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 |
|---|---|---|---|---|---|
| SFMG, LLC | 1,681 | $484.7K | 0.04% | +40+2.4% | Added |
| Mutual Advisors, LLC | 1,650 | $485.0K | 0.01% | −52−3.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,694 | $488.5K | 0.12% | −993−37.0% | Reduced |
| Alerus Financial NA | 1,703 | $491.1K | 0.04% | −130−7.1% | Reduced |
| Berkeley Capital Partners, LLC | 1,705 | $491.7K | 0.14% | +60+3.6% | Added |
| Broadleaf Partners, LLC | 1,706 | $492.0K | 0.12% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,714 | $494.0K | 0.06% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,720 | $496.3K | 0.05% | −951−35.6% | Reduced |
| Ironwood Investment Counsel, LLC | 1,721 | $496.3K | 0.08% | +35+2.1% | Added |
| Brighton Jones LLC | 1,724 | $497.3K | 0.02% | −34−1.9% | Reduced |
| Associated Banc-Corp | 1,725 | $497.5K | 0.01% | −41−2.3% | Reduced |
| Sage Private Wealth Group, LLC | 1,729 | $498.8K | 0.39% | −746−30.1% | Reduced |
| Congress Wealth Management LLC | 1,732 | $499.5K | 0.01% | +104+6.4% | Added |
| Tower Bridge Advisors | 1,735 | $500.4K | 0.05% | +19+1.1% | Added |
| West Oak Capital, LLC | 1,735 | $500.4K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,737 | $500.9K | 0.08% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,738 | $501.2K | 0.07% | −995−36.4% | Reduced |
| Evoke Wealth, LLC | 1,738 | $502.8K | 0.01% | +1,738 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,746 | $503.5K | 0.05% | +49+2.9% | Added |
| Okabena Investment Services Inc | 1,747 | $503.8K | 0.14% | −1,400−44.5% | Reduced |
| Tributary Capital Management, LLC | 1,750 | $504.7K | 0.04% | −460−20.8% | Reduced |
| Legal Advantage Investments, Inc. | 1,750 | $504.7K | 0.28% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,751 | $504.9K | 0.10% | +389+28.6% | Added |
| Financial Insights, Inc. | 1,760 | $507.6K | 0.16% | −1,234−41.2% | Reduced |
| Aspen Investment Management Inc | 1,760 | $508.0K | 0.24% | +1,760 | New |
| Cardiff Park Advisors, LLC | 1,766 | $509.3K | 0.05% | +6+0.3% | Added |
| Manchester Capital Management LLC | 1,767 | $509.6K | 0.06% | +33+1.9% | Added |
| Pointe Capital Management LLC | 1,773 | $511.3K | 0.30% | +131+8.0% | Added |
| TKG Advisors, LLC | 1,778 | $512.8K | 0.25% | −49−2.7% | Reduced |
| Sentry Investment Management LLC | 1,778 | $513.0K | 0.22% | −203−10.2% | Reduced |
| Gateway Investment Advisers LLC | 1,787 | $515.4K | 0.01% | −195−9.8% | Reduced |
| First County Bank | 1,792 | $516.8K | 0.26% | +307+20.7% | Added |
| DAGCO, Inc. | 1,795 | $517.7K | 0.21% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,799 | $518.8K | 0.02% | +177+10.9% | Added |
| Aaron Wealth Advisors | 1,800 | $519.1K | 0.06% | +204+12.8% | Added |
| Shore Point Advisors, LLC | 1,809 | $521.8K | 0.28% | +1+0.1% | Added |
| Money Concepts Capital Corp | 1,814 | $523.1K | 0.04% | +1,814 | New |
| Modera Wealth Management, LLC | 1,815 | $523.4K | 0.01% | −39−2.1% | Reduced |
| Catalyst Financial Partners LLC | 1,820 | $524.9K | 0.10% | +82+4.7% | Added |
| Everhart Financial Group, Inc. | 1,825 | $526.3K | 0.12% | +164+9.9% | Added |
| Stonebridge Capital Management Inc | 1,826 | $527.0K | 0.21% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,864 | $527.3K | 0.32% | −279−13.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,830 | $527.9K | 0.04% | +110+6.4% | Added |
| Promethium Advisors,llc | 1,830 | $529.4K | 0.37% | +1,830 | New |
| IFP Advisors, Inc | 1,843 | $531.5K | 0.02% | +819+80.0% | Added |
| Modern Wealth Management, LLC | 1,850 | $533.6K | 0.03% | +53+2.9% | Added |
| Hara Capital LLC | 1,862 | $537.0K | 0.33% | −33−1.7% | Reduced |
| Rede Wealth, LLC | 1,863 | $537.3K | 0.21% | −3−0.2% | Reduced |
| Grimes & Company, Inc. | 1,867 | $538.5K | 0.01% | −10−0.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,865 | $539.5K | 0.27% | +43+2.4% | Added |
