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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 6,200 | $1.79M | 0.07% | +293+5.0% | Added |
| Sumitomo Life Insurance Co | 6,164 | $1.78M | 0.03% | +150+2.5% | Added |
| Merit Financial Group, LLC | 6,148 | $1.77M | 0.04% | −1,452−19.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,147 | $1.77M | 0.09% | +1,247+25.4% | Added |
| Resources Management Corp | 6,066 | $1.75M | 0.24% | −57−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 6,043 | $1.74M | 0.04% | +686+12.8% | Added |
| Legacy Capital Wealth Partners, LLC | 6,005 | $1.73M | 0.35% | +2,819+88.5% | Added |
| Parallel Advisors, LLC | 5,952 | $1.72M | 0.04% | +322+5.7% | Added |
| Chase Investment Counsel Corp | 5,930 | $1.71M | 0.57% | −465−7.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 5,913 | $1.71M | 0.52% | +5,913 | New |
| Transatlantique Private Wealth LLC | 5,892 | $1.70M | 0.65% | −220−3.6% | Reduced |
| GTS Securities LLC | 5,880 | $1.70M | 0.03% | −2,036−25.7% | Reduced |
| Signaturefd, LLC | 5,855 | $1.69M | 0.03% | +100+1.7% | Added |
| DB Fitzpatrick & Co, Inc | 5,834 | $1.68M | 1.48% | −112−1.9% | Reduced |
| Arjuna Capital | 5,806 | $1.67M | 0.43% | +30+0.5% | Added |
| DoubleLine ETF Adviser LP | 5,801 | $1.67M | 0.41% | −870−13.0% | Reduced |
| Shayne & Co., LLC | 5,793 | $1.67M | 0.42% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,729 | $1.65M | 0.12% | −84−1.4% | Reduced |
| Tyler-Stone Wealth Management | 5,724 | $1.65M | 0.31% | +2,862+100.0% | Added |
| Exeter Financial, LLC | 5,718 | $1.65M | 0.73% | −25−0.4% | Reduced |
| Chicago Capital, LLC | 5,697 | $1.64M | 0.05% | +148+2.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,675 | $1.64M | 0.25% | +276+5.1% | Added |
| Wealth Quarterback LLC | 5,648 | $1.63M | 0.85% | −762−11.9% | Reduced |
| Crestline Management, LP | 5,629 | $1.62M | 0.09% | +5,629 | New |
| Sigma Planning Corp | 5,575 | $1.61M | 0.05% | +81+1.5% | Added |
| Gs Investments, Inc. | 5,565 | $1.60M | 0.71% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 5,558 | $1.60M | 0.15% | −591−9.6% | Reduced |
| Wealthcare Advisory Partners LLC | 5,539 | $1.60M | 0.05% | +136+2.5% | Added |
| Trust Co of Oklahoma | 5,535 | $1.60M | 0.52% | −197−3.4% | Reduced |
| Insigneo Advisory Services, LLC | 5,533 | $1.60M | 0.16% | −428−7.2% | Reduced |
| Pitcairn Co | 5,458 | $1.57M | 0.09% | −397−6.8% | Reduced |
| Paladin Advisory Group, LLC | 5,431 | $1.57M | 1.16% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,306 | $1.53M | 0.88% | +1,171+28.3% | Added |
| Galibier Capital Management Ltd. | 5,297 | $1.53M | 0.34% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 5,259 | $1.52M | 0.22% | +5,259 | New |
| Journey Advisory Group, LLC | 5,884 | $1.50M | 0.18% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 5,201 | $1.50M | 0.04% | +2,542+95.6% | Added |
| Baldwin Investment Management, LLC | 5,201 | $1.50M | 0.19% | −240−4.4% | Reduced |
| Delphi Management Inc | 5,190 | $1.50M | 1.36% | −1,694−24.6% | Reduced |
| Warren Averett Asset Management, LLC | 5,188 | $1.50M | 0.03% | −167−3.1% | Reduced |
| Magnolia Capital Advisors LLC | 5,168 | $1.49M | 0.75% | −244−4.5% | Reduced |
| Monte Financial Group, LLC | 5,158 | $1.49M | 0.62% | −5−0.1% | Reduced |
| Shorepoint Capital Partners LLC | 5,156 | $1.49M | 0.34% | −508−9.0% | Reduced |
| Valeo Financial Advisors, LLC | 5,137 | $1.48M | 0.04% | −119−2.3% | Reduced |
| Field & Main Bank | 5,123 | $1.48M | 0.53% | +68+1.3% | Added |
| Smartleaf Asset Management LLC | 5,101 | $1.48M | 0.18% | +940+22.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,087 | $1.47M | 0.62% | −163−3.1% | Reduced |
| Sierra Summit Advisors LLC | 5,087 | $1.47M | 0.34% | +836+19.7% | Added |
| IHT Wealth Management, LLC | 5,074 | $1.47M | 0.04% | +957+23.2% | Added |
