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; 2,172 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 8,134 | $2.35M | 0.17% | +2,008+32.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,987 | $2.35M | 0.02% | +717+9.9% | Added |
| Epoch Investment Partners, Inc. | 8,146 | $2.35M | 0.01% | −109−1.3% | Reduced |
| Argyle Capital Management Inc. | 8,165 | $2.35M | 0.94% | −829−9.2% | Reduced |
| Oakview Capital Management, L.P. | 8,173 | $2.36M | 11.00% | −1,113−12.0% | Reduced |
| McDonald Partners LLC | 8,193 | $2.36M | 0.59% | +1,866+29.5% | Added |
| NBT Bank N A | 8,226 | $2.37M | 0.16% | −964−10.5% | Reduced |
| Bowman & Co S.C. | 8,235 | $2.38M | 1.25% | −1,586−16.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,367 | $2.41M | 0.22% | −120−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 8,382 | $2.42M | 0.05% | +86+1.0% | Added |
| XTX Topco Ltd | 8,446 | $2.44M | 0.18% | −4,597−35.2% | Reduced |
| Ballentine Partners, LLC | 8,456 | $2.44M | 0.04% | −89−1.0% | Reduced |
| SpiderRock Advisors, LLC | 8,532 | $2.46M | 0.05% | −560−6.2% | Reduced |
| HM Payson & Co | 8,553 | $2.47M | 0.04% | +555+6.9% | Added |
| Douglass Winthrop Advisors, LLC | 8,575 | $2.47M | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 8,603 | $2.48M | 0.75% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,632 | $2.49M | 0.04% | +1,432+19.9% | Added |
| Schechter Investment Advisors, LLC | 8,669 | $2.50M | 0.18% | −786−8.3% | Reduced |
| Wetherby Asset Management Inc | 8,692 | $2.51M | 0.11% | −838−8.8% | Reduced |
| Avitas Wealth Management LLC | 8,721 | $2.52M | 0.35% | +130+1.5% | Added |
| Gamco Investors, Inc. Et Al | 8,723 | $2.52M | 0.03% | +2,115+32.0% | Added |
| Kingswood Wealth Advisors, LLC | 8,729 | $2.52M | 0.18% | +3,061+54.0% | Added |
| Argent Trust Co | 8,730 | $2.52M | 0.10% | +337+4.0% | Added |
| Prudential PLC | 8,751 | $2.52M | 0.01% | −17,112−66.2% | Reduced |
| Exencial Wealth Advisors, LLC | 8,790 | $2.53M | 0.09% | −384−4.2% | Reduced |
| HighPoint Advisor Group LLC | 8,818 | $2.54M | 0.15% | −154−1.7% | Reduced |
| Bleakley Financial Group, LLC | 8,819 | $2.54M | 0.08% | +397+4.7% | Added |
| Meeder Advisory Services, Inc. | 8,851 | $2.55M | 0.17% | −157−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 8,916 | $2.57M | 0.03% | +438+5.2% | Added |
| Quinn Opportunity Partners LLC | 9,000 | $2.60M | 0.26% | +5,000+125.0% | Added |
| Platform Technology Partners | 9,018 | $2.60M | 0.82% | −47−0.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.60M | 0.31% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 9,064 | $2.61M | 1.03% | +5,521+155.8% | Added |
| National Asset Management, Inc. | 9,055 | $2.62M | 0.07% | −747−7.6% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $2.63M | 0.09% | 00.0% | Unchanged |
| Smith, Salley & Associates | 9,157 | $2.64M | 0.17% | +185+2.1% | Added |
| Resources Investment Advisors, LLC. | 9,199 | $2.65M | 0.03% | −1,589−14.7% | Reduced |
| New Potomac Partners, LLC | 9,200 | $2.65M | 1.36% | −305−3.2% | Reduced |
| Fort Washington Investment Advisors Inc | 9,226 | $2.66M | 0.02% | +1,308+16.5% | Added |
| Walleye Capital LLC | 9,240 | $2.66M | 0.03% | −24,429−72.6% | Reduced |
| Dynamic Advisor Solutions LLC | 9,251 | $2.67M | 0.08% | −566−5.8% | Reduced |
| TownSquare Capital, LLC | 9,274 | $2.67M | 0.03% | +2,511+37.1% | Added |
| Laurion Capital Management LP | 9,327 | $2.69M | 0.17% | +7,549+424.6% | Added |
| Nilsine Partners, LLC | 9,342 | $2.69M | 0.35% | −192−2.0% | Reduced |
| Phoenix Wealth Advisors | 9,379 | $2.70M | 1.26% | −1,889−16.8% | Reduced |
| Round Rock Advisors, LLC | 9,387 | $2.71M | 0.63% | −30−0.3% | Reduced |
| Wright Investors Service Inc | 9,396 | $2.71M | 0.71% | −47−0.5% | Reduced |
| Mission Wealth Management, LP | 9,492 | $2.74M | 0.07% | +197+2.1% | Added |
| Peterson Wealth Services | 9,535 | $2.75M | 0.88% | +581+6.5% | Added |
| Wealth Advisory Solutions, LLC | 9,539 | $2.75M | 0.76% | +9,539 | New |
