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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 958 | $276.3K | 0.18% | 00.0% | Unchanged |
| First Bank & Trust | 961 | $277.1K | 0.05% | +20+2.1% | Added |
| Fox Run Management, L.L.C. | 962 | $277.4K | 0.06% | +962 | New |
| Optas, LLC | 963 | $277.7K | 0.06% | +963 | New |
| LaFleur & Godfrey LLC | 968 | $279.2K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 969 | $279.6K | 0.04% | −2,811−74.4% | Reduced |
| Journey Strategic Wealth LLC | 971 | $280.1K | 0.01% | +126+14.9% | Added |
| ICONIQ Capital, LLC | 972 | $280.3K | 0.01% | +972 | New |
| Hartline Investment Corp | 977 | $281.8K | 0.04% | +135+16.0% | Added |
| TAGStone Capital, Inc. | 975 | $282.0K | 0.14% | +6+0.6% | Added |
| Miracle Mile Advisors, LLC | 979 | $282.4K | 0.01% | +979 | New |
| Integrated Advisors Network LLC | 980 | $282.6K | 0.01% | +6+0.6% | Added |
| HBC Financial Services, PLLC | 1,000 | $283.0K | 0.17% | 00.0% | Unchanged |
| Onefund, LLC | 988 | $284.9K | 0.29% | −71−6.7% | Reduced |
| Prosperity Consulting Group, LLC | 988 | $285.0K | 0.02% | −7−0.7% | Reduced |
| First Financial Bank - Trust Division | 989 | $285.2K | 0.03% | +20+2.1% | Added |
| Duncker Streett & Co Inc | 992 | $286.1K | 0.05% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 997 | $287.4K | 0.09% | +175+21.3% | Added |
| Equitable Trust Co | 998 | $287.8K | 0.02% | +42+4.4% | Added |
| GHP Investment Advisors, Inc. | 999 | $288.1K | 0.01% | −25−2.4% | Reduced |
| RBF Capital, LLC | 1,000 | $288.4K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,000 | $288.4K | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,000 | $288.4K | 0.11% | +1,000 | New |
| Palisade Asset Management, LLC | 1,003 | $289.3K | 0.03% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,005 | $289.9K | 0.08% | −41−3.9% | Reduced |
| CoreCap Advisors, LLC | 1,006 | $290.2K | 0.01% | +113+12.7% | Added |
| Convergence Investment Partners, LLC | 1,009 | $291.0K | 0.08% | −16−1.6% | Reduced |
| RB Capital Management, LLC | 1,010 | $291.2K | 0.07% | +15+1.5% | Added |
| Mill Creek Capital Advisors, LLC | 1,010 | $291.3K | 0.01% | −234−18.8% | Reduced |
| Atwater Malick LLC | 1,010 | $291.3K | 0.09% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,011 | $291.6K | 0.02% | +64+6.8% | Added |
| McLean Asset Management Corp | 1,008 | $292.9K | 0.09% | +1+0.1% | Added |
| New England Professional Planning Group Inc. | 1,018 | $293.6K | 0.15% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,020 | $294.2K | 0.06% | 00.0% | Unchanged |
| Parthenon LLC | 1,027 | $296.2K | 0.04% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,039 | $299.6K | 0.09% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,040 | $299.9K | 0.08% | +185+21.6% | Added |
| FDx Advisors, Inc. | 1,041 | $300.0K | 0.08% | −55−5.0% | Reduced |
| MCF Advisors LLC | 1,040 | $300.9K | 0.02% | −8−0.8% | Reduced |
| Sym Financial Corp | 1,046 | $301.7K | 0.04% | +250+31.4% | Added |
| Cascade Financial Partners, LLC | 1,018 | $302.5K | 0.04% | 00.0% | Unchanged |
| IMZ Advisory Inc | 1,042 | $302.9K | 0.14% | +1,042 | New |
| Front Row Advisors LLC | 1,049 | $303.5K | 0.11% | +759+261.7% | Added |
| Affinity Wealth Management LLC | 1,054 | $303.9K | 0.05% | +4+0.4% | Added |
| Zullo Investment Group, Inc. | 1,063 | $306.6K | 0.13% | +49+4.8% | Added |
| Reynders McVeigh Capital Management, LLC | 1,064 | $307.0K | 0.02% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,065 | $307.1K | 0.13% | −7−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 1,066 | $307.4K | 0.03% | +10+0.9% | Added |
| Sapient Capital LLC | 1,066 | $308.4K | 0.01% | +8+0.8% | Added |
| Independent Financial Group, LLC | 1,072 | $309.2K | 0.01% | +103+10.6% | Added |
