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 |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 11,342 | $3.27M | 0.53% | +620+5.8% | Added |
| Slow Capital, Inc. | 11,340 | $3.27M | 0.50% | +31+0.3% | Added |
| Gabelli Funds LLC | 11,405 | $3.29M | 0.02% | +1,400+14.0% | Added |
| LMG Wealth Partners, LLC | 11,505 | $3.32M | 0.76% | +986+9.4% | Added |
| Stonebrook Private Inc. | 11,559 | $3.33M | 0.88% | −4,577−28.4% | Reduced |
| First National Trust Co | 11,565 | $3.34M | 0.13% | −194−1.6% | Reduced |
| Park National Corp | 11,677 | $3.37M | 0.12% | −108−0.9% | Reduced |
| Northcape Wealth Management, LLC | 11,731 | $3.38M | 1.11% | −982−7.7% | Reduced |
| LVW Advisors, LLC | 11,754 | $3.39M | 0.43% | +40+0.3% | Added |
| Moors & Cabot, Inc. | 11,825 | $3.41M | 0.17% | +845+7.7% | Added |
| Nations Financial Group Inc, | 11,880 | $3.43M | 0.25% | +1,210+11.3% | Added |
| Banque Cantonale Vaudoise | 11,923 | $3.44M | 0.14% | +2,718+29.5% | Added |
| Empowered Funds, LLC | 12,033 | $3.47M | 0.05% | +2,446+25.5% | Added |
| Hamilton Capital Partners Inc. | 12,043 | $3.47M | 0.30% | +1,143+10.5% | Added |
| Gunn & Co Investment Management, Inc. | 12,143 | $3.50M | 2.41% | −147,188−92.4% | Reduced |
| Vista Investment Partners LLC | 12,231 | $3.53M | 1.13% | +124+1.0% | Added |
| Jackson Square Capital, LLC | 12,310 | $3.55M | 0.88% | −40.0% | Reduced |
| Texas Yale Capital Corp. | 12,327 | $3.55M | 0.15% | +225+1.9% | Added |
| First National Advisers, LLC | 12,457 | $3.59M | 0.57% | −1,442−10.4% | Reduced |
| Patten Group, Inc. | 12,513 | $3.61M | 0.80% | −302−2.4% | Reduced |
| Brendel Financial Advisors LLC | 12,587 | $3.63M | 2.06% | −58−0.5% | Reduced |
| Lighthouse Investment Partners, LLC | 12,702 | $3.66M | 0.20% | +12,702 | New |
| Brown Miller Wealth Management, LLC | 12,800 | $3.69M | 1.43% | +138+1.1% | Added |
| Level Four Advisory Services, LLC | 13,083 | $3.70M | 0.16% | −394−2.9% | Reduced |
| Investment Management Corp of Ontario | 12,829 | $3.70M | 0.08% | +3,900+43.7% | Added |
| Fisher Asset Management, LLC | 12,839 | $3.70M | 0.00% | −2,451−16.0% | Reduced |
| Hanson & Doremus Investment Management | 12,900 | $3.72M | 0.59% | +543+4.4% | Added |
| Pinnacle Associates Ltd | 16,461 | $3.72M | 0.06% | +1,281+8.4% | Added |
| Bristlecone Advisors, LLC | 12,934 | $3.73M | 0.30% | −71−0.5% | Reduced |
| Clearstead Advisors, LLC | 12,945 | $3.73M | 0.06% | +820+6.8% | Added |
| Citizens Financial Group Inc | 13,105 | $3.79M | 0.08% | +3,661+38.8% | Added |
| RSM US Wealth Management LLC | 13,043 | $3.82M | 0.06% | +690+5.6% | Added |
| Van Eck Associates Corp | 13,010 | $3.84M | 0.00% | +359+2.8% | Added |
| Alphinity Investment Management Pty Ltd | 13,418 | $3.87M | 0.02% | +7,153+114.2% | Added |
| Delta Capital Management LLC | 13,437 | $3.88M | 2.23% | 00.0% | Unchanged |
| Twin Capital Management Inc | 13,438 | $3.88M | 0.44% | −151−1.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,446 | $3.88M | 0.42% | +15+0.1% | Added |
| Unison Advisors LLC | 13,459 | $3.89M | 0.47% | +44+0.3% | Added |
| Atria Wealth Solutions, Inc. | 13,488 | $3.90M | 0.04% | −24−0.2% | Reduced |
| Nicollet Investment Management, Inc. | 13,534 | $3.90M | 1.35% | +90+0.7% | Added |
| Wedbush Securities Inc | 13,568 | $3.91M | 0.15% | +6,632+95.6% | Added |
| Investment Research & Advisory Group, Inc. | 13,599 | $3.92M | 1.67% | +67+0.5% | Added |
| Everence Capital Management Inc | 13,700 | $3.95M | 0.25% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 13,701 | $3.95M | 1.30% | −256−1.8% | Reduced |
| South Dakota Investment Council | 13,714 | $3.96M | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,907 | $4.01M | 0.04% | −276−1.9% | Reduced |
| Central Bank & Trust Co | 13,907 | $4.01M | 0.55% | −2,745−16.5% | Reduced |
| Ossiam | 13,945 | $4.02M | 0.08% | −3,103−18.2% | Reduced |
| New Vernon Investment Management LLC | 14,071 | $4.06M | 4.37% | 00.0% | Unchanged |
