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
- 1,909
- +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
- 768 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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 8,667 | $2.39M | 0.13% | +1,563+22.0% | Added |
| Susquehanna Fundamental Investments, LLC | 8,699 | $2.40M | 0.04% | +8,699 | New |
| We Are One Seven, LLC | 8,721 | $2.41M | 0.09% | +673+8.4% | Added |
| Meeder Advisory Services, Inc. | 8,734 | $2.41M | 0.15% | −117−1.3% | Reduced |
| Argent Trust Co | 8,736 | $2.41M | 0.10% | +6+0.1% | Added |
| Prudential PLC | 8,751 | $2.42M | 0.01% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 8,761 | $2.42M | 0.33% | +40+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 8,775 | $2.42M | 0.05% | +200+2.3% | Added |
| Ostrum Asset Management | 8,822 | $2.44M | 0.21% | +1,773+25.2% | Added |
| TrinityPoint Wealth, LLC | 8,834 | $2.44M | 0.34% | +8,046+1,021.1% | Added |
| Vista Investment Partners II, LLC | 8,838 | $2.44M | 1.44% | +8,838 | New |
| Schonfeld Strategic Advisors LLC | 8,845 | $2.44M | 0.02% | +1,975+28.7% | Added |
| Round Rock Advisors, LLC | 8,857 | $2.45M | 0.50% | −530−5.6% | Reduced |
| Exencial Wealth Advisors, LLC | 8,890 | $2.46M | 0.09% | +100+1.1% | Added |
| Concord Asset Management, LLC | 8,904 | $2.46M | 0.54% | +1,998+28.9% | Added |
| Concord Wealth Partners | 8,952 | $2.47M | 0.41% | +2,276+34.1% | Added |
| Boston Private Wealth LLC | 8,956 | $2.47M | 0.05% | +8,956 | New |
| Platform Technology Partners | 8,969 | $2.48M | 0.75% | −49−0.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.49M | 0.30% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 9,060 | $2.50M | 0.89% | +9,060 | New |
| Main Street Financial Solutions, LLC | 9,061 | $2.50M | 0.25% | −1,410−13.5% | Reduced |
| Merit Financial Group, LLC | 9,067 | $2.51M | 0.05% | +2,919+47.5% | Added |
| Bleakley Financial Group, LLC | 9,069 | $2.51M | 0.08% | +250+2.8% | Added |
| Mizuho Markets Americas LLC | 9,096 | $2.51M | 0.05% | −12,897−58.6% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $2.52M | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 9,104 | $2.52M | 0.08% | +49+0.5% | Added |
| Phoenix Wealth Advisors | 9,153 | $2.53M | 1.10% | −226−2.4% | Reduced |
| Smith, Salley & Associates | 9,192 | $2.54M | 0.16% | +35+0.4% | Added |
| Cary Street Partners Financial LLC | 9,204 | $2.54M | 0.08% | +9,204 | New |
| Empire Financial Management Company, LLC | 9,243 | $2.55M | 0.80% | +6,508+238.0% | Added |
| Prime Capital Investment Advisors, LLC | 9,249 | $2.56M | 0.04% | −1,011−9.9% | Reduced |
| Mission Wealth Management, LP | 9,311 | $2.57M | 0.06% | −181−1.9% | Reduced |
| Lockheed Martin Investment Management Co | 9,400 | $2.60M | 0.10% | −32,960−77.8% | Reduced |
| Haverford Trust Co | 9,442 | $2.61M | 0.03% | −171−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 9,465 | $2.62M | 0.03% | +549+6.2% | Added |
| Ameritas Investment Partners, Inc. | 9,501 | $2.63M | 0.09% | −186−1.9% | Reduced |
| Fort Washington Investment Advisors Inc | 9,523 | $2.63M | 0.02% | +297+3.2% | Added |
| Thoroughbred Financial Services, LLC | 9,601 | $2.65M | 0.16% | +23+0.2% | Added |
| Nelson Capital Management, LLC | 9,618 | $2.66M | 0.44% | −332−3.3% | Reduced |
| Lantz Financial LLC | 9,621 | $2.66M | 0.71% | −83−0.9% | Reduced |
| Johnson Financial Group, Inc. | 9,821 | $2.67M | 0.13% | +2,817+40.2% | Added |
| J.W. Cole Advisors, Inc. | 9,781 | $2.70M | 0.11% | +208+2.2% | Added |
| Confluence Wealth Services, Inc. | 10,153 | $2.71M | 0.18% | −457−4.3% | Reduced |
| Nkcfo LLC | 9,975 | $2.76M | 1.21% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,981 | $2.76M | 0.30% | +639+6.8% | Added |
| Marathon Capital Management | 10,010 | $2.77M | 0.69% | −45−0.4% | Reduced |
| Peterson Wealth Services | 10,079 | $2.78M | 0.84% | +544+5.7% | Added |
| CFS Investment Advisory Services, LLC | 10,090 | $2.79M | 0.25% | −7−0.1% | Reduced |