| Capstone Investment Advisors, LLC | 1,073 | $309.4K | 0.01% | −1,731−61.7% | Reduced |
| Breakwater Capital Group | 1,083 | $312.3K | 0.06% | +50+4.8% | Added |
| Titleist Asset Management, LLC | 1,085 | $313.0K | 0.05% | −286−20.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,086 | $313.2K | 0.06% | +192+21.5% | Added |
| Olistico Wealth, LLC | 1,089 | $314.1K | 0.19% | +200+22.5% | Added |
| Heritage Wealth Advisors | 1,098 | $316.6K | 0.01% | +452+70.0% | Added |
| Alta Advisers Ltd | 1,100 | $317.2K | 0.14% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $317.2K | 0.25% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,117 | $322.0K | 0.20% | +1+0.1% | Added |
| Lansing Street Advisors | 1,120 | $323.0K | 0.12% | +1,120 | New |
| Gries Financial LLC | 1,121 | $323.3K | 0.06% | +33+3.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,140 | $328.8K | 0.01% | +114+11.1% | Added |
| Napatree Capital LLC | 1,140 | $328.8K | 0.23% | +1,140 | New |
| Cromwell Holdings LLC | 1,146 | $330.5K | 0.21% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,146 | $330.5K | 0.06% | +175+18.0% | Added |
| Sivia Capital Partners, LLC | 1,147 | $330.8K | 0.20% | +3+0.3% | Added |
| Ameritas Advisory Services, LLC | 1,154 | $332.7K | 0.01% | +40+3.6% | Added |
| RFG Advisory, LLC | 1,155 | $333.0K | 0.01% | −380−24.8% | Reduced |
| Quotient Wealth Partners, LLC | 1,166 | $336.3K | 0.01% | +115+10.9% | Added |
| MBB Public Markets I LLC | 1,170 | $337.4K | 0.03% | −28,480−96.1% | Reduced |
| Fundamentun, LLC | 1,180 | $340.3K | 0.02% | −88−6.9% | Reduced |
| Cascades Capital Asset Management, LLC | 1,184 | $341.5K | 0.19% | +1,184 | New |
| Legacy Advisors, LLC | 1,182 | $341.8K | 0.04% | +56+5.0% | Added |
| Spirepoint Private Client, LLC | 1,186 | $342.0K | 0.05% | −89−7.0% | Reduced |
| HTLF Bank | 1,197 | $345.2K | 0.04% | −122−9.2% | Reduced |
| Smith Shellnut Wilson LLC | 1,205 | $347.5K | 0.16% | +20+1.7% | Added |
| Discipline Wealth Solutions, LLC | 1,206 | $347.8K | 0.18% | +1,206 | New |
| Baker Avenue Asset Management, LP | 1,208 | $348.3K | 0.01% | −10−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,208 | $348.4K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 1,212 | $349.5K | 0.02% | +1,212 | New |
| Goelzer Investment Management, Inc. | 1,214 | $350.1K | 0.02% | +52+4.5% | Added |
| Norway Savings Bank | 1,218 | $351.3K | 0.19% | 00.0% | Unchanged |
| Cypress Capital Group | 1,218 | $351.3K | 0.04% | +6+0.5% | Added |
| Elgethun Capital Management | 1,219 | $351.5K | 0.08% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,224 | $353.0K | 0.10% | 00.0% | Unchanged |
| Umpqua Bank | 1,225 | $353.3K | 0.13% | +24+2.0% | Added |
| Broadwater Capital Management LLC | 1,230 | $354.7K | 0.26% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,231 | $355.0K | 0.04% | +25+2.1% | Added |
| Angeles Wealth Management, LLC | 1,234 | $355.9K | 0.03% | +201+19.5% | Added |
| Jefferies Financial Group Inc. | 1,238 | $357.0K | 0.01% | +366+42.0% | Added |
| Quaker Wealth Management, LLC | 1,238 | $357.0K | 0.13% | +1,238 | New |
| Drive Wealth Management, LLC | 1,238 | $358.1K | 0.09% | +55+4.6% | Added |
| Paradigm Capital Management, LLC | 1,245 | $359.0K | 0.34% | +1,245 | New |
| Regent Peak Wealth Advisors LLC | 1,245 | $359.0K | 0.08% | +10+0.8% | Added |
| Wynn Capital, LLC | 1,251 | $360.8K | 0.24% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,256 | $362.1K | 0.01% | +34+2.8% | Added |
| Bennett Associates Wealth Management | 1,258 | $362.8K | 0.30% | +1,258 | New |
| Brookstone Capital Management | 1,261 | $363.8K | 0.01% | +252+25.0% | Added |
| Appleton Partners Inc | 1,262 | $364.0K | 0.03% | −15−1.2% | Reduced |
| Soltis Investment Advisors LLC | 1,263 | $364.4K | 0.04% | +163+14.8% | Added |