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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 1,264 | $364.5K | 0.00% | −4−0.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,310 | $365.0K | 0.26% | +1,310 | New |
| Abacus Planning Group, Inc. | 1,266 | $365.1K | 0.07% | +69+5.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,268 | $365.7K | 0.06% | −34−2.6% | Reduced |
| KPP Advisory Services LLC | 1,274 | $367.4K | 0.09% | −39−3.0% | Reduced |
| Strategic Advisors LLC | 1,278 | $368.6K | 0.07% | +53+4.3% | Added |
| Interchange Capital Partners, LLC | 1,283 | $370.2K | 0.13% | −1−0.1% | Reduced |
| Cornerstone Advisory, LLC | 1,287 | $371.2K | 0.05% | +415+47.6% | Added |
| Bollard Group LLC | 1,290 | $372.0K | 0.01% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,293 | $373.0K | 0.14% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,295 | $373.5K | 0.02% | −31−2.3% | Reduced |
| Sage Financial Management Group, Inc. | 1,300 | $375.0K | 0.15% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,302 | $375.5K | 0.10% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,313 | $378.7K | 0.00% | +1,313 | New |
| Strategy Asset Managers LLC | 1,320 | $380.5K | 0.07% | −3−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 1,320 | $381.0K | 0.03% | +2+0.2% | Added |
| RMR Capital Management, LLC | 1,325 | $382.1K | 0.33% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,329 | $383.3K | 0.02% | −21−1.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,338 | $386.0K | 0.15% | +159+13.5% | Added |
| Tandem Wealth Advisors LLC | 1,342 | $387.0K | 0.20% | −15−1.1% | Reduced |
| Firethorn Wealth Partners, LLC | 1,343 | $387.3K | 0.20% | +47+3.6% | Added |
| Robertson Stephens Wealth Management, LLC | 1,339 | $387.4K | 0.01% | +154+13.0% | Added |
| Callan Capital, LLC | 1,345 | $387.9K | 0.03% | +204+17.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,368 | $394.5K | 0.01% | +15+1.1% | Added |
| BLB&B Advisors, LLC | 1,369 | $394.8K | 0.02% | −15−1.1% | Reduced |
| Wealth Effects LLC | 1,370 | $395.1K | 0.14% | +40+3.0% | Added |
| MONECO Advisors, LLC | 1,371 | $395.4K | 0.05% | −102−6.9% | Reduced |
| Diversify Advisory Services, LLC | 1,338 | $397.5K | 0.02% | −388−22.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,377 | $398.3K | 0.03% | +36+2.7% | Added |
| Councilmark Asset Management, LLC | 1,387 | $400.0K | 0.27% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,392 | $402.7K | 0.08% | −1,029−42.5% | Reduced |
| Carson Advisory Inc. | 1,400 | $403.9K | 0.25% | −88−5.9% | Reduced |
| Phillips Wealth Planners LLC | 1,382 | $405.1K | 0.39% | −64−4.4% | Reduced |
| Morris Retirement Advisors, LLC | 1,405 | $405.1K | 0.22% | +110+8.5% | Added |
| Univest Financial Corp | 1,405 | $405.2K | 0.03% | +1,405 | New |
| Family Management Corp | 1,413 | $407.5K | 0.07% | +47+3.4% | Added |
| Revisor Wealth Management LLC | 1,420 | $409.5K | 0.26% | −37−2.5% | Reduced |
| Paradigm Financial Partners, LLC | 1,458 | $413.1K | 0.06% | +1,458 | New |
| Tyche Wealth Partners LLC | 1,433 | $413.3K | 0.09% | −60−4.0% | Reduced |
| Morningstar Investment Services LLC | 1,428 | $414.0K | 0.00% | +125+9.6% | Added |
| Patron Partners Advisors, LLC | 1,437 | $414.5K | 0.23% | −9−0.6% | Reduced |
| Dark Forest Capital Management LP | 1,438 | $414.7K | 0.05% | +1,438 | New |
| Two Sigma Securities, LLC | 1,442 | $415.9K | 0.03% | +1,442 | New |
| Tectonic Advisors LLC | 1,443 | $416.2K | 0.03% | −18−1.2% | Reduced |
| Courier Capital LLC | 1,444 | $416.4K | 0.03% | −49−3.3% | Reduced |
| Weik Capital Management | 1,445 | $416.7K | 0.17% | 00.0% | Unchanged |
| Summit Global Investments | 1,447 | $417.0K | 0.03% | −5−0.3% | Reduced |
| Smithfield Trust Co | 1,446 | $417.0K | 0.02% | +181+14.3% | Added |
| Foundations Investment Advisors, LLC | 1,451 | $418.5K | 0.01% | −42−2.8% | Reduced |
