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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 5,630 | $1.44M | 0.04% | +454+8.8% | Added |
| Gs Investments, Inc. | 5,565 | $1.42M | 0.67% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,549 | $1.42M | 0.04% | −1,593−22.3% | Reduced |
| Balyasny Asset Management LLC | 5,526 | $1.41M | 0.00% | +379+7.4% | Added |
| Sigma Planning Corp | 5,494 | $1.40M | 0.04% | +1,376+33.4% | Added |
| Stratos Wealth Partners, LTD. | 5,459 | $1.39M | 0.02% | −193−3.4% | Reduced |
| Baldwin Investment Management, LLC | 5,441 | $1.39M | 0.19% | −10−0.2% | Reduced |
| Paladin Advisory Group, LLC | 5,431 | $1.38M | 1.08% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 5,412 | $1.38M | 0.77% | +5,412 | New |
| Wealthcare Advisory Partners LLC | 5,403 | $1.38M | 0.04% | +1,401+35.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,399 | $1.38M | 0.29% | −35−0.6% | Reduced |
| Coldstream Capital Management Inc | 5,373 | $1.37M | 0.03% | +145+2.8% | Added |
| Kingsview Wealth Management, LLC | 5,357 | $1.37M | 0.03% | +54+1.0% | Added |
| Warren Averett Asset Management, LLC | 5,355 | $1.37M | 0.03% | +123+2.4% | Added |
| Galibier Capital Management Ltd. | 5,297 | $1.35M | 0.34% | +5,297 | New |
| Valeo Financial Advisors, LLC | 5,256 | $1.34M | 0.04% | +307+6.2% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,250 | $1.34M | 0.52% | +14+0.3% | Added |
| Stablepoint Partners, LLC | 4,909 | $1.33M | 0.26% | −188−3.7% | Reduced |
| Creative Financial Designs Inc | 5,203 | $1.33M | 0.12% | −24−0.5% | Reduced |
| Wedmont Private Capital | 5,119 | $1.32M | 0.08% | +538+11.7% | Added |
| Monte Financial Group, LLC | 5,163 | $1.32M | 0.58% | +82+1.6% | Added |
| One Capital Management, LLC | 5,161 | $1.32M | 0.04% | +3,892+306.7% | Added |
| Central Trust Co | 5,160 | $1.32M | 0.03% | −127−2.4% | Reduced |
| Golden State Equity Partners | 5,119 | $1.31M | 0.27% | +5,119 | New |
| Asset Dedication, LLC | 5,117 | $1.31M | 0.09% | +303+6.3% | Added |
| Field & Main Bank | 5,055 | $1.29M | 0.48% | +222+4.6% | Added |
| Cookson Peirce & Co Inc | 5,049 | $1.29M | 0.06% | +89+1.8% | Added |
| Legacy Wealth Asset Management, LLC | 5,041 | $1.29M | 0.36% | +18+0.4% | Added |
| Meridian Wealth Management, LLC | 4,997 | $1.27M | 0.15% | +4,997 | New |
| Valley National Advisers Inc | 4,975 | $1.27M | 0.19% | −147−2.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.27M | 0.02% | 00.0% | Unchanged |
| Viawealth, LLC | 4,965 | $1.27M | 0.79% | −13−0.3% | Reduced |
| Webster Bank, N. A. | 4,964 | $1.27M | 0.14% | −113−2.2% | Reduced |
| Bridges Investment Management Inc | 4,935 | $1.26M | 0.02% | +4,935 | New |
| Centaurus Financial, Inc. | 4,931 | $1.26M | 0.08% | −10.0% | Reduced |
| Summitry LLC | 4,909 | $1.25M | 0.06% | −106−2.1% | Reduced |
| Concord Wealth Partners | 4,901 | $1.25M | 0.22% | +935+23.6% | Added |
| Dorsey & Whitney Trust CO LLC | 4,900 | $1.25M | 0.09% | −1,316−21.2% | Reduced |
| Csenge Advisory Group | 4,876 | $1.24M | 0.07% | −181−3.6% | Reduced |
| Parsons Capital Management Inc | 4,854 | $1.24M | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,837 | $1.23M | 0.21% | −86−1.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,831 | $1.23M | 0.17% | +10.0% | Added |
| Trust Asset Management LLC | 4,830 | $1.23M | 0.10% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,811 | $1.23M | 0.08% | −159−3.2% | Reduced |
| DF Dent & Co Inc | 4,804 | $1.23M | 0.02% | 00.0% | Unchanged |
| Simmons Bank | 4,790 | $1.22M | 0.09% | −79−1.6% | Reduced |
| Ballast, Inc. | 4,783 | $1.22M | 0.38% | +99+2.1% | Added |
| Concord Asset Management, LLC | 4,759 | $1.21M | 0.30% | +995+26.4% | Added |
| Wolf Group Capital Advisors | 4,749 | $1.21M | 0.48% | −24−0.5% | Reduced |
| Mattson Financial Services, LLC | 4,730 | $1.21M | 0.43% | +4,730 | New |
