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; 2,172 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 Financial Management Group, Inc. | 1,300 | $375.0K | 0.15% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,295 | $373.5K | 0.02% | −31−2.3% | Reduced |
| Delta Financial Group, Inc. | 1,293 | $373.0K | 0.14% | 00.0% | Unchanged |
| Bollard Group LLC | 1,290 | $372.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,287 | $371.2K | 0.05% | +415+47.6% | Added |
| Interchange Capital Partners, LLC | 1,283 | $370.2K | 0.13% | −1−0.1% | Reduced |
| Strategic Advisors LLC | 1,278 | $368.6K | 0.07% | +53+4.3% | Added |
| KPP Advisory Services LLC | 1,274 | $367.4K | 0.09% | −39−3.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,268 | $365.7K | 0.06% | −34−2.6% | Reduced |
| Abacus Planning Group, Inc. | 1,266 | $365.1K | 0.07% | +69+5.8% | Added |
| American Institute for Advanced Investment Management, LLP | 1,310 | $365.0K | 0.26% | +1,310 | New |
| Empower Advisory Group, LLC | 1,264 | $364.5K | 0.00% | −4−0.3% | Reduced |
| Soltis Investment Advisors LLC | 1,263 | $364.4K | 0.04% | +163+14.8% | Added |
| Appleton Partners Inc | 1,262 | $364.0K | 0.03% | −15−1.2% | Reduced |
| Brookstone Capital Management | 1,261 | $363.8K | 0.01% | +252+25.0% | Added |
| Bennett Associates Wealth Management | 1,258 | $362.8K | 0.30% | +1,258 | New |
| HBK Sorce Advisory LLC | 1,256 | $362.1K | 0.01% | +34+2.8% | Added |
| Wynn Capital, LLC | 1,251 | $360.8K | 0.24% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,245 | $359.0K | 0.08% | +10+0.8% | Added |
| Paradigm Capital Management, LLC | 1,245 | $359.0K | 0.34% | +1,245 | New |
| Drive Wealth Management, LLC | 1,238 | $358.1K | 0.09% | +55+4.6% | Added |
| Quaker Wealth Management, LLC | 1,238 | $357.0K | 0.13% | +1,238 | New |
| Jefferies Financial Group Inc. | 1,238 | $357.0K | 0.01% | +366+42.0% | Added |
| Angeles Wealth Management, LLC | 1,234 | $355.9K | 0.03% | +201+19.5% | Added |
| Carret Asset Management, LLC | 1,231 | $355.0K | 0.04% | +25+2.1% | Added |
| Broadwater Capital Management LLC | 1,230 | $354.7K | 0.26% | 00.0% | Unchanged |
| Umpqua Bank | 1,225 | $353.3K | 0.13% | +24+2.0% | Added |
| Park Edge Advisors, LLC | 1,224 | $353.0K | 0.10% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,219 | $351.5K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 1,218 | $351.3K | 0.19% | 00.0% | Unchanged |
| Cypress Capital Group | 1,218 | $351.3K | 0.04% | +6+0.5% | Added |
| Goelzer Investment Management, Inc. | 1,214 | $350.1K | 0.02% | +52+4.5% | Added |
| McAdam, LLC | 1,212 | $349.5K | 0.02% | +1,212 | New |
| Burke & Herbert Bank & Trust Co | 1,208 | $348.4K | 0.08% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,208 | $348.3K | 0.01% | −10−0.8% | Reduced |
| Discipline Wealth Solutions, LLC | 1,206 | $347.8K | 0.18% | +1,206 | New |
| Smith Shellnut Wilson LLC | 1,205 | $347.5K | 0.16% | +20+1.7% | Added |
| HTLF Bank | 1,197 | $345.2K | 0.04% | −122−9.2% | Reduced |
| Spirepoint Private Client, LLC | 1,186 | $342.0K | 0.05% | −89−7.0% | Reduced |
| Legacy Advisors, LLC | 1,182 | $341.8K | 0.04% | +56+5.0% | Added |
| Cascades Capital Asset Management, LLC | 1,184 | $341.5K | 0.19% | +1,184 | New |
| Fundamentun, LLC | 1,180 | $340.3K | 0.02% | −88−6.9% | Reduced |
| MBB Public Markets I LLC | 1,170 | $337.4K | 0.03% | −28,480−96.1% | Reduced |
| Quotient Wealth Partners, LLC | 1,166 | $336.3K | 0.01% | +115+10.9% | Added |
| RFG Advisory, LLC | 1,155 | $333.0K | 0.01% | −380−24.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,154 | $332.7K | 0.01% | +40+3.6% | Added |
| Sivia Capital Partners, LLC | 1,147 | $330.8K | 0.20% | +3+0.3% | Added |
