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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 11,880 | $3.43M | 0.25% | +1,210+11.3% | Added |
| Moors & Cabot, Inc. | 11,825 | $3.41M | 0.17% | +845+7.7% | Added |
| LVW Advisors, LLC | 11,754 | $3.39M | 0.43% | +40+0.3% | Added |
| Northcape Wealth Management, LLC | 11,731 | $3.38M | 1.11% | −982−7.7% | Reduced |
| Park National Corp | 11,677 | $3.37M | 0.12% | −108−0.9% | Reduced |
| First National Trust Co | 11,565 | $3.34M | 0.13% | −194−1.6% | Reduced |
| Stonebrook Private Inc. | 11,559 | $3.33M | 0.88% | −4,577−28.4% | Reduced |
| LMG Wealth Partners, LLC | 11,505 | $3.32M | 0.76% | +986+9.4% | Added |
| Gabelli Funds LLC | 11,405 | $3.29M | 0.02% | +1,400+14.0% | Added |
| Slow Capital, Inc. | 11,340 | $3.27M | 0.50% | +31+0.3% | Added |
| Occidental Asset Management, LLC | 11,342 | $3.27M | 0.53% | +620+5.8% | Added |
| Principal Securities, Inc. | 11,274 | $3.25M | 0.08% | +222+2.0% | Added |
| Prio Wealth Limited Partnership | 11,246 | $3.24M | 0.10% | −100−0.9% | Reduced |
| International Assets Investment Management, LLC | 935,067 | $3.24M | 0.01% | +931,841+28,885.3% | Added |
| CAPROCK Group, Inc. | 11,188 | $3.24M | 0.12% | −239−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,122 | $3.21M | 0.22% | −1,975−15.1% | Reduced |
| Scotia Capital Inc. | 11,086 | $3.20M | 0.02% | +5,360+93.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 11,000 | $3.17M | 1.64% | +2,000+22.2% | Added |
| Argonautica Private Wealth Management, Inc | 10,828 | $3.12M | 1.04% | +9,235+579.7% | Added |
| Gladstone Institutional Advisory LLC | 10,805 | $3.12M | 0.15% | +8,332+336.9% | Added |
| Accurate Wealth Management, LLC | 10,808 | $3.11M | 0.62% | −26−0.2% | Reduced |
| Tiaa Trust, National Association | 10,731 | $3.09M | 0.01% | +48+0.4% | Added |
| Mattern Wealth Management LLC | 10,691 | $3.08M | 0.68% | −87−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,645 | $3.07M | 0.11% | −173−1.6% | Reduced |
| Legacy Private Trust Co. | 10,635 | $3.07M | 0.21% | −169−1.6% | Reduced |
| Confluence Wealth Services, Inc. | 10,610 | $3.06M | 0.22% | −2,582−19.6% | Reduced |
| Pictet North America Advisors SA | 10,588 | $3.05M | 0.30% | +328+3.2% | Added |
| IFG Advisory, LLC | 10,554 | $3.04M | 0.19% | +391+3.8% | Added |
| Citadel Advisors LLC | 10,548 | $3.04M | 0.00% | −6,905−39.6% | Reduced |
| HMS Capital Management, LLC | 10,475 | $3.02M | 1.48% | −88−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 10,471 | $3.02M | 0.28% | −542−4.9% | Reduced |
| Cohen Investment Advisors LLC | 10,455 | $3.02M | 1.84% | +10,455 | New |
| Geneos Wealth Management Inc. | 10,442 | $3.01M | 0.11% | +71+0.7% | Added |
| apricus wealth, LLC | 10,404 | $3.00M | 1.98% | +165+1.6% | Added |
| Greenwood Capital Associates LLC | 10,395 | $3.00M | 0.39% | +10,395 | New |
| Capital Fund Management S.A. | 10,376 | $2.99M | 0.03% | +10,376 | New |
| Moneta Group Investment Advisors LLC | 10,281 | $2.96M | 0.04% | +239+2.4% | Added |
| Prime Capital Investment Advisors, LLC | 10,260 | $2.96M | 0.04% | +1,670+19.4% | Added |
| Marshall Wace, LLP | 10,257 | $2.96M | 0.00% | +10,257 | New |
| Portland Global Advisors LLC | 10,211 | $2.94M | 0.37% | +646+6.8% | Added |
| Whittier Trust Co of Nevada Inc | 10,182 | $2.94M | 0.08% | +3,677+56.5% | Added |
| MV Capital Management, Inc. | 10,154 | $2.93M | 0.31% | −2,578−20.2% | Reduced |
| Private Trust Co NA | 10,107 | $2.91M | 0.29% | −466−4.4% | Reduced |
| CFS Investment Advisory Services, LLC | 10,097 | $2.91M | 0.24% | −98−1.0% | Reduced |
| West Michigan Advisors, LLC | 10,062 | $2.91M | 0.88% | +145+1.5% | Added |
| Griffin Asset Management, Inc. | 10,063 | $2.90M | 0.32% | +10.0% | Added |
| Marathon Capital Management | 10,055 | $2.90M | 0.70% | +270+2.8% | Added |
| Moody Lynn & Lieberson, LLC | 10,034 | $2.89M | 0.18% | +8,414+519.4% | Added |
| Nkcfo LLC | 9,975 | $2.88M | 1.37% | +325+3.4% | Added |
