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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 2,289 | $660.2K | 0.02% | −551−19.4% | Reduced |
| E&G Advisors, LP | 2,280 | $657.5K | 0.18% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,261 | $652.0K | 0.12% | −45−2.0% | Reduced |
| Keel Point, LLC | 2,258 | $651.3K | 0.05% | +16+0.7% | Added |
| StrongBox Wealth, LLC | 2,254 | $650.0K | 0.28% | +2,254 | New |
| SRS Capital Advisors, Inc. | 2,249 | $648.8K | 0.06% | +4+0.2% | Added |
| M&R Capital Management Inc | 2,248 | $648.4K | 0.14% | +77+3.5% | Added |
| First City Capital Management, Inc. | 2,248 | $648.3K | 0.33% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,245 | $647.4K | 0.07% | +118+5.5% | Added |
| Independence Bank of Kentucky | 2,232 | $643.7K | 0.14% | +263+13.4% | Added |
| Farrell Financial LLC | 2,281 | $641.7K | 0.45% | +15+0.7% | Added |
| FineMark National Bank & Trust | 2,221 | $640.5K | 0.02% | −489−18.0% | Reduced |
| Ellevest, Inc. | 2,194 | $632.7K | 0.04% | −142−6.1% | Reduced |
| G&S Capital LLC | 2,192 | $632.2K | 0.27% | +12+0.6% | Added |
| Portfolio Design Labs, LLC | 2,156 | $621.8K | 0.17% | −5,447−71.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,150 | $620.0K | 0.78% | +150+7.5% | Added |
| BSW Wealth Partners | 2,137 | $616.4K | 0.09% | +707+49.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $614.8K | 0.33% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,129 | $614.0K | 0.09% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 2,401 | $612.5K | 0.23% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,123 | $612.3K | 0.03% | −2,926−58.0% | Reduced |
| Boston Financial Mangement LLC | 2,116 | $610.2K | 0.02% | +115+5.7% | Added |
| Mayflower Financial Advisors, LLC | 2,114 | $609.5K | 0.09% | +3+0.1% | Added |
| InTrack Investment Management Inc | 2,107 | $607.6K | 0.43% | +50+2.4% | Added |
| Harbour Investments, Inc. | 2,083 | $600.7K | 0.02% | +66+3.3% | Added |
| Ashton Thomas Private Wealth, LLC | 2,079 | $599.6K | 0.03% | +153+7.9% | Added |
| Capital Investment Advisors, LLC | 2,075 | $598.4K | 0.01% | +189+10.0% | Added |
| Western Wealth Management, LLC | 2,074 | $598.0K | 0.03% | −190−8.4% | Reduced |
| Gen-Wealth Partners Inc | 2,107 | $597.7K | 0.26% | −47−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,018 | $595.2K | 0.02% | +397+24.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 2,050 | $591.2K | 0.14% | +2,050 | New |
| Hutner Capital Management Inc | 2,035 | $586.9K | 0.29% | +2,035 | New |
| Bell Bank | 2,034 | $586.6K | 0.07% | −4−0.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $586.3K | 0.20% | +33+1.7% | Added |
| Cetera Trust Company, N.A | 2,030 | $585.4K | 0.36% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,023 | $583.4K | 0.10% | +709+54.0% | Added |
| Strategic Wealth Partners, Ltd. | 2,010 | $579.5K | 0.06% | +17+0.9% | Added |
| Cyrus J. Lawrence, LLC | 2,006 | $578.0K | 0.11% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,999 | $576.4K | 0.42% | +190+10.5% | Added |
| Atom Investors LP | 1,995 | $575.3K | 0.06% | +1,995 | New |
| Financial & Tax Architects, LLC | 1,971 | $568.5K | 0.15% | +123+6.7% | Added |
| Rothschild Investment LLC | 1,965 | $566.7K | 0.04% | +204+11.6% | Added |
| AlTi Global, Inc. | 1,956 | $565.9K | 0.01% | +899+85.1% | Added |
| Proficio Capital Partners LLC | 1,954 | $563.4K | 0.06% | −897−31.5% | Reduced |
| Baron Wealth Management LLC | 1,941 | $559.8K | 0.27% | +235+13.8% | Added |
| Sandy Cove Advisors, LLC | 1,940 | $559.5K | 0.23% | +28+1.5% | Added |
| Venturi Wealth Management, LLC | 1,937 | $558.7K | 0.03% | +5+0.3% | Added |
| EverSource Wealth Advisors, LLC | 1,936 | $558.2K | 0.04% | +49+2.6% | Added |
