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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 426 | $122.9K | 0.01% | −40−8.6% | Reduced |
| General Partner, Inc. | 425 | $122.6K | 0.08% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 420 | $121.1K | 0.05% | 00.0% | Unchanged |
| Birchbrook, Inc. | 413 | $119.1K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $118.2K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 409 | $118.1K | 0.02% | −15−3.5% | Reduced |
| Dakota Community Bank & Trust NA | 409 | $118.0K | 0.59% | −8−1.9% | Reduced |
| Sandy Spring Bank | 409 | $118.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 400 | $115.4K | 0.03% | −100−20.0% | Reduced |
| Arcadia Investment Management Corp | 400 | $115.4K | 0.02% | +400 | New |
| Meeder Asset Management Inc | 382 | $110.2K | 0.01% | +7+1.9% | Added |
| JFS Wealth Advisors, LLC | 377 | $108.7K | 0.01% | +3+0.8% | Added |
| Fortitude Family Office, LLC | 368 | $106.1K | 0.04% | +53+16.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 361 | $104.1K | 0.06% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 361 | $104.1K | 0.03% | +361 | New |
| Hobbs Group Advisors, LLC | 348 | $100.4K | 0.04% | −150−30.1% | Reduced |
| AlphaCentric Advisors LLC | 338 | $97.5K | 0.07% | −13−3.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 337 | $97.2K | 0.15% | 00.0% | Unchanged |
| BFSG, LLC | 335 | $96.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 335 | $96.0K | 0.03% | +278+487.7% | Added |
| Hilltop National Bank | 329 | $94.9K | 0.03% | +7+2.2% | Added |
| HHM Wealth Advisors, LLC | 327 | $94.3K | 0.01% | +27+9.0% | Added |
| Hantz Financial Services, Inc. | 317 | $91.0K | 0.00% | +18+6.0% | Added |
| Indiana Trust & Investment Management CO | 313 | $90.3K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 305 | $88.0K | 0.01% | +120+64.9% | Added |
| Logan Capital Management Inc | 298 | $85.9K | 0.00% | −179−37.5% | Reduced |
| Richardson Financial Services Inc. | 336 | $85.7K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 291 | $83.9K | 0.01% | +50+20.7% | Added |
| Private Wealth Management Group, LLC | 286 | $82.5K | 0.03% | +2+0.7% | Added |
| Capital Performance Advisors LLP | 285 | $82.2K | 0.02% | +285 | New |
| Horizons Wealth Management | 282 | $81.3K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 282 | $81.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 277 | $79.8K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 270 | $78.1K | 0.00% | −372−57.9% | Reduced |
| Salomon & Ludwin, LLC | 270 | $77.9K | 0.01% | +55+25.6% | Added |
| Tortoise Investment Management, LLC | 268 | $77.3K | 0.01% | +85+46.4% | Added |
| Acima Private Wealth, LLC | 264 | $76.1K | 0.03% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 260 | $75.0K | 0.06% | +260 | New |
| Granite FO LLC | 260 | $75.0K | 0.04% | +260 | New |
| Crewe Advisors LLC | 256 | $73.8K | 0.01% | +5+2.0% | Added |
| WR Wealth Planners, LLC | 252 | $72.7K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 247 | $71.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 247 | $71.2K | 0.06% | +5+2.1% | Added |
| TFC Financial Management | 240 | $69.2K | 0.01% | +36+17.6% | Added |
| Versant Capital Management, Inc | 236 | $68.1K | 0.02% | +7+3.1% | Added |
| State of Wyoming | 233 | $67.2K | 0.01% | −120−34.0% | Reduced |
| Oakmont Corp | 240 | $66.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 226 | $65.2K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 224 | $64.6K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 222 | $64.1K | 0.00% | +222 | New |
| Key Financial Inc | 222 | $64.0K | 0.01% | +5+2.3% | Added |
| Sachetta, LLC | 220 | $63.5K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 215 | $62.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 213 | $61.4K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 205 | $59.1K | 0.00% | +64+45.4% | Added |
| Atwood & Palmer Inc | 205 | $59.1K | 0.00% | +75+57.7% | Added |
| Hemington Wealth Management | 208 | $58.0K | 0.02% | +208 | New |
| ESL Trust Services, LLC | 200 | $57.7K | 0.01% | −28−12.3% | Reduced |
| Park Place Capital Corp | 199 | $57.4K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 198 | $57.1K | 0.00% | +96+94.1% | Added |
| Tompkins Financial Corp | 189 | $54.5K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 188 | $54.2K | 0.02% | +26+16.0% | Added |
| Oarsman Capital, Inc. | 186 | $53.6K | 0.01% | +186 | New |
| Old Second National Bank of Aurora | 180 | $51.9K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 179 | $51.6K | 0.01% | +82+84.5% | Added |
| JNBA Financial Advisors | 179 | $51.6K | 0.01% | −5−2.7% | Reduced |
| GoalVest Advisory LLC | 178 | $51.3K | 0.01% | +88+97.8% | Added |
| Northwest Investment Counselors, LLC | 177 | $51.0K | 0.01% | +177 | New |
| Main Street Group, LTD | 176 | $50.8K | 0.02% | +31+21.4% | Added |
| Annapolis Financial Services, LLC | 175 | $50.5K | 0.01% | +2+1.2% | Added |
| Rosenberg Matthew Hamilton | 167 | $48.2K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 164 | $47.3K | 0.01% | −6,275−97.5% | Reduced |
| First United Bank Trust | 163 | $47.0K | 0.02% | −20−10.9% | Reduced |
| Bangor Savings Bank | 162 | $46.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 159 | $45.7K | 0.01% | +45+39.5% | Added |
| Hollencrest Capital Management | 152 | $43.8K | 0.00% | +17+12.6% | Added |
| Intelligent Financial Strategies | 149 | $43.1K | 0.02% | 00.0% | Unchanged |
| Northwest Financial Advisors | 148 | $42.8K | 0.03% | +148 | New |
| Clean Yield Group | 148 | $42.7K | 0.01% | +14+10.4% | Added |
| ZRC Wealth Management, LLC | 140 | $40.4K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 140 | $40.4K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 137 | $39.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 137 | $39.5K | 0.02% | −113−45.2% | Reduced |
| SOA Wealth Advisors, LLC. | 133 | $38.4K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 131 | $37.8K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 125 | $36.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 125 | $36.0K | 0.03% | +125 | New |
| Bank & Trust Co | 124 | $35.8K | 0.03% | −14−10.1% | Reduced |
| Tradewinds Capital Management, LLC | 123 | $35.5K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 121 | $35.3K | 0.02% | −38−23.9% | Reduced |
| Eagle Bay Advisors LLC | 122 | $35.3K | 0.01% | −11−8.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 117 | $34.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 116 | $33.0K | 0.02% | +5+4.5% | Added |
| West Paces Advisors Inc. | 113 | $32.6K | 0.01% | −37−24.7% | Reduced |
| Sunbelt Securities, Inc. | 112 | $32.4K | 0.00% | +31+38.3% | Added |
| Wellington Shields Capital Management, LLC | 112 | $32.3K | 0.01% | +112 | New |
| Glen Eagle Advisors, LLC | 111 | $32.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 111 | $32.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 110 | $31.7K | 0.01% | −3−2.7% | Reduced |
| Byrne Asset Management LLC | 110 | $31.7K | 0.02% | – | – |