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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,088 | $890.7K | 0.11% | −10.0% | Reduced |
| Stock Yards Bank & Trust Co | 3,084 | $889.4K | 0.03% | −216−6.5% | Reduced |
| Optimum Investment Advisors | 3,077 | $887.4K | 0.38% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,039 | $876.3K | 0.08% | −63−2.0% | Reduced |
| VisionPoint Advisory Group, LLC | 3,038 | $876.1K | 0.30% | −362−10.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,051 | $875.1K | 0.30% | +218+7.7% | Added |
| Beach Investment Counsel Inc | 3,026 | $873.0K | 0.11% | −396−11.6% | Reduced |
| CFO4Life Group, LLC | 3,010 | $868.0K | 0.15% | −86−2.8% | Reduced |
| 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 |
| Diametric Capital, LP | 2,995 | $863.7K | 0.43% | +2,995 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,989 | $862.0K | 0.51% | −567−15.9% | Reduced |
| Ransom Advisory, Ltd | 2,974 | $857.7K | 0.40% | −100−3.3% | Reduced |
| Bull Street Advisors, LLC | 2,960 | $854.0K | 0.40% | −75−2.5% | Reduced |
| First Affirmative Financial Network | 2,961 | $853.8K | 0.47% | +57+2.0% | Added |
| Ascent Group, LLC | 2,955 | $852.2K | 0.06% | −3,991−57.5% | Reduced |
| Headinvest, LLC | 2,951 | $851.0K | 0.16% | +108+3.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,944 | $849.0K | 0.12% | −30−1.0% | Reduced |
| Waldron Private Wealth LLC | 2,929 | $844.7K | 0.04% | +159+5.7% | Added |
| CNB Bank | 2,920 | $842.1K | 0.39% | +281+10.6% | Added |
| Rossmore Private Capital | 2,900 | $836.3K | 0.10% | 00.0% | Unchanged |
| NVWM, LLC | 2,867 | $826.9K | 0.21% | −17−0.6% | Reduced |
| Encompass Wealth Advisors, LLC | 2,867 | $826.8K | 0.21% | 00.0% | Unchanged |
| First American Bank | 2,866 | $826.5K | 0.06% | +10+0.4% | Added |
| Sound Financial Strategies Group, LLC | 2,842 | $819.6K | 0.66% | +44+1.6% | Added |
| Mesirow Financial Investment Management, Inc. | 2,842 | $819.3K | 0.02% | +550+24.0% | Added |
| Avestar Capital, LLC | 2,812 | $811.0K | 0.09% | +140+5.2% | Added |
| Boyar Asset Management Inc. | 2,789 | $804.3K | 0.52% | +102+3.8% | Added |
| ORG Wealth Partners, LLC | 2,788 | $804.1K | 0.27% | +2,788 | New |
| SeaCrest Wealth Management, LLC | 2,788 | $804.0K | 0.09% | +208+8.1% | Added |
| Peak Planning Group, LLC | 2,774 | $800.1K | 0.35% | +5+0.2% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $799.1K | 0.53% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,763 | $796.8K | 0.27% | +139+5.3% | Added |
| Harvest Fund Management Co., Ltd | 2,760 | $796.0K | 0.05% | +1,143+70.7% | Added |
| Kennebec Savings Bank | 2,748 | $792.5K | 0.78% | +2,748 | New |
| Empire Financial Management Company, LLC | 2,735 | $788.8K | 0.24% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,731 | $787.5K | 0.01% | −736−21.2% | Reduced |
| LRI Investments, LLC | 2,742 | $786.8K | 0.08% | +1,385+102.1% | Added |
| CX Institutional | 2,727 | $786.6K | 0.03% | +137+5.3% | Added |
| Pallas Capital Advisors LLC | 2,655 | $780.5K | 0.03% | +152+6.1% | Added |
| Vise Technologies, Inc. | 2,706 | $780.4K | 0.10% | +902+50.0% | Added |
| 1776 Wealth LLC | 2,704 | $779.7K | 0.35% | +10.0% | Added |
| Lindbrook Capital, LLC | 2,674 | $771.2K | 0.07% | −25−0.9% | Reduced |
| Henry James International Management, Inc. | 2,666 | $768.8K | 0.27% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,658 | $766.5K | 0.04% | +977+58.1% | Added |
| Montecito Bank & Trust | 2,654 | $765.4K | 0.13% | −13−0.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,654 | $765.3K | 0.13% | +168+6.8% | Added |
| Cross Staff Investments Inc | 2,649 | $763.9K | 0.59% | 00.0% | Unchanged |