| Nelson Capital Management, LLC | 9,950 | $2.87M | 0.48% | +106+1.1% | Added |
| Allworth Financial LP | 9,923 | $2.86M | 0.02% | +823+9.0% | Added |
| Maxwell Wealth Strategies Inc. | 10,304 | $2.86M | 1.21% | −235−2.2% | Reduced |
| Stephens Inc | 9,876 | $2.85M | 0.04% | +260+2.7% | Added |
| Naples Money Management LLC | 9,814 | $2.83M | 2.40% | −286−2.8% | Reduced |
| KKM Financial LLC | 9,780 | $2.82M | 1.40% | +615+6.7% | Added |
| Davidson Capital Management Inc. | 9,706 | $2.80M | 0.81% | +9,706 | New |
| Lantz Financial LLC | 9,704 | $2.80M | 0.76% | −26−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 9,687 | $2.79M | 0.09% | −592−5.8% | Reduced |
| Haverford Trust Co | 9,613 | $2.77M | 0.03% | +423+4.6% | Added |
| Thoroughbred Financial Services, LLC | 9,578 | $2.76M | 0.18% | +914+10.5% | Added |
| J.W. Cole Advisors, Inc. | 9,573 | $2.76M | 0.12% | +1,518+18.8% | Added |
| Wealth Advisory Solutions, LLC | 9,539 | $2.75M | 0.76% | +9,539 | New |
| Peterson Wealth Services | 9,535 | $2.75M | 0.88% | +581+6.5% | Added |
| Mission Wealth Management, LP | 9,492 | $2.74M | 0.07% | +197+2.1% | Added |
| Wright Investors Service Inc | 9,396 | $2.71M | 0.71% | −47−0.5% | Reduced |
| Round Rock Advisors, LLC | 9,387 | $2.71M | 0.63% | −30−0.3% | Reduced |
| Phoenix Wealth Advisors | 9,379 | $2.70M | 1.26% | −1,889−16.8% | Reduced |
| Nilsine Partners, LLC | 9,342 | $2.69M | 0.35% | −192−2.0% | Reduced |
| Laurion Capital Management LP | 9,327 | $2.69M | 0.17% | +7,549+424.6% | Added |
| TownSquare Capital, LLC | 9,274 | $2.67M | 0.03% | +2,511+37.1% | Added |
| Dynamic Advisor Solutions LLC | 9,251 | $2.67M | 0.08% | −566−5.8% | Reduced |
| Walleye Capital LLC | 9,240 | $2.66M | 0.03% | −24,429−72.6% | Reduced |
| Fort Washington Investment Advisors Inc | 9,226 | $2.66M | 0.02% | +1,308+16.5% | Added |
| New Potomac Partners, LLC | 9,200 | $2.65M | 1.36% | −305−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 9,199 | $2.65M | 0.03% | −1,589−14.7% | Reduced |
| Smith, Salley & Associates | 9,157 | $2.64M | 0.17% | +185+2.1% | Added |
| Cohen Klingenstein LLC | 9,120 | $2.63M | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 9,055 | $2.62M | 0.07% | −747−7.6% | Reduced |
| Letson Investment Management, Inc. | 9,064 | $2.61M | 1.03% | +5,521+155.8% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.60M | 0.31% | 00.0% | Unchanged |
| Platform Technology Partners | 9,018 | $2.60M | 0.82% | −47−0.5% | Reduced |
| Quinn Opportunity Partners LLC | 9,000 | $2.60M | 0.26% | +5,000+125.0% | Added |
| Integrated Wealth Concepts LLC | 8,916 | $2.57M | 0.03% | +438+5.2% | Added |
| Meeder Advisory Services, Inc. | 8,851 | $2.55M | 0.17% | −157−1.7% | Reduced |
| Bleakley Financial Group, LLC | 8,819 | $2.54M | 0.08% | +397+4.7% | Added |
| HighPoint Advisor Group LLC | 8,818 | $2.54M | 0.15% | −154−1.7% | Reduced |
| Exencial Wealth Advisors, LLC | 8,790 | $2.53M | 0.09% | −384−4.2% | Reduced |
| Prudential PLC | 8,751 | $2.52M | 0.01% | −17,112−66.2% | Reduced |
| Argent Trust Co | 8,730 | $2.52M | 0.10% | +337+4.0% | Added |
| Kingswood Wealth Advisors, LLC | 8,729 | $2.52M | 0.18% | +3,061+54.0% | Added |
| Gamco Investors, Inc. Et Al | 8,723 | $2.52M | 0.03% | +2,115+32.0% | Added |
| Avitas Wealth Management LLC | 8,721 | $2.52M | 0.35% | +130+1.5% | Added |
| Wetherby Asset Management Inc | 8,692 | $2.51M | 0.11% | −838−8.8% | Reduced |
| Schechter Investment Advisors, LLC | 8,669 | $2.50M | 0.18% | −786−8.3% | Reduced |
| NewEdge Wealth, LLC | 8,632 | $2.49M | 0.04% | +1,432+19.9% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $2.48M | 0.75% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 8,575 | $2.47M | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 8,553 | $2.47M | 0.04% | +555+6.9% | Added |
| SpiderRock Advisors, LLC | 8,532 | $2.46M | 0.05% | −560−6.2% | Reduced |
| Ballentine Partners, LLC | 8,456 | $2.44M | 0.04% | −89−1.0% | Reduced |