Advisors Network LLC | 974 | $248.4K | 0.01% | −65−6.3% | Reduced |
| Cohen & Steers, Inc. | 973 | $248.0K | 0.00% | −19−1.9% | Reduced |
| TAGStone Capital, Inc. | 969 | $248.0K | 0.14% | +969 | New |
| Sargent Investment Group, LLC | 971 | $247.7K | 0.05% | −160−14.1% | Reduced |
| First Financial Bank - Trust Division | 969 | $247.2K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 969 | $247.2K | 0.01% | +93+10.6% | Added |
| Founders Financial Alliance, LLC | 968 | $247.0K | 0.07% | +968 | New |
| LaFleur & Godfrey LLC | 968 | $246.9K | 0.04% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 963 | $245.6K | 0.08% | −2−0.2% | Reduced |
| Abel Hall, LLC | 958 | $244.4K | 0.17% | 00.0% | Unchanged |
| Verum Partners LLC | 957 | $244.0K | 0.08% | +118+14.1% | Added |
| Equitable Trust Co | 956 | $243.9K | 0.02% | −2,030−68.0% | Reduced |
| McIlrath & Eck, LLC | 956 | $243.9K | 0.04% | 00.0% | Unchanged |
| Somerset Group LLC | 954 | $243.3K | 0.22% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 952 | $243.0K | 0.03% | −184−16.2% | Reduced |
| One Wealth Advisors, LLC | 897 | $242.4K | 0.05% | −4−0.4% | Reduced |
| Altfest L J & Co Inc | 949 | $242.0K | 0.03% | −9−0.9% | Reduced |
| Wayfinding Financial, LLC | 945 | $242.0K | 0.14% | +83+9.6% | Added |
| Forte Capital LLC | 948 | $241.8K | 0.03% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 947 | $241.6K | 0.02% | +33+3.6% | Added |
| American National Bank | 947 | $241.6K | 0.03% | +60+6.8% | Added |
| Harrington Investments, INC | 943 | $240.5K | 0.14% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 943 | $240.5K | 0.02% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 942 | $240.3K | 0.17% | −222−19.1% | Reduced |
| First Bank & Trust | 941 | $240.0K | 0.05% | −102−9.8% | Reduced |