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 |
|---|---|---|---|---|---|
| Mosaic Financial Group, LLC | 754 | $208.0K | 0.15% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 753 | $208.1K | 0.01% | −158−17.3% | Reduced |
| Bill Few Associates, Inc. | 754 | $208.3K | 0.07% | −10−1.3% | Reduced |
| Rockline Wealth Management, LLC | 756 | $208.9K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 756 | $208.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 756 | $208.9K | 0.13% | +5+0.7% | Added |
| Hoxton Planning & Management, LLC | 759 | $209.7K | 0.08% | −8−1.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 759 | $209.8K | 0.01% | +37+5.1% | Added |
| LWM Advisory Services, LLC | 760 | $210.0K | 0.15% | 00.0% | Unchanged |
| New Perspectives, Inc | 762 | $210.5K | 0.11% | 00.0% | Unchanged |
| Everpar Advisors LLC | 763 | $210.8K | 0.11% | +28+3.8% | Added |
| Colonial Trust Co | 764 | $211.1K | 0.03% | +223+41.2% | Added |
| Princeton Capital Management LLC | 765 | $211.4K | 0.07% | +765 | New |
| D'Orazio & Associates, Inc. | 765 | $211.5K | 0.03% | +29+3.9% | Added |
| Kathmere Capital Management, LLC | 767 | $211.9K | 0.02% | +767 | New |
| Signet Financial Management, LLC | 768 | $212.2K | 0.03% | +6+0.8% | Added |
| Maia Wealth LLC | 771 | $213.1K | 0.05% | +59+8.3% | Added |
| Diversify Advisory Services, LLC | 832 | $214.3K | 0.01% | −506−37.8% | Reduced |
| Leelyn Smith, LLC | 777 | $214.7K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,705 | $214.7K | 0.03% | +776+83.5% | Added |
| New Republic Capital, LLC | 778 | $215.7K | 0.14% | +48+6.6% | Added |
| Kovack Advisors, Inc. | 788 | $217.6K | 0.02% | −23−2.8% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 790 | $218.3K | 0.27% | +790 | New |
| Balentine LLC | 791 | $218.6K | 0.01% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 794 | $219.4K | 0.58% | +794 | New |
| Norden Group LLC | 796 | $220.0K | 0.02% | +796 | New |
| GenTrust, LLC | 794 | $220.1K | 0.01% | +2+0.3% | Added |
| Clark Estates Inc | 800 | $221.0K | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 800 | $221.0K | 0.03% | 00.0% | Unchanged |
| Congress Park Capital LLC | 800 | $221.0K | 0.08% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 801 | $221.3K | 0.04% | −33−4.0% | Reduced |
| First Bank & Trust | 802 | $221.6K | 0.04% | −159−16.5% | Reduced |
| Rise Advisors, LLC | 804 | $222.1K | 0.11% | +3+0.4% | Added |
| Triangle Securities Wealth Management | 807 | $223.0K | 0.06% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 810 | $223.8K | 0.09% | −2−0.2% | Reduced |
| Intrua Financial, LLC | 811 | $223.9K | 0.04% | −115−12.4% | Reduced |
| Principal Street Partners, LLC | 811 | $224.1K | 0.04% | +811 | New |
| First American Trust, FSB | 812 | $224.4K | 0.02% | +3+0.4% | Added |
| Wedge Capital Management L L P | 816 | $225.5K | 0.00% | +29+3.7% | Added |
| Chapin Davis, Inc. | 782 | $225.5K | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 820 | $226.6K | 0.01% | −80−8.9% | Reduced |
| Charter Research & Investment Group, Inc. | 820 | $226.6K | 0.17% | 00.0% | Unchanged |
| Accredited Investors Inc. | 821 | $226.8K | 0.01% | −1−0.1% | Reduced |
| Northeast Financial Consultants Inc | 821 | $226.8K | 0.01% | +21+2.6% | Added |
| AGH Wealth Advisors, LLC | 822 | $227.1K | 0.21% | +822 | New |
| Salzhauer Michael | 824 | $227.7K | 0.12% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 821 | $227.7K | 0.07% | −176−17.7% | Reduced |
| Poehling Capital Management, LLC | 825 | $227.9K | 0.06% | −32−3.7% | Reduced |
| Wealth Management Associates, Inc. | 825 | $227.9K | 0.10% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 826 | $228.2K | 0.01% | −100−10.8% | Reduced |
