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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 7,916 | $2.02M | 0.04% | +7,087+854.9% | Added |
| Alaethes Wealth LLC | 7,886 | $2.02M | 0.83% | +178+2.3% | Added |
| Neville Rodie & Shaw Inc | 7,899 | $2.02M | 0.15% | 00.0% | Unchanged |
| Ghe, LLC | 7,890 | $2.01M | 0.81% | −40−0.5% | Reduced |
| Ambassador Advisors, LLC | 7,884 | $2.01M | 0.36% | +96+1.2% | Added |
| First Trust Investment Solutions L.P. | 7,855 | $2.00M | 0.28% | +6+0.1% | Added |
| Vestcor Inc | 7,779 | $1.98M | 0.07% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 7,734 | $1.97M | 1.43% | −1,430−15.6% | Reduced |
| Perpetual Ltd | 7,716 | $1.97M | 0.02% | +2,699+53.8% | Added |
| Burney Co | 7,691 | $1.96M | 0.07% | −70−0.9% | Reduced |
| JT Stratford LLC | 7,603 | $1.94M | 0.36% | +998+15.1% | Added |
| Portfolio Design Labs, LLC | 7,603 | $1.94M | 0.60% | +1,162+18.0% | Added |
| Merit Financial Group, LLC | 7,600 | $1.94M | 0.04% | +280+3.8% | Added |
| Oak Harbor Wealth Partners, LLC | 7,557 | $1.93M | 0.61% | −152−2.0% | Reduced |
| Ritholtz Wealth Management | 7,545 | $1.92M | 0.06% | +162+2.2% | Added |
| Parkside Financial Bank & Trust | 7,516 | $1.92M | 0.30% | +40+0.5% | Added |
| Inscription Capital, LLC | 7,515 | $1.92M | 0.31% | +307+4.3% | Added |
| Bowen Hanes & Co Inc | 7,497 | $1.91M | 0.05% | +170+2.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,270 | $1.90M | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 7,367 | $1.88M | 0.43% | 00.0% | Unchanged |
| Security National Bank | 7,366 | $1.88M | 0.27% | +42+0.6% | Added |
| D. E. Shaw & Co., Inc. | 7,334 | $1.87M | 0.00% | −10,817−59.6% | Reduced |
| Central Valley Advisors, LLC | 7,337 | $1.87M | 1.03% | −10.0% | Reduced |
| Groupama Asset Managment | 14,652 | $1.86M | 0.04% | −5,912−28.7% | Reduced |
| Qtron Investments LLC | 7,266 | $1.85M | 0.27% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,255 | $1.85M | 0.07% | −1,187−14.1% | Reduced |
| Claro Advisors LLC | 7,236 | $1.85M | 0.29% | +10+0.1% | Added |
| Aries Wealth Management | 7,218 | $1.84M | 0.58% | −29−0.4% | Reduced |
| Fruth Investment Management | 7,213 | $1.84M | 0.50% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,200 | $1.84M | 0.04% | −2,081−22.4% | Reduced |
| Lincoln Capital LLC | 7,153 | $1.82M | 0.41% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 7,065 | $1.80M | 0.57% | +42+0.6% | Added |
| TFG Advisers LLC | 7,043 | $1.80M | 0.70% | +105+1.5% | Added |
| Snowden Capital Advisors LLC | 6,989 | $1.79M | 0.05% | −35−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,007 | $1.79M | 0.02% | +187+2.7% | Added |
| King Luther Capital Management Corp | 6,979 | $1.78M | 0.01% | −166−2.3% | Reduced |
| Monarch Capital Management Inc | 6,954 | $1.78M | 0.52% | −45−0.6% | Reduced |
| Ascent Group, LLC | 6,946 | $1.77M | 0.14% | +764+12.4% | Added |
| Family Legacy, Inc. | 6,943 | $1.77M | 0.63% | −18−0.3% | Reduced |
| Wedbush Securities Inc | 6,936 | $1.77M | 0.06% | −331−4.6% | Reduced |
| Delphi Management Inc | 6,884 | $1.76M | 1.43% | +21+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 6,842 | $1.75M | 0.13% | +30.0% | Added |
| Global Retirement Partners, LLC | 6,791 | $1.73M | 0.05% | +506+8.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,769 | $1.73M | 0.91% | −78−1.1% | Reduced |
| TownSquare Capital, LLC | 6,763 | $1.73M | 0.02% | +1,177+21.1% | Added |
| Clear Harbor Asset Management, LLC | 6,723 | $1.71M | 0.15% | +61+0.9% | Added |
| Horizon Investments, LLC | 6,720 | $1.71M | 0.05% | +41+0.6% | Added |
| DoubleLine ETF Adviser LP | 6,671 | $1.70M | 0.45% | −331−4.7% | Reduced |
| J. W. Coons Advisors, LLC | 6,658 | $1.70M | 0.41% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6,649 | $1.70M | 0.27% | +12+0.2% | Added |
