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, Q4 2024
Institutional positions in Chubb Ltd as of Dec 31, 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
- 1,910
- +129 vs. Q3 2024
- Shares held
- 365.5M
- +8.97M (+2.5%) vs. Q3 2024
- Total value
- $99.4B
- −$3.06B (−3.0%) vs. Q3 2024
- New holders
- 223
- 769 more added
- Sold out
- 94
- 615 more reduced
31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carnegie Lake Advisors LLC | 3,425 | $946.0K | 0.38% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,427 | $946.9K | 0.13% | −424−11.0% | Reduced |
| Cim Investment Mangement Inc | 3,431 | $948.0K | 0.28% | +15+0.4% | Added |
| SRN Advisors, LLC | 3,436 | $949.4K | 0.84% | −57−1.6% | Reduced |
| Empirical Asset Management, LLC | 91,143 | $956.4K | 0.32% | +73,929+429.5% | Added |
| Principle Wealth Partners LLC | 3,488 | $963.7K | 0.07% | −10−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,495 | $965.7K | 0.05% | +14+0.4% | Added |
| GSB Wealth Management, LLC | 3,498 | $966.6K | 0.25% | −103−2.9% | Reduced |
| Meridian Wealth Management, LLC | 3,508 | $969.3K | 0.05% | −1,533−30.4% | Reduced |
| LCNB Corp | 3,511 | $970.1K | 0.35% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,524 | $974.0K | 0.05% | +764+27.7% | Added |
| Gratus Wealth Advisors, LLC | 3,548 | $980.3K | 0.16% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,551 | $981.1K | 0.18% | +3,551 | New |
| Mattson Financial Services, LLC | 3,411 | $983.7K | 0.31% | −1,288−27.4% | Reduced |
| Syon Capital LLC | 3,565 | $984.9K | 0.09% | +268+8.1% | Added |
| Sippican Capital Advisors | 3,590 | $991.9K | 0.72% | +15+0.4% | Added |
| Westpac Banking Corp | 3,596 | $993.6K | 0.07% | −738−17.0% | Reduced |
| Promus Capital, LLC | 3,626 | $1.00M | 0.77% | +3,626 | New |
| KRS Capital Management, LLC | 3,627 | $1.00M | 0.71% | +91+2.6% | Added |
| Columbia Asset Management | 3,627 | $1.00M | 0.19% | −345−8.7% | Reduced |
| Harbour Capital Advisors, LLC | 3,688 | $1.00M | 0.22% | −65−1.7% | Reduced |
| Advisors Capital Management, LLC | 3,632 | $1.00M | 0.02% | +329+10.0% | Added |
| Fidelis Capital Partners, LLC | 3,673 | $1.01M | 0.10% | −110−2.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,645 | $1.01M | 0.05% | +103+2.9% | Added |
| Financial Advocates Investment Management | 3,654 | $1.01M | 0.06% | +71+2.0% | Added |
| Central Trust Co | 3,690 | $1.02M | 0.02% | +119+3.3% | Added |
| Sentry LLC | 3,701 | $1.02M | 0.20% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,707 | $1.02M | 0.11% | −1,826−33.0% | Reduced |
| Epiq Partners, LLC | 3,714 | $1.03M | 0.56% | 00.0% | Unchanged |
| Advisory Resource Group | 3,739 | $1.03M | 0.22% | +255+7.3% | Added |
| Wealthspire Advisors, LLC | 3,741 | $1.03M | 0.01% | −150−3.9% | Reduced |
| Checchi Capital Advisers, LLC | 3,747 | $1.04M | 0.08% | +95+2.6% | Added |
| Viawealth, LLC | 3,748 | $1.04M | 0.63% | −351−8.6% | Reduced |
| Marcum Wealth, LLC | 3,750 | $1.04M | 0.09% | +29+0.8% | Added |
| Farther Finance Advisors, LLC | 3,766 | $1.04M | 0.04% | −20−0.5% | Reduced |
| Meridian Wealth Advisors, LLC | 3,790 | $1.05M | 0.17% | −212−5.3% | Reduced |
| RoundAngle Advisors LLC | 3,795 | $1.05M | 1.00% | +3,795 | New |
| Bank of Hawaii | 3,799 | $1.05M | 0.06% | +56+1.5% | Added |
| Choate Investment Advisors | 3,803 | $1.05M | 0.03% | +438+13.0% | Added |
| IFP Advisors, Inc | 3,808 | $1.05M | 0.03% | +1,965+106.6% | Added |
| Northeast Investment Management | 3,810 | $1.05M | 0.05% | 00.0% | Unchanged |
| Emprise Bank | 3,820 | $1.06M | 0.60% | −184−4.6% | Reduced |
| Capital Investment Advisors, LLC | 3,834 | $1.06M | 0.02% | +1,759+84.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,854 | $1.06M | 0.22% | +148+4.0% | Added |
| Zions Bancorporation, N.A. | 3,858 | $1.07M | 0.07% | +1,441+59.6% | Added |
| Callan Family Office, LLC | 3,866 | $1.07M | 0.07% | +3,866 | New |
| Gryphon Financial Partners LLC | 3,879 | $1.07M | 0.15% | +237+6.5% | Added |