| Clayton Financial Group LLC | 826 | $228.2K | 0.08% | −17−2.0% | Reduced |
| Kidder Stephen W | 830 | $229.3K | 0.07% | −20−2.4% | Reduced |
| Stratos Wealth Advisors, LLC | 834 | $230.4K | 0.01% | −40−4.6% | Reduced |
| MBL Wealth, LLC | 835 | $230.7K | 0.02% | −1−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 836 | $231.0K | 0.05% | +836 | New |
| Climber Capital SA | 839 | $231.6K | 0.19% | +839 | New |
| Pacifica Partners Inc. | 850 | $231.7K | 0.10% | +70+9.0% | Added |
| Linden Thomas Advisory Services, LLC | 840 | $232.1K | 0.03% | −4−0.5% | Reduced |
| WT Wealth Management | 842 | $232.6K | 0.07% | 00.0% | Unchanged |
| Maiden Cove Capital, LLC | 849 | $234.6K | 0.36% | +3+0.4% | Added |
| Aspiriant, LLC | 853 | $235.7K | 0.01% | +853 | New |
| Excalibur Management Corp | 857 | $236.8K | 0.09% | +2+0.2% | Added |
| Beck Mack & Oliver LLC | 858 | $237.1K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 859 | $237.4K | 0.07% | −72−7.7% | Reduced |
| Fairfield, Bush & Co. | 860 | $237.6K | 0.14% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 866 | $239.3K | 0.03% | +69+8.7% | Added |
| Sunflower Bank, N.A. | 867 | $239.6K | 0.07% | +43+5.2% | Added |
| Focus Financial Network, Inc. | 865 | $239.8K | 0.01% | −769−47.1% | Reduced |
| Kolinsky Wealth Management, LLC | 869 | $240.1K | 0.15% | −23−2.6% | Reduced |
| Jefferies Financial Group Inc. | 872 | $240.9K | 0.00% | −366−29.6% | Reduced |
| Axiom Financial Strategies, LLC | 873 | $241.2K | 0.13% | −35−3.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 879 | $242.9K | 0.05% | −366−29.4% | Reduced |
| Midland Wealth Advisors LLC | 880 | $243.1K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 880 | $243.9K | 0.04% | +880 | New |
| James J. Burns & Company, LLC | 884 | $244.0K | 0.04% | +109+14.1% | Added |
| Philip James Wealth Mangement, LLC | 884 | $244.3K | 0.03% | +1+0.1% | Added |
| Mendel Money Management | 887 | $245.1K | 0.11% | 00.0% | Unchanged |
| Novem Group | 887 | $245.1K | 0.04% | +887 | New |
| Northeast Planning Associates, Inc. | 889 | $245.6K | 0.25% | +889 | New |
| Founders Financial Alliance, LLC | 891 | $246.1K | 0.07% | +11+1.3% | Added |
| CoreCap Advisors, LLC | 893 | $246.8K | 0.01% | −113−11.2% | Reduced |
| Ancora Advisors, LLC | 895 | $247.3K | 0.01% | +120+15.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 897 | $247.8K | 0.18% | +897 | New |
| Genesis Private Wealth, LLC | 897 | $247.8K | 0.14% | +897 | New |
| Invst, LLC | 897 | $247.9K | 0.03% | −18−2.0% | Reduced |
| Aua Capital Management, LLC | 900 | $248.7K | 0.16% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 900 | $248.7K | 0.00% | +160+21.6% | Added |
| CWS Financial Advisors, LLC | 901 | $248.9K | 0.08% | +901 | New |
| Seed Wealth Management, Inc. | 905 | $250.1K | 0.20% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 907 | $250.6K | 0.03% | +7+0.8% | Added |
| First Command Advisory Services, Inc. | 907 | $250.6K | 0.00% | +446+96.7% | Added |
| Trilogy Capital Inc. | 913 | $252.3K | 0.01% | −33−3.5% | Reduced |
| Kornitzer Capital Management Inc | 914 | $252.5K | 0.00% | +114+14.2% | Added |
| Visionary Wealth Advisors | 915 | $252.8K | 0.01% | −19−2.0% | Reduced |
| Leo Wealth, LLC | 915 | $252.9K | 0.02% | +9+1.0% | Added |
| Essex LLC | 916 | $253.1K | 0.05% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 943 | $253.1K | 0.03% | +18+1.9% | Added |
| Mill Creek Capital Advisors, LLC | 918 | $253.6K | 0.01% | −92−9.1% | Reduced |
| Southeast Asset Advisors Inc. | 918 | $253.6K | 0.03% | +132+16.8% | Added |
| May Hill Capital, LLC | 919 | $253.9K | 0.10% | +919 | New |