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 |
|---|---|---|---|---|---|
| Sage Private Wealth Group, LLC | 1,729 | $498.8K | 0.39% | −746−30.1% | Reduced |
| Associated Banc-Corp | 1,725 | $497.5K | 0.01% | −41−2.3% | Reduced |
| Brighton Jones LLC | 1,724 | $497.3K | 0.02% | −34−1.9% | Reduced |
| Ironwood Investment Counsel, LLC | 1,721 | $496.3K | 0.08% | +35+2.1% | Added |
| Hudson Valley Investment Advisors Inc | 1,720 | $496.3K | 0.05% | −951−35.6% | Reduced |
| Sentinel Trust Co Lba | 1,714 | $494.0K | 0.06% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,706 | $492.0K | 0.12% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,705 | $491.7K | 0.14% | +60+3.6% | Added |
| Alerus Financial NA | 1,703 | $491.1K | 0.04% | −130−7.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,694 | $488.5K | 0.12% | −993−37.0% | Reduced |
| Mutual Advisors, LLC | 1,650 | $485.0K | 0.01% | −52−3.1% | Reduced |
| SFMG, LLC | 1,681 | $484.7K | 0.04% | +40+2.4% | Added |
| Gateway Advisory, LLC | 1,679 | $484.2K | 0.08% | +308+22.5% | Added |
| Trust Point Inc. | 1,675 | $483.1K | 0.04% | −87−4.9% | Reduced |
| Sawyer & Company, Inc | 1,676 | $483.0K | 0.18% | −3−0.2% | Reduced |
| Kensington Investment Counsel, LLC | 1,643 | $473.8K | 0.20% | +95+6.1% | Added |
| Evermay Wealth Management LLC | 1,639 | $473.5K | 0.08% | +49+3.1% | Added |
| Focus Financial Network, Inc. | 1,634 | $472.7K | 0.02% | −101−5.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,638 | $472.4K | 0.03% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,634 | $471.2K | 0.19% | −1,145−41.2% | Reduced |
| Copley Financial Group, Inc. | 1,632 | $470.7K | 0.43% | +1,632 | New |
| Resonant Capital Advisors, LLC | 1,626 | $470.4K | 0.03% | +129+8.6% | Added |
| Global X Japan Co., Ltd. | 1,622 | $467.8K | 0.06% | −76−4.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,616 | $466.0K | 0.14% | −76−4.5% | Reduced |
| 44 Wealth Management LLC | 1,579 | $465.8K | 0.16% | +1,579 | New |
| Earnest Partners LLC | 1,615 | $465.8K | 0.00% | −148−8.4% | Reduced |
| Quantitative Investment Management, LLC | 1,613 | $465.0K | 0.05% | +1,613 | New |
| Eagle Bluffs Wealth Management LLC | 1,607 | $464.9K | 0.25% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,608 | $463.7K | 0.03% | +183+12.8% | Added |
| L2 Asset Management, LLC | 1,607 | $463.4K | 0.13% | +56+3.6% | Added |
| BKD Wealth Advisors, LLC | 1,602 | $462.0K | 0.01% | +1,602 | New |
| FLC Capital Advisors | 1,591 | $458.8K | 0.11% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,585 | $457.1K | 0.10% | +125+8.6% | Added |
| David Loasby | 1,580 | $455.9K | 0.04% | +117+8.0% | Added |
| Marex Group plc | 1,580 | $455.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,577 | $454.8K | 0.11% | −23−1.4% | Reduced |
| Advisory Alpha, LLC | 1,571 | $453.2K | 0.02% | −64−3.9% | Reduced |
| Simon Quick Advisors, LLC | 1,567 | $451.9K | 0.03% | +134+9.4% | Added |
| Angeles Investment Advisors, LLC | 1,554 | $449.5K | 0.02% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,556 | $448.7K | 0.05% | −3−0.2% | Reduced |
| Heron Bay Capital Management | 1,545 | $445.6K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,545 | $445.6K | 0.03% | +1,545 | New |
| Pflug Koory, LLC | 1,544 | $445.3K | 0.22% | +1,544 | New |
| Voya Financial Advisors, Inc. | 1,536 | $444.8K | 0.05% | +60+4.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,535 | $442.7K | 0.25% | −50−3.2% | Reduced |
| Buckingham Strategic Partners | 1,534 | $442.5K | 0.01% | +37+2.5% | Added |
| Roberts Glore & Co Inc | 1,521 | $438.6K | 0.13% | −75−4.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,519 | $438.0K | 0.02% | −9−0.6% | Reduced |
| RBA Wealth Management, LLC | 1,515 | $437.0K | 0.17% | −70−4.4% | Reduced |
