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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 919 | $254.0K | 0.01% | +7+0.8% | Added |
| CVA Family Office, LLC | 921 | $254.5K | 0.04% | +48+5.5% | Added |
| BlueChip Wealth Advisors LLC | 921 | $254.5K | 0.14% | +119+14.8% | Added |
| WoodTrust Financial Corp | 924 | $255.0K | 0.04% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 974 | $255.0K | 0.25% | +974 | New |
| Hendley & Co Inc | 925 | $256.0K | 0.09% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 928 | $256.4K | 0.01% | +928 | New |
| Diligent Investors, LLC | 931 | $257.2K | 0.06% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 937 | $259.0K | 0.05% | +3+0.3% | Added |
| ORG Partners LLC | 941 | $260.2K | 0.04% | −28−2.9% | Reduced |
| Harrington Investments, INC | 943 | $260.6K | 0.14% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 943 | $260.6K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 943 | $260.6K | 0.10% | +943 | New |
| Moss Adams Wealth Advisors LLC | 942 | $261.1K | 0.03% | +96+11.3% | Added |
| Quent Capital, LLC | 945 | $261.2K | 0.03% | +4+0.4% | Added |
| Heritage Wealth Advisors | 947 | $261.8K | 0.01% | −151−13.8% | Reduced |
| Forte Capital LLC | 948 | $261.9K | 0.03% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 964 | $261.9K | 0.17% | +53+5.8% | Added |
| TCI Wealth Advisors, Inc. | 950 | $262.5K | 0.02% | −116−10.9% | Reduced |
| Aigen Investment Management, LP | 950 | $262.5K | 0.05% | +950 | New |
| Sunbelt Securities, Inc. | 955 | $263.0K | 0.02% | +843+752.7% | Added |
| Verum Partners LLC | 953 | $263.2K | 0.08% | +13+1.4% | Added |
| Planned Solutions, Inc. | 953 | $263.3K | 0.11% | +60+6.7% | Added |
| Somerset Group LLC | 954 | $263.6K | 0.24% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 955 | $264.0K | 0.08% | −86−8.3% | Reduced |
| McIlrath & Eck, LLC | 956 | $264.1K | 0.03% | 00.0% | Unchanged |
| Abel Hall, LLC | 958 | $264.8K | 0.17% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 964 | $266.4K | 0.04% | +964 | New |
| Optas, LLC | 964 | $266.4K | 0.06% | +1+0.1% | Added |
| LaFleur & Godfrey LLC | 968 | $267.5K | 0.04% | 00.0% | Unchanged |
| Renasant Bank | 970 | $268.0K | 0.17% | +100+11.5% | Added |
| Savvy Advisors, Inc. | 970 | $268.1K | 0.03% | −1,530−61.2% | Reduced |
| Journey Strategic Wealth LLC | 971 | $268.3K | 0.01% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 977 | $268.8K | 0.25% | −443−31.2% | Reduced |
| Womack Financial LLC | 973 | $268.8K | 0.24% | +973 | New |
| M.E. Allison & Co., Inc. | 978 | $270.2K | 0.30% | +978 | New |
| TAGStone Capital, Inc. | 980 | $272.0K | 0.13% | +5+0.5% | Added |
| Wayfinding Financial, LLC | 982 | $272.0K | 0.15% | +982 | New |
| Sapient Capital LLC | 985 | $273.1K | 0.01% | −81−7.6% | Reduced |
| Kensington Investment Counsel, LLC | 990 | $273.5K | 0.11% | −653−39.7% | Reduced |
| Capital Investment Advisory Services, LLC | 990 | $273.5K | 0.03% | +71+7.7% | Added |
| Integrated Advisors Network LLC | 994 | $274.6K | 0.01% | +14+1.4% | Added |
| Onefund, LLC | 996 | $275.2K | 0.26% | +8+0.8% | Added |
| Naviter Wealth, LLC | 994 | $275.5K | 0.03% | +994 | New |
| Crescent Sterling, Ltd. | 998 | $275.7K | 0.28% | +140+16.3% | Added |
| HBC Financial Services, PLLC | 1,000 | $276.0K | 0.17% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 999 | $276.0K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $276.3K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,000 | $276.3K | 0.14% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,002 | $276.9K | 0.06% | −7−0.7% | Reduced |