| Creative Financial Designs Inc | 5,065 | $1.46M | 0.12% | −138−2.7% | Reduced |
| Summitry LLC | 5,060 | $1.46M | 0.07% | +151+3.1% | Added |
| Wedmont Private Capital | 5,258 | $1.46M | 0.08% | +139+2.7% | Added |
| Legacy Wealth Asset Management, LLC | 5,048 | $1.46M | 0.39% | +7+0.1% | Added |
| Asset Dedication, LLC | 5,043 | $1.45M | 0.10% | −74−1.4% | Reduced |
| Meridian Wealth Management, LLC | 5,041 | $1.45M | 0.07% | +44+0.9% | Added |
| VCI Wealth Management LLC | 4,991 | $1.44M | 0.64% | +4,991 | New |
| Pekin Hardy Strauss, Inc. | 4,982 | $1.44M | 0.18% | +151+3.1% | Added |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.43M | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,957 | $1.43M | 0.15% | −7−0.1% | Reduced |
| GAMMA Investing LLC | 4,941 | $1.42M | 0.14% | +1,330+36.8% | Added |
| Stablepoint Partners, LLC | 4,933 | $1.42M | 0.26% | +24+0.5% | Added |
| Bridges Investment Management Inc | 4,899 | $1.41M | 0.02% | −36−0.7% | Reduced |
| Centaurus Financial, Inc. | 4,894 | $1.41M | 0.09% | −37−0.8% | Reduced |
| FIL Ltd | 4,831 | $1.39M | 0.00% | +2,482+105.7% | Added |
| Trust Asset Management LLC | 4,830 | $1.39M | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,632 | $1.38M | 0.10% | −838−15.3% | Reduced |
| AA Financial Advisors, LLC | 4,769 | $1.38M | 0.40% | +355+8.0% | Added |
| Ballast, Inc. | 4,756 | $1.37M | 0.39% | −27−0.6% | Reduced |
| Applied Finance Capital Management, LLC | 4,739 | $1.37M | 0.06% | +437+10.2% | Added |
| Valley National Advisers Inc | 4,728 | $1.36M | 0.25% | −247−5.0% | Reduced |
| Parsons Capital Management Inc | 4,697 | $1.35M | 0.09% | −157−3.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,674 | $1.35M | 0.06% | +1,847+65.3% | Added |
| DF Dent & Co Inc | 4,652 | $1.34M | 0.02% | −152−3.2% | Reduced |
| Quadrant Capital Group LLC | 4,619 | $1.33M | 0.09% | −17−0.4% | Reduced |
| Legato Capital Management LLC | 4,618 | $1.33M | 0.16% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 4,587 | $1.32M | 1.09% | +4,587 | New |
| Nichols & Pratt Advisers LLP | 4,572 | $1.32M | 0.09% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,562 | $1.32M | 0.08% | −249−5.2% | Reduced |
| Forum Financial Management, LP | 4,561 | $1.32M | 0.02% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 4,518 | $1.30M | 0.77% | +4,518 | New |
| Atomi Financial Group, Inc. | 4,500 | $1.30M | 0.08% | +285+6.8% | Added |
| Jones Financial Companies LLLP | 4,477 | $1.29M | 0.00% | +1,991+80.1% | Added |
| Simmons Bank | 4,483 | $1.29M | 0.09% | −307−6.4% | Reduced |
| Saxon Interests, Inc. | 4,453 | $1.28M | 0.58% | −177−3.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,447 | $1.28M | 0.20% | −390−8.1% | Reduced |
| Montag A & Associates Inc | 4,437 | $1.28M | 0.06% | +492+12.5% | Added |
| Formidable Asset Management, LLC | 4,427 | $1.28M | 0.20% | −152−3.3% | Reduced |
| Applied Capital LLC | 4,409 | $1.27M | 0.99% | −15−0.3% | Reduced |
| Rehmann Capital Advisory Group | 4,333 | $1.26M | 0.08% | −179−4.0% | Reduced |
| RMR Wealth Builders | 4,373 | $1.26M | 0.13% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 4,369 | $1.26M | 0.86% | −331−7.0% | Reduced |
| Camden Capital, LLC | 4,353 | $1.26M | 0.14% | −272−5.9% | Reduced |
| Westpac Banking Corp | 4,334 | $1.25M | 0.08% | −149−3.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,314 | $1.24M | 0.05% | −8−0.2% | Reduced |
| Hodges Capital Management Inc. | 1,410 | $1.23M | 0.08% | +175+14.2% | Added |
| First Citizens Bank & Trust Co | 4,256 | $1.23M | 0.03% | −22−0.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,226 | $1.22M | 0.97% | +103+2.5% | Added |
| Fiduciary Group LLC | 4,214 | $1.22M | 0.12% | +122+3.0% | Added |
| Cito Capital Group, LLC | 4,200 | $1.22M | 0.45% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 4,213 | $1.21M | 3.87% | 00.0% | Unchanged |