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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 6,390 | $1.77M | 0.04% | +5,411+552.7% | Added |
| Left Brain Wealth Management, LLC | 6,398 | $1.77M | 0.67% | +139+2.2% | Added |
| Commerzbank Aktiengesellschaft | 6,434 | $1.78M | 0.04% | +1,233+23.7% | Added |
| Hutner Capital Management Inc | 6,456 | $1.78M | 0.86% | +4,421+217.2% | Added |
| Guyasuta Investment Advisors Inc | 6,491 | $1.79M | 0.11% | −140−2.1% | Reduced |
| Man Group plc | 6,556 | $1.81M | 0.01% | −27,153−80.6% | Reduced |
| Mather Group, LLC. | 6,583 | $1.82M | 0.02% | +12+0.2% | Added |
| Cordatus Wealth Management LLC | 6,593 | $1.82M | 0.48% | +63+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,602 | $1.82M | 0.12% | +400+6.4% | Added |
| Snowden Capital Advisors LLC | 6,583 | $1.82M | 0.06% | +19+0.3% | Added |
| Coldstream Capital Management Inc | 6,607 | $1.83M | 0.04% | +110+1.7% | Added |
| Gilliland Jeter Wealth Management LLC | 6,635 | $1.83M | 0.62% | −104−1.5% | Reduced |
| Summit Trail Advisors, LLC | 6,625 | $1.84M | 0.07% | +299+4.7% | Added |
| J. W. Coons Advisors, LLC | 6,658 | $1.84M | 0.47% | 00.0% | Unchanged |
| Fruth Investment Management | 6,681 | $1.84M | 0.51% | −112−1.6% | Reduced |
| Family Legacy, Inc. | 6,930 | $1.85M | 0.63% | +17+0.2% | Added |
| Machina Capital S.A.S. | 6,706 | $1.85M | 0.78% | +6,706 | New |
| FWL Investment Management, LLC | 6,718 | $1.86M | 0.68% | +343+5.4% | Added |
| Aptus Capital Advisors, LLC | 6,735 | $1.86M | 0.02% | +2,787+70.6% | Added |
| Clear Harbor Asset Management, LLC | 6,743 | $1.86M | 0.15% | −40−0.6% | Reduced |
| Advisors Asset Management, Inc. | 6,756 | $1.87M | 0.03% | −1,184−14.9% | Reduced |
| American Trust | 6,776 | $1.87M | 0.14% | −893−11.6% | Reduced |
| Forum Financial Management, LP | 6,788 | $1.88M | 0.03% | +2,227+48.8% | Added |
| BKM Wealth Management, LLC | 6,789 | $1.88M | 0.77% | −81−1.2% | Reduced |
| Plato Investment Management Ltd | 6,849 | $1.90M | 0.14% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 6,854 | $1.90M | 0.12% | +20.0% | Added |
| Chicago Capital, LLC | 6,877 | $1.90M | 0.05% | +1,180+20.7% | Added |
| Perpetual Ltd | 6,882 | $1.90M | 0.02% | −810−10.5% | Reduced |
| Cox Capital Mgt LLC | 6,910 | $1.91M | 1.23% | −239−3.3% | Reduced |
| Lincoln Capital LLC | 6,923 | $1.91M | 0.40% | −6−0.1% | Reduced |
| Monarch Capital Management Inc | 6,906 | $1.91M | 0.52% | −48−0.7% | Reduced |
| Baxter Bros Inc | 6,931 | $1.92M | 0.25% | −140−2.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,949 | $1.92M | 0.55% | −7−0.1% | Reduced |
| Schear Investment Advisers, LLC | 7,002 | $1.93M | 1.03% | +186+2.7% | Added |
| Roxbury Financial LLC | 6,713 | $1.94M | 1.87% | +6,713 | New |
| Qtron Investments LLC | 7,016 | $1.94M | 0.27% | +373+5.6% | Added |
| Meridian Investment Counsel Inc. | 7,034 | $1.94M | 0.58% | −1,569−18.2% | Reduced |
| Balyasny Asset Management LLC | 7,049 | $1.95M | 0.00% | −50,042−87.7% | Reduced |
| Banque Pictet & Cie SA | 7,080 | $1.96M | 0.02% | +250+3.7% | Added |
| Vestcor Inc | 7,143 | $1.97M | 0.07% | −636−8.2% | Reduced |
| King Luther Capital Management Corp | 7,159 | $1.98M | 0.01% | +20+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 7,173 | $1.98M | 0.15% | +7,173 | New |
| Heritage Trust Co | 7,173 | $1.98M | 0.23% | +7,173 | New |
| Aries Wealth Management | 7,188 | $1.99M | 0.55% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 7,190 | $1.99M | 0.03% | +2,002+38.6% | Added |
| First Hawaiian Bank | 7,207 | $1.99M | 0.06% | −668−8.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,208 | $1.99M | 0.93% | +432+6.4% | Added |
| Oak Harbor Wealth Partners, LLC | 7,254 | $2.00M | 0.58% | −94−1.3% | Reduced |
| Evelyn Partners Asset Management Ltd | 7,297 | $2.02M | 0.54% | +7,297 | New |
