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
- 1,812
- +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
- 661 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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 18,517 | $5.34M | 0.05% | +237+1.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,486 | $5.33M | 0.02% | +1,428+8.4% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 18,426 | $5.31M | 1.56% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 18,158 | $5.24M | 0.78% | +2,251+14.2% | Added |
| Trajan Wealth LLC | 18,132 | $5.23M | 0.31% | +470+2.7% | Added |
| Wesbanco Bank Inc | 18,038 | $5.20M | 0.18% | −278−1.5% | Reduced |
| Concorde Financial Corp | 17,789 | $5.15M | 3.03% | +260+1.5% | Added |
| Advisory Services Network, LLC | 20,156 | $5.14M | 0.11% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 17,626 | $5.08M | 0.06% | +17,626 | New |
| Whittier Trust Co | 17,590 | $5.07M | 0.07% | +194+1.1% | Added |
| Westbourne Investment Advisors, Inc. | 17,588 | $5.07M | 1.77% | +297+1.7% | Added |
| Metis Global Partners, LLC | 17,383 | $5.01M | 0.16% | −1,119−6.0% | Reduced |
| Adviser Investments LLC | 17,314 | $4.99M | 0.06% | +2,826+19.5% | Added |
| NovaPoint Capital, LLC | 17,291 | $4.99M | 1.55% | +381+2.3% | Added |
| Colony Group, LLC | 16,946 | $4.89M | 0.02% | −9,118−35.0% | Reduced |
| Dakota Wealth Management | 16,925 | $4.88M | 0.11% | −16−0.1% | Reduced |
| Liberty Capital Management, Inc. | 16,729 | $4.82M | 1.07% | −53−0.3% | Reduced |
| Bryn Mawr Trust Co | 16,660 | $4.80M | 0.09% | +16,660 | New |
| U.S. Capital Wealth Advisors, LLC | 16,636 | $4.80M | 0.17% | +2,102+14.5% | Added |
| Ipswich Investment Management Co., Inc. | 16,602 | $4.79M | 1.11% | +25+0.2% | Added |
| Savant Capital, LLC | 16,588 | $4.78M | 0.04% | +1,499+9.9% | Added |
| Concurrent Investment Advisors, LLC | 16,578 | $4.78M | 0.14% | −289−1.7% | Reduced |
| Private Advisor Group, LLC | 16,547 | $4.77M | 0.03% | +3,694+28.7% | Added |
| NEOS Investment Management LLC | 16,428 | $4.74M | 0.14% | +3,248+24.6% | Added |
| Citizens National Bank Trust Department | 16,370 | $4.72M | 0.99% | +37+0.2% | Added |
| Boit C F David | 16,165 | $4.71M | 2.33% | +800+5.2% | Added |
| KCM Investment Advisors LLC | 16,328 | $4.71M | 0.16% | +2,532+18.4% | Added |
| Park Avenue Securities LLC | 16,265 | $4.69M | 0.05% | +573+3.7% | Added |
| Rock Point Advisors, LLC | 16,221 | $4.68M | 1.28% | −470−2.8% | Reduced |
| Intech Investment Management LLC | 16,178 | $4.67M | 0.05% | +3,160+24.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,174 | $4.66M | 1.70% | +191+1.2% | Added |
| United Capital Financial Advisers, LLC | 16,104 | $4.64M | 0.04% | −663−4.0% | Reduced |
| Plimoth Trust Co LLC | 16,034 | $4.62M | 1.17% | −360−2.2% | Reduced |
| Chicago Trust Co NA | 16,014 | $4.62M | 0.80% | +530+3.4% | Added |
| Romano Brothers and Company | 15,934 | $4.60M | 0.57% | +1,402+9.6% | Added |
| Berkshire Bank | 15,921 | $4.59M | 1.08% | −474−2.9% | Reduced |
| Highland Capital Management, LLC | 15,898 | $4.58M | 0.26% | −800−4.8% | Reduced |
| Legacy Wealth Management, LLC | 15,828 | $4.56M | 1.68% | 00.0% | Unchanged |
| Coastline Trust Co | 15,827 | $4.56M | 0.54% | −40−0.3% | Reduced |
| Norinchukin Bank, The | 15,676 | $4.52M | 0.11% | +1,308+9.1% | Added |
| Corbyn Investment Management Inc | 15,638 | $4.51M | 1.72% | −712−4.4% | Reduced |
| Summit Financial, LLC | 15,509 | $4.49M | 0.18% | +1,497+10.7% | Added |
| Compass Wealth Management LLC | 15,518 | $4.48M | 1.05% | +4,016+34.9% | Added |
| CWM, LLC | 15,375 | $4.43M | 0.02% | +1,950+14.5% | Added |
| Brown Brothers Harriman & Co | 15,222 | $4.39M | 0.03% | −36,532−70.6% | Reduced |
| Simplex Trading, LLC | 15,142 | $4.37M | 0.15% | +15,142 | New |
| Cincinnati Indemnity Co | 15,047 | $4.34M | 10.65% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,965 | $4.32M | 0.03% | −2,264−13.1% | Reduced |
| Prospera Financial Services Inc | 14,937 | $4.31M | 0.11% | +1,850+14.1% | Added |