| Mather Group, LLC. | 6,518 | $1.69M | 0.02% | +441+7.3% | Added |
| Gamco Investors, Inc. Et Al | 6,608 | $1.69M | 0.02% | −868−11.6% | Reduced |
| Bayview Asset Management, LLC | 6,600 | $1.68M | 0.99% | +2,600+65.0% | Added |
| Quadcap Wealth Management, LLC | 6,583 | $1.68M | 0.30% | −79−1.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,557 | $1.67M | 0.56% | −151−2.3% | Reduced |
| Centiva Capital, LP | 6,539 | $1.67M | 0.08% | −3,758−36.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,505 | $1.66M | 0.05% | −331−4.8% | Reduced |
| BKM Wealth Management, LLC | 6,478 | $1.65M | 0.79% | +648+11.1% | Added |
| Cordatus Wealth Management LLC | 6,464 | $1.65M | 0.62% | −24−0.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6,439 | $1.64M | 0.32% | +6,275+3,826.2% | Added |
| Westwood Holdings Group Inc. | 6,438 | $1.64M | 0.01% | −8,680−57.4% | Reduced |
| Wealth Quarterback LLC | 6,410 | $1.64M | 0.93% | +1,135+21.5% | Added |
| Chase Investment Counsel Corp | 6,395 | $1.63M | 0.58% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 6,366 | $1.62M | 0.63% | −11−0.2% | Reduced |
| EP Wealth Advisors, LLC | 6,338 | $1.62M | 0.02% | +2,743+76.3% | Added |
| McDonald Partners LLC | 6,327 | $1.61M | 0.43% | +1,498+31.0% | Added |
| Davidson Trust Co | 6,318 | $1.61M | 1.11% | −1,223−16.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,305 | $1.61M | 0.12% | +3,558+129.5% | Added |
| Insigneo Advisory Services, LLC | 5,961 | $1.61M | 0.18% | −661−10.0% | Reduced |
| iA Global Asset Management Inc. | 6,287 | $1.60M | 0.03% | −2,127−25.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 6,265 | $1.60M | 0.01% | +1,169+22.9% | Added |
| Cunning Capital Partners, LP | 6,265 | $1.60M | 0.91% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 6,149 | $1.57M | 0.17% | −439−6.7% | Reduced |
| Left Brain Wealth Management, LLC | 6,144 | $1.57M | 0.73% | +86+1.4% | Added |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.56M | 0.81% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,921 | $1.56M | 0.12% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,127 | $1.56M | 0.12% | +4,345+243.8% | Added |
| Roundview Capital LLC | 6,126 | $1.56M | 0.12% | +207+3.5% | Added |
| Thompson Davis & Co., Inc. | 6,125 | $1.56M | 1.36% | −40−0.6% | Reduced |
| Resources Management Corp | 6,123 | $1.56M | 0.23% | −162−2.6% | Reduced |
| TD Private Client Wealth LLC | 6,113 | $1.56M | 0.05% | −20.0% | Reduced |
| Transatlantique Private Wealth LLC | 6,112 | $1.55M | 0.63% | +53+0.9% | Added |
| Sumitomo Life Insurance Co | 6,014 | $1.53M | 0.04% | −776−11.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,946 | $1.52M | 1.40% | −51−0.9% | Reduced |
| Profund Advisors LLC | 5,907 | $1.51M | 0.06% | −127−2.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,896 | $1.50M | 0.47% | +5,896 | New |
| Journey Advisory Group, LLC | 5,884 | $1.50M | 0.18% | −593−9.2% | Reduced |
| Pitcairn Co | 5,855 | $1.49M | 0.09% | +876+17.6% | Added |
| Schear Investment Advisers, LLC | 5,838 | $1.49M | 1.08% | +1,557+36.4% | Added |
| Jacobi Capital Management LLC | 5,813 | $1.48M | 0.13% | +256+4.6% | Added |
| Valmark Advisers, Inc. | 5,810 | $1.48M | 0.03% | +284+5.1% | Added |
| Shayne & Co., LLC | 5,793 | $1.48M | 0.41% | +170+3.0% | Added |
| Arjuna Capital | 5,776 | $1.47M | 0.40% | +52+0.9% | Added |
| Essex Financial Services, Inc. | 5,470 | $1.47M | 0.11% | +1,041+23.5% | Added |
| Signaturefd, LLC | 5,755 | $1.47M | 0.03% | +171+3.1% | Added |
| Exeter Financial, LLC | 5,743 | $1.46M | 0.70% | −130−2.2% | Reduced |
| Trust Co of Oklahoma | 5,732 | $1.46M | 0.51% | −28−0.5% | Reduced |
| Scotia Capital Inc. | 5,726 | $1.46M | 0.01% | −172−2.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,668 | $1.45M | 0.13% | +17+0.3% | Added |
| Shorepoint Capital Partners LLC | 5,664 | $1.44M | 0.34% | −299−5.0% | Reduced |