| Welch Group, LLC | 2,646 | $763.1K | 0.03% | 00.0% | Unchanged |
| City State Bank | 2,644 | $762.5K | 0.28% | −7−0.3% | Reduced |
| FSM Wealth Advisors, LLC | 2,628 | $757.9K | 0.20% | +66+2.6% | Added |
| Group One Trading, L.P. | 2,628 | $757.9K | 0.03% | +611+30.3% | Added |
| Stiles Financial Services Inc | 2,624 | $757.5K | 0.27% | −37−1.4% | Reduced |
| Resurgent Financial Advisors LLC | 2,618 | $755.0K | 0.44% | −264−9.2% | Reduced |
| REDW Wealth LLC | 2,605 | $751.3K | 0.19% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,591 | $747.2K | 0.44% | +155+6.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,588 | $746.4K | 0.01% | −49−1.9% | Reduced |
| Everett Harris & Co | 2,579 | $743.8K | 0.01% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,572 | $741.7K | 0.18% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,566 | $740.0K | 0.03% | −115−4.3% | Reduced |
| Apexium Financial, LP | 2,555 | $739.0K | 0.05% | +15+0.6% | Added |
| Baader Bank INC | 2,550 | $735.4K | 0.06% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 2,523 | $727.5K | 0.18% | +661+35.5% | Added |
| Joel Isaacson & Co., LLC | 2,509 | $723.6K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,513 | $722.1K | 0.05% | −66−2.6% | Reduced |
| 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 |
| V-Square Quantitative Management LLC | 2,499 | $720.7K | 0.11% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,487 | $717.2K | 0.13% | −257−9.4% | Reduced |
| Canopy Partners, LLC | 2,478 | $714.6K | 0.31% | −25−1.0% | Reduced |
| Goldstein Advisors, LLC | 2,475 | $713.8K | 0.11% | +74+3.1% | Added |
| Valley Brook Capital Group | 2,470 | $712.3K | 0.51% | +95+4.0% | Added |
| Shelton Capital Management | 2,461 | $709.7K | 0.02% | −253−9.3% | Reduced |
| Catalina Capital Group, LLC | 2,450 | $706.6K | 0.24% | +166+7.3% | Added |
| Silvercrest Asset Management Group LLC | 2,437 | $702.8K | 0.00% | −31−1.3% | Reduced |
| Burford Brothers, Inc. | 2,431 | $701.1K | 0.37% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,430 | $700.8K | 0.11% | −4,219−63.5% | Reduced |
| Sage Mountain Advisors LLC | 2,425 | $699.3K | 0.06% | +119+5.2% | Added |
| Greenfield Savings Bank | 2,423 | $698.8K | 0.33% | +517+27.1% | Added |
| Zions Bancorporation, N.A. | 2,417 | $697.0K | 0.05% | +225+10.3% | Added |
| Net Worth Advisory Group | 2,408 | $694.5K | 0.21% | +2,408 | New |
| McElhenny Sheffield Capital Management, LLC | 2,408 | $694.4K | 0.23% | −263−9.8% | 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 |
| Mount Yale Investment Advisors, LLC | 2,402 | $692.8K | 0.07% | −70−2.8% | Reduced |
| Somerville Kurt F | 2,400 | $692.1K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,399 | $691.8K | 0.06% | +22+0.9% | Added |
| Plancorp, LLC | 2,390 | $689.3K | 0.03% | +24+1.0% | Added |
| Harbor Investment Advisory, LLC | 2,381 | $686.7K | 0.07% | +610+34.4% | Added |
| Thompson Siegel & Walmsley LLC | 2,371 | $684.0K | 0.01% | +125+5.6% | Added |
| PFG Investments, LLC | 2,369 | $683.3K | 0.04% | +90+3.9% | Added |
| Pacitti Group Inc. | 2,356 | $681.1K | 0.32% | +45+1.9% | Added |
| CWA Asset Management Group, LLC | 2,361 | $680.9K | 0.04% | +2,361 | New |
| Skopos Labs, Inc. | 2,349 | $677.4K | 0.22% | +190+8.8% | Added |
| Mairs & Power Inc | 2,343 | $675.7K | 0.01% | +34+1.5% | Added |
| Trust Co of Toledo NA | 2,342 | $675.4K | 0.09% | +66+2.9% | Added |
| Leavell Investment Management, Inc. | 2,327 | $673.2K | 0.03% | +30+1.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,317 | $668.2K | 0.48% | +2,317 | New |
| Means Investment Co., Inc. | 2,300 | $663.2K | 0.07% | +10.0% | Added |
| Essex Savings Bank | 2,290 | $660.4K | 0.16% | −7−0.3% | Reduced |