| BTG Pactual Asset Management US LLC | 7,300 | $2.02M | 0.26% | +2,041+38.8% | Added |
| Point72 Europe (London) LLP | 7,300 | $2.02M | 0.12% | +7,300 | New |
| Global Retirement Partners, LLC | 7,358 | $2.03M | 0.06% | +835+12.8% | Added |
| Ritholtz Wealth Management | 7,365 | $2.04M | 0.06% | +236+3.3% | Added |
| Altman Advisors, Inc. | 7,370 | $2.04M | 0.87% | +46+0.6% | Added |
| WCM Investment Management, LLC | 7,399 | $2.04M | 0.00% | +3,235+77.7% | Added |
| Herold Advisors, Inc. | 7,386 | $2.04M | 0.44% | +19+0.3% | Added |
| Lederer & Associates Investment Counsel | 7,442 | $2.06M | 1.44% | −189−2.5% | Reduced |
| Neville Rodie & Shaw Inc | 7,474 | $2.06M | 0.15% | −15−0.2% | Reduced |
| TFG Advisers LLC | 7,558 | $2.09M | 0.75% | +354+4.9% | Added |
| Claro Advisors LLC | 7,610 | $2.10M | 0.28% | −335−4.2% | Reduced |
| Ambassador Advisors, LLC | 7,632 | $2.11M | 0.36% | +68+0.9% | Added |
| EP Wealth Advisors, LLC | 7,668 | $2.12M | 0.02% | +440+6.1% | Added |
| Schechter Investment Advisors, LLC | 7,675 | $2.12M | 0.16% | −994−11.5% | Reduced |
| Alpha DNA Investment Management LLC | 7,679 | $2.12M | 1.16% | −228−2.9% | Reduced |
| Parkside Financial Bank & Trust | 7,684 | $2.12M | 0.28% | +234+3.1% | Added |
| Jones Financial Companies LLLP | 7,753 | $2.14M | 0.00% | +3,276+73.2% | Added |
| Dividend Assets Capital, LLC | 7,761 | $2.14M | 0.42% | +100+1.3% | Added |
| Security National Bank | 7,809 | $2.16M | 0.31% | +63+0.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,825 | $2.16M | 1.75% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,817 | $2.17M | 0.20% | −34−0.4% | Reduced |
| Lecap Asset Management Ltd | 7,852 | $2.17M | 0.59% | +7,852 | New |
| Delta Financial Advisors LLC | 7,883 | $2.18M | 0.81% | +513+7.0% | Added |
| Silvant Capital Management LLC | 7,939 | $2.19M | 0.09% | +3,890+96.1% | Added |
| Wetherby Asset Management Inc | 7,952 | $2.20M | 0.11% | −740−8.5% | Reduced |
| Perigon Wealth Management, LLC | 8,054 | $2.20M | 0.05% | +618+8.3% | Added |
| JT Stratford LLC | 7,984 | $2.21M | 0.36% | +397+5.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,987 | $2.21M | 0.02% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 8,004 | $2.21M | 0.79% | +87+1.1% | Added |
| Criterion Capital Advisors, LLC | 8,683 | $2.21M | 1.39% | 00.0% | Unchanged |
| McDonald Partners LLC | 8,026 | $2.22M | 0.57% | −167−2.0% | Reduced |
| Bowen Hanes & Co Inc | 8,027 | $2.22M | 0.06% | +390+5.1% | Added |
| Central Valley Advisors, LLC | 8,030 | $2.22M | 1.01% | +410+5.4% | Added |
| NBT Bank N A | 8,090 | $2.24M | 0.16% | −136−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 8,101 | $2.24M | 0.03% | +289+3.7% | Added |
| Penobscot Investment Management Company, Inc. | 8,136 | $2.25M | 0.20% | −231−2.8% | Reduced |
| Davidson Trust Co | 8,178 | $2.26M | 1.16% | +313+4.0% | Added |
| Roundview Capital LLC | 8,231 | $2.27M | 0.16% | +97+1.2% | Added |
| Spire Wealth Management | 8,247 | $2.28M | 0.07% | +5,958+260.3% | Added |
| Joel Isaacson & Co., LLC | 8,281 | $2.29M | 0.10% | +5,772+230.1% | Added |
| Ballentine Partners, LLC | 8,353 | $2.31M | 0.04% | −103−1.2% | Reduced |
| Burney Co | 8,366 | $2.31M | 0.08% | +625+8.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,368 | $2.31M | 0.90% | +349+4.4% | Added |
| Ghe, LLC | 8,375 | $2.31M | 0.92% | +177+2.2% | Added |
| Bowman & Co S.C. | 8,374 | $2.31M | 1.20% | +139+1.7% | Added |
| Dynamic Advisor Solutions LLC | 8,416 | $2.33M | 0.10% | −835−9.0% | Reduced |
| Wright Investors Service Inc | 8,440 | $2.33M | 0.76% | −956−10.2% | Reduced |
| HM Payson & Co | 8,444 | $2.33M | 0.04% | −109−1.3% | Reduced |
| Accurate Wealth Management, LLC | 9,142 | $2.36M | 0.45% | −1,666−15.4% | Reduced |
| HighPoint Advisor Group LLC | 8,817 | $2.37M | 0.13% | −10.0% | Reduced |
| NewEdge Wealth, LLC | 8,618 | $2.38M | 0.04% | −14−0.2% | Reduced |