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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 4,521 | $1.25M | 0.08% | +188+4.3% | Added |
| First Citizens Bank & Trust Co | 4,527 | $1.25M | 0.02% | +271+6.4% | Added |
| Crestwood Advisors Group LLC | 4,548 | $1.26M | 0.02% | +2,643+138.7% | Added |
| Eastern Bank | 4,574 | $1.26M | 0.02% | +794+21.0% | Added |
| Legato Capital Management LLC | 4,618 | $1.28M | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,628 | $1.28M | 0.04% | −947−17.0% | Reduced |
| Applied Finance Capital Management, LLC | 4,643 | $1.28M | 0.06% | −96−2.0% | Reduced |
| Wolverine Trading, LLC | 4,683 | $1.29M | 0.03% | −40,347−89.6% | Reduced |
| Golden State Equity Partners | 4,680 | $1.29M | 0.25% | −2,246−32.4% | Reduced |
| Ballast, Inc. | 4,734 | $1.31M | 0.37% | −22−0.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 4,740 | $1.31M | 0.26% | +4,740 | New |
| Valley National Advisers Inc | 4,750 | $1.31M | 0.24% | +22+0.5% | Added |
| Pictet & Cie (Europe) SA | 4,776 | $1.32M | 0.03% | +4,776 | New |
| Atomi Financial Group, Inc. | 4,778 | $1.32M | 0.07% | +278+6.2% | Added |
| Canopy Partners, LLC | 4,818 | $1.33M | 0.51% | +2,340+94.4% | Added |
| Asset Dedication, LLC | 4,819 | $1.33M | 0.10% | −224−4.4% | Reduced |
| Trust Asset Management LLC | 4,830 | $1.33M | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,833 | $1.34M | 0.02% | +3,299+215.1% | Added |
| Parsons Capital Management Inc | 4,837 | $1.34M | 0.07% | +140+3.0% | Added |
| Crestline Management, LP | 4,856 | $1.34M | 0.05% | −773−13.7% | Reduced |
| Minot DeBlois Advisors LLC | 4,861 | $1.34M | 1.23% | +4,861 | New |
| Saxon Interests, Inc. | 4,876 | $1.35M | 0.59% | +423+9.5% | Added |
| Centaurus Financial, Inc. | 4,886 | $1.35M | 0.08% | −8−0.2% | Reduced |
| Providence First Trust Co | 4,895 | $1.35M | 0.51% | +4,895 | New |
| Baldwin Investment Management, LLC | 4,905 | $1.36M | 0.18% | −296−5.7% | Reduced |
| Vise Technologies, Inc. | 4,916 | $1.36M | 0.11% | +2,210+81.7% | Added |
| Summitry LLC | 4,920 | $1.36M | 0.07% | −140−2.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,924 | $1.36M | 0.37% | −124−2.5% | Reduced |
| Creative Financial Designs Inc | 4,939 | $1.36M | 0.11% | −126−2.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,947 | $1.37M | 0.05% | +273+5.8% | Added |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.37M | 0.02% | 00.0% | Unchanged |
| Crux Wealth Advisors | 4,989 | $1.38M | 0.77% | +4,989 | New |
| Shorepoint Capital Partners LLC | 4,990 | $1.38M | 0.32% | −166−3.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $1.38M | 0.61% | −6,000−54.5% | Reduced |
| AlphaStar Capital Management, LLC | 5,008 | $1.38M | 0.14% | +3,997+395.4% | Added |
| Webster Bank, N. A. | 5,020 | $1.39M | 0.15% | +63+1.3% | Added |
| AA Financial Advisors, LLC | 5,042 | $1.39M | 0.37% | +273+5.7% | Added |
| Stablepoint Partners, LLC | 5,068 | $1.40M | 0.26% | +135+2.7% | Added |
| Williams Jones Wealth Management, LLC. | 5,088 | $1.41M | 0.02% | +2,500+96.6% | Added |
| Mainstay Capital Management LLC | 5,095 | $1.41M | 0.21% | +1,267+33.1% | Added |
| Valeo Financial Advisors, LLC | 5,114 | $1.41M | 0.04% | −23−0.4% | Reduced |
| Monte Financial Group, LLC | 5,121 | $1.41M | 0.61% | −37−0.7% | Reduced |
| Raiffeisen Bank International AG | 5,144 | $1.42M | 0.02% | +5,144 | New |
| Brooks, Moore & Associates, Inc. | 5,145 | $1.42M | 0.84% | +627+13.9% | Added |
| Field & Main Bank | 5,201 | $1.44M | 0.51% | +78+1.5% | Added |
| Essex Financial Services, Inc. | 5,224 | $1.44M | 0.10% | +592+12.8% | Added |
| Delphi Management Inc | 5,255 | $1.45M | 1.40% | +65+1.3% | Added |
| Profund Advisors LLC | 5,257 | $1.45M | 0.05% | −943−15.2% | Reduced |
| Worth Financial Advisory Group, LLC | 5,146 | $1.45M | 0.89% | +2,555+98.6% | Added |
