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 |
|---|---|---|---|---|---|
| Diametric Capital, LP | 2,995 | $863.7K | 0.43% | +2,995 | New |
| Bayview Asset Management, LLC | 3,000 | $865.2K | 0.48% | −3,600−54.5% | Reduced |
| Finivi Inc. | 3,000 | $865.2K | 0.70% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,010 | $868.0K | 0.15% | −86−2.8% | Reduced |
| Beach Investment Counsel Inc | 3,026 | $873.0K | 0.11% | −396−11.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,051 | $875.1K | 0.30% | +218+7.7% | Added |
| VisionPoint Advisory Group, LLC | 3,038 | $876.1K | 0.30% | −362−10.6% | Reduced |
| United Asset Strategies, Inc. | 3,039 | $876.3K | 0.08% | −63−2.0% | Reduced |
| Optimum Investment Advisors | 3,077 | $887.4K | 0.38% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,084 | $889.4K | 0.03% | −216−6.5% | Reduced |
| Wealth Alliance | 3,088 | $890.7K | 0.11% | −10.0% | Reduced |
| Missouri Trust & Investment Co | 3,118 | $899.2K | 0.31% | +740+31.1% | Added |
| Exchange Traded Concepts, LLC | 3,143 | $906.4K | 0.02% | +411+15.0% | Added |
| 1st Source Bank | 3,162 | $911.9K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,162 | $911.9K | 0.01% | +753+31.3% | Added |
| Saturna Capital CORP | 3,170 | $914.2K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,172 | $914.8K | 0.02% | +933+41.7% | Added |
| Wolf Group Capital Advisors | 4,773 | $919.1K | 0.44% | +24+0.5% | Added |
| Premier Path Wealth Partners, LLC | 3,195 | $921.4K | 0.15% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,198 | $925.1K | 0.03% | +136+4.4% | Added |
| Mill Capital Management, LLC | 3,210 | $925.7K | 0.07% | 00.0% | Unchanged |
| Inceptionr LLC | 3,223 | $929.5K | 0.23% | +3,223 | New |
| Lake Street Advisors Group, LLC | 3,230 | $934.3K | 0.04% | +9+0.3% | Added |
| MQS Management LLC | 3,250 | $937.3K | 0.52% | +3,250 | New |
| Atlantic Union Bankshares Corp | 3,275 | $944.4K | 0.05% | −16−0.5% | Reduced |
| Private Portfolio Partners LLC | 3,277 | $945.1K | 0.18% | +3,277 | New |
| Virtus ETF Advisers LLC | 3,279 | $945.6K | 0.44% | −27−0.8% | Reduced |
| Northstar Asset Management LLC | 3,290 | $948.8K | 0.22% | −235−6.7% | Reduced |
| Syon Capital LLC | 3,297 | $950.7K | 0.08% | −10−0.3% | Reduced |
| Mount Lucas Management LP | 3,303 | $952.6K | 0.32% | −4,974−60.1% | Reduced |
| Advisors Capital Management, LLC | 3,303 | $953.0K | 0.02% | +337+11.4% | Added |
| Empirical Asset Management, LLC | 17,214 | $962.9K | 0.34% | +1,443+9.1% | Added |
| Abbot Financial Management, Inc. | 3,343 | $964.0K | 0.49% | +10.0% | Added |
| PFG Advisors | 3,353 | $967.0K | 0.06% | −17−0.5% | Reduced |
| Choate Investment Advisors | 3,365 | $970.4K | 0.02% | +28+0.8% | Added |
| Spinnaker Trust | 3,382 | $975.3K | 0.06% | −19−0.6% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $976.5K | 0.40% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,393 | $979.0K | 0.43% | +233+7.4% | Added |
| Jaffetilchin Investment Partners, LLC | 3,406 | $982.2K | 0.07% | +421+14.1% | Added |
| Beech Hill Advisors, Inc. | 3,410 | $983.4K | 0.37% | −200−5.5% | Reduced |
| Gratus Wealth Advisors, LLC | 3,548 | $983.4K | 0.16% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,416 | $985.1K | 0.29% | −62−1.8% | Reduced |
| Carnegie Lake Advisors LLC | 3,425 | $988.0K | 0.39% | +3,425 | New |
| Flagship Harbor Advisors, LLC | 3,481 | $1.00M | 0.06% | −247−6.6% | Reduced |
| Advisory Resource Group | 3,484 | $1.00M | 0.21% | −247−6.6% | Reduced |
| SRN Advisors, LLC | 3,493 | $1.01M | 0.89% | −140−3.9% | Reduced |
| Grove Bank & Trust | 3,497 | $1.01M | 0.15% | +10.0% | Added |
| Principle Wealth Partners LLC | 3,498 | $1.01M | 0.07% | 00.0% | Unchanged |
| Dempze Nancy E | 3,500 | $1.01M | 0.56% | +1,900+118.8% | Added |
