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
- 1,811
- +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 | 2,173 | $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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 8,446 | $2.44M | 0.18% | −4,597−35.2% | Reduced |
| Pinnacle Financial Partners Inc | 8,382 | $2.42M | 0.05% | +86+1.0% | Added |
| Penobscot Investment Management Company, Inc. | 8,367 | $2.41M | 0.22% | −120−1.4% | Reduced |
| Bowman & Co S.C. | 8,235 | $2.38M | 1.25% | −1,586−16.1% | Reduced |
| NBT Bank N A | 8,226 | $2.37M | 0.16% | −964−10.5% | Reduced |
| McDonald Partners LLC | 8,193 | $2.36M | 0.59% | +1,866+29.5% | Added |
| Oakview Capital Management, L.P. | 8,173 | $2.36M | 11.00% | −1,113−12.0% | Reduced |
| Argyle Capital Management Inc. | 8,165 | $2.35M | 0.94% | −829−9.2% | Reduced |
| Epoch Investment Partners, Inc. | 8,146 | $2.35M | 0.01% | −109−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,987 | $2.35M | 0.02% | +717+9.9% | Added |
| Roundview Capital LLC | 8,134 | $2.35M | 0.17% | +2,008+32.8% | Added |
| Panagora Asset Management Inc | 8,056 | $2.32M | 0.01% | −8−0.1% | Reduced |
| We Are One Seven, LLC | 8,048 | $2.32M | 0.10% | −229−2.8% | Reduced |
| Inscription Capital, LLC | 8,040 | $2.32M | 0.34% | +525+7.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,019 | $2.31M | 0.89% | −81−1.0% | Reduced |
| Claro Advisors LLC | 7,945 | $2.29M | 0.30% | +709+9.8% | Added |
| Alaethes Wealth LLC | 7,917 | $2.29M | 0.84% | +31+0.4% | Added |
| Advisors Asset Management, Inc. | 7,940 | $2.29M | 0.04% | −957−10.8% | Reduced |
| Alpha DNA Investment Management LLC | 7,907 | $2.28M | 1.25% | −210−2.6% | Reduced |
| Ghe, LLC | 8,198 | $2.27M | 0.85% | +308+3.9% | Added |
| Naples Global Advisors, LLC | 7,851 | $2.27M | 0.21% | −71−0.9% | Reduced |
| First Hawaiian Bank | 7,875 | $2.27M | 0.07% | −1,657−17.4% | Reduced |
| First Trust Investment Solutions L.P. | 7,873 | $2.27M | 0.26% | +18+0.2% | Added |
| Davidson Trust Co | 7,865 | $2.27M | 1.17% | +1,547+24.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,825 | $2.26M | 1.80% | −410−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 7,812 | $2.25M | 0.03% | +2,353+43.1% | Added |
| Vestcor Inc | 7,779 | $2.24M | 0.07% | 00.0% | Unchanged |
| Security National Bank | 7,746 | $2.23M | 0.30% | +380+5.2% | Added |
| Burney Co | 7,741 | $2.23M | 0.08% | +50+0.7% | Added |
| Perpetual Ltd | 7,692 | $2.22M | 0.02% | −24−0.3% | Reduced |
| Criterion Capital Advisors, LLC | 8,683 | $2.21M | 1.39% | 00.0% | Unchanged |
| American Trust | 7,669 | $2.21M | 0.18% | −1,087−12.4% | Reduced |
| Dividend Assets Capital, LLC | 7,661 | $2.21M | 0.42% | −300−3.8% | Reduced |
| Bowen Hanes & Co Inc | 7,637 | $2.20M | 0.06% | +140+1.9% | Added |
| Lederer & Associates Investment Counsel | 7,631 | $2.20M | 1.55% | −103−1.3% | Reduced |
| Central Valley Advisors, LLC | 7,620 | $2.20M | 1.24% | +283+3.9% | Added |
| JT Stratford LLC | 7,587 | $2.19M | 0.37% | −16−0.2% | Reduced |
| Ambassador Advisors, LLC | 7,564 | $2.18M | 0.38% | −320−4.1% | Reduced |
| Virtu Financial LLC | 7,554 | $2.18M | 0.12% | −6,198−45.1% | Reduced |
| Neville Rodie & Shaw Inc | 7,489 | $2.16M | 0.16% | −410−5.2% | Reduced |
| Parkside Financial Bank & Trust | 7,450 | $2.15M | 0.30% | −66−0.9% | Reduced |
| Perigon Wealth Management, LLC | 7,436 | $2.14M | 0.06% | +2,757+58.9% | Added |
| Delta Financial Advisors LLC | 7,370 | $2.13M | 0.77% | +1,004+15.8% | Added |
| Herold Advisors, Inc. | 7,367 | $2.12M | 0.46% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 7,348 | $2.12M | 0.61% | −209−2.8% | Reduced |
| Altman Advisors, Inc. | 7,324 | $2.11M | 0.94% | +7,324 | New |
| Nomura Holdings Inc | 7,293 | $2.10M | 0.02% | −39,557−84.4% | Reduced |
| EP Wealth Advisors, LLC | 7,228 | $2.08M | 0.02% | +890+14.0% | Added |
| Fulton Bank, N.A. | 7,209 | $2.08M | 0.08% | −46−0.6% | Reduced |
| TFG Advisers LLC | 7,204 | $2.08M | 0.75% | +161+2.3% | Added |
