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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 979 | $282.4K | 0.01% | +979 | New |
| TAGStone Capital, Inc. | 975 | $282.0K | 0.14% | +6+0.6% | Added |
| Hartline Investment Corp | 977 | $281.8K | 0.04% | +135+16.0% | Added |
| ICONIQ Capital, LLC | 972 | $280.3K | 0.01% | +972 | New |
| Journey Strategic Wealth LLC | 971 | $280.1K | 0.01% | +126+14.9% | Added |
| ORG Partners LLC | 969 | $279.6K | 0.04% | −2,811−74.4% | Reduced |
| LaFleur & Godfrey LLC | 968 | $279.2K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 963 | $277.7K | 0.06% | +963 | New |
| Fox Run Management, L.L.C. | 962 | $277.4K | 0.06% | +962 | New |
| First Bank & Trust | 961 | $277.1K | 0.05% | +20+2.1% | Added |
| Abel Hall, LLC | 958 | $276.3K | 0.18% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 956 | $275.7K | 0.04% | 00.0% | Unchanged |
| Private Capital Management LLC | 956 | $275.7K | 0.05% | +956 | New |
| Somerset Group LLC | 954 | $275.1K | 0.25% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 952 | $274.5K | 0.07% | +952 | New |
| Brophy Wealth Management, LLC | 951 | $274.2K | 0.10% | +951 | New |
| Forte Capital LLC | 948 | $273.4K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 948 | $273.4K | 0.10% | +625+193.5% | Added |
| Nwam LLC | 948 | $273.3K | 0.02% | +948 | New |
| Trilogy Capital Inc. | 946 | $272.8K | 0.01% | −97−9.3% | Reduced |
| Harrington Investments, INC | 943 | $272.0K | 0.15% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 943 | $272.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 941 | $271.4K | 0.03% | −43−4.4% | Reduced |
| Verum Partners LLC | 940 | $271.2K | 0.08% | −17−1.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 939 | $271.0K | 0.03% | +704+299.6% | Added |
| Guardian Wealth Advisors, LLC | 938 | $270.5K | 0.03% | −45−4.6% | Reduced |
| Visionary Wealth Advisors | 934 | $269.4K | 0.02% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 934 | $269.0K | 0.06% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 931 | $268.5K | 0.07% | −8−0.9% | Reduced |
| Diligent Investors, LLC | 931 | $268.5K | 0.06% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 929 | $268.0K | 0.04% | −20−2.1% | Reduced |
| Bragg Financial Advisors, Inc | 926 | $267.1K | 0.01% | −67−6.7% | Reduced |
| Hendley & Co Inc | 925 | $267.0K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 926 | $266.9K | 0.04% | −8−0.9% | Reduced |
| WoodTrust Financial Corp | 924 | $266.0K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 921 | $265.6K | 0.01% | +921 | New |
| Capital Investment Advisory Services, LLC | 919 | $265.0K | 0.03% | +107+13.2% | Added |
| Essex LLC | 916 | $264.2K | 0.05% | +916 | New |
| Invst, LLC | 915 | $263.9K | 0.03% | +52+6.0% | Added |
| Capital Analysts, LLC | 912 | $263.0K | 0.01% | +50+5.8% | Added |
| Echo45 Advisors LLC | 911 | $262.7K | 0.17% | −31−3.3% | Reduced |
| TCG Advisory Services, LLC | 911 | $262.7K | 0.01% | +41+4.7% | Added |
| Arlington Trust Co LLC | 908 | $261.9K | 0.06% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 908 | $261.9K | 0.14% | +908 | New |
| Peachtree Investment Partners, LLC | 906 | $261.3K | 0.10% | +906 | New |
| Leo Wealth, LLC | 906 | $261.2K | 0.02% | −152−14.4% | Reduced |
| Seed Wealth Management, Inc. | 905 | $261.0K | 0.21% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 904 | $260.8K | 0.01% | +109+13.7% | Added |
| Financial Management Professionals, Inc. | 900 | $260.0K | 0.03% | −52−5.5% | Reduced |
| Aua Capital Management, LLC | 900 | $259.6K | 0.15% | −11−1.2% | Reduced |