| Ar Asset Management Inc | 14,906 | $4.30M | 0.96% | 00.0% | Unchanged |
| SPC Financial, Inc. | 14,864 | $4.29M | 0.38% | −1,448−8.9% | Reduced |
| Thomasville National Bank | 14,646 | $4.22M | 0.31% | +23+0.2% | Added |
| Berry Wealth Group, LP | 14,612 | $4.21M | 3.02% | −4,461−23.4% | Reduced |
| Vinva Investment Management Ltd | 14,548 | $4.21M | 0.18% | −647−4.3% | Reduced |
| Vident Advisory, LLC | 14,543 | $4.19M | 0.11% | +1,078+8.0% | Added |
| Community Bank, N.A. | 14,453 | $4.17M | 0.53% | +19+0.1% | Added |
| Financial Advisory Partners, LLC | 14,414 | $4.16M | 1.38% | −452−3.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 14,400 | $4.15M | 0.91% | +14,300+14,300.0% | Added |
| First National Bank of Omaha | 14,301 | $4.12M | 0.26% | −4,090−22.2% | Reduced |
| Weil Company, Inc. | 14,267 | $4.11M | 1.35% | +30.0% | Added |
| New Hampshire Trust | 14,189 | $4.09M | 0.88% | −140−1.0% | Reduced |
| Somerset Trust Co | 14,095 | $4.06M | 1.52% | −149−1.0% | Reduced |
| New Vernon Investment Management LLC | 14,071 | $4.06M | 4.37% | 00.0% | Unchanged |
| Ossiam | 13,945 | $4.02M | 0.08% | −3,103−18.2% | Reduced |
| Central Bank & Trust Co | 13,907 | $4.01M | 0.55% | −2,745−16.5% | Reduced |
| Johnson Investment Counsel Inc | 13,907 | $4.01M | 0.04% | −276−1.9% | Reduced |
| South Dakota Investment Council | 13,714 | $3.96M | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 13,701 | $3.95M | 1.30% | −256−1.8% | Reduced |
| Everence Capital Management Inc | 13,700 | $3.95M | 0.25% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 13,599 | $3.92M | 1.67% | +67+0.5% | Added |
| Wedbush Securities Inc | 13,568 | $3.91M | 0.15% | +6,632+95.6% | Added |
| Nicollet Investment Management, Inc. | 13,534 | $3.90M | 1.35% | +90+0.7% | Added |
| Atria Wealth Solutions, Inc. | 13,488 | $3.90M | 0.04% | −24−0.2% | Reduced |
| Unison Advisors LLC | 13,459 | $3.89M | 0.47% | +44+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 13,446 | $3.88M | 0.42% | +15+0.1% | Added |
| Twin Capital Management Inc | 13,438 | $3.88M | 0.44% | −151−1.1% | Reduced |
| Delta Capital Management LLC | 13,437 | $3.88M | 2.23% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 13,418 | $3.87M | 0.02% | +7,153+114.2% | Added |
| Van Eck Associates Corp | 13,010 | $3.84M | 0.00% | +359+2.8% | Added |
| RSM US Wealth Management LLC | 13,043 | $3.82M | 0.06% | +690+5.6% | Added |
| Citizens Financial Group Inc | 13,105 | $3.79M | 0.08% | +3,661+38.8% | Added |
| Clearstead Advisors, LLC | 12,945 | $3.73M | 0.06% | +820+6.8% | Added |
| Bristlecone Advisors, LLC | 12,934 | $3.73M | 0.30% | −71−0.5% | Reduced |
| Pinnacle Associates Ltd | 16,461 | $3.72M | 0.06% | +1,281+8.4% | Added |
| Hanson & Doremus Investment Management | 12,900 | $3.72M | 0.59% | +543+4.4% | Added |
| Fisher Asset Management, LLC | 12,839 | $3.70M | 0.00% | −2,451−16.0% | Reduced |
| Investment Management Corp of Ontario | 12,829 | $3.70M | 0.08% | +3,900+43.7% | Added |
| Level Four Advisory Services, LLC | 13,083 | $3.70M | 0.16% | −394−2.9% | Reduced |
| Brown Miller Wealth Management, LLC | 12,800 | $3.69M | 1.43% | +138+1.1% | Added |
| Lighthouse Investment Partners, LLC | 12,702 | $3.66M | 0.20% | +12,702 | New |
| Brendel Financial Advisors LLC | 12,587 | $3.63M | 2.06% | −58−0.5% | Reduced |
| Patten Group, Inc. | 12,513 | $3.61M | 0.80% | −302−2.4% | Reduced |
| First National Advisers, LLC | 12,457 | $3.59M | 0.57% | −1,442−10.4% | Reduced |
| Texas Yale Capital Corp. | 12,327 | $3.55M | 0.15% | +225+1.9% | Added |
| Jackson Square Capital, LLC | 12,310 | $3.55M | 0.88% | −40.0% | Reduced |
| Vista Investment Partners LLC | 12,231 | $3.53M | 1.13% | +124+1.0% | Added |
| Gunn & Co Investment Management, Inc. | 12,143 | $3.50M | 2.41% | −147,188−92.4% | Reduced |
| Hamilton Capital Partners Inc. | 12,043 | $3.47M | 0.30% | +1,143+10.5% | Added |
| Empowered Funds, LLC | 12,033 | $3.47M | 0.05% | +2,446+25.5% | Added |
| Banque Cantonale Vaudoise | 11,923 | $3.44M | 0.14% | +2,718+29.5% | Added |