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 |
|---|---|---|---|---|---|
| Southeast Asset Advisors Inc. | 786 | $226.7K | 0.03% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 787 | $227.0K | 0.00% | +787 | New |
| Trust Co | 788 | $227.3K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 788 | $227.3K | 0.03% | +788 | New |
| Balentine LLC | 791 | $228.1K | 0.01% | +1+0.1% | Added |
| GenTrust, LLC | 792 | $229.1K | 0.01% | +3+0.4% | Added |
| Aprio Wealth Management, LLC | 797 | $229.9K | 0.04% | +797 | New |
| Clark Estates Inc | 800 | $230.7K | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 800 | $230.7K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 800 | $230.7K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 800 | $230.7K | 0.09% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 800 | $230.7K | 0.00% | +6+0.8% | Added |
| Sageworth Trust Co | 800 | $230.7K | 0.01% | +800 | New |
| Rise Advisors, LLC | 801 | $231.1K | 0.11% | −42−5.0% | Reduced |
| BlueChip Wealth Advisors LLC | 802 | $231.3K | 0.12% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 807 | $232.7K | 0.06% | 00.0% | Unchanged |
| First American Trust, FSB | 809 | $233.3K | 0.02% | −283−25.9% | Reduced |
| Investment Partners Asset Management, Inc. | 811 | $233.9K | 0.19% | −6−0.7% | Reduced |
| Kovack Advisors, Inc. | 811 | $233.9K | 0.02% | +811 | New |
| Weatherly Asset Management L. P. | 809 | $234.0K | 0.02% | +809 | New |
| Crown Wealth Group, LLC | 812 | $234.0K | 0.10% | −517−38.9% | Reduced |
| Charter Research & Investment Group, Inc. | 820 | $236.5K | 0.17% | 00.0% | Unchanged |
| Accredited Investors Inc. | 822 | $237.1K | 0.01% | +822 | New |
| Salzhauer Michael | 824 | $237.6K | 0.15% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 824 | $237.6K | 0.07% | +23+2.9% | Added |
| Wealth Management Associates, Inc. | 825 | $237.9K | 0.10% | +15+1.9% | Added |
| WealthShield Partners, LLC | 829 | $239.3K | 0.03% | +829 | New |
| Thrive Wealth Management, LLC | 834 | $240.5K | 0.04% | −8−1.0% | Reduced |
| MBL Wealth, LLC | 836 | $241.1K | 0.03% | +1+0.1% | Added |
| J.Safra Asset Management Corp | 837 | $242.4K | 0.02% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 843 | $243.1K | 0.09% | −55−6.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 844 | $243.4K | 0.03% | +49+6.2% | Added |
| Maiden Cove Capital, LLC | 846 | $244.1K | 0.38% | +846 | New |
| Paloma Partners Management Co | 847 | $244.3K | 0.01% | −239−22.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 846 | $244.7K | 0.03% | +846 | New |
| Code Waechter LLC | 848 | $245.0K | 0.23% | +848 | New |
| Kidder Stephen W | 850 | $245.1K | 0.07% | −186−18.0% | Reduced |
| Excalibur Management Corp | 855 | $246.6K | 0.09% | −184−17.7% | Reduced |
| Poehling Capital Management, LLC | 857 | $247.2K | 0.06% | +857 | New |
| Beck Mack & Oliver LLC | 858 | $247.4K | 0.00% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 858 | $247.4K | 0.24% | +858 | New |
| Fairfield, Bush & Co. | 860 | $248.0K | 0.15% | −52−5.7% | Reduced |
| Five Oceans Advisors | 861 | $248.3K | 0.12% | +3+0.3% | Added |
| Green Harvest Asset Management LLC | 866 | $249.8K | 0.01% | +21+2.5% | Added |
| Renasant Bank | 870 | $250.9K | 0.17% | −3−0.3% | Reduced |
| CVA Family Office, LLC | 873 | $251.8K | 0.04% | +5+0.6% | Added |
| StoneX Group Inc. | 872 | $252.2K | 0.02% | +872 | New |
| Stratos Wealth Advisors, LLC | 874 | $252.2K | 0.01% | +874 | New |
| Colonial River Wealth Management, LLC | 877 | $252.9K | 0.13% | +877 | New |
| Founders Financial Alliance, LLC | 880 | $253.7K | 0.07% | −88−9.1% | Reduced |
