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
- 1,716
- +35 vs. Q1 2024
- Shares held
- 361.6M
- +940.5K (+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
- 588 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 |
|---|---|---|---|---|---|
| Second Half Financial Partners, LLC | 11,037 | $2.82M | 2.25% | −259−2.3% | Reduced |
| Main Street Financial Solutions, LLC | 11,013 | $2.81M | 0.26% | −40.0% | Reduced |
| Moors & Cabot, Inc. | 10,980 | $2.80M | 0.15% | +378+3.6% | Added |
| Hamilton Capital Partners Inc. | 10,900 | $2.78M | 0.30% | +118+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 10,818 | $2.76M | 0.11% | +822+8.2% | Added |
| Legacy Private Trust Co. | 10,804 | $2.76M | 0.20% | +102+1.0% | Added |
| Resources Investment Advisors, LLC. | 10,788 | $2.75M | 0.03% | +1,901+21.4% | Added |
| Mattern Wealth Management LLC | 10,778 | $2.75M | 0.66% | −731−6.4% | Reduced |
| Occidental Asset Management, LLC | 10,722 | $2.73M | 0.48% | +586+5.8% | Added |
| Tiaa Trust, National Association | 10,683 | $2.73M | 0.01% | −559−5.0% | Reduced |
| Nations Financial Group Inc, | 10,670 | $2.72M | 0.22% | +835+8.5% | Added |
| Private Trust Co NA | 10,573 | $2.70M | 0.29% | +302+2.9% | Added |
| HMS Capital Management, LLC | 10,563 | $2.69M | 1.40% | +844+8.7% | Added |
| Maxwell Wealth Strategies Inc. | 10,539 | $2.69M | 1.32% | −46−0.4% | Reduced |
| LMG Wealth Partners, LLC | 10,519 | $2.68M | 0.67% | +8,657+464.9% | Added |
| Geneos Wealth Management Inc. | 10,371 | $2.65M | 0.12% | +192+1.9% | Added |
| Ameritas Investment Partners, Inc. | 10,279 | $2.62M | 0.09% | −319−3.0% | Reduced |
| Pictet North America Advisors SA | 10,260 | $2.62M | 0.28% | +1,595+18.4% | Added |
| apricus wealth, LLC | 10,239 | $2.61M | 1.86% | −2,320−18.5% | Reduced |
| CFS Investment Advisory Services, LLC | 10,195 | $2.60M | 0.21% | −286−2.7% | Reduced |
| IFG Advisory, LLC | 10,163 | $2.59M | 0.17% | +269+2.7% | Added |
| Naples Money Management LLC | 10,100 | $2.57M | 2.19% | +10,100 | New |
| Griffin Asset Management, Inc. | 10,062 | $2.57M | 0.30% | +74+0.7% | Added |
| Moneta Group Investment Advisors LLC | 10,042 | $2.56M | 0.04% | +396+4.1% | Added |
| Gabelli Funds LLC | 10,005 | $2.55M | 0.02% | +900+9.9% | Added |
| West Michigan Advisors, LLC | 9,917 | $2.54M | 0.81% | +319+3.3% | Added |
| Nelson Capital Management, LLC | 9,844 | $2.51M | 0.45% | +178+1.8% | Added |
| National Asset Management, Inc. | 9,802 | $2.51M | 0.06% | −1,071−9.9% | Reduced |
| Bowman & Co S.C. | 9,821 | $2.51M | 1.45% | +988+11.2% | Added |
| Dynamic Advisor Solutions LLC | 9,817 | $2.50M | 0.08% | −817−7.7% | Reduced |
| Marathon Capital Management | 9,785 | $2.50M | 0.64% | −180−1.8% | Reduced |
| Boston Private Wealth LLC | 9,734 | $2.48M | 0.06% | −1,471−13.1% | Reduced |
| HighPoint Advisor Group LLC | 8,972 | $2.48M | 0.15% | +1,371+18.0% | Added |
| Lantz Financial LLC | 9,730 | $2.48M | 0.77% | −21−0.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,670 | $2.47M | 0.14% | 00.0% | Unchanged |
| Nkcfo LLC | 9,650 | $2.46M | 1.34% | +9,650 | New |
| Stephens Inc | 9,616 | $2.45M | 0.04% | +271+2.9% | Added |
| Empowered Funds, LLC | 9,587 | $2.45M | 0.04% | +4,188+77.6% | Added |
| Portland Global Advisors LLC | 9,565 | $2.44M | 0.33% | +472+5.2% | Added |
| Nilsine Partners, LLC | 9,534 | $2.43M | 0.33% | +296+3.2% | Added |
| First Hawaiian Bank | 9,532 | $2.43M | 0.08% | −104−1.1% | Reduced |
| Teza Capital Management LLC | 9,531 | $2.43M | 0.30% | −16,769−63.8% | Reduced |
| Wetherby Asset Management Inc | 9,530 | $2.43M | 0.11% | −202−2.1% | Reduced |
| New Potomac Partners, LLC | 9,505 | $2.42M | 1.33% | +13+0.1% | Added |
| Citizens Financial Group Inc | 9,444 | $2.41M | 0.05% | +6,787+255.4% | Added |
| Schechter Investment Advisors, LLC | 9,455 | $2.41M | 0.18% | −54−0.6% | Reduced |
| Wright Investors Service Inc | 9,443 | $2.41M | 0.63% | +106+1.1% | Added |
| Round Rock Advisors, LLC | 9,417 | $2.40M | 0.58% | +522+5.9% | Added |