| Somerset Trust Co | 14,095 | $4.06M | 1.52% | −149−1.0% | Reduced |
| New Hampshire Trust | 14,189 | $4.09M | 0.88% | −140−1.0% | Reduced |
| Weil Company, Inc. | 14,267 | $4.11M | 1.35% | +30.0% | Added |
| First National Bank of Omaha | 14,301 | $4.12M | 0.26% | −4,090−22.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 14,400 | $4.15M | 0.91% | +14,300+14,300.0% | Added |
| Financial Advisory Partners, LLC | 14,414 | $4.16M | 1.38% | −452−3.0% | Reduced |
| Community Bank, N.A. | 14,453 | $4.17M | 0.53% | +19+0.1% | Added |
| Vident Advisory, LLC | 14,543 | $4.19M | 0.11% | +1,078+8.0% | Added |
| Vinva Investment Management Ltd | 14,548 | $4.21M | 0.18% | −647−4.3% | Reduced |
| Berry Wealth Group, LP | 14,612 | $4.21M | 3.02% | −4,461−23.4% | Reduced |
| Thomasville National Bank | 14,646 | $4.22M | 0.31% | +23+0.2% | Added |
| SPC Financial, Inc. | 14,864 | $4.29M | 0.38% | −1,448−8.9% | Reduced |
| Ar Asset Management Inc | 14,906 | $4.30M | 0.96% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,937 | $4.31M | 0.11% | +1,850+14.1% | Added |
| Davenport & Co LLC | 14,965 | $4.32M | 0.03% | −2,264−13.1% | Reduced |
| Cincinnati Indemnity Co | 15,047 | $4.34M | 10.65% | 00.0% | Unchanged |
| Simplex Trading, LLC | 15,142 | $4.37M | 0.15% | +15,142 | New |
| Brown Brothers Harriman & Co | 15,222 | $4.39M | 0.03% | −36,532−70.6% | Reduced |
| CWM, LLC | 15,375 | $4.43M | 0.02% | +1,950+14.5% | Added |
| Compass Wealth Management LLC | 15,518 | $4.48M | 1.05% | +4,016+34.9% | Added |
| Summit Financial, LLC | 15,509 | $4.49M | 0.18% | +1,497+10.7% | Added |
| Corbyn Investment Management Inc | 15,638 | $4.51M | 1.72% | −712−4.4% | Reduced |
| Norinchukin Bank, The | 15,676 | $4.52M | 0.11% | +1,308+9.1% | Added |
| Coastline Trust Co | 15,827 | $4.56M | 0.54% | −40−0.3% | Reduced |
| Legacy Wealth Management, LLC | 15,828 | $4.56M | 1.68% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 15,898 | $4.58M | 0.26% | −800−4.8% | Reduced |
| Berkshire Bank | 15,921 | $4.59M | 1.08% | −474−2.9% | Reduced |
| Romano Brothers and Company | 15,934 | $4.60M | 0.57% | +1,402+9.6% | Added |
| Chicago Trust Co NA | 16,014 | $4.62M | 0.80% | +530+3.4% | Added |
| Plimoth Trust Co LLC | 16,034 | $4.62M | 1.17% | −360−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 16,104 | $4.64M | 0.04% | −663−4.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,174 | $4.66M | 1.70% | +191+1.2% | Added |
| Intech Investment Management LLC | 16,178 | $4.67M | 0.05% | +3,160+24.3% | Added |
| Rock Point Advisors, LLC | 16,221 | $4.68M | 1.28% | −470−2.8% | Reduced |
| Park Avenue Securities LLC | 16,265 | $4.69M | 0.05% | +573+3.7% | Added |
| KCM Investment Advisors LLC | 16,328 | $4.71M | 0.16% | +2,532+18.4% | Added |
| Boit C F David | 16,165 | $4.71M | 2.33% | +800+5.2% | Added |
| Citizens National Bank Trust Department | 16,370 | $4.72M | 0.99% | +37+0.2% | Added |
| NEOS Investment Management LLC | 16,428 | $4.74M | 0.14% | +3,248+24.6% | Added |
| Private Advisor Group, LLC | 16,547 | $4.77M | 0.03% | +3,694+28.7% | Added |
| Concurrent Investment Advisors, LLC | 16,578 | $4.78M | 0.14% | −289−1.7% | Reduced |
| Savant Capital, LLC | 16,588 | $4.78M | 0.04% | +1,499+9.9% | Added |
| Ipswich Investment Management Co., Inc. | 16,602 | $4.79M | 1.11% | +25+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,636 | $4.80M | 0.17% | +2,102+14.5% | Added |
| Bryn Mawr Trust Co | 16,660 | $4.80M | 0.09% | +16,660 | New |
| Liberty Capital Management, Inc. | 16,729 | $4.82M | 1.07% | −53−0.3% | Reduced |
| Dakota Wealth Management | 16,925 | $4.88M | 0.11% | −16−0.1% | Reduced |
| Colony Group, LLC | 16,946 | $4.89M | 0.02% | −9,118−35.0% | Reduced |
| NovaPoint Capital, LLC | 17,291 | $4.99M | 1.55% | +381+2.3% | Added |
| Adviser Investments LLC | 17,314 | $4.99M | 0.06% | +2,826+19.5% | Added |
| Metis Global Partners, LLC | 17,383 | $5.01M | 0.16% | −1,119−6.0% | Reduced |