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
- 1,811
- +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
- 660 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 |
|---|---|---|---|---|---|
| Farrell Financial LLC | 2,281 | $641.7K | 0.45% | +15+0.7% | Added |
| Independence Bank of Kentucky | 2,232 | $643.7K | 0.14% | +263+13.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,245 | $647.4K | 0.07% | +118+5.5% | Added |
| First City Capital Management, Inc. | 2,248 | $648.3K | 0.33% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,248 | $648.4K | 0.14% | +77+3.5% | Added |
| SRS Capital Advisors, Inc. | 2,249 | $648.8K | 0.06% | +4+0.2% | Added |
| StrongBox Wealth, LLC | 2,254 | $650.0K | 0.28% | +2,254 | New |
| Keel Point, LLC | 2,258 | $651.3K | 0.05% | +16+0.7% | Added |
| Sky Investment Group LLC | 2,261 | $652.0K | 0.12% | −45−2.0% | Reduced |
| E&G Advisors, LP | 2,280 | $657.5K | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 2,289 | $660.2K | 0.02% | −551−19.4% | Reduced |
| Essex Savings Bank | 2,290 | $660.4K | 0.16% | −7−0.3% | Reduced |
| Means Investment Co., Inc. | 2,300 | $663.2K | 0.07% | +10.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,317 | $668.2K | 0.48% | +2,317 | New |
| Leavell Investment Management, Inc. | 2,327 | $673.2K | 0.03% | +30+1.3% | Added |
| Trust Co of Toledo NA | 2,342 | $675.4K | 0.09% | +66+2.9% | Added |
| Mairs & Power Inc | 2,343 | $675.7K | 0.01% | +34+1.5% | Added |
| Skopos Labs, Inc. | 2,349 | $677.4K | 0.22% | +190+8.8% | Added |
| CWA Asset Management Group, LLC | 2,361 | $680.9K | 0.04% | +2,361 | New |
| Pacitti Group Inc. | 2,356 | $681.1K | 0.32% | +45+1.9% | Added |
| PFG Investments, LLC | 2,369 | $683.3K | 0.04% | +90+3.9% | Added |
| Thompson Siegel & Walmsley LLC | 2,371 | $684.0K | 0.01% | +125+5.6% | Added |
| Harbor Investment Advisory, LLC | 2,381 | $686.7K | 0.07% | +610+34.4% | Added |
| Plancorp, LLC | 2,390 | $689.3K | 0.03% | +24+1.0% | Added |
| Icon Wealth Advisors, LLC | 2,399 | $691.8K | 0.06% | +22+0.9% | Added |
| Somerville Kurt F | 2,400 | $692.1K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,402 | $692.8K | 0.07% | −70−2.8% | Reduced |
| Cidel Asset Management Inc | 2,407 | $694.2K | 0.05% | −141−5.5% | Reduced |
| PDS Planning, Inc | 2,407 | $694.2K | 0.06% | −39−1.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,408 | $694.4K | 0.23% | −263−9.8% | Reduced |
| Net Worth Advisory Group | 2,408 | $694.5K | 0.21% | +2,408 | New |
| Zions Bancorporation, N.A. | 2,417 | $697.0K | 0.05% | +225+10.3% | Added |
| Greenfield Savings Bank | 2,423 | $698.8K | 0.33% | +517+27.1% | Added |
| Sage Mountain Advisors LLC | 2,425 | $699.3K | 0.06% | +119+5.2% | Added |
| USA Financial Portformulas Corp | 2,430 | $700.8K | 0.11% | −4,219−63.5% | Reduced |
| Burford Brothers, Inc. | 2,431 | $701.1K | 0.37% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,437 | $702.8K | 0.00% | −31−1.3% | Reduced |
| Catalina Capital Group, LLC | 2,450 | $706.6K | 0.24% | +166+7.3% | Added |
| Shelton Capital Management | 2,461 | $709.7K | 0.02% | −253−9.3% | Reduced |
| Valley Brook Capital Group | 2,470 | $712.3K | 0.51% | +95+4.0% | Added |
| Goldstein Advisors, LLC | 2,475 | $713.8K | 0.11% | +74+3.1% | Added |
| Canopy Partners, LLC | 2,478 | $714.6K | 0.31% | −25−1.0% | Reduced |
| Catalytic Wealth RIA, LLC | 2,487 | $717.2K | 0.13% | −257−9.4% | Reduced |
| V-Square Quantitative Management LLC | 2,499 | $720.7K | 0.11% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 2,500 | $721.0K | 0.08% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,500 | $721.0K | 0.15% | +2,500 | New |
| Clarius Group, LLC | 2,513 | $722.1K | 0.05% | −66−2.6% | Reduced |
| Joel Isaacson & Co., LLC | 2,509 | $723.6K | 0.03% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 2,523 | $727.5K | 0.18% | +661+35.5% | Added |
