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 |
|---|---|---|---|---|---|
| BankPlus Trust Department | 1,152 | $318.3K | 0.10% | +1,152 | New |
| Sivia Capital Partners, LLC | 1,158 | $320.0K | 0.16% | +11+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,165 | $321.9K | 0.01% | +25+2.2% | Added |
| Smith Shellnut Wilson LLC | 1,171 | $323.5K | 0.14% | −34−2.8% | Reduced |
| Reliant Investment Partners, LLC | 1,175 | $324.7K | 0.29% | +1,175 | New |
| Advyzon Investment Management, LLC | 1,176 | $324.9K | 0.13% | +1,176 | New |
| Fundamentun, LLC | 1,183 | $327.0K | 0.02% | +3+0.3% | Added |
| Appleton Partners Inc | 1,184 | $327.0K | 0.02% | −78−6.2% | Reduced |
| Cascades Capital Asset Management, LLC | 1,184 | $327.1K | 0.17% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,186 | $327.7K | 0.04% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 1,188 | $328.2K | 0.28% | +1,188 | New |
| Fukoku Mutual Life Insurance Co | 1,192 | $329.4K | 0.02% | −446−27.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,196 | $330.4K | 0.11% | +1,196 | New |
| J.Safra Asset Management Corp | 1,207 | $332.4K | 0.03% | +370+44.2% | Added |
| Discipline Wealth Solutions, LLC | 1,206 | $333.2K | 0.15% | 00.0% | Unchanged |
| Moment Partners, LLC | 1,206 | $333.2K | 0.06% | +1,206 | New |
| Burke & Herbert Bank & Trust Co | 1,208 | $333.8K | 0.08% | 00.0% | Unchanged |
| Family Management Corp | 1,211 | $334.6K | 0.05% | −202−14.3% | Reduced |
| Legacy Advisors, LLC | 1,213 | $336.2K | 0.03% | +31+2.6% | Added |
| Bennett Associates Wealth Management | 1,217 | $336.3K | 0.28% | −41−3.3% | Reduced |
| Elgethun Capital Management | 1,219 | $336.8K | 0.08% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $337.1K | 0.06% | −48−3.8% | Reduced |
| Broadwater Capital Management LLC | 1,220 | $337.1K | 0.26% | −10−0.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,220 | $337.1K | 0.25% | −90−6.9% | Reduced |
| Park Edge Advisors, LLC | 1,224 | $338.2K | 0.10% | 00.0% | Unchanged |
| Farmers National Bank | 1,229 | $339.6K | 0.10% | +1,229 | New |
| Carret Asset Management, LLC | 1,231 | $340.1K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,236 | $341.5K | 0.04% | +151+13.9% | Added |
| StoneX Group Inc. | 1,236 | $342.0K | 0.02% | +364+41.7% | Added |
| Sym Financial Corp | 1,238 | $342.1K | 0.04% | +192+18.4% | Added |
| Napatree Capital LLC | 1,240 | $342.6K | 0.20% | +100+8.8% | Added |
| Arlington Trust Co LLC | 1,243 | $343.4K | 0.07% | +335+36.9% | Added |
| KPP Advisory Services LLC | 1,249 | $345.1K | 0.08% | −25−2.0% | Reduced |
| Wynn Capital, LLC | 1,251 | $345.7K | 0.22% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,264 | $349.1K | 0.04% | −194−13.3% | Reduced |
| Wealth Effects LLC | 1,271 | $351.1K | 0.12% | −99−7.2% | Reduced |
| SFMG, LLC | 1,273 | $351.6K | 0.03% | −408−24.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,275 | $352.2K | 0.19% | −130−9.3% | Reduced |
| Sterling Capital Management LLC | 1,279 | $353.4K | 0.00% | −621−32.7% | Reduced |
| Bollard Group LLC | 1,290 | $356.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 1,293 | $357.3K | 0.20% | +75+6.2% | Added |
| Sage Financial Management Group, Inc. | 1,300 | $359.0K | 0.13% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,302 | $359.7K | 0.09% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,185 | $361.5K | 0.00% | +1,185 | New |
| Renaissance Group LLC | 1,310 | $362.0K | 0.02% | −19−1.4% | Reduced |
| Strategic Advisors LLC | 1,314 | $363.1K | 0.07% | +36+2.8% | Added |
