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, Q3 2024
Institutional positions in Chubb Ltd as of Sep 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
- 1,811
- +116 vs. Q2 2024
- Shares held
- 360.6M
- +28.2M (+8.5%) vs. Q2 2024
- Total value
- $103.7B
- +$19.0B (+22.4%) vs. Q2 2024
- New holders
- 200
- 675 more added
- Sold out
- 84
- 660 more reduced
20 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Viawealth, LLC | 4,099 | $1.18M | 0.69% | −866−17.4% | Reduced |
| Lakeside Advisors, INC. | 4,108 | $1.18M | 0.74% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,137 | $1.19M | 0.06% | −739−15.2% | Reduced |
| Good Life Advisors, LLC | 4,124 | $1.19M | 0.07% | +2,254+120.5% | Added |
| Financial Security Advisor, Inc. | 4,115 | $1.19M | 0.30% | −51−1.2% | Reduced |
| WBH Advisory Inc | 4,142 | $1.19M | 0.11% | +624+17.7% | Added |
| Total Clarity Wealth Management, Inc. | 4,153 | $1.20M | 0.39% | +263+6.8% | Added |
| Mattson Financial Services, LLC | 4,699 | $1.20M | 0.43% | −31−0.7% | Reduced |
| WCM Investment Management, LLC | 4,164 | $1.21M | 0.00% | −27−0.6% | Reduced |
| Old National Bancorp | 4,189 | $1.21M | 0.03% | −343−7.6% | Reduced |
| Westhampton Capital, LLC | 4,190 | $1.21M | 0.61% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 4,213 | $1.21M | 3.87% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 4,200 | $1.22M | 0.45% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,214 | $1.22M | 0.12% | +122+3.0% | Added |
| Meadow Creek Wealth Advisors LLC | 4,226 | $1.22M | 0.97% | +103+2.5% | Added |
| First Citizens Bank & Trust Co | 4,256 | $1.23M | 0.03% | −22−0.5% | Reduced |
| Hodges Capital Management Inc. | 1,410 | $1.23M | 0.08% | +175+14.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,314 | $1.24M | 0.05% | −8−0.2% | Reduced |
| Westpac Banking Corp | 4,334 | $1.25M | 0.08% | −149−3.3% | Reduced |
| Camden Capital, LLC | 4,353 | $1.26M | 0.14% | −272−5.9% | Reduced |
| Castlekeep Investment Advisors LLC | 4,369 | $1.26M | 0.86% | −331−7.0% | Reduced |
| RMR Wealth Builders | 4,373 | $1.26M | 0.13% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,333 | $1.26M | 0.08% | −179−4.0% | Reduced |
| Applied Capital LLC | 4,409 | $1.27M | 0.99% | −15−0.3% | Reduced |
| Formidable Asset Management, LLC | 4,427 | $1.28M | 0.20% | −152−3.3% | Reduced |
| Montag A & Associates Inc | 4,437 | $1.28M | 0.06% | +492+12.5% | Added |
| Relyea Zuckerberg Hanson LLC | 4,447 | $1.28M | 0.20% | −390−8.1% | Reduced |
| Saxon Interests, Inc. | 4,453 | $1.28M | 0.58% | −177−3.8% | Reduced |
| Simmons Bank | 4,483 | $1.29M | 0.09% | −307−6.4% | Reduced |
| Jones Financial Companies LLLP | 4,477 | $1.29M | 0.00% | +1,991+80.1% | Added |
| Atomi Financial Group, Inc. | 4,500 | $1.30M | 0.08% | +285+6.8% | Added |
| Brooks, Moore & Associates, Inc. | 4,518 | $1.30M | 0.77% | +4,518 | New |
| Forum Financial Management, LP | 4,561 | $1.32M | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,562 | $1.32M | 0.08% | −249−5.2% | Reduced |
| Nichols & Pratt Advisers LLP | 4,572 | $1.32M | 0.09% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 4,587 | $1.32M | 1.09% | +4,587 | New |
| Legato Capital Management LLC | 4,618 | $1.33M | 0.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,619 | $1.33M | 0.09% | −17−0.4% | Reduced |
| DF Dent & Co Inc | 4,652 | $1.34M | 0.02% | −152−3.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,674 | $1.35M | 0.06% | +1,847+65.3% | Added |
| Parsons Capital Management Inc | 4,697 | $1.35M | 0.09% | −157−3.2% | Reduced |
| Valley National Advisers Inc | 4,728 | $1.36M | 0.25% | −247−5.0% | Reduced |
| Applied Finance Capital Management, LLC | 4,739 | $1.37M | 0.06% | +437+10.2% | Added |
| Ballast, Inc. | 4,756 | $1.37M | 0.39% | −27−0.6% | Reduced |
| AA Financial Advisors, LLC | 4,769 | $1.38M | 0.40% | +355+8.0% | Added |
| Essex Financial Services, Inc. | 4,632 | $1.38M | 0.10% | −838−15.3% | Reduced |
| Trust Asset Management LLC | 4,830 | $1.39M | 0.11% | 00.0% | Unchanged |
