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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 941 | $240.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 940 | $240.0K | 0.02% | −2,768−74.6% | Reduced |
| Childress Capital Advisors, LLC | 939 | $239.6K | 0.07% | +120+14.7% | Added |
| Chilton Investment Co LLC | 935 | $238.5K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 934 | $238.2K | 0.02% | +934 | New |
| Intrua Financial, LLC | 934 | $238.1K | 0.04% | −16−1.7% | Reduced |
| San Luis Wealth Advisors LLC | 934 | $238.0K | 0.06% | −134−12.5% | Reduced |
| Kolinsky Wealth Management, LLC | 932 | $237.7K | 0.17% | −8−0.9% | Reduced |
| Diligent Investors, LLC | 931 | $237.5K | 0.06% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 928 | $236.7K | 0.09% | −230−19.9% | Reduced |
| WoodTrust Financial Corp | 924 | $236.0K | 0.04% | 00.0% | Unchanged |
| Hendley & Co Inc | 925 | $236.0K | 0.08% | +925 | New |
| Clayton Financial Group LLC | 898 | $232.7K | 0.10% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 912 | $232.6K | 0.14% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 911 | $232.4K | 0.14% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 909 | $231.9K | 0.04% | −681−42.8% | Reduced |
| Arlington Trust Co LLC | 908 | $231.6K | 0.05% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 905 | $230.8K | 0.20% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 894 | $228.0K | 0.05% | +86+10.6% | Added |
| Coastal Investment Advisors, Inc. | 894 | $228.0K | 0.04% | +894 | New |
| CoreCap Advisors, LLC | 893 | $227.8K | 0.02% | +78+9.6% | Added |
| Mendel Money Management | 892 | $227.5K | 0.11% | −50−5.3% | Reduced |
| Olistico Wealth, LLC | 889 | $226.8K | 0.14% | 00.0% | Unchanged |
| Gould Asset Management LLC | 886 | $226.0K | 0.05% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 881 | $224.6K | 0.15% | −32−3.5% | Reduced |
| Renasant Bank | 873 | $222.7K | 0.15% | −2−0.2% | Reduced |
| Jefferies Financial Group Inc. | 872 | $222.4K | 0.00% | −24,119−96.5% | Reduced |
| Cornerstone Advisory, LLC | 872 | $222.4K | 0.03% | −164−15.8% | Reduced |
| TCG Advisory Services, LLC | 870 | $221.9K | 0.01% | +870 | New |
| CVA Family Office, LLC | 868 | $221.4K | 0.04% | +10+1.2% | Added |
| Midland Wealth Advisors LLC | 865 | $220.6K | 0.01% | +79+10.1% | Added |
| Everpar Advisors LLC | 864 | $220.4K | 0.11% | +864 | New |
| Capital Analysts, LLC | 862 | $220.0K | 0.01% | +125+17.0% | Added |
| Invst, LLC | 863 | $219.9K | 0.02% | +863 | New |
| Five Oceans Advisors | 858 | $218.9K | 0.11% | −29−3.3% | Reduced |
| Great Diamond Partners, LLC | 858 | $218.9K | 0.05% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 858 | $218.9K | 0.00% | +858 | New |
| Platte River Wealth Advisors, LLC | 855 | $218.1K | 0.06% | +855 | New |
| Avantax Planning Partners, Inc. | 851 | $217.1K | 0.01% | +851 | New |
| Journey Strategic Wealth LLC | 845 | $215.6K | 0.01% | +845 | New |
| Green Harvest Asset Management LLC | 845 | $215.5K | 0.00% | +845 | New |
| Rise Advisors, LLC | 843 | $214.9K | 0.11% | +3+0.4% | Added |
| WT Wealth Management | 842 | $214.8K | 0.07% | −31−3.6% | Reduced |
| Thrive Wealth Management, LLC | 842 | $214.8K | 0.04% | +25+3.1% | Added |
| Hartline Investment Corp | 842 | $214.8K | 0.03% | +842 | New |
| J.Safra Asset Management Corp | 837 | $213.5K | 0.02% | +177+26.8% | Added |
| MBL Wealth, LLC | 835 | $213.0K | 0.02% | −70−7.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 833 | $212.5K | 0.04% | −38−4.4% | Reduced |
| Barry Investment Advisors, LLC | 822 | $210.3K | 0.07% | +12+1.5% | Added |