| Sicart Associates LLC | 1,510 | $436.8K | 0.15% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,500 | $433.9K | 0.33% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,502 | $433.1K | 0.33% | −42−2.7% | Reduced |
| Wintrust Investments LLC | 1,500 | $432.0K | 0.32% | −12,601−89.4% | Reduced |
| 9258 Wealth Management, LLC | 1,493 | $430.6K | 0.06% | 00.0% | Unchanged |
| Fosun International Ltd | 1,491 | $430.0K | 0.14% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,487 | $428.8K | 0.33% | −53−3.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,480 | $426.8K | 0.07% | −60−3.9% | Reduced |
| Country Club Bank | 1,470 | $425.7K | 0.03% | +325+28.4% | Added |
| Americana Partners, LLC | 1,474 | $425.1K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,474 | $425.0K | 0.00% | +501+51.5% | Added |
| Invesco, LLC | 1,473 | $424.8K | 0.17% | 00.0% | Unchanged |
| Vicus Capital | 1,459 | $420.7K | 0.04% | −886−37.8% | Reduced |
| Florida Financial Advisors, LLC | 1,453 | $419.0K | 0.22% | +1,453 | New |
| Foundations Investment Advisors, LLC | 1,451 | $418.5K | 0.01% | −42−2.8% | Reduced |
| Summit Global Investments | 1,447 | $417.0K | 0.03% | −5−0.3% | Reduced |
| Smithfield Trust Co | 1,446 | $417.0K | 0.02% | +181+14.3% | Added |
| Weik Capital Management | 1,445 | $416.7K | 0.17% | 00.0% | Unchanged |
| Courier Capital LLC | 1,444 | $416.4K | 0.03% | −49−3.3% | Reduced |
| Tectonic Advisors LLC | 1,443 | $416.2K | 0.03% | −18−1.2% | Reduced |
| Two Sigma Securities, LLC | 1,442 | $415.9K | 0.03% | +1,442 | New |
| Dark Forest Capital Management LP | 1,438 | $414.7K | 0.05% | +1,438 | New |
| Patron Partners Advisors, LLC | 1,437 | $414.5K | 0.23% | −9−0.6% | Reduced |
| Morningstar Investment Services LLC | 1,428 | $414.0K | 0.00% | +125+9.6% | Added |
| Tyche Wealth Partners LLC | 1,433 | $413.3K | 0.09% | −60−4.0% | Reduced |
| Paradigm Financial Partners, LLC | 1,458 | $413.1K | 0.06% | +1,458 | New |
| Revisor Wealth Management LLC | 1,420 | $409.5K | 0.26% | −37−2.5% | Reduced |
| Family Management Corp | 1,413 | $407.5K | 0.07% | +47+3.4% | Added |
| Univest Financial Corp | 1,405 | $405.2K | 0.03% | +1,405 | New |
| Morris Retirement Advisors, LLC | 1,405 | $405.1K | 0.22% | +110+8.5% | Added |
| Phillips Wealth Planners LLC | 1,382 | $405.1K | 0.39% | −64−4.4% | Reduced |
| Carson Advisory Inc. | 1,400 | $403.9K | 0.25% | −88−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 1,392 | $402.7K | 0.08% | −1,029−42.5% | Reduced |
| Councilmark Asset Management, LLC | 1,387 | $400.0K | 0.27% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,377 | $398.3K | 0.03% | +36+2.7% | Added |
| Diversify Advisory Services, LLC | 1,338 | $397.5K | 0.02% | −388−22.5% | Reduced |
| MONECO Advisors, LLC | 1,371 | $395.4K | 0.05% | −102−6.9% | Reduced |
| Wealth Effects LLC | 1,370 | $395.1K | 0.14% | +40+3.0% | Added |
| BLB&B Advisors, LLC | 1,369 | $394.8K | 0.02% | −15−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,368 | $394.5K | 0.01% | +15+1.1% | Added |
| Callan Capital, LLC | 1,345 | $387.9K | 0.03% | +204+17.9% | Added |
| Robertson Stephens Wealth Management, LLC | 1,339 | $387.4K | 0.01% | +154+13.0% | Added |
| Firethorn Wealth Partners, LLC | 1,343 | $387.3K | 0.20% | +47+3.6% | Added |
| Tandem Wealth Advisors LLC | 1,342 | $387.0K | 0.20% | −15−1.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,338 | $386.0K | 0.15% | +159+13.5% | Added |
| Renaissance Group LLC | 1,329 | $383.3K | 0.02% | −21−1.6% | Reduced |
| RMR Capital Management, LLC | 1,325 | $382.1K | 0.33% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,320 | $381.0K | 0.03% | +2+0.2% | Added |
| Strategy Asset Managers LLC | 1,320 | $380.5K | 0.07% | −3−0.2% | Reduced |
| Two Sigma Advisers, LP | 1,313 | $378.7K | 0.00% | +1,313 | New |
| DGS Capital Management, LLC | 1,302 | $375.5K | 0.10% | 00.0% | Unchanged |