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; 2,172 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 | 2,172 | $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 |
|---|---|---|---|---|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 65 | $17.9K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 65 | $18.0K | 0.01% | −1−1.5% | Reduced |
| Toth Financial Advisory Corp | 65 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 65 | $18.0K | 0.01% | +18+38.3% | Added |
| Bayforest Capital Ltd | 66 | $18.2K | 0.02% | +66 | New |
| Murphy & Mullick Capital Management Corp | 68 | $18.8K | 0.02% | +68 | New |
| Mascoma Wealth Management LLC | 69 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 69 | $19.1K | 0.01% | +69 | New |
| Demars Financial Group, LLC | 5,360,455 | $19.4K | 0.62% | +5,340,499+26,761.4% | Added |
| Darwin Advisors, LLC | 75 | $20.7K | 0.01% | +75 | New |
| Runnymede Capital Advisors, Inc. | 75 | $20.7K | 0.02% | +75 | New |
| Parvin Asset Management, LLC | 75 | $20.7K | 0.02% | +75 | New |
| Northwest Bank & Trust Co | 72 | $20.8K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 76 | $21.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 76 | $21.0K | 0.00% | +2+2.7% | Added |
| Canton Hathaway, LLC | 76 | $21.0K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 78 | $21.6K | 0.02% | +78 | New |
| Bullock Wealth Management Group | 79 | $21.8K | 0.01% | −42−34.7% | Reduced |
| Capital Advisors, Ltd. LLC | 87 | $24.0K | 0.00% | −1−1.1% | Reduced |
| Financial Perspectives, Inc | 94 | $26.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $27.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 99 | $27.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 99 | $27.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 100 | $27.5K | 0.01% | −28,477−99.7% | Reduced |
| Continuum Advisory, LLC | 101 | $27.9K | 0.00% | +4+4.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 102 | $28.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 102 | $28.3K | 0.02% | −2−1.9% | Reduced |
| Abound Wealth Management | 103 | $28.5K | 0.01% | +6+6.2% | Added |
| Sierra Ocean, LLC | 104 | $28.8K | 0.02% | +104 | New |
| Crowley Wealth Management, Inc. | 105 | $29.0K | 0.03% | +105 | New |
| Veritas Investment Partners (UK) Ltd. | 108 | $29.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $30.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 110 | $30.4K | 0.00% | −146−57.0% | Reduced |
| Atticus Wealth Management, LLC | 110 | $30.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $30.4K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 111 | $30.7K | 0.02% | +111 | New |
| Glen Eagle Advisors, LLC | 111 | $30.8K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 112 | $30.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 113 | $31.2K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 118 | $32.6K | 0.02% | +1+0.9% | Added |
| Truvestments Capital LLC | 121 | $33.4K | 0.01% | +15+14.2% | Added |
| Eagle Bay Advisors LLC | 122 | $33.8K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 123 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 124 | $34.3K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 124 | $34.3K | 0.00% | +89+254.3% | Added |
| Kimelman & Baird, LLC | 125 | $34.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 125 | $34.5K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 129 | $35.6K | 0.03% | +129 | New |
| Human Investing LLC | 132 | $36.5K | 0.01% | +132 | New |
| SOA Wealth Advisors, LLC. | 133 | $36.7K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 134 | $37.0K | 0.01% | −52−28.0% | Reduced |
| Mainstream Capital Management LLC | 134 | $37.0K | 0.03% | +134 | New |
| Capital A Wealth Management, LLC | 135 | $37.3K | 0.06% | +135 | New |
| Global Financial Private Client, LLC | 136 | $37.6K | 0.01% | −1,783−92.9% | Reduced |
| Covestor Ltd | 138 | $38.0K | 0.02% | +22+19.0% | Added |
| Gables Capital Management Inc. | 140 | $38.7K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 140 | $38.7K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 143 | $39.5K | 0.02% | +143 | New |
| Castleview Partners, LLC | 145 | $39.5K | 0.02% | +8+5.8% | Added |
| BOK Financial Private Wealth, Inc. | 144 | $39.9K | 0.00% | +7+5.1% | Added |
| Intelligent Financial Strategies | 149 | $41.2K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 151 | $41.7K | 0.00% | −231−60.5% | Reduced |
| Hollencrest Capital Management | 152 | $42.0K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 154 | $42.7K | 0.04% | +154 | New |
| Sachetta, LLC | 157 | $43.4K | 0.02% | −63−28.6% | Reduced |
| Archer Investment Corp | 159 | $43.9K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 159 | $43.9K | 0.02% | −270−62.9% | Reduced |
| Hurley Capital, LLC | 159 | $44.0K | 0.04% | +159 | New |
| Bangor Savings Bank | 162 | $44.8K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 163 | $45.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 164 | $45.3K | 0.00% | −618−79.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 164 | $45.3K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 166 | $45.8K | 0.03% | +166 | New |
| Chilton Capital Management LLC | 168 | $46.4K | 0.00% | −30−15.2% | Reduced |
| Main Street Group, LTD | 176 | $48.6K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 179 | $49.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 179 | $49.5K | 0.01% | −148−45.3% | Reduced |
| Albion Financial Group | 179 | $49.6K | 0.00% | +144+411.4% | Added |
| Proequities, Inc. | 188 | $50.4K | 0.00% | −82−30.4% | Reduced |
| Raleigh Capital Management Inc. | 183 | $50.6K | 0.02% | −5−2.7% | Reduced |
| Beacon Capital Management, LLC | 184 | $50.8K | 0.01% | +5+2.8% | Added |
| Colonial Trust Advisors | 185 | $51.1K | 0.00% | −106−36.4% | Reduced |
| Old Second National Bank of Aurora | 186 | $51.4K | 0.01% | +6+3.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 186 | $51.5K | 0.02% | +186 | New |
| Tompkins Financial Corp | 189 | $52.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 191 | $52.8K | 0.02% | +43+29.1% | Added |
| North Star Investment Management Corp. | 191 | $52.8K | 0.00% | +174+1,023.5% | Added |
| Park Place Capital Corp | 199 | $55.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 200 | $55.0K | 0.00% | +200 | New |
| ESL Trust Services, LLC | 200 | $55.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 205 | $56.6K | 0.01% | −35−14.6% | Reduced |
| Atwood & Palmer Inc | 205 | $56.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 205 | $56.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 213 | $58.9K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 215 | $59.4K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 222 | $61.3K | 0.01% | −2−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 226 | $62.4K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 237 | $65.5K | 0.02% | −15−6.0% | Reduced |
| Hilltop National Bank | 238 | $65.8K | 0.02% | −91−27.7% | Reduced |