| Atwater Malick LLC | 1,010 | $279.1K | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,011 | $279.5K | 0.07% | +1+0.1% | Added |
| Cascade Financial Partners, LLC | 1,018 | $281.3K | 0.04% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,020 | $281.8K | 0.05% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,021 | $282.1K | 0.22% | +210+25.9% | Added |
| Trust Co | 1,023 | $282.7K | 0.03% | +235+29.8% | Added |
| First Financial Bank - Trust Division | 1,026 | $283.5K | 0.03% | +37+3.7% | Added |
| Parthenon LLC | 1,027 | $283.8K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,032 | $285.1K | 0.18% | −85−7.6% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 1,032 | $285.1K | 0.00% | +1,032 | New |
| Real Talk Capital, LLC | – | $286.4K | 0.38% | – | New |
| VeraBank, N.A. | 1,039 | $287.1K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,041 | $287.6K | 0.01% | −113−9.8% | Reduced |
| IMZ Advisory Inc | 1,042 | $288.0K | 0.13% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,043 | $288.2K | 0.27% | +1,043 | New |
| MCF Advisors LLC | 1,040 | $288.3K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,045 | $288.6K | 0.02% | +57+5.8% | Added |
| New England Professional Planning Group Inc. | 1,047 | $289.3K | 0.14% | +29+2.8% | Added |
| Front Row Advisors LLC | 1,046 | $290.0K | 0.10% | −3−0.3% | Reduced |
| Guardian Wealth Advisors, LLC | 1,051 | $290.4K | 0.02% | +113+12.0% | Added |
| Affinity Wealth Management LLC | 1,057 | $292.0K | 0.05% | +3+0.3% | Added |
| Westbourne Investments, Inc. | 1,058 | $292.3K | 0.17% | +1,058 | New |
| American National Bank | 1,061 | $293.2K | 0.03% | +400+60.5% | Added |
| Clarus Group, Inc. | 1,065 | $294.3K | 0.10% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,068 | $295.0K | 0.02% | +370+53.0% | Added |
| Cypress Capital Group | 1,069 | $295.4K | 0.04% | −149−12.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,075 | $297.0K | 0.05% | +1,075 | New |
| HTLF Bank | 1,076 | $297.3K | 0.03% | −121−10.1% | Reduced |
| Breakwater Capital Group | 1,078 | $297.9K | 0.06% | −5−0.5% | Reduced |
| Advus Financial Partners, LLC | 1,082 | $299.0K | 0.08% | +77+7.7% | Added |
| Edgestream Partners, L.P. | 1,088 | $300.6K | 0.01% | +1,088 | New |
| Olistico Wealth, LLC | 1,089 | $300.9K | 0.17% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,093 | $302.0K | 0.12% | +30+2.8% | Added |
| Colonial River Wealth Management, LLC | 1,093 | $302.0K | 0.15% | +216+24.6% | Added |
| Reynders McVeigh Capital Management, LLC | 1,094 | $302.0K | 0.02% | +30+2.8% | Added |
| Nicholas Hoffman & Company, LLC. | 1,095 | $302.5K | 0.01% | −200−15.4% | Reduced |
| Cove Private Wealth, LLC | 1,100 | $303.9K | 0.18% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 1,108 | $306.1K | 0.20% | +1,108 | New |
| Jump Financial, LLC | 1,115 | $308.1K | 0.01% | −22,793−95.3% | Reduced |
| WMS Partners, LLC | 1,115 | $308.1K | 0.02% | +1,115 | New |
| Versor Investments LP | 1,117 | $308.6K | 0.05% | +1,117 | New |
| Optimize Financial Inc | 1,118 | $308.9K | 0.23% | +1,118 | New |
| McLean Asset Management Corp | 1,119 | $309.2K | 0.09% | +111+11.0% | Added |
| Equitable Trust Co | 1,124 | $310.6K | 0.02% | +126+12.6% | Added |
| BLB&B Advisors, LLC | 1,128 | $311.7K | 0.02% | −241−17.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,126 | $312.0K | 0.03% | +187+19.9% | Added |
| Baker Avenue Asset Management, LP | 1,140 | $315.0K | 0.01% | −68−5.6% | Reduced |
| Sargent Investment Group, LLC | 1,204 | $315.2K | 0.05% | +58+5.1% | Added |
| Duncker Streett & Co Inc | 1,142 | $315.5K | 0.06% | +150+15.1% | Added |
| Cromwell Holdings LLC | 1,146 | $316.6K | 0.18% | 00.0% | Unchanged |