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 |
|---|---|---|---|---|---|
| Westhampton Capital, LLC | 4,190 | $1.21M | 0.61% | 00.0% | Unchanged |
| Old National Bancorp | 4,189 | $1.21M | 0.03% | −343−7.6% | Reduced |
| WCM Investment Management, LLC | 4,164 | $1.21M | 0.00% | −27−0.6% | Reduced |
| Mattson Financial Services, LLC | 4,699 | $1.20M | 0.43% | −31−0.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,153 | $1.20M | 0.39% | +263+6.8% | Added |
| WBH Advisory Inc | 4,142 | $1.19M | 0.11% | +624+17.7% | Added |
| Financial Security Advisor, Inc. | 4,115 | $1.19M | 0.30% | −51−1.2% | Reduced |
| Good Life Advisors, LLC | 4,124 | $1.19M | 0.07% | +2,254+120.5% | Added |
| Csenge Advisory Group | 4,137 | $1.19M | 0.06% | −739−15.2% | Reduced |
| Lakeside Advisors, INC. | 4,108 | $1.18M | 0.74% | 00.0% | Unchanged |
| Viawealth, LLC | 4,099 | $1.18M | 0.69% | −866−17.4% | Reduced |
| Cigna Investments Inc | 4,093 | $1.18M | 0.21% | −167−3.9% | Reduced |
| Transcend Wealth Collective, LLC | 4,082 | $1.18M | 0.08% | −19−0.5% | Reduced |
| Silvant Capital Management LLC | 4,049 | $1.17M | 0.05% | −335−7.6% | Reduced |
| Monetary Management Group Inc | 4,030 | $1.16M | 0.30% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,026 | $1.16M | 0.08% | −55−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 4,550 | $1.16M | 0.02% | +1,642+56.5% | Added |
| One Capital Management, LLC | 4,023 | $1.16M | 0.04% | −1,138−22.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,004 | $1.15M | 0.08% | +1,200+42.8% | Added |
| Emprise Bank | 4,004 | $1.15M | 0.67% | −29−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 4,002 | $1.15M | 0.19% | −659−14.1% | Reduced |
| Columbia Asset Management | 3,972 | $1.15M | 0.20% | +65+1.7% | Added |
| FC Advisory LLC | 3,964 | $1.14M | 0.38% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,963 | $1.14M | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,948 | $1.14M | 0.02% | −34−0.9% | Reduced |
| Conning Inc. | 3,932 | $1.13M | 0.04% | +929+30.9% | Added |
| Trueblood Wealth Management, LLC | 3,920 | $1.13M | 0.57% | +13+0.3% | Added |
| WSFS Capital Management, LLC | 3,913 | $1.13M | 0.06% | +25+0.6% | Added |
| Wealthspire Advisors, LLC | 3,891 | $1.12M | 0.01% | +213+5.8% | Added |
| Fidelis Capital Partners, LLC | 3,783 | $1.12M | 0.13% | −128−3.3% | Reduced |
| Hilltop Holdings Inc. | 3,870 | $1.12M | 0.07% | +606+18.6% | Added |
| Moloney Securities Asset Management, LLC | 3,851 | $1.11M | 0.15% | +1,905+97.9% | Added |
| Dynasty Wealth Management, LLC | 3,836 | $1.11M | 0.03% | −19−0.5% | Reduced |
| Mainstay Capital Management LLC | 3,828 | $1.10M | 0.18% | −451−10.5% | Reduced |
| Hancock Whitney Corp | 3,826 | $1.10M | 0.04% | −445−10.4% | 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 |
| W.H. Cornerstone Investments Inc. | 3,790 | $1.09M | 0.74% | −776−17.0% | Reduced |
| Farther Finance Advisors, LLC | 3,786 | $1.09M | 0.04% | −317−7.7% | Reduced |
| BluePath Capital Management, LLC | 3,783 | $1.09M | 0.68% | +515+15.8% | Added |
| Eastern Bank | 3,780 | $1.09M | 0.02% | +3,780 | New |
| Bank of Hawaii | 3,743 | $1.08M | 0.05% | +75+2.0% | Added |
| Marcum Wealth, LLC | 3,721 | $1.07M | 0.10% | −52−1.4% | Reduced |
| Epiq Partners, LLC | 3,714 | $1.07M | 0.59% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,706 | $1.07M | 0.22% | +40+1.1% | Added |
| Sentry LLC | 3,701 | $1.07M | 0.21% | 00.0% | Unchanged |
| Axq Capital, LP | 3,694 | $1.07M | 0.32% | +3,694 | New |
| Harbour Capital Advisors, LLC | 3,753 | $1.06M | 0.24% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,659 | $1.06M | 0.60% | +3,659 | New |
| Checchi Capital Advisers, LLC | 3,652 | $1.05M | 0.08% | −79−2.1% | Reduced |