| Midland Wealth Advisors LLC | 880 | $253.8K | 0.01% | +15+1.7% | Added |
| WT Wealth Management | 842 | $254.0K | 0.08% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 883 | $254.5K | 0.03% | +2+0.2% | Added |
| Mendel Money Management | 887 | $255.8K | 0.11% | −5−0.6% | Reduced |
| Barlow Wealth Partners, Inc. | 925 | $256.4K | 0.03% | −50−5.1% | Reduced |
| Kolinsky Wealth Management, LLC | 892 | $257.2K | 0.17% | −40−4.3% | Reduced |
| Planned Solutions, Inc. | 893 | $257.5K | 0.10% | +893 | New |
| Fiduciary Family Office, LLC | 894 | $257.8K | 0.09% | −34−3.7% | Reduced |
| Balboa Wealth Partners | 898 | $259.0K | 0.06% | +898 | New |
| One Wealth Advisors, LLC | 897 | $259.5K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 900 | $259.6K | 0.01% | +91+11.2% | Added |
| Aua Capital Management, LLC | 900 | $259.6K | 0.15% | −11−1.2% | Reduced |
| Financial Management Professionals, Inc. | 900 | $260.0K | 0.03% | −52−5.5% | Reduced |
| Donaldson Capital Management, LLC | 904 | $260.8K | 0.01% | +109+13.7% | Added |
| Seed Wealth Management, Inc. | 905 | $261.0K | 0.21% | 00.0% | Unchanged |
| Leo Wealth, LLC | 906 | $261.2K | 0.02% | −152−14.4% | Reduced |
| Peachtree Investment Partners, LLC | 906 | $261.3K | 0.10% | +906 | New |
| Arlington Trust Co LLC | 908 | $261.9K | 0.06% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 908 | $261.9K | 0.14% | +908 | New |
| Echo45 Advisors LLC | 911 | $262.7K | 0.17% | −31−3.3% | Reduced |
| TCG Advisory Services, LLC | 911 | $262.7K | 0.01% | +41+4.7% | Added |
| Capital Analysts, LLC | 912 | $263.0K | 0.01% | +50+5.8% | Added |
| Invst, LLC | 915 | $263.9K | 0.03% | +52+6.0% | Added |
| Essex LLC | 916 | $264.2K | 0.05% | +916 | New |
| Capital Investment Advisory Services, LLC | 919 | $265.0K | 0.03% | +107+13.2% | Added |
| Change Path, LLC | 921 | $265.6K | 0.01% | +921 | New |
| WoodTrust Financial Corp | 924 | $266.0K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 926 | $266.9K | 0.04% | −8−0.9% | Reduced |
| Hendley & Co Inc | 925 | $267.0K | 0.09% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 926 | $267.1K | 0.01% | −67−6.7% | Reduced |
| Altfest L J & Co Inc | 929 | $268.0K | 0.04% | −20−2.1% | Reduced |
| Diligent Investors, LLC | 931 | $268.5K | 0.06% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 931 | $268.5K | 0.07% | −8−0.9% | Reduced |
| San Luis Wealth Advisors LLC | 934 | $269.0K | 0.06% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 934 | $269.4K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 938 | $270.5K | 0.03% | −45−4.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 939 | $271.0K | 0.03% | +704+299.6% | Added |
| Verum Partners LLC | 940 | $271.2K | 0.08% | −17−1.8% | Reduced |
| Quent Capital, LLC | 941 | $271.4K | 0.03% | −43−4.4% | Reduced |
| Harrington Investments, INC | 943 | $272.0K | 0.15% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 943 | $272.0K | 0.02% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 946 | $272.8K | 0.01% | −97−9.3% | Reduced |
| Nwam LLC | 948 | $273.3K | 0.02% | +948 | New |
| Forte Capital LLC | 948 | $273.4K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 948 | $273.4K | 0.10% | +625+193.5% | Added |
| Brophy Wealth Management, LLC | 951 | $274.2K | 0.10% | +951 | New |
| Banco BTG Pactual S.A. | 952 | $274.5K | 0.07% | +952 | New |
| Somerset Group LLC | 954 | $275.1K | 0.25% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 956 | $275.7K | 0.04% | 00.0% | Unchanged |
| Private Capital Management LLC | 956 | $275.7K | 0.05% | +956 | New |