| Aries Wealth Management | 7,188 | $2.07M | 0.57% | −30−0.4% | Reduced |
| Cox Capital Mgt LLC | 7,149 | $2.06M | 1.23% | −8,556−54.5% | Reduced |
| King Luther Capital Management Corp | 7,139 | $2.06M | 0.01% | +160+2.3% | Added |
| Ritholtz Wealth Management | 7,129 | $2.06M | 0.06% | −416−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 7,115 | $2.05M | 0.00% | −219−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,104 | $2.05M | 0.13% | +799+12.7% | Added |
| Baxter Bros Inc | 7,071 | $2.04M | 0.27% | +5,081+255.3% | Added |
| Ostrum Asset Management | 7,049 | $2.03M | 0.17% | −1,605−18.5% | Reduced |
| Johnson Financial Group, Inc. | 7,004 | $2.03M | 0.09% | +5,925+549.1% | Added |
| Monarch Capital Management Inc | 6,954 | $2.01M | 0.54% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,956 | $2.01M | 0.56% | −109−1.5% | Reduced |
| Golden State Equity Partners | 6,926 | $2.00M | 0.31% | +1,807+35.3% | Added |
| Lincoln Capital LLC | 6,929 | $2.00M | 0.42% | −224−3.1% | Reduced |
| Family Legacy, Inc. | 6,913 | $1.99M | 0.66% | −30−0.4% | Reduced |
| Concord Asset Management, LLC | 6,906 | $1.99M | 0.45% | +2,147+45.1% | Added |
| Pine Valley Investments Ltd Liability Co | 6,852 | $1.98M | 0.14% | +10+0.1% | Added |
| BKM Wealth Management, LLC | 6,870 | $1.98M | 0.81% | +392+6.1% | Added |
| Schonfeld Strategic Advisors LLC | 6,870 | $1.98M | 0.02% | −44,016−86.5% | Reduced |
| Plato Investment Management Ltd | 6,849 | $1.97M | 0.16% | +6,849 | New |
| Banque Pictet & Cie SA | 6,830 | $1.97M | 0.02% | +3,550+108.2% | Added |
| Schear Investment Advisers, LLC | 6,816 | $1.97M | 1.22% | +978+16.8% | Added |
| TD Private Client Wealth LLC | 6,802 | $1.96M | 0.06% | +689+11.3% | Added |
| Fruth Investment Management | 6,793 | $1.96M | 0.51% | −420−5.8% | Reduced |
| Clear Harbor Asset Management, LLC | 6,783 | $1.96M | 0.16% | +60+0.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,776 | $1.95M | 0.91% | +7+0.1% | Added |
| Argent Financial Group, Inc. | 6,762 | $1.95M | 0.23% | +6,762 | New |
| Gilliland Jeter Wealth Management LLC | 6,739 | $1.94M | 0.63% | +182+2.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,700 | $1.93M | 0.20% | +6,700 | New |
| Concord Wealth Partners | 6,676 | $1.93M | 0.32% | +1,775+36.2% | Added |
| Newbridge Financial Services Group, Inc. | 6,664 | $1.92M | 0.67% | +3,890+140.2% | Added |
| J. W. Coons Advisors, LLC | 6,658 | $1.92M | 0.48% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,643 | $1.92M | 0.26% | −623−8.6% | Reduced |
| Guyasuta Investment Advisors Inc | 6,631 | $1.91M | 0.12% | −290−4.2% | Reduced |
| Westwood Holdings Group Inc. | 6,612 | $1.91M | 0.01% | +174+2.7% | Added |
| Snowden Capital Advisors LLC | 6,564 | $1.90M | 0.06% | −425−6.1% | Reduced |
| Mather Group, LLC. | 6,571 | $1.90M | 0.02% | +53+0.8% | Added |
| Cordatus Wealth Management LLC | 6,530 | $1.88M | 0.68% | +66+1.0% | Added |
| Global Retirement Partners, LLC | 6,523 | $1.88M | 0.06% | −268−3.9% | Reduced |
| Valmark Advisers, Inc. | 6,500 | $1.87M | 0.03% | +690+11.9% | Added |
| Coldstream Capital Management Inc | 6,497 | $1.87M | 0.04% | +1,124+20.9% | Added |
| Quadcap Wealth Management, LLC | 6,463 | $1.86M | 0.29% | −120−1.8% | Reduced |
| Thompson Davis & Co., Inc. | 6,375 | $1.84M | 1.36% | +250+4.1% | Added |
| FWL Investment Management, LLC | 6,375 | $1.84M | 0.70% | +6,180+3,169.2% | Added |
| Summit Trail Advisors, LLC | 6,326 | $1.83M | 0.05% | +1,649+35.3% | Added |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.81M | 0.86% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 6,265 | $1.81M | 0.96% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,261 | $1.81M | 0.50% | +365+6.2% | Added |
| Left Brain Wealth Management, LLC | 6,259 | $1.81M | 0.84% | +115+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 6,202 | $1.79M | 0.12% | +75+1.2% | Added |
| Horizon Investments, LLC | 6,202 | $1.79M | 0.05% | −518−7.7% | Reduced |