| Salzhauer Michael | 824 | $210.2K | 0.17% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 821 | $209.4K | 0.01% | −30−3.5% | Reduced |
| Charter Research & Investment Group, Inc. | 820 | $209.2K | 0.16% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 819 | $208.9K | 0.01% | +819 | New |
| Investment Partners Asset Management, Inc. | 817 | $208.4K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 812 | $207.1K | 0.02% | +812 | New |
| Wealth Management Associates, Inc. | 810 | $206.6K | 0.10% | 00.0% | Unchanged |
| Busey Wealth Management | 809 | $206.4K | 0.01% | −85−9.5% | Reduced |
| Triangle Securities Wealth Management | 807 | $205.8K | 0.06% | +30+3.9% | Added |
| BlueChip Wealth Advisors LLC | 802 | $204.6K | 0.12% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 801 | $204.3K | 0.05% | −38−4.5% | Reduced |
| Clark Estates Inc | 800 | $204.1K | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 800 | $204.1K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 800 | $204.1K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 800 | $204.1K | 0.08% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 798 | $203.5K | 0.15% | 00.0% | Unchanged |
| Sym Financial Corp | 796 | $203.0K | 0.03% | +796 | New |
| Linden Thomas Advisory Services, LLC | 795 | $202.8K | 0.03% | +795 | New |
| Donaldson Capital Management, LLC | 795 | $202.7K | 0.01% | −36−4.3% | Reduced |
| Kornitzer Capital Management Inc | 794 | $202.5K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 792 | $202.0K | 0.18% | −33−4.0% | Reduced |
| GenTrust, LLC | 789 | $201.9K | 0.01% | +789 | New |
| Balentine LLC | 790 | $201.5K | 0.01% | −3,791−82.8% | Reduced |
| Trust Co | 788 | $201.0K | 0.03% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 786 | $200.5K | 0.02% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 785 | $200.2K | 0.13% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 786 | $200.0K | 0.04% | +786 | New |
| Caldwell Trust Co | 782 | $199.5K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 780 | $197.9K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 773 | $197.9K | 0.01% | +240+45.0% | Added |
| GPS Wealth Strategies Group, LLC | 757 | $193.1K | 0.03% | −42−5.3% | Reduced |
| Live Oak Investment Partners | – | $193.1K | 0.16% | – | New |
| Provenance Wealth Advisors, LLC | 756 | $192.8K | 0.03% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 754 | $192.0K | 0.14% | −89−10.6% | Reduced |
| JJJ Advisors Inc. | 718 | $183.2K | 0.04% | +28+4.1% | Added |
| Carmichael Hill & Associates, Inc. | 679 | $173.2K | 0.07% | 00.0% | Unchanged |
| Aviso Financial Inc. | 675 | $172.2K | 0.01% | +675 | New |
| Heritage Wealth Advisors | 646 | $164.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 642 | $164.3K | 0.01% | +2+0.3% | Added |
| Delta Asset Management LLC | 639 | $163.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 615 | $156.9K | 0.07% | −36−5.5% | Reduced |
| United Community Bank | 604 | $154.1K | 0.06% | −205−25.3% | Reduced |
| Ancora Advisors, LLC | 599 | $152.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 589 | $150.2K | 0.13% | −93−13.6% | Reduced |
| GW&K Investment Management, LLC | 578 | $147.0K | 0.00% | +45+8.4% | Added |
| Hazlett, Burt & Watson, Inc. | 572 | $146.0K | 0.08% | +20+3.6% | Added |
| Central Pacific Bank - Trust Division | 570 | $145.4K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 536 | $136.7K | 0.07% | 00.0% | Unchanged |
| West Branch Capital LLC | 526 | $134.2K | 0.05% | +1+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 502 | $128.5K | 0.04% | +7+1.4% | Added |
| Blume Capital Management, Inc. | 500 | $127.5K | 0.03% | 00.0% | Unchanged |