| Mitchell Sinkler & Starr | 4,229 | $1.01M | 0.25% | +935+28.4% | Added |
| LCNB Corp | 3,511 | $1.01M | 0.36% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,523 | $1.02M | 0.04% | −172−4.7% | Reduced |
| KRS Capital Management, LLC | 3,536 | $1.02M | 0.74% | −294−7.7% | Reduced |
| Connecticut Wealth Management, LLC | 3,542 | $1.02M | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 3,571 | $1.03M | 0.02% | −1,589−30.8% | Reduced |
| Sippican Capital Advisors | 3,575 | $1.03M | 0.72% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,583 | $1.03M | 0.06% | +6+0.2% | Added |
| Eqis Capital Management, Inc. | 3,591 | $1.04M | 0.08% | −68−1.9% | Reduced |
| GSB Wealth Management, LLC | 3,601 | $1.04M | 0.27% | +11+0.3% | Added |
| Old Point Trust & Financial Services N A | 3,632 | $1.05M | 0.38% | +480+15.2% | Added |
| Gryphon Financial Partners LLC | 3,642 | $1.05M | 0.14% | +196+5.7% | Added |
| Checchi Capital Advisers, LLC | 3,652 | $1.05M | 0.08% | −79−2.1% | Reduced |
| ISAM Funds (UK) Ltd | 3,659 | $1.06M | 0.60% | +3,659 | New |
| Harbour Capital Advisors, LLC | 3,753 | $1.06M | 0.24% | 00.0% | Unchanged |
| Axq Capital, LP | 3,694 | $1.07M | 0.32% | +3,694 | New |
| Sentry LLC | 3,701 | $1.07M | 0.21% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,706 | $1.07M | 0.22% | +40+1.1% | Added |
| Epiq Partners, LLC | 3,714 | $1.07M | 0.59% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,721 | $1.07M | 0.10% | −52−1.4% | Reduced |
| Bank of Hawaii | 3,743 | $1.08M | 0.05% | +75+2.0% | Added |
| Eastern Bank | 3,780 | $1.09M | 0.02% | +3,780 | New |
| BluePath Capital Management, LLC | 3,783 | $1.09M | 0.68% | +515+15.8% | Added |
| Farther Finance Advisors, LLC | 3,786 | $1.09M | 0.04% | −317−7.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,790 | $1.09M | 0.74% | −776−17.0% | Reduced |
| AMG National Trust Bank | 3,810 | $1.10M | 0.03% | −733−16.1% | Reduced |
| Northeast Investment Management | 3,810 | $1.10M | 0.05% | +211+5.9% | Added |
| Hancock Whitney Corp | 3,826 | $1.10M | 0.04% | −445−10.4% | Reduced |
| Mainstay Capital Management LLC | 3,828 | $1.10M | 0.18% | −451−10.5% | Reduced |
| Dynasty Wealth Management, LLC | 3,836 | $1.11M | 0.03% | −19−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 3,851 | $1.11M | 0.15% | +1,905+97.9% | Added |
| Hilltop Holdings Inc. | 3,870 | $1.12M | 0.07% | +606+18.6% | Added |
| Fidelis Capital Partners, LLC | 3,783 | $1.12M | 0.13% | −128−3.3% | Reduced |
| Wealthspire Advisors, LLC | 3,891 | $1.12M | 0.01% | +213+5.8% | Added |
| WSFS Capital Management, LLC | 3,913 | $1.13M | 0.06% | +25+0.6% | Added |
| Trueblood Wealth Management, LLC | 3,920 | $1.13M | 0.57% | +13+0.3% | Added |
| Conning Inc. | 3,932 | $1.13M | 0.04% | +929+30.9% | Added |
| Aptus Capital Advisors, LLC | 3,948 | $1.14M | 0.02% | −34−0.9% | Reduced |
| FRG Family Wealth Advisors LLC | 3,963 | $1.14M | 0.20% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $1.14M | 0.38% | 00.0% | Unchanged |
| Columbia Asset Management | 3,972 | $1.15M | 0.20% | +65+1.7% | Added |
| Meridian Wealth Advisors, LLC | 4,002 | $1.15M | 0.19% | −659−14.1% | Reduced |
| Emprise Bank | 4,004 | $1.15M | 0.67% | −29−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 4,004 | $1.15M | 0.08% | +1,200+42.8% | Added |
| One Capital Management, LLC | 4,023 | $1.16M | 0.04% | −1,138−22.0% | Reduced |
| Ronald Blue Trust, Inc. | 4,550 | $1.16M | 0.02% | +1,642+56.5% | Added |
| Frank, Rimerman Advisors LLC | 4,026 | $1.16M | 0.08% | −55−1.3% | Reduced |
| Monetary Management Group Inc | 4,030 | $1.16M | 0.30% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 4,049 | $1.17M | 0.05% | −335−7.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,082 | $1.18M | 0.08% | −19−0.5% | Reduced |
| Cigna Investments Inc | 4,093 | $1.18M | 0.21% | −167−3.9% | Reduced |