| J.W. Cole Advisors, Inc. | 9,573 | $2.76M | 0.12% | +1,518+18.8% | Added |
| Thoroughbred Financial Services, LLC | 9,578 | $2.76M | 0.18% | +914+10.5% | Added |
| Haverford Trust Co | 9,613 | $2.77M | 0.03% | +423+4.6% | Added |
| Ameritas Investment Partners, Inc. | 9,687 | $2.79M | 0.09% | −592−5.8% | Reduced |
| Lantz Financial LLC | 9,704 | $2.80M | 0.76% | −26−0.3% | Reduced |
| Davidson Capital Management Inc. | 9,706 | $2.80M | 0.81% | +9,706 | New |
| KKM Financial LLC | 9,780 | $2.82M | 1.40% | +615+6.7% | Added |
| Naples Money Management LLC | 9,814 | $2.83M | 2.40% | −286−2.8% | Reduced |
| Stephens Inc | 9,876 | $2.85M | 0.04% | +260+2.7% | Added |
| Maxwell Wealth Strategies Inc. | 10,304 | $2.86M | 1.21% | −235−2.2% | Reduced |
| Allworth Financial LP | 9,923 | $2.86M | 0.02% | +823+9.0% | Added |
| Nelson Capital Management, LLC | 9,950 | $2.87M | 0.48% | +106+1.1% | Added |
| Nkcfo LLC | 9,975 | $2.88M | 1.37% | +325+3.4% | Added |
| Moody Lynn & Lieberson, LLC | 10,034 | $2.89M | 0.18% | +8,414+519.4% | Added |
| Marathon Capital Management | 10,055 | $2.90M | 0.70% | +270+2.8% | Added |
| Griffin Asset Management, Inc. | 10,063 | $2.90M | 0.32% | +10.0% | Added |
| West Michigan Advisors, LLC | 10,062 | $2.91M | 0.88% | +145+1.5% | Added |
| CFS Investment Advisory Services, LLC | 10,097 | $2.91M | 0.24% | −98−1.0% | Reduced |
| Private Trust Co NA | 10,107 | $2.91M | 0.29% | −466−4.4% | Reduced |
| MV Capital Management, Inc. | 10,154 | $2.93M | 0.31% | −2,578−20.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,182 | $2.94M | 0.08% | +3,677+56.5% | Added |
| Portland Global Advisors LLC | 10,211 | $2.94M | 0.37% | +646+6.8% | Added |
| Marshall Wace, LLP | 10,257 | $2.96M | 0.00% | +10,257 | New |
| Prime Capital Investment Advisors, LLC | 10,260 | $2.96M | 0.04% | +1,670+19.4% | Added |
| Moneta Group Investment Advisors LLC | 10,281 | $2.96M | 0.04% | +239+2.4% | Added |
| Capital Fund Management S.A. | 10,376 | $2.99M | 0.03% | +10,376 | New |
| Greenwood Capital Associates LLC | 10,395 | $3.00M | 0.39% | +10,395 | New |
| apricus wealth, LLC | 10,404 | $3.00M | 1.98% | +165+1.6% | Added |
| Geneos Wealth Management Inc. | 10,442 | $3.01M | 0.11% | +71+0.7% | Added |
| Cohen Investment Advisors LLC | 10,455 | $3.02M | 1.84% | +10,455 | New |
| Main Street Financial Solutions, LLC | 10,471 | $3.02M | 0.28% | −542−4.9% | Reduced |
| HMS Capital Management, LLC | 10,475 | $3.02M | 1.48% | −88−0.8% | Reduced |
| Citadel Advisors LLC | 10,548 | $3.04M | 0.00% | −6,905−39.6% | Reduced |
| IFG Advisory, LLC | 10,554 | $3.04M | 0.19% | +391+3.8% | Added |
| Pictet North America Advisors SA | 10,588 | $3.05M | 0.30% | +328+3.2% | Added |
| Confluence Wealth Services, Inc. | 10,610 | $3.06M | 0.22% | −2,582−19.6% | Reduced |
| Legacy Private Trust Co. | 10,635 | $3.07M | 0.21% | −169−1.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,645 | $3.07M | 0.11% | −173−1.6% | Reduced |
| Mattern Wealth Management LLC | 10,691 | $3.08M | 0.68% | −87−0.8% | Reduced |
| Tiaa Trust, National Association | 10,731 | $3.09M | 0.01% | +48+0.4% | Added |
| Accurate Wealth Management, LLC | 10,808 | $3.11M | 0.62% | −26−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 10,805 | $3.12M | 0.15% | +8,332+336.9% | Added |
| Argonautica Private Wealth Management, Inc | 10,828 | $3.12M | 1.04% | +9,235+579.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 11,000 | $3.17M | 1.64% | +2,000+22.2% | Added |
| Scotia Capital Inc. | 11,086 | $3.20M | 0.02% | +5,360+93.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,122 | $3.21M | 0.22% | −1,975−15.1% | Reduced |
| CAPROCK Group, Inc. | 11,188 | $3.24M | 0.12% | −239−2.1% | Reduced |
| International Assets Investment Management, LLC | 935,067 | $3.24M | 0.01% | +931,841+28,885.3% | Added |
| Prio Wealth Limited Partnership | 11,246 | $3.24M | 0.10% | −100−0.9% | Reduced |
| Principal Securities, Inc. | 11,274 | $3.25M | 0.08% | +222+2.0% | Added |