| Castlekeep Investment Advisors LLC | 4,700 | $1.20M | 0.92% | −14−0.3% | Reduced |
| Summit Trail Advisors, LLC | 4,677 | $1.20M | 0.03% | −902−16.2% | Reduced |
| Perigon Wealth Management, LLC | 4,679 | $1.19M | 0.03% | +136+3.0% | Added |
| Meridian Wealth Advisors, LLC | 4,661 | $1.19M | 0.21% | +92+2.0% | Added |
| Quadrant Capital Group LLC | 4,636 | $1.18M | 0.09% | +264+6.0% | Added |
| Saxon Interests, Inc. | 4,630 | $1.18M | 0.56% | +141+3.1% | Added |
| Camden Capital, LLC | 4,625 | $1.18M | 0.09% | +4+0.1% | Added |
| Legato Capital Management LLC | 4,618 | $1.18M | 0.16% | −1,340−22.5% | Reduced |
| Formidable Asset Management, LLC | 4,579 | $1.17M | 0.19% | +517+12.7% | Added |
| Nichols & Pratt Advisers LLP | 4,572 | $1.17M | 0.08% | −235−4.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,566 | $1.17M | 0.83% | −313−6.4% | Reduced |
| Forum Financial Management, LP | 4,561 | $1.16M | 0.02% | +3+0.1% | Added |
| AMG National Trust Bank | 4,543 | $1.16M | 0.03% | +288+6.8% | Added |
| Old National Bancorp | 4,532 | $1.16M | 0.03% | −96−2.1% | Reduced |
| Rehmann Capital Advisory Group | 4,512 | $1.15M | 0.08% | −182−3.9% | Reduced |
| Westpac Banking Corp | 4,483 | $1.14M | 0.09% | +4,118+1,128.2% | Added |
| Applied Capital LLC | 4,424 | $1.13M | 0.99% | +275+6.6% | Added |
| AA Financial Advisors, LLC | 4,414 | $1.13M | 0.40% | +65+1.5% | Added |
| Silvant Capital Management LLC | 4,384 | $1.12M | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,373 | $1.12M | 0.13% | +21+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,322 | $1.10M | 0.05% | +111+2.6% | Added |
| Heritage Trust Co | 4,318 | $1.10M | 0.15% | +200+4.9% | Added |
| WCM Investment Management, LLC | 4,191 | $1.10M | 0.00% | +30+0.7% | Added |
| Applied Finance Capital Management, LLC | 4,302 | $1.10M | 0.05% | +4,302 | New |
| Mainstay Capital Management LLC | 4,279 | $1.09M | 0.19% | +424+11.0% | Added |
| First Citizens Bank & Trust Co | 4,278 | $1.09M | 0.02% | +24+0.6% | Added |
| Smartleaf Asset Management LLC | 4,161 | $1.09M | 0.18% | +702+20.3% | Added |
| Hancock Whitney Corp | 4,271 | $1.09M | 0.04% | −103−2.4% | Reduced |
| Cigna Investments Inc | 4,260 | $1.09M | 0.20% | −47−1.1% | Reduced |
| Sierra Summit Advisors LLC | 4,251 | $1.08M | 0.27% | +379+9.8% | Added |
| Atomi Financial Group, Inc. | 4,215 | $1.08M | 0.08% | +1,704+67.9% | Added |
| Cito Capital Group, LLC | 4,200 | $1.07M | 0.42% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 4,213 | $1.07M | 3.58% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,190 | $1.07M | 0.58% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 4,166 | $1.07M | 0.36% | −23−0.5% | Reduced |
| MGB Wealth Management, LLC | 4,117 | $1.06M | 0.40% | +69+1.7% | Added |
| PFS Partners, LLC | 4,135 | $1.05M | 0.67% | −265−6.0% | Reduced |
| SYSTM Wealth Solutions LLC | 4,118 | $1.05M | 0.23% | −11,344−73.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,123 | $1.05M | 0.99% | +121+3.0% | Added |
| FRG Family Wealth Advisors LLC | 3,963 | $1.05M | 0.20% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,117 | $1.05M | 0.04% | +224+5.8% | Added |
| Lakeside Advisors, INC. | 4,108 | $1.05M | 0.68% | −120−2.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,101 | $1.05M | 0.08% | +111+2.8% | Added |
| Farther Finance Advisors, LLC | 4,103 | $1.05M | 0.05% | +1,562+61.5% | Added |
| Fiduciary Group LLC | 4,092 | $1.04M | 0.11% | +51+1.3% | Added |
| Frank, Rimerman Advisors LLC | 4,081 | $1.04M | 0.07% | +4,046+11,560.0% | Added |
| Fidelis Capital Partners, LLC | 3,911 | $1.04M | 0.15% | −293−7.0% | Reduced |
| Emprise Bank | 4,033 | $1.03M | 0.63% | −154−3.7% | Reduced |
| Monetary Management Group Inc | 4,030 | $1.03M | 0.27% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 4,000 | $1.02M | 0.12% | +4,000 | New |