| Baker Ellis Asset Management LLC | 1,934 | $557.7K | 0.08% | +1,934 | New |
| Penserra Capital Management LLC | 1,933 | $556.0K | 0.01% | +22+1.2% | Added |
| Geller Advisors LLC | 1,921 | $555.7K | 0.04% | +53+2.8% | Added |
| Global Financial Private Client, LLC | 1,919 | $553.5K | 0.22% | +21+1.1% | Added |
| Belpointe Asset Management LLC | 1,919 | $553.5K | 0.03% | −160−7.7% | Reduced |
| Crestwood Advisors Group LLC | 1,905 | $549.4K | 0.01% | +191+11.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,904 | $549.1K | 0.38% | +126+7.1% | Added |
| Hemenway Trust Co LLC | 1,900 | $548.1K | 0.04% | −99−5.0% | Reduced |
| AdvisorNet Financial, Inc | 1,900 | $548.0K | 0.04% | +867+83.9% | Added |
| 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 |
| ASB Consultores, LLC | 1,899 | $547.7K | 0.22% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,880 | $542.2K | 0.03% | +54+3.0% | Added |
| Alera Investment Advisors, LLC | 1,874 | $540.4K | 0.06% | −114−5.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,865 | $539.5K | 0.27% | +43+2.4% | Added |
| Grimes & Company, Inc. | 1,867 | $538.5K | 0.01% | −10−0.5% | Reduced |
| Rede Wealth, LLC | 1,863 | $537.3K | 0.21% | −3−0.2% | Reduced |
| Hara Capital LLC | 1,862 | $537.0K | 0.33% | −33−1.7% | Reduced |
| Modern Wealth Management, LLC | 1,850 | $533.6K | 0.03% | +53+2.9% | Added |
| IFP Advisors, Inc | 1,843 | $531.5K | 0.02% | +819+80.0% | Added |
| Promethium Advisors,llc | 1,830 | $529.4K | 0.37% | +1,830 | New |
| Sound View Wealth Advisors Group, LLC | 1,830 | $527.9K | 0.04% | +110+6.4% | Added |
| BlackDiamond Wealth Management Inc. | 1,864 | $527.3K | 0.32% | −279−13.0% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $527.0K | 0.21% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,825 | $526.3K | 0.12% | +164+9.9% | Added |
| Catalyst Financial Partners LLC | 1,820 | $524.9K | 0.10% | +82+4.7% | Added |
| Modera Wealth Management, LLC | 1,815 | $523.4K | 0.01% | −39−2.1% | Reduced |
| Money Concepts Capital Corp | 1,814 | $523.1K | 0.04% | +1,814 | New |
| Shore Point Advisors, LLC | 1,809 | $521.8K | 0.28% | +1+0.1% | Added |
| Aaron Wealth Advisors | 1,800 | $519.1K | 0.06% | +204+12.8% | Added |
| Dearborn Partners LLC | 1,799 | $518.8K | 0.02% | +177+10.9% | Added |
| DAGCO, Inc. | 1,795 | $517.7K | 0.21% | 00.0% | Unchanged |
| First County Bank | 1,792 | $516.8K | 0.26% | +307+20.7% | Added |
| Gateway Investment Advisers LLC | 1,787 | $515.4K | 0.01% | −195−9.8% | Reduced |
| Sentry Investment Management LLC | 1,778 | $513.0K | 0.22% | −203−10.2% | Reduced |
| TKG Advisors, LLC | 1,778 | $512.8K | 0.25% | −49−2.7% | Reduced |
| Pointe Capital Management LLC | 1,773 | $511.3K | 0.30% | +131+8.0% | Added |
| Manchester Capital Management LLC | 1,767 | $509.6K | 0.06% | +33+1.9% | Added |
| Cardiff Park Advisors, LLC | 1,766 | $509.3K | 0.05% | +6+0.3% | Added |
| Aspen Investment Management Inc | 1,760 | $508.0K | 0.24% | +1,760 | New |
| Financial Insights, Inc. | 1,760 | $507.6K | 0.16% | −1,234−41.2% | Reduced |
| Delta Investment Management, LLC | 1,751 | $504.9K | 0.10% | +389+28.6% | Added |
| 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 |
| Okabena Investment Services Inc | 1,747 | $503.8K | 0.14% | −1,400−44.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,746 | $503.5K | 0.05% | +49+2.9% | Added |
| Evoke Wealth, LLC | 1,738 | $502.8K | 0.01% | +1,738 | New |
| Center for Financial Planning, Inc. | 1,738 | $501.2K | 0.07% | −995−36.4% | Reduced |
| Atlas Capital Advisors LLC | 1,737 | $500.9K | 0.08% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,735 | $500.4K | 0.09% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,735 | $500.4K | 0.05% | +19+1.1% | Added |
| Congress Wealth Management LLC | 1,732 | $499.5K | 0.01% | +104+6.4% | Added |