| FIL Ltd | 4,831 | $1.39M | 0.00% | +2,482+105.7% | Added |
| Centaurus Financial, Inc. | 4,894 | $1.41M | 0.09% | −37−0.8% | Reduced |
| Bridges Investment Management Inc | 4,899 | $1.41M | 0.02% | −36−0.7% | Reduced |
| Stablepoint Partners, LLC | 4,933 | $1.42M | 0.26% | +24+0.5% | Added |
| GAMMA Investing LLC | 4,941 | $1.42M | 0.14% | +1,330+36.8% | Added |
| Webster Bank, N. A. | 4,957 | $1.43M | 0.15% | −7−0.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.43M | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,982 | $1.44M | 0.18% | +151+3.1% | Added |
| VCI Wealth Management LLC | 4,991 | $1.44M | 0.64% | +4,991 | New |
| Meridian Wealth Management, LLC | 5,041 | $1.45M | 0.07% | +44+0.9% | Added |
| Asset Dedication, LLC | 5,043 | $1.45M | 0.10% | −74−1.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,048 | $1.46M | 0.39% | +7+0.1% | Added |
| Wedmont Private Capital | 5,258 | $1.46M | 0.08% | +139+2.7% | Added |
| Summitry LLC | 5,060 | $1.46M | 0.07% | +151+3.1% | Added |
| Creative Financial Designs Inc | 5,065 | $1.46M | 0.12% | −138−2.7% | Reduced |
| IHT Wealth Management, LLC | 5,074 | $1.47M | 0.04% | +957+23.2% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,087 | $1.47M | 0.62% | −163−3.1% | Reduced |
| Sierra Summit Advisors LLC | 5,087 | $1.47M | 0.34% | +836+19.7% | Added |
| Smartleaf Asset Management LLC | 5,101 | $1.48M | 0.18% | +940+22.6% | Added |
| Field & Main Bank | 5,123 | $1.48M | 0.53% | +68+1.3% | Added |
| Valeo Financial Advisors, LLC | 5,137 | $1.48M | 0.04% | −119−2.3% | Reduced |
| Shorepoint Capital Partners LLC | 5,156 | $1.49M | 0.34% | −508−9.0% | Reduced |
| Monte Financial Group, LLC | 5,158 | $1.49M | 0.62% | −5−0.1% | Reduced |
| Magnolia Capital Advisors LLC | 5,168 | $1.49M | 0.75% | −244−4.5% | Reduced |
| Warren Averett Asset Management, LLC | 5,188 | $1.50M | 0.03% | −167−3.1% | Reduced |
| Delphi Management Inc | 5,190 | $1.50M | 1.36% | −1,694−24.6% | Reduced |
| Baldwin Investment Management, LLC | 5,201 | $1.50M | 0.19% | −240−4.4% | Reduced |
| Commerzbank Aktiengesellschaft | 5,201 | $1.50M | 0.04% | +2,542+95.6% | Added |
| Journey Advisory Group, LLC | 5,884 | $1.50M | 0.18% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 5,259 | $1.52M | 0.22% | +5,259 | New |
| Galibier Capital Management Ltd. | 5,297 | $1.53M | 0.34% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,306 | $1.53M | 0.88% | +1,171+28.3% | Added |
| Paladin Advisory Group, LLC | 5,431 | $1.57M | 1.16% | 00.0% | Unchanged |
| Pitcairn Co | 5,458 | $1.57M | 0.09% | −397−6.8% | Reduced |
| Insigneo Advisory Services, LLC | 5,533 | $1.60M | 0.16% | −428−7.2% | Reduced |
| Trust Co of Oklahoma | 5,535 | $1.60M | 0.52% | −197−3.4% | Reduced |
| Wealthcare Advisory Partners LLC | 5,539 | $1.60M | 0.05% | +136+2.5% | Added |
| Canandaigua National Bank & Trust Co | 5,558 | $1.60M | 0.15% | −591−9.6% | Reduced |
| Gs Investments, Inc. | 5,565 | $1.60M | 0.71% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,575 | $1.61M | 0.05% | +81+1.5% | Added |
| Crestline Management, LP | 5,629 | $1.62M | 0.09% | +5,629 | New |
| Wealth Quarterback LLC | 5,648 | $1.63M | 0.85% | −762−11.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,675 | $1.64M | 0.25% | +276+5.1% | Added |
| Chicago Capital, LLC | 5,697 | $1.64M | 0.05% | +148+2.7% | Added |
| Exeter Financial, LLC | 5,718 | $1.65M | 0.73% | −25−0.4% | Reduced |
| Tyler-Stone Wealth Management | 5,724 | $1.65M | 0.31% | +2,862+100.0% | Added |
| Jacobi Capital Management LLC | 5,729 | $1.65M | 0.12% | −84−1.4% | Reduced |
| Shayne & Co., LLC | 5,793 | $1.67M | 0.42% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 5,801 | $1.67M | 0.41% | −870−13.0% | Reduced |
| Arjuna Capital | 5,806 | $1.67M | 0.43% | +30+0.5% | Added |
| DB Fitzpatrick & Co, Inc | 5,834 | $1.68M | 1.48% | −112−1.9% | Reduced |
| Signaturefd, LLC | 5,855 | $1.69M | 0.03% | +100+1.7% | Added |
| GTS Securities LLC | 5,880 | $1.70M | 0.03% | −2,036−25.7% | Reduced |