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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 5,892 | $1.70M | 0.65% | −220−3.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 5,913 | $1.71M | 0.52% | +5,913 | New |
| Chase Investment Counsel Corp | 5,930 | $1.71M | 0.57% | −465−7.3% | Reduced |
| Parallel Advisors, LLC | 5,952 | $1.72M | 0.04% | +322+5.7% | Added |
| Legacy Capital Wealth Partners, LLC | 6,005 | $1.73M | 0.35% | +2,819+88.5% | Added |
| Kingsview Wealth Management, LLC | 6,043 | $1.74M | 0.04% | +686+12.8% | Added |
| Resources Management Corp | 6,066 | $1.75M | 0.24% | −57−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,147 | $1.77M | 0.09% | +1,247+25.4% | Added |
| Merit Financial Group, LLC | 6,148 | $1.77M | 0.04% | −1,452−19.1% | Reduced |
| Sumitomo Life Insurance Co | 6,164 | $1.78M | 0.03% | +150+2.5% | Added |
| Profund Advisors LLC | 6,200 | $1.79M | 0.07% | +293+5.0% | Added |
| Horizon Investments, LLC | 6,202 | $1.79M | 0.05% | −518−7.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,202 | $1.79M | 0.12% | +75+1.2% | Added |
| Left Brain Wealth Management, LLC | 6,259 | $1.81M | 0.84% | +115+1.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,261 | $1.81M | 0.50% | +365+6.2% | Added |
| Cunning Capital Partners, LP | 6,265 | $1.81M | 0.96% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.81M | 0.86% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,326 | $1.83M | 0.05% | +1,649+35.3% | Added |
| FWL Investment Management, LLC | 6,375 | $1.84M | 0.70% | +6,180+3,169.2% | Added |
| Thompson Davis & Co., Inc. | 6,375 | $1.84M | 1.36% | +250+4.1% | Added |
| Quadcap Wealth Management, LLC | 6,463 | $1.86M | 0.29% | −120−1.8% | Reduced |
| Coldstream Capital Management Inc | 6,497 | $1.87M | 0.04% | +1,124+20.9% | Added |
| Valmark Advisers, Inc. | 6,500 | $1.87M | 0.03% | +690+11.9% | Added |
| Global Retirement Partners, LLC | 6,523 | $1.88M | 0.06% | −268−3.9% | Reduced |
| Cordatus Wealth Management LLC | 6,530 | $1.88M | 0.68% | +66+1.0% | Added |
| Mather Group, LLC. | 6,571 | $1.90M | 0.02% | +53+0.8% | Added |
| Snowden Capital Advisors LLC | 6,564 | $1.90M | 0.06% | −425−6.1% | Reduced |
| Westwood Holdings Group Inc. | 6,612 | $1.91M | 0.01% | +174+2.7% | Added |
| Guyasuta Investment Advisors Inc | 6,631 | $1.91M | 0.12% | −290−4.2% | Reduced |
| Qtron Investments LLC | 6,643 | $1.92M | 0.26% | −623−8.6% | Reduced |
| J. W. Coons Advisors, LLC | 6,658 | $1.92M | 0.48% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,664 | $1.92M | 0.67% | +3,890+140.2% | Added |
| Concord Wealth Partners | 6,676 | $1.93M | 0.32% | +1,775+36.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,700 | $1.93M | 0.20% | +6,700 | New |
| Gilliland Jeter Wealth Management LLC | 6,739 | $1.94M | 0.63% | +182+2.8% | Added |
| Argent Financial Group, Inc. | 6,762 | $1.95M | 0.23% | +6,762 | New |
| Mitchell & Pahl Private Wealth, LLC | 6,776 | $1.95M | 0.91% | +7+0.1% | Added |
| Clear Harbor Asset Management, LLC | 6,783 | $1.96M | 0.16% | +60+0.9% | Added |
| Fruth Investment Management | 6,793 | $1.96M | 0.51% | −420−5.8% | Reduced |
| TD Private Client Wealth LLC | 6,802 | $1.96M | 0.06% | +689+11.3% | Added |
| Schear Investment Advisers, LLC | 6,816 | $1.97M | 1.22% | +978+16.8% | Added |
| Banque Pictet & Cie SA | 6,830 | $1.97M | 0.02% | +3,550+108.2% | Added |
| Plato Investment Management Ltd | 6,849 | $1.97M | 0.16% | +6,849 | New |
| Schonfeld Strategic Advisors LLC | 6,870 | $1.98M | 0.02% | −44,016−86.5% | Reduced |
| BKM Wealth Management, LLC | 6,870 | $1.98M | 0.81% | +392+6.1% | Added |
| Pine Valley Investments Ltd Liability Co | 6,852 | $1.98M | 0.14% | +10+0.1% | Added |
| Concord Asset Management, LLC | 6,906 | $1.99M | 0.45% | +2,147+45.1% | Added |
| Family Legacy, Inc. | 6,913 | $1.99M | 0.66% | −30−0.4% | Reduced |