| Alera Investment Advisors, LLC | 1,874 | $540.4K | 0.06% | −114−5.7% | Reduced |
| Linscomb & Williams, Inc. | 1,880 | $542.2K | 0.03% | +54+3.0% | Added |
| ASB Consultores, LLC | 1,899 | $547.7K | 0.22% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,900 | $547.9K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,900 | $547.9K | 0.01% | +1,900 | New |
| AdvisorNet Financial, Inc | 1,900 | $548.0K | 0.04% | +867+83.9% | Added |
| Hemenway Trust Co LLC | 1,900 | $548.1K | 0.04% | −99−5.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,904 | $549.1K | 0.38% | +126+7.1% | Added |
| Crestwood Advisors Group LLC | 1,905 | $549.4K | 0.01% | +191+11.1% | Added |
| Belpointe Asset Management LLC | 1,919 | $553.5K | 0.03% | −160−7.7% | Reduced |
| Global Financial Private Client, LLC | 1,919 | $553.5K | 0.22% | +21+1.1% | Added |
| Geller Advisors LLC | 1,921 | $555.7K | 0.04% | +53+2.8% | Added |
| Penserra Capital Management LLC | 1,933 | $556.0K | 0.01% | +22+1.2% | Added |
| Baker Ellis Asset Management LLC | 1,934 | $557.7K | 0.08% | +1,934 | New |
| EverSource Wealth Advisors, LLC | 1,936 | $558.2K | 0.04% | +49+2.6% | Added |
| Venturi Wealth Management, LLC | 1,937 | $558.7K | 0.03% | +5+0.3% | Added |
| Sandy Cove Advisors, LLC | 1,940 | $559.5K | 0.23% | +28+1.5% | Added |
| Baron Wealth Management LLC | 1,941 | $559.8K | 0.27% | +235+13.8% | Added |
| Proficio Capital Partners LLC | 1,954 | $563.4K | 0.06% | −897−31.5% | Reduced |
| AlTi Global, Inc. | 1,956 | $565.9K | 0.01% | +899+85.1% | Added |
| Rothschild Investment LLC | 1,965 | $566.7K | 0.04% | +204+11.6% | Added |
| Financial & Tax Architects, LLC | 1,971 | $568.5K | 0.15% | +123+6.7% | Added |
| Atom Investors LP | 1,995 | $575.3K | 0.06% | +1,995 | New |
| Patrick M Sweeney & Associates, Inc | 1,999 | $576.4K | 0.42% | +190+10.5% | Added |
| Cyrus J. Lawrence, LLC | 2,006 | $578.0K | 0.11% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,010 | $579.5K | 0.06% | +17+0.9% | Added |
| Northstar Group, Inc. | 2,023 | $583.4K | 0.10% | +709+54.0% | Added |
| Cetera Trust Company, N.A | 2,030 | $585.4K | 0.36% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $586.3K | 0.20% | +33+1.7% | Added |
| Bell Bank | 2,034 | $586.6K | 0.07% | −4−0.2% | Reduced |
| Hutner Capital Management Inc | 2,035 | $586.9K | 0.29% | +2,035 | New |
| Bedell Frazier Investment Counseling, LLC | 2,050 | $591.2K | 0.14% | +2,050 | New |
| Chicago Partners Investment Group LLC | 2,018 | $595.2K | 0.02% | +397+24.5% | Added |
| Gen-Wealth Partners Inc | 2,107 | $597.7K | 0.26% | −47−2.2% | Reduced |
| Western Wealth Management, LLC | 2,074 | $598.0K | 0.03% | −190−8.4% | Reduced |
| Capital Investment Advisors, LLC | 2,075 | $598.4K | 0.01% | +189+10.0% | Added |
| Ashton Thomas Private Wealth, LLC | 2,079 | $599.6K | 0.03% | +153+7.9% | Added |
| Harbour Investments, Inc. | 2,083 | $600.7K | 0.02% | +66+3.3% | Added |
| InTrack Investment Management Inc | 2,107 | $607.6K | 0.43% | +50+2.4% | Added |
| Mayflower Financial Advisors, LLC | 2,114 | $609.5K | 0.09% | +3+0.1% | Added |
| Boston Financial Mangement LLC | 2,116 | $610.2K | 0.02% | +115+5.7% | Added |
| Cookson Peirce & Co Inc | 2,123 | $612.3K | 0.03% | −2,926−58.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,401 | $612.5K | 0.23% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,129 | $614.0K | 0.09% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $614.8K | 0.33% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,137 | $616.4K | 0.09% | +707+49.4% | Added |
| CTC Alternative Strategies, Ltd. | 2,150 | $620.0K | 0.78% | +150+7.5% | Added |
| Portfolio Design Labs, LLC | 2,156 | $621.8K | 0.17% | −5,447−71.6% | Reduced |
| G&S Capital LLC | 2,192 | $632.2K | 0.27% | +12+0.6% | Added |
| Ellevest, Inc. | 2,194 | $632.7K | 0.04% | −142−6.1% | Reduced |