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
- 1,812
- +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
- 661 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 |
|---|---|---|---|---|---|
| Gordian Capital Singapore Pte Ltd | 100 | $28.8K | 0.01% | +100 | New |
| Raelipskie Partnership | 100 | $28.8K | 0.01% | +100 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $29.3K | 0.01% | +100 | New |
| Bogart Wealth, LLC | 102 | $29.4K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 102 | $29.5K | 0.01% | +102 | New |
| New Age Alpha Advisors, LLC | 103 | $29.7K | 0.02% | +64+164.1% | Added |
| Valued Wealth Advisors LLC | 104 | $30.1K | 0.02% | +26+33.3% | Added |
| Truvestments Capital LLC | 106 | $30.5K | 0.01% | +106 | New |
| Veritas Investment Partners (UK) Ltd. | 108 | $31.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $31.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 110 | $31.7K | 0.01% | −3−2.7% | Reduced |
| Byrne Asset Management LLC | 110 | $31.7K | 0.02% | – | – |
| FinTrust Capital Advisors, LLC | 111 | $32.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 111 | $32.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 112 | $32.3K | 0.01% | +112 | New |
| Sunbelt Securities, Inc. | 112 | $32.4K | 0.00% | +31+38.3% | Added |
| West Paces Advisors Inc. | 113 | $32.6K | 0.01% | −37−24.7% | Reduced |
| Covestor Ltd | 116 | $33.0K | 0.02% | +5+4.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 117 | $34.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 122 | $35.3K | 0.01% | −11−8.3% | Reduced |
| Bullock Wealth Management Group | 121 | $35.3K | 0.02% | −38−23.9% | Reduced |
| Tradewinds Capital Management, LLC | 123 | $35.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 124 | $35.8K | 0.03% | −14−10.1% | Reduced |
| Kimelman & Baird, LLC | 125 | $36.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 125 | $36.0K | 0.03% | +125 | New |
| Providence Capital Advisors, LLC | 131 | $37.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 133 | $38.4K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 137 | $39.5K | 0.02% | −113−45.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 137 | $39.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 140 | $40.4K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 140 | $40.4K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 148 | $42.7K | 0.01% | +14+10.4% | Added |
| Northwest Financial Advisors | 148 | $42.8K | 0.03% | +148 | New |
| Intelligent Financial Strategies | 149 | $43.1K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 152 | $43.8K | 0.00% | +17+12.6% | Added |
| Archer Investment Corp | 159 | $45.7K | 0.01% | +45+39.5% | Added |
| Bangor Savings Bank | 162 | $46.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 163 | $47.0K | 0.02% | −20−10.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 164 | $47.3K | 0.01% | −6,275−97.5% | Reduced |
| Rosenberg Matthew Hamilton | 167 | $48.2K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 175 | $50.5K | 0.01% | +2+1.2% | Added |
| Main Street Group, LTD | 176 | $50.8K | 0.02% | +31+21.4% | Added |
| Northwest Investment Counselors, LLC | 177 | $51.0K | 0.01% | +177 | New |
| GoalVest Advisory LLC | 178 | $51.3K | 0.01% | +88+97.8% | Added |
| JNBA Financial Advisors | 179 | $51.6K | 0.01% | −5−2.7% | Reduced |
| Beacon Capital Management, LLC | 179 | $51.6K | 0.01% | +82+84.5% | Added |
| Old Second National Bank of Aurora | 180 | $51.9K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 186 | $53.6K | 0.01% | +186 | New |
| Raleigh Capital Management Inc. | 188 | $54.2K | 0.02% | +26+16.0% | Added |
| Tompkins Financial Corp | 189 | $54.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 198 | $57.1K | 0.00% | +96+94.1% | Added |
| Park Place Capital Corp | 199 | $57.4K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $57.7K | 0.01% | −28−12.3% | Reduced |
| Hemington Wealth Management | 208 | $58.0K | 0.02% | +208 | New |
| Armstrong Advisory Group, Inc | 205 | $59.1K | 0.00% | +64+45.4% | Added |
| Atwood & Palmer Inc | 205 | $59.1K | 0.00% | +75+57.7% | Added |
| Caldwell Sutter Capital, Inc. | 213 | $61.4K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 215 | $62.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 220 | $63.5K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 222 | $64.0K | 0.01% | +5+2.3% | Added |
| PEAK6 Investments LLC | 222 | $64.1K | 0.00% | +222 | New |
| Bell Investment Advisors, Inc | 224 | $64.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 226 | $65.2K | 0.02% | 00.0% | Unchanged |
| Oakmont Corp | 240 | $66.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 233 | $67.2K | 0.01% | −120−34.0% | Reduced |
| Versant Capital Management, Inc | 236 | $68.1K | 0.02% | +7+3.1% | Added |
| TFC Financial Management | 240 | $69.2K | 0.01% | +36+17.6% | Added |
| Investors Research Corp | 247 | $71.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 247 | $71.2K | 0.06% | +5+2.1% | Added |
| WR Wealth Planners, LLC | 252 | $72.7K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 256 | $73.8K | 0.01% | +5+2.0% | Added |
| Cove Street Capital, LLC | 260 | $75.0K | 0.06% | +260 | New |
| Granite FO LLC | 260 | $75.0K | 0.04% | +260 | New |
| Acima Private Wealth, LLC | 264 | $76.1K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 268 | $77.3K | 0.01% | +85+46.4% | Added |
| Salomon & Ludwin, LLC | 270 | $77.9K | 0.01% | +55+25.6% | Added |
| Proequities, Inc. | 270 | $78.1K | 0.00% | −372−57.9% | Reduced |
| MB, Levis & Associates, LLC | 277 | $79.8K | 0.04% | 00.0% | Unchanged |
| Horizons Wealth Management | 282 | $81.3K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 282 | $81.3K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 285 | $82.2K | 0.02% | +285 | New |
| Private Wealth Management Group, LLC | 286 | $82.5K | 0.03% | +2+0.7% | Added |
| Colonial Trust Advisors | 291 | $83.9K | 0.01% | +50+20.7% | Added |
| Richardson Financial Services Inc. | 336 | $85.7K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $85.9K | 0.00% | −179−37.5% | Reduced |
| Baldwin Brothers Inc | 305 | $88.0K | 0.01% | +120+64.9% | Added |
| Indiana Trust & Investment Management CO | 313 | $90.3K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 317 | $91.0K | 0.00% | +18+6.0% | Added |
| HHM Wealth Advisors, LLC | 327 | $94.3K | 0.01% | +27+9.0% | Added |
| Hilltop National Bank | 329 | $94.9K | 0.03% | +7+2.2% | Added |
| Avion Wealth | 335 | $96.0K | 0.03% | +278+487.7% | Added |
| BFSG, LLC | 335 | $96.6K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 337 | $97.2K | 0.15% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 338 | $97.5K | 0.07% | −13−3.7% | Reduced |
| Hobbs Group Advisors, LLC | 348 | $100.4K | 0.04% | −150−30.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 361 | $104.1K | 0.06% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 361 | $104.1K | 0.03% | +361 | New |
| Fortitude Family Office, LLC | 368 | $106.1K | 0.04% | +53+16.8% | Added |
| JFS Wealth Advisors, LLC | 377 | $108.7K | 0.01% | +3+0.8% | Added |