| Lincoln Capital LLC | 6,929 | $2.00M | 0.42% | −224−3.1% | Reduced |
| Golden State Equity Partners | 6,926 | $2.00M | 0.31% | +1,807+35.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,956 | $2.01M | 0.56% | −109−1.5% | Reduced |
| Monarch Capital Management Inc | 6,954 | $2.01M | 0.54% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7,004 | $2.03M | 0.09% | +5,925+549.1% | Added |
| Ostrum Asset Management | 7,049 | $2.03M | 0.17% | −1,605−18.5% | Reduced |
| Baxter Bros Inc | 7,071 | $2.04M | 0.27% | +5,081+255.3% | Added |
| Fifth Third Wealth Advisors LLC | 7,104 | $2.05M | 0.13% | +799+12.7% | Added |
| D. E. Shaw & Co., Inc. | 7,115 | $2.05M | 0.00% | −219−3.0% | Reduced |
| Ritholtz Wealth Management | 7,129 | $2.06M | 0.06% | −416−5.5% | Reduced |
| King Luther Capital Management Corp | 7,139 | $2.06M | 0.01% | +160+2.3% | Added |
| Cox Capital Mgt LLC | 7,149 | $2.06M | 1.23% | −8,556−54.5% | Reduced |
| Aries Wealth Management | 7,188 | $2.07M | 0.57% | −30−0.4% | Reduced |
| TFG Advisers LLC | 7,204 | $2.08M | 0.75% | +161+2.3% | Added |
| Fulton Bank, N.A. | 7,209 | $2.08M | 0.08% | −46−0.6% | Reduced |
| EP Wealth Advisors, LLC | 7,228 | $2.08M | 0.02% | +890+14.0% | Added |
| Nomura Holdings Inc | 7,293 | $2.10M | 0.02% | −39,557−84.4% | Reduced |
| Altman Advisors, Inc. | 7,324 | $2.11M | 0.94% | +7,324 | New |
| Oak Harbor Wealth Partners, LLC | 7,348 | $2.12M | 0.61% | −209−2.8% | Reduced |
| Herold Advisors, Inc. | 7,367 | $2.12M | 0.46% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 7,370 | $2.13M | 0.77% | +1,004+15.8% | Added |
| Perigon Wealth Management, LLC | 7,436 | $2.14M | 0.06% | +2,757+58.9% | Added |
| Parkside Financial Bank & Trust | 7,450 | $2.15M | 0.30% | −66−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 7,489 | $2.16M | 0.16% | −410−5.2% | Reduced |
| Virtu Financial LLC | 7,554 | $2.18M | 0.12% | −6,198−45.1% | Reduced |
| Ambassador Advisors, LLC | 7,564 | $2.18M | 0.38% | −320−4.1% | Reduced |
| JT Stratford LLC | 7,587 | $2.19M | 0.37% | −16−0.2% | Reduced |
| Central Valley Advisors, LLC | 7,620 | $2.20M | 1.24% | +283+3.9% | Added |
| Lederer & Associates Investment Counsel | 7,631 | $2.20M | 1.55% | −103−1.3% | Reduced |
| Bowen Hanes & Co Inc | 7,637 | $2.20M | 0.06% | +140+1.9% | Added |
| Dividend Assets Capital, LLC | 7,661 | $2.21M | 0.42% | −300−3.8% | Reduced |
| American Trust | 7,669 | $2.21M | 0.18% | −1,087−12.4% | Reduced |
| Criterion Capital Advisors, LLC | 8,683 | $2.21M | 1.39% | 00.0% | Unchanged |
| Perpetual Ltd | 7,692 | $2.22M | 0.02% | −24−0.3% | Reduced |
| Burney Co | 7,741 | $2.23M | 0.08% | +50+0.7% | Added |
| Security National Bank | 7,746 | $2.23M | 0.30% | +380+5.2% | Added |
| Vestcor Inc | 7,779 | $2.24M | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,812 | $2.25M | 0.03% | +2,353+43.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,825 | $2.26M | 1.80% | −410−5.0% | Reduced |
| Davidson Trust Co | 7,865 | $2.27M | 1.17% | +1,547+24.5% | Added |
| First Trust Investment Solutions L.P. | 7,873 | $2.27M | 0.26% | +18+0.2% | Added |
| First Hawaiian Bank | 7,875 | $2.27M | 0.07% | −1,657−17.4% | Reduced |
| Naples Global Advisors, LLC | 7,851 | $2.27M | 0.21% | −71−0.9% | Reduced |
| Ghe, LLC | 8,198 | $2.27M | 0.85% | +308+3.9% | Added |
| Alpha DNA Investment Management LLC | 7,907 | $2.28M | 1.25% | −210−2.6% | Reduced |
| Advisors Asset Management, Inc. | 7,940 | $2.29M | 0.04% | −957−10.8% | Reduced |
| Alaethes Wealth LLC | 7,917 | $2.29M | 0.84% | +31+0.4% | Added |
| Claro Advisors LLC | 7,945 | $2.29M | 0.30% | +709+9.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,019 | $2.31M | 0.89% | −81−1.0% | Reduced |
| Inscription Capital, LLC | 8,040 | $2.32M | 0.34% | +525+7.0% | Added |
| We Are One Seven, LLC | 8,048 | $2.32M | 0.10% | −229−2.8% | Reduced |
| Panagora Asset Management Inc | 8,056 | $2.32M | 0.01% | −8−0.1% | Reduced |