| Baader Bank INC | 2,550 | $735.4K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 2,555 | $739.0K | 0.05% | +15+0.6% | Added |
| Edge Capital Group, LLC | 2,566 | $740.0K | 0.03% | −115−4.3% | Reduced |
| Peddock Capital Advisors, LLC | 2,572 | $741.7K | 0.18% | 00.0% | Unchanged |
| Everett Harris & Co | 2,579 | $743.8K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,588 | $746.4K | 0.01% | −49−1.9% | Reduced |
| Worth Financial Advisory Group, LLC | 2,591 | $747.2K | 0.44% | +155+6.4% | Added |
| REDW Wealth LLC | 2,605 | $751.3K | 0.19% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,618 | $755.0K | 0.44% | −264−9.2% | Reduced |
| Stiles Financial Services Inc | 2,624 | $757.5K | 0.27% | −37−1.4% | Reduced |
| Group One Trading, L.P. | 2,628 | $757.9K | 0.03% | +611+30.3% | Added |
| FSM Wealth Advisors, LLC | 2,628 | $757.9K | 0.20% | +66+2.6% | Added |
| City State Bank | 2,644 | $762.5K | 0.28% | −7−0.3% | Reduced |
| Welch Group, LLC | 2,646 | $763.1K | 0.03% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,649 | $763.9K | 0.59% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,654 | $765.3K | 0.13% | +168+6.8% | Added |
| Montecito Bank & Trust | 2,654 | $765.4K | 0.13% | −13−0.5% | Reduced |
| Arkadios Wealth Advisors | 2,658 | $766.5K | 0.04% | +977+58.1% | Added |
| Henry James International Management, Inc. | 2,666 | $768.8K | 0.27% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,674 | $771.2K | 0.07% | −25−0.9% | Reduced |
| 1776 Wealth LLC | 2,704 | $779.7K | 0.35% | +10.0% | Added |
| Vise Technologies, Inc. | 2,706 | $780.4K | 0.10% | +902+50.0% | Added |
| Pallas Capital Advisors LLC | 2,655 | $780.5K | 0.03% | +152+6.1% | Added |
| CX Institutional | 2,727 | $786.6K | 0.03% | +137+5.3% | Added |
| LRI Investments, LLC | 2,742 | $786.8K | 0.08% | +1,385+102.1% | Added |
| AE Wealth Management LLC | 2,731 | $787.5K | 0.01% | −736−21.2% | Reduced |
| Empire Financial Management Company, LLC | 2,735 | $788.8K | 0.24% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,748 | $792.5K | 0.78% | +2,748 | New |
| Harvest Fund Management Co., Ltd | 2,760 | $796.0K | 0.05% | +1,143+70.7% | Added |
| West Family Investments, Inc. | 2,763 | $796.8K | 0.27% | +139+5.3% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $799.1K | 0.53% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 2,774 | $800.1K | 0.35% | +5+0.2% | Added |
| SeaCrest Wealth Management, LLC | 2,788 | $804.0K | 0.09% | +208+8.1% | Added |
| ORG Wealth Partners, LLC | 2,788 | $804.1K | 0.27% | +2,788 | New |
| Boyar Asset Management Inc. | 2,789 | $804.3K | 0.52% | +102+3.8% | Added |
| Avestar Capital, LLC | 2,812 | $811.0K | 0.09% | +140+5.2% | Added |
| Mesirow Financial Investment Management, Inc. | 2,842 | $819.3K | 0.02% | +550+24.0% | Added |
| Sound Financial Strategies Group, LLC | 2,842 | $819.6K | 0.66% | +44+1.6% | Added |
| First American Bank | 2,866 | $826.5K | 0.06% | +10+0.4% | Added |
| Encompass Wealth Advisors, LLC | 2,867 | $826.8K | 0.21% | 00.0% | Unchanged |
| NVWM, LLC | 2,867 | $826.9K | 0.21% | −17−0.6% | Reduced |
| Rossmore Private Capital | 2,900 | $836.3K | 0.10% | 00.0% | Unchanged |
| CNB Bank | 2,920 | $842.1K | 0.39% | +281+10.6% | Added |
| Waldron Private Wealth LLC | 2,929 | $844.7K | 0.04% | +159+5.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,944 | $849.0K | 0.12% | −30−1.0% | Reduced |
| Headinvest, LLC | 2,951 | $851.0K | 0.16% | +108+3.8% | Added |
| Ascent Group, LLC | 2,955 | $852.2K | 0.06% | −3,991−57.5% | Reduced |
| First Affirmative Financial Network | 2,961 | $853.8K | 0.47% | +57+2.0% | Added |
| Bull Street Advisors, LLC | 2,960 | $854.0K | 0.40% | −75−2.5% | Reduced |
| Ransom Advisory, Ltd | 2,974 | $857.7K | 0.40% | −100−3.3% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,989 | $862.0K | 0.51% | −567−15.9% | Reduced |