| Busey Wealth Management | 900 | $259.6K | 0.01% | +91+11.2% | Added |
| One Wealth Advisors, LLC | 897 | $259.5K | 0.04% | 00.0% | Unchanged |
| Balboa Wealth Partners | 898 | $259.0K | 0.06% | +898 | New |
| Fiduciary Family Office, LLC | 894 | $257.8K | 0.09% | −34−3.7% | Reduced |
| Planned Solutions, Inc. | 893 | $257.5K | 0.10% | +893 | New |
| Kolinsky Wealth Management, LLC | 892 | $257.2K | 0.17% | −40−4.3% | Reduced |
| Barlow Wealth Partners, Inc. | 925 | $256.4K | 0.03% | −50−5.1% | Reduced |
| Mendel Money Management | 887 | $255.8K | 0.11% | −5−0.6% | Reduced |
| Philip James Wealth Mangement, LLC | 883 | $254.5K | 0.03% | +2+0.2% | Added |
| WT Wealth Management | 842 | $254.0K | 0.08% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 880 | $253.8K | 0.01% | +15+1.7% | Added |
| Founders Financial Alliance, LLC | 880 | $253.7K | 0.07% | −88−9.1% | Reduced |
| Colonial River Wealth Management, LLC | 877 | $252.9K | 0.13% | +877 | New |
| Stratos Wealth Advisors, LLC | 874 | $252.2K | 0.01% | +874 | New |
| StoneX Group Inc. | 872 | $252.2K | 0.02% | +872 | New |
| CVA Family Office, LLC | 873 | $251.8K | 0.04% | +5+0.6% | Added |
| Renasant Bank | 870 | $250.9K | 0.17% | −3−0.3% | Reduced |
| Green Harvest Asset Management LLC | 866 | $249.8K | 0.01% | +21+2.5% | Added |
| Five Oceans Advisors | 861 | $248.3K | 0.12% | +3+0.3% | Added |
| Fairfield, Bush & Co. | 860 | $248.0K | 0.15% | −52−5.7% | Reduced |
| Beck Mack & Oliver LLC | 858 | $247.4K | 0.00% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 858 | $247.4K | 0.24% | +858 | New |
| Poehling Capital Management, LLC | 857 | $247.2K | 0.06% | +857 | New |
| Excalibur Management Corp | 855 | $246.6K | 0.09% | −184−17.7% | Reduced |
| Kidder Stephen W | 850 | $245.1K | 0.07% | −186−18.0% | Reduced |
| Code Waechter LLC | 848 | $245.0K | 0.23% | +848 | New |
| Moss Adams Wealth Advisors LLC | 846 | $244.7K | 0.03% | +846 | New |
| Paloma Partners Management Co | 847 | $244.3K | 0.01% | −239−22.0% | Reduced |
| Maiden Cove Capital, LLC | 846 | $244.1K | 0.38% | +846 | New |
| Linden Thomas Advisory Services, LLC | 844 | $243.4K | 0.03% | +49+6.2% | Added |
| Clayton Financial Group LLC | 843 | $243.1K | 0.09% | −55−6.1% | Reduced |
| J.Safra Asset Management Corp | 837 | $242.4K | 0.02% | 00.0% | Unchanged |
| MBL Wealth, LLC | 836 | $241.1K | 0.03% | +1+0.1% | Added |
| Thrive Wealth Management, LLC | 834 | $240.5K | 0.04% | −8−1.0% | Reduced |
| WealthShield Partners, LLC | 829 | $239.3K | 0.03% | +829 | New |
| Wealth Management Associates, Inc. | 825 | $237.9K | 0.10% | +15+1.9% | Added |
| Salzhauer Michael | 824 | $237.6K | 0.15% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 824 | $237.6K | 0.07% | +23+2.9% | Added |
| Accredited Investors Inc. | 822 | $237.1K | 0.01% | +822 | New |
| Charter Research & Investment Group, Inc. | 820 | $236.5K | 0.17% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 812 | $234.0K | 0.10% | −517−38.9% | Reduced |
| Weatherly Asset Management L. P. | 809 | $234.0K | 0.02% | +809 | New |
| Kovack Advisors, Inc. | 811 | $233.9K | 0.02% | +811 | New |
| Investment Partners Asset Management, Inc. | 811 | $233.9K | 0.19% | −6−0.7% | Reduced |
| First American Trust, FSB | 809 | $233.3K | 0.02% | −283−25.9% | Reduced |
| Triangle Securities Wealth Management | 807 | $232.7K | 0.06% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 802 | $231.3K | 0.12% | 00.0% | Unchanged |
| Rise Advisors, LLC | 801 | $231.1K | 0.11% | −42−5.0% | Reduced |
| Clark Estates Inc | 800 | $230.7K | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 800 | $230.7K | 0.03% | 00.0% | Unchanged |