| Cromwell Holdings LLC | 1,146 | $330.5K | 0.21% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,146 | $330.5K | 0.06% | +175+18.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,140 | $328.8K | 0.01% | +114+11.1% | Added |
| Napatree Capital LLC | 1,140 | $328.8K | 0.23% | +1,140 | New |
| Gries Financial LLC | 1,121 | $323.3K | 0.06% | +33+3.0% | Added |
| Lansing Street Advisors | 1,120 | $323.0K | 0.12% | +1,120 | New |
| Guardian Wealth Advisors, LLC | 1,117 | $322.0K | 0.20% | +1+0.1% | Added |
| Alta Advisers Ltd | 1,100 | $317.2K | 0.14% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $317.2K | 0.25% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,098 | $316.6K | 0.01% | +452+70.0% | Added |
| Olistico Wealth, LLC | 1,089 | $314.1K | 0.19% | +200+22.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,086 | $313.2K | 0.06% | +192+21.5% | Added |
| Titleist Asset Management, LLC | 1,085 | $313.0K | 0.05% | −286−20.9% | Reduced |
| Breakwater Capital Group | 1,083 | $312.3K | 0.06% | +50+4.8% | Added |
| Capstone Investment Advisors, LLC | 1,073 | $309.4K | 0.01% | −1,731−61.7% | Reduced |
| Independent Financial Group, LLC | 1,072 | $309.2K | 0.01% | +103+10.6% | Added |
| Sapient Capital LLC | 1,066 | $308.4K | 0.01% | +8+0.8% | Added |
| TCI Wealth Advisors, Inc. | 1,066 | $307.4K | 0.03% | +10+0.9% | Added |
| Clarus Group, Inc. | 1,065 | $307.1K | 0.13% | −7−0.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,064 | $307.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,063 | $306.6K | 0.13% | +49+4.8% | Added |
| Affinity Wealth Management LLC | 1,054 | $303.9K | 0.05% | +4+0.4% | Added |
| Front Row Advisors LLC | 1,049 | $303.5K | 0.11% | +759+261.7% | Added |
| IMZ Advisory Inc | 1,042 | $302.9K | 0.14% | +1,042 | New |
| Cascade Financial Partners, LLC | 1,018 | $302.5K | 0.04% | 00.0% | Unchanged |
| Sym Financial Corp | 1,046 | $301.7K | 0.04% | +250+31.4% | Added |
| MCF Advisors LLC | 1,040 | $300.9K | 0.02% | −8−0.8% | Reduced |
| FDx Advisors, Inc. | 1,041 | $300.0K | 0.08% | −55−5.0% | Reduced |
| Platte River Wealth Advisors, LLC | 1,040 | $299.9K | 0.08% | +185+21.6% | Added |
| VeraBank, N.A. | 1,039 | $299.6K | 0.09% | 00.0% | Unchanged |
| Parthenon LLC | 1,027 | $296.2K | 0.04% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,020 | $294.2K | 0.06% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,018 | $293.6K | 0.15% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,008 | $292.9K | 0.09% | +1+0.1% | Added |
| AlphaStar Capital Management, LLC | 1,011 | $291.6K | 0.02% | +64+6.8% | Added |
| Mill Creek Capital Advisors, LLC | 1,010 | $291.3K | 0.01% | −234−18.8% | Reduced |
| Atwater Malick LLC | 1,010 | $291.3K | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,010 | $291.2K | 0.07% | +15+1.5% | Added |
| Convergence Investment Partners, LLC | 1,009 | $291.0K | 0.08% | −16−1.6% | Reduced |
| CoreCap Advisors, LLC | 1,006 | $290.2K | 0.01% | +113+12.7% | Added |
| Palisade Asset Management, LLC | 1,003 | $289.3K | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $288.4K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,000 | $288.4K | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,000 | $288.4K | 0.11% | +1,000 | New |
| GHP Investment Advisors, Inc. | 999 | $288.1K | 0.01% | −25−2.4% | Reduced |
| Equitable Trust Co | 998 | $287.8K | 0.02% | +42+4.4% | Added |
| Barry Investment Advisors, LLC | 997 | $287.4K | 0.09% | +175+21.3% | Added |
| Duncker Streett & Co Inc | 992 | $286.1K | 0.05% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 989 | $285.2K | 0.03% | +20+2.1% | Added |
| Prosperity Consulting Group, LLC | 988 | $285.0K | 0.02% | −7−0.7% | Reduced |
| Onefund, LLC | 988 | $284.9K | 0.29% | −71−6.7% | Reduced |
| HBC Financial Services, PLLC | 1,000 | $283.0K | 0.17% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 980 | $282.6K | 0.01% | +6+0.6% | Added |