| Gryphon Financial Partners LLC | 3,642 | $1.05M | 0.14% | +196+5.7% | Added |
| Old Point Trust & Financial Services N A | 3,632 | $1.05M | 0.38% | +480+15.2% | Added |
| GSB Wealth Management, LLC | 3,601 | $1.04M | 0.27% | +11+0.3% | Added |
| Eqis Capital Management, Inc. | 3,591 | $1.04M | 0.08% | −68−1.9% | Reduced |
| Financial Advocates Investment Management | 3,583 | $1.03M | 0.06% | +6+0.2% | Added |
| Sippican Capital Advisors | 3,575 | $1.03M | 0.72% | 00.0% | Unchanged |
| Central Trust Co | 3,571 | $1.03M | 0.02% | −1,589−30.8% | Reduced |
| Connecticut Wealth Management, LLC | 3,542 | $1.02M | 0.05% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 3,536 | $1.02M | 0.74% | −294−7.7% | Reduced |
| GeoWealth Management, LLC | 3,523 | $1.02M | 0.04% | −172−4.7% | Reduced |
| LCNB Corp | 3,511 | $1.01M | 0.36% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,229 | $1.01M | 0.25% | +935+28.4% | Added |
| Dempze Nancy E | 3,500 | $1.01M | 0.56% | +1,900+118.8% | Added |
| Principle Wealth Partners LLC | 3,498 | $1.01M | 0.07% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,497 | $1.01M | 0.15% | +10.0% | Added |
| SRN Advisors, LLC | 3,493 | $1.01M | 0.89% | −140−3.9% | Reduced |
| Advisory Resource Group | 3,484 | $1.00M | 0.21% | −247−6.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,481 | $1.00M | 0.06% | −247−6.6% | Reduced |
| Carnegie Lake Advisors LLC | 3,425 | $988.0K | 0.39% | +3,425 | New |
| Cim Investment Mangement Inc | 3,416 | $985.1K | 0.29% | −62−1.8% | Reduced |
| Gratus Wealth Advisors, LLC | 3,548 | $983.4K | 0.16% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,410 | $983.4K | 0.37% | −200−5.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,406 | $982.2K | 0.07% | +421+14.1% | Added |
| X-Square Capital, LLC | 3,393 | $979.0K | 0.43% | +233+7.4% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $976.5K | 0.40% | 00.0% | Unchanged |
| Spinnaker Trust | 3,382 | $975.3K | 0.06% | −19−0.6% | Reduced |
| Choate Investment Advisors | 3,365 | $970.4K | 0.02% | +28+0.8% | Added |
| PFG Advisors | 3,353 | $967.0K | 0.06% | −17−0.5% | Reduced |
| Abbot Financial Management, Inc. | 3,343 | $964.0K | 0.49% | +10.0% | Added |
| Empirical Asset Management, LLC | 17,214 | $962.9K | 0.34% | +1,443+9.1% | Added |
| Advisors Capital Management, LLC | 3,303 | $953.0K | 0.02% | +337+11.4% | Added |
| Mount Lucas Management LP | 3,303 | $952.6K | 0.32% | −4,974−60.1% | Reduced |
| Syon Capital LLC | 3,297 | $950.7K | 0.08% | −10−0.3% | Reduced |
| Northstar Asset Management LLC | 3,290 | $948.8K | 0.22% | −235−6.7% | Reduced |
| Virtus ETF Advisers LLC | 3,279 | $945.6K | 0.44% | −27−0.8% | Reduced |
| Private Portfolio Partners LLC | 3,277 | $945.1K | 0.18% | +3,277 | New |
| Atlantic Union Bankshares Corp | 3,275 | $944.4K | 0.05% | −16−0.5% | Reduced |
| MQS Management LLC | 3,250 | $937.3K | 0.52% | +3,250 | New |
| Lake Street Advisors Group, LLC | 3,230 | $934.3K | 0.04% | +9+0.3% | Added |
| Inceptionr LLC | 3,223 | $929.5K | 0.23% | +3,223 | New |
| Mill Capital Management, LLC | 3,210 | $925.7K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,198 | $925.1K | 0.03% | +136+4.4% | Added |
| Premier Path Wealth Partners, LLC | 3,195 | $921.4K | 0.15% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 4,773 | $919.1K | 0.44% | +24+0.5% | Added |
| Axxcess Wealth Management, LLC | 3,172 | $914.8K | 0.02% | +933+41.7% | Added |
| Saturna Capital CORP | 3,170 | $914.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Exchange Traded Concepts, LLC | 3,143 | $906.4K | 0.02% | +411+15.0% | Added |
| Missouri Trust & Investment Co | 3,118 | $899.2K | 0.31% | +740+31.1% | Added |