| Florida Financial Advisors, LLC | 1,453 | $419.0K | 0.22% | +1,453 | New |
| Vicus Capital | 1,459 | $420.7K | 0.04% | −886−37.8% | Reduced |
| Invesco, LLC | 1,473 | $424.8K | 0.17% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,474 | $425.0K | 0.00% | +501+51.5% | Added |
| Americana Partners, LLC | 1,474 | $425.1K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 1,470 | $425.7K | 0.03% | +325+28.4% | Added |
| Sompo Asset Management Co., Ltd. | 1,480 | $426.8K | 0.07% | −60−3.9% | Reduced |
| Northern Financial Advisors Inc | 1,487 | $428.8K | 0.33% | −53−3.4% | Reduced |
| Fosun International Ltd | 1,491 | $430.0K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,493 | $430.6K | 0.06% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,500 | $432.0K | 0.32% | −12,601−89.4% | Reduced |
| Clearview Wealth Advisors LLC | 1,502 | $433.1K | 0.33% | −42−2.7% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $433.9K | 0.33% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,510 | $436.8K | 0.15% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,515 | $437.0K | 0.17% | −70−4.4% | Reduced |
| Avidian Wealth Solutions, LLC | 1,519 | $438.0K | 0.02% | −9−0.6% | Reduced |
| Roberts Glore & Co Inc | 1,521 | $438.6K | 0.13% | −75−4.7% | Reduced |
| Buckingham Strategic Partners | 1,534 | $442.5K | 0.01% | +37+2.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,535 | $442.7K | 0.25% | −50−3.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,536 | $444.8K | 0.05% | +60+4.1% | Added |
| Pflug Koory, LLC | 1,544 | $445.3K | 0.22% | +1,544 | New |
| Heron Bay Capital Management | 1,545 | $445.6K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,545 | $445.6K | 0.03% | +1,545 | New |
| Sawgrass Asset Management LLC | 1,556 | $448.7K | 0.05% | −3−0.2% | Reduced |
| Angeles Investment Advisors, LLC | 1,554 | $449.5K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,567 | $451.9K | 0.03% | +134+9.4% | Added |
| Advisory Alpha, LLC | 1,571 | $453.2K | 0.02% | −64−3.9% | Reduced |
| Bank of New Hampshire | 1,577 | $454.8K | 0.11% | −23−1.4% | Reduced |
| Marex Group plc | 1,580 | $455.7K | 0.01% | 00.0% | Unchanged |
| David Loasby | 1,580 | $455.9K | 0.04% | +117+8.0% | Added |
| Cutter & CO Brokerage, Inc. | 1,585 | $457.1K | 0.10% | +125+8.6% | Added |
| FLC Capital Advisors | 1,591 | $458.8K | 0.11% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,602 | $462.0K | 0.01% | +1,602 | New |
| L2 Asset Management, LLC | 1,607 | $463.4K | 0.13% | +56+3.6% | Added |
| Oakworth Capital, Inc. | 1,608 | $463.7K | 0.03% | +183+12.8% | Added |
| Eagle Bluffs Wealth Management LLC | 1,607 | $464.9K | 0.25% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,613 | $465.0K | 0.05% | +1,613 | New |
| Earnest Partners LLC | 1,615 | $465.8K | 0.00% | −148−8.4% | Reduced |
| 44 Wealth Management LLC | 1,579 | $465.8K | 0.16% | +1,579 | New |
| Jackson Creek Investment Advisors LLC | 1,616 | $466.0K | 0.14% | −76−4.5% | Reduced |
| Global X Japan Co., Ltd. | 1,622 | $467.8K | 0.06% | −76−4.5% | Reduced |
| Resonant Capital Advisors, LLC | 1,626 | $470.4K | 0.03% | +129+8.6% | Added |
| Copley Financial Group, Inc. | 1,632 | $470.7K | 0.43% | +1,632 | New |
| Brown Financial Advisors | 1,634 | $471.2K | 0.19% | −1,145−41.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,638 | $472.4K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,634 | $472.7K | 0.02% | −101−5.8% | Reduced |
| Evermay Wealth Management LLC | 1,639 | $473.5K | 0.08% | +49+3.1% | Added |
| Kensington Investment Counsel, LLC | 1,643 | $473.8K | 0.20% | +95+6.1% | Added |
| Sawyer & Company, Inc | 1,676 | $483.0K | 0.18% | −3−0.2% | Reduced |
| Trust Point Inc. | 1,675 | $483.1K | 0.04% | −87−4.9% | Reduced |
| Gateway Advisory, LLC | 1,679 | $484.2K | 0.08% | +308+22.5% | Added |