| Hancock Whitney Corp | 3,893 | $1.08M | 0.03% | +67+1.8% | Added |
| AMG National Trust Bank | 3,898 | $1.08M | 0.03% | +88+2.3% | Added |
| Grove Bank & Trust | 3,902 | $1.08M | 0.15% | +405+11.6% | Added |
| Transcend Wealth Collective, LLC | 3,903 | $1.08M | 0.08% | −179−4.4% | Reduced |
| Fulton Bank, N.A. | 3,903 | $1.08M | 0.04% | −3,306−45.9% | Reduced |
| Old Point Trust & Financial Services N A | 3,907 | $1.08M | 0.38% | +275+7.6% | Added |
| FRG Family Wealth Advisors LLC | 3,963 | $1.09M | 0.20% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $1.10M | 0.37% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,967 | $1.10M | 0.45% | +688+21.0% | Added |
| TigerOak Management, L.L.C. | 3,968 | $1.10M | 0.40% | +3,968 | New |
| Walter & Keenan Financial Consulting Co | 3,977 | $1.10M | 0.33% | −1,936−32.7% | Reduced |
| Lakeside Advisors, INC. | 3,988 | $1.10M | 0.73% | −120−2.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,023 | $1.11M | 0.14% | −959−19.2% | Reduced |
| IHT Wealth Management, LLC | 4,023 | $1.11M | 0.04% | −1,051−20.7% | Reduced |
| WBH Advisory Inc | 4,026 | $1.11M | 0.10% | −116−2.8% | Reduced |
| Monetary Management Group Inc | 4,030 | $1.11M | 0.29% | 00.0% | Unchanged |
| Old National Bancorp | 4,041 | $1.12M | 0.03% | −148−3.5% | Reduced |
| WSFS Capital Management, LLC | 4,054 | $1.12M | 0.06% | +141+3.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,058 | $1.12M | 0.65% | −1,029−20.2% | Reduced |
| Financial Security Advisor, Inc. | 4,050 | $1.12M | 0.29% | −65−1.6% | Reduced |
| Readystate Asset Management LP | 4,089 | $1.13M | 0.05% | +4,089 | New |
| Cigna Investments Inc | 4,093 | $1.13M | 0.20% | 00.0% | Unchanged |
| Conning Inc. | 4,122 | $1.14M | 0.04% | +190+4.8% | Added |
| Stillwater Wealth Management Group | 4,131 | $1.14M | 1.02% | +4,131 | New |
| Total Clarity Wealth Management, Inc. | 4,143 | $1.14M | 0.37% | −10−0.2% | Reduced |
| Trueblood Wealth Management, LLC | 4,170 | $1.15M | 0.57% | +250+6.4% | Added |
| Montag A & Associates Inc | 4,177 | $1.16M | 0.05% | −260−5.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,188 | $1.16M | 0.08% | +184+4.6% | Added |
| Frank, Rimerman Advisors LLC | 4,189 | $1.16M | 0.08% | +163+4.0% | Added |
| Westhampton Capital, LLC | 4,190 | $1.16M | 0.59% | 00.0% | Unchanged |
| PFG Advisors | 4,193 | $1.16M | 0.07% | +840+25.1% | Added |
| Cito Capital Group, LLC | 4,200 | $1.16M | 0.43% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 4,213 | $1.16M | 3.84% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,215 | $1.16M | 0.12% | +10.0% | Added |
| Meadow Creek Wealth Advisors LLC | 4,239 | $1.17M | 0.84% | +13+0.3% | Added |
| DF Dent & Co Inc | 4,255 | $1.18M | 0.01% | −397−8.5% | Reduced |
| Csenge Advisory Group | 4,270 | $1.18M | 0.06% | +133+3.2% | Added |
| BluePath Capital Management, LLC | 4,531 | $1.19M | 0.65% | +748+19.8% | Added |
| Formidable Asset Management, LLC | 4,301 | $1.19M | 0.20% | −126−2.8% | Reduced |
| Huntleigh Advisors, Inc. | 4,372 | $1.21M | 0.26% | +4,372 | New |
| Applied Capital LLC | 4,379 | $1.21M | 0.95% | −30−0.7% | Reduced |
| MGB Wealth Management, LLC | 4,406 | $1.22M | 0.38% | +4,406 | New |
| Mirador Capital Partners LP | 4,411 | $1.22M | 0.22% | +4,411 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,412 | $1.22M | 0.04% | +98+2.3% | Added |
| Castlekeep Investment Advisors LLC | 4,414 | $1.22M | 0.85% | +45+1.0% | Added |
| Littlejohn Financial Services, Inc. | 4,421 | $1.22M | 1.09% | +4,421 | New |
| Nichols & Pratt Advisers LLP | 4,422 | $1.22M | 0.08% | −150−3.3% | Reduced |
| Asset Planning,Inc | 4,428 | $1.22M | 0.93% | +4,428 | New |
| Relyea Zuckerberg Hanson LLC | 4,438 | $1.23M | 0.16% | −9−0.2% | Reduced |
| Foster & Motley Inc | 4,475 | $1.24M | 0.08% | −87−1.9% | Reduced |
| RMR Wealth Builders | 4,483 | $1.24M | 0.13% | +110+2.5% | Added |
| Simmons Bank | 4,486 | $1.24M | 0.09% | +3+0.1% | Added |
| Camden Capital, LLC | 4,491 | $1.24M | 0.13% | +138+3.2% | Added |