| West Michigan Advisors, LLC | 10,088 | $2.80M | 0.84% | +26+0.3% | Added |
| Portland Global Advisors LLC | 10,137 | $2.80M | 0.35% | −74−0.7% | Reduced |
| Maxwell Wealth Strategies Inc. | 10,150 | $2.80M | 1.15% | −154−1.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,178 | $2.81M | 0.57% | +3,917+62.6% | Added |
| MV Capital Management, Inc. | 10,182 | $2.81M | 0.30% | +28+0.3% | Added |
| Panagora Asset Management Inc | 10,190 | $2.82M | 0.01% | +2,134+26.5% | Added |
| Argyle Capital Management Inc. | 10,219 | $2.82M | 1.11% | +2,054+25.2% | Added |
| Logan Capital Management Inc | 10,229 | $2.83M | 0.12% | +9,931+3,332.6% | Added |
| Private Trust Co NA | 10,232 | $2.83M | 0.29% | +125+1.2% | Added |
| Griffin Asset Management, Inc. | 10,258 | $2.83M | 0.33% | +195+1.9% | Added |
| KKM Financial LLC | 10,260 | $2.83M | 1.18% | +480+4.9% | Added |
| apricus wealth, LLC | 10,344 | $2.86M | 1.85% | −60−0.6% | Reduced |
| Savant Capital, LLC | 10,408 | $2.88M | 0.02% | −6,180−37.3% | Reduced |
| HMS Capital Management, LLC | 10,466 | $2.89M | 1.40% | −9−0.1% | Reduced |
| Geneos Wealth Management Inc. | 10,484 | $2.90M | 0.10% | +42+0.4% | Added |
| Quinn Opportunity Partners LLC | 10,500 | $2.90M | 0.21% | +1,500+16.7% | Added |
| Mattern Wealth Management LLC | 10,522 | $2.91M | 0.64% | −169−1.6% | Reduced |
| Sagespring Wealth Partners, LLC | 10,597 | $2.93M | 0.08% | +10,597 | New |
| Legacy Private Trust Co. | 10,618 | $2.93M | 0.19% | −17−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 10,681 | $2.95M | 0.52% | +8,194+329.5% | Added |
| IFG Advisory, LLC | 10,700 | $2.96M | 0.17% | +146+1.4% | Added |
| Quadrature Capital Ltd | 10,739 | $2.97M | 0.06% | +10,739 | New |
| Westwood Holdings Group Inc. | 10,799 | $2.98M | 0.02% | +4,187+63.3% | Added |
| Argonautica Private Wealth Management, Inc | 10,813 | $2.99M | 0.96% | −15−0.1% | Reduced |
| Scotia Capital Inc. | 10,823 | $2.99M | 0.02% | −263−2.4% | Reduced |
| Pictet North America Advisors SA | 10,834 | $2.99M | 0.28% | +246+2.3% | Added |
| Tiaa Trust, National Association | 11,046 | $3.05M | 0.01% | +315+2.9% | Added |
| Woodline Partners LP | 11,150 | $3.08M | 0.02% | +11,150 | New |
| FIL Ltd | 11,160 | $3.08M | 0.00% | +6,329+131.0% | Added |
| TownSquare Capital, LLC | 11,245 | $3.11M | 0.04% | +1,971+21.3% | Added |
| First National Trust Co | 11,258 | $3.11M | 0.12% | −307−2.7% | Reduced |
| Slow Capital, Inc. | 11,290 | $3.12M | 0.44% | −50−0.4% | Reduced |
| Letson Investment Management, Inc. | 11,340 | $3.13M | 1.27% | +2,276+25.1% | Added |
| CAPROCK Group, Inc. | 11,354 | $3.15M | 0.10% | +166+1.5% | Added |
| Stonebrook Private Inc. | 11,417 | $3.15M | 0.83% | −142−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 11,474 | $3.17M | 0.04% | +1,193+11.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,499 | $3.18M | 0.01% | +11,499 | New |
| Whittier Trust Co of Nevada Inc | 11,510 | $3.18M | 0.08% | +1,328+13.0% | Added |
| LVW Advisors, LLC | 11,556 | $3.19M | 0.39% | −198−1.7% | Reduced |
| Park National Corp | 11,573 | $3.20M | 0.12% | −104−0.9% | Reduced |
| Allstate Corp | 11,617 | $3.21M | 0.09% | +11,617 | New |
| Cohen Investment Advisors LLC | 11,677 | $3.23M | 1.95% | +1,222+11.7% | Added |
| Orca Wealth Management, LLC | 11,707 | $3.23M | 2.91% | +11,707 | New |
| Greenwood Capital Associates LLC | 11,761 | $3.25M | 0.42% | +1,366+13.1% | Added |
| Brown Brothers Harriman & Co | 11,841 | $3.27M | 0.02% | −3,381−22.2% | Reduced |
| DJE Kapital AG | 12,000 | $3.30M | 0.08% | +12,000 | New |
| Victrix Investment Advisors | 12,096 | $3.34M | 2.41% | +12,096 | New |
| Jackson Square Capital, LLC | 12,137 | $3.35M | 0.81% | −173−1.4% | Reduced |
| LMG Wealth Partners, LLC | 12,157 | $3.36M | 0.73% | +652+5.7% | Added |
| Brendel Financial Advisors LLC | 12,194 | $3.37M | 2.04% | −393−3.1% | Reduced |
| Davidson Capital Management Inc. | 12,240 | $3.38M | 0.89% | +2,534+26.1% | Added |
| Resources Investment Advisors, LLC. | 12,241 | $3.38M | 0.04% | +3,042+33.1% | Added |