| TD Private Client Wealth LLC | 5,264 | $1.45M | 0.04% | −1,538−22.6% | Reduced |
| Galibier Capital Management Ltd. | 5,297 | $1.46M | 0.42% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,298 | $1.46M | 0.38% | −1,366−20.5% | Reduced |
| PFS Partners, LLC | 5,312 | $1.47M | 0.80% | +6+0.1% | Added |
| Equitable Holdings, Inc. | 5,313 | $1.47M | 0.01% | +2,151+68.0% | Added |
| Bridges Investment Management Inc | 5,353 | $1.48M | 0.02% | +454+9.3% | Added |
| Canandaigua National Bank & Trust Co | 5,381 | $1.49M | 0.15% | −177−3.2% | Reduced |
| Shayne & Co., LLC | 5,393 | $1.49M | 0.39% | −400−6.9% | Reduced |
| Paladin Advisory Group, LLC | 5,431 | $1.50M | 1.15% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,884 | $1.50M | 0.18% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 5,452 | $1.51M | 1.38% | −382−6.5% | Reduced |
| Jacobi Capital Management LLC | 5,507 | $1.52M | 0.11% | −222−3.9% | Reduced |
| MUFG Securities Americas Inc. | 5,535 | $1.53M | 0.19% | +5,535 | New |
| D. E. Shaw & Co., Inc. | 5,562 | $1.54M | 0.00% | −1,553−21.8% | Reduced |
| Gs Investments, Inc. | 5,565 | $1.54M | 0.69% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,991 | $1.54M | 0.08% | +733+13.9% | Added |
| Magnolia Capital Advisors LLC | 5,613 | $1.55M | 0.40% | +445+8.6% | Added |
| Quadrant Capital Group LLC | 5,624 | $1.55M | 0.11% | +1,005+21.8% | Added |
| GAMMA Investing LLC | 5,643 | $1.56M | 0.13% | +702+14.2% | Added |
| Trust Co of Oklahoma | 5,654 | $1.56M | 0.50% | +119+2.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,669 | $1.57M | 0.24% | −6−0.1% | Reduced |
| Integrity Alliance, LLC. | 5,713 | $1.58M | 0.17% | +5,713 | New |
| Wealth Quarterback LLC | 5,730 | $1.58M | 0.74% | +82+1.5% | Added |
| Valmark Advisers, Inc. | 5,733 | $1.58M | 0.02% | −767−11.8% | Reduced |
| Smartleaf Asset Management LLC | 5,770 | $1.59M | 0.16% | +669+13.1% | Added |
| Exeter Financial, LLC | 5,763 | $1.59M | 0.73% | +45+0.8% | Added |
| Quantitative Investment Management, LLC | 5,783 | $1.60M | 0.12% | +4,170+258.5% | Added |
| Dorsey & Whitney Trust CO LLC | 5,870 | $1.62M | 0.09% | −277−4.5% | Reduced |
| Walleye Trading LLC | 5,891 | $1.63M | 0.03% | +5,891 | New |
| Nicholson Wealth Management Group, LLC | 5,928 | $1.64M | 1.09% | +1,341+29.2% | Added |
| Chase Investment Counsel Corp | 5,930 | $1.64M | 0.53% | 00.0% | Unchanged |
| Pitcairn Co | 5,930 | $1.64M | 0.10% | +472+8.6% | Added |
| Tyler-Stone Wealth Management | 5,934 | $1.64M | 0.29% | +210+3.7% | Added |
| Walleye Capital LLC | 5,963 | $1.65M | 0.02% | −3,277−35.5% | Reduced |
| Signaturefd, LLC | 5,966 | $1.65M | 0.03% | +111+1.9% | Added |
| Eagle Global Advisors LLC | 6,000 | $1.66M | 0.07% | +6,000 | New |
| Sumitomo Life Insurance Co | 6,004 | $1.66M | 0.03% | −160−2.6% | Reduced |
| Transatlantique Private Wealth LLC | 6,012 | $1.66M | 0.63% | +120+2.0% | Added |
| Parallel Advisors, LLC | 6,084 | $1.68M | 0.04% | +132+2.2% | Added |
| Inceptionr LLC | 6,092 | $1.68M | 0.38% | +2,869+89.0% | Added |
| Resources Management Corp | 6,116 | $1.69M | 0.23% | +50+0.8% | Added |
| Thompson Davis & Co., Inc. | 6,125 | $1.69M | 1.09% | −250−3.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.69M | 0.81% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,141 | $1.70M | 0.03% | +98+1.6% | Added |
| Harold Davidson & Associates Inc. | 6,241 | $1.72M | 0.82% | +6,241 | New |
| Cunning Capital Partners, LP | 6,265 | $1.73M | 1.07% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,296 | $1.74M | 0.05% | +757+13.7% | Added |
| Horizon Investments, LLC | 6,316 | $1.75M | 0.05% | +114+1.8% | Added |
| Arjuna Capital | 6,339 | $1.75M | 0.47% | +533+9.2% | Added |
| Quadcap Wealth Management, LLC | 6,342 | $1.75M | 0.26% | −121−1.9% | Reduced |
| Sierra Summit Advisors LLC | 6,361 | $1.76M | 0.35% | +1,274+25.0% | Added |