| Stoneridge Investment Partners LLC | 9,374 | $2.39M | 0.90% | +5,515+142.9% | Added |
| Mission Wealth Management, LP | 9,295 | $2.37M | 0.06% | −158−1.7% | Reduced |
| Oakview Capital Management, L.P. | 9,286 | $2.37M | 7.45% | −13,680−59.6% | Reduced |
| Allworth Financial LP | 9,100 | $2.37M | 0.02% | +228+2.6% | Added |
| KKM Financial LLC | 9,165 | $2.35M | 1.12% | +85+0.9% | Added |
| Banque Cantonale Vaudoise | 9,205 | $2.35M | 0.09% | +1,355+17.3% | Added |
| NBT Bank N A | 9,190 | $2.34M | 0.17% | −169−1.8% | Reduced |
| Haverford Trust Co | 9,190 | $2.34M | 0.02% | +20+0.2% | Added |
| Exencial Wealth Advisors, LLC | 9,174 | $2.34M | 0.09% | +624+7.3% | Added |
| Cohen Klingenstein LLC | 9,120 | $2.33M | 0.08% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 9,092 | $2.32M | 0.06% | +1,129+14.2% | Added |
| Platform Technology Partners | 9,065 | $2.31M | 0.80% | +9,065 | New |
| Walleye Trading LLC | 9,032 | $2.30M | 0.05% | −6,576−42.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.30M | 0.29% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 9,008 | $2.30M | 0.16% | +3,174+54.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $2.30M | 1.19% | +4,500+100.0% | Added |
| Argyle Capital Management Inc. | 8,994 | $2.29M | 0.94% | −90−1.0% | Reduced |
| Smith, Salley & Associates | 8,972 | $2.29M | 0.16% | +124+1.4% | Added |
| Peterson Wealth Services | 8,954 | $2.28M | 0.80% | +251+2.9% | Added |
| Investment Management Corp of Ontario | 8,929 | $2.28M | 0.06% | +2,300+34.7% | Added |
| Advisors Asset Management, Inc. | 8,897 | $2.27M | 0.04% | −3,212−26.5% | Reduced |
| American Trust | 8,756 | $2.23M | 0.18% | −555−6.0% | Reduced |
| Criterion Capital Advisors, LLC | 8,683 | $2.21M | 1.39% | +405+4.9% | Added |
| Thoroughbred Financial Services, LLC | 8,664 | $2.21M | 0.15% | +2,356+37.3% | Added |
| Ostrum Asset Management | 8,654 | $2.21M | 0.19% | −673−7.2% | Reduced |
| Meridian Investment Counsel Inc. | 8,603 | $2.19M | 0.69% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 8,591 | $2.19M | 0.32% | +26+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 8,590 | $2.19M | 0.03% | −1,051−10.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,575 | $2.19M | 0.04% | +200+2.4% | Added |
| Ballentine Partners, LLC | 8,545 | $2.18M | 0.04% | −63−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,541 | $2.18M | 0.01% | +7,368+628.1% | Added |
| Penobscot Investment Management Company, Inc. | 8,487 | $2.16M | 0.21% | +30+0.4% | Added |
| Integrated Wealth Concepts LLC | 8,478 | $2.16M | 0.03% | +41+0.5% | Added |
| Bleakley Financial Group, LLC | 8,422 | $2.15M | 0.06% | −67−0.8% | Reduced |
| Hyman Charles D | 8,400 | $2.14M | 0.12% | 00.0% | Unchanged |
| Argent Trust Co | 8,393 | $2.14M | 0.09% | +125+1.5% | Added |
| Simplicity Wealth,LLC | 8,390 | $2.14M | 0.05% | −71−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 8,296 | $2.13M | 0.05% | +169+2.1% | Added |
| Mirabella Financial Services LLP | 8,309 | $2.12M | 0.15% | +190+2.3% | Added |
| We Are One Seven, LLC | 8,277 | $2.11M | 0.10% | +809+10.8% | Added |
| Mount Lucas Management LP | 8,277 | $2.11M | 0.75% | +8,277 | New |
| Epoch Investment Partners, Inc. | 8,255 | $2.11M | 0.01% | −588−6.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 8,235 | $2.10M | 1.76% | −250−2.9% | Reduced |
| Alpha DNA Investment Management LLC | 8,117 | $2.07M | 1.17% | −8,437−51.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,100 | $2.07M | 0.85% | +624+8.3% | Added |
| Panagora Asset Management Inc | 8,064 | $2.06M | 0.01% | +1,280+18.9% | Added |
| J.W. Cole Advisors, Inc. | 8,055 | $2.05M | 0.10% | +5,327+195.3% | Added |
| Advent Capital Management | 8,000 | $2.04M | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 7,998 | $2.04M | 0.04% | +2,460+44.4% | Added |
| Dividend Assets Capital, LLC | 7,961 | $2.03M | 0.41% | +146+1.9% | Added |
| Naples Global Advisors, LLC | 7,922 | $2.03M | 0.20% | +10+0.1% | Added |
| Fort Washington Investment Advisors Inc | 7,918 | $2.02M | 0.01% | −164−2.0% | Reduced |