| Green Harvest Asset Management LLC | 1,316 | $363.7K | 0.01% | +450+52.0% | Added |
| Drive Wealth Management, LLC | 1,317 | $365.1K | 0.09% | +79+6.4% | Added |
| Strategy Asset Managers LLC | 1,324 | $365.8K | 0.07% | +4+0.3% | Added |
| RMR Capital Management, LLC | 1,325 | $366.1K | 0.27% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,328 | $366.8K | 0.01% | +72+5.7% | Added |
| Goelzer Investment Management, Inc. | 1,340 | $370.2K | 0.02% | +126+10.4% | Added |
| Taika Capital, LP | 1,340 | $370.2K | 0.28% | +1,340 | New |
| Phillips Wealth Planners LLC | 1,440 | $371.1K | 0.37% | +58+4.2% | Added |
| Summit Global Investments | 1,347 | $372.0K | 0.02% | −100−6.9% | Reduced |
| Brookstone Capital Management | 1,352 | $373.5K | 0.01% | +91+7.2% | Added |
| LaSalle St. Investment Advisors, LLC | 1,356 | $374.0K | 0.12% | +18+1.3% | Added |
| Soltis Investment Advisors LLC | 1,358 | $375.1K | 0.03% | +95+7.5% | Added |
| Robertson Stephens Wealth Management, LLC | 1,354 | $375.3K | 0.01% | +15+1.1% | Added |
| Interchange Capital Partners, LLC | 1,359 | $375.5K | 0.14% | +76+5.9% | Added |
| Quotient Wealth Partners, LLC | 1,363 | $376.6K | 0.01% | +197+16.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,371 | $378.9K | 0.06% | +600+77.8% | Added |
| Burling Wealth Partners, LLC | 1,375 | $379.9K | 0.08% | +1,375 | New |
| Carson Advisory Inc. | 1,380 | $381.3K | 0.27% | −20−1.4% | Reduced |
| Tandem Wealth Advisors LLC | 1,382 | $381.8K | 0.19% | +40+3.0% | Added |
| Councilmark Asset Management, LLC | 1,387 | $383.2K | 0.26% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,390 | $384.0K | 0.36% | +145+11.6% | Added |
| Sicart Associates LLC | 1,390 | $385.3K | 0.14% | −120−7.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,399 | $386.5K | 0.25% | −9,246−86.9% | Reduced |
| Gardner Lewis Asset Management L P | 1,400 | $386.8K | 0.10% | +1,400 | New |
| Board of the Pension Protection Fund | 1,400 | $386.8K | 0.45% | +1,400 | New |
| Northern Financial Advisors Inc | 1,401 | $387.1K | 0.31% | −86−5.8% | Reduced |
| Firethorn Wealth Partners, LLC | 1,401 | $387.1K | 0.19% | +58+4.3% | Added |
| Delta Financial Group, Inc. | 1,405 | $388.0K | 0.09% | +112+8.7% | Added |
| Univest Financial Corp | 1,405 | $388.2K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,408 | $389.0K | 0.07% | +142+11.2% | Added |
| Cornerstone Advisory, LLC | 1,474 | $389.8K | 0.04% | +187+14.5% | Added |
| Prestige Wealth Management Group LLC | 1,407 | $390.1K | 0.08% | +15+1.1% | Added |
| Rainier Family Wealth Inc | 1,412 | $390.1K | 0.47% | +1,412 | New |
| David Loasby | 1,514 | $390.2K | 0.04% | −66−4.2% | Reduced |
| Wintrust Investments LLC | 1,427 | $394.0K | 0.35% | −73−4.9% | Reduced |
| Invesco, LLC | 1,439 | $397.6K | 0.16% | −34−2.3% | Reduced |
| Courier Capital LLC | 1,444 | $399.0K | 0.03% | 00.0% | Unchanged |
| Weik Capital Management | 1,445 | $399.3K | 0.16% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,446 | $400.0K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,448 | $400.0K | 0.03% | +5+0.3% | Added |
| L2 Asset Management, LLC | 1,451 | $400.9K | 0.09% | −156−9.7% | Reduced |
| Florida Financial Advisors, LLC | 1,457 | $402.7K | 0.18% | +4+0.3% | Added |
| Americana Partners, LLC | 1,470 | $406.2K | 0.02% | −4−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,480 | $408.9K | 0.07% | 00.0% | Unchanged |
| Vicus Capital | 1,480 | $409.1K | 0.04% | +21+1.4% | Added |
| Sawgrass Asset Management LLC | 1,487 | $410.9K | 0.05% | −69−4.4% | Reduced |
| Clearview Wealth Advisors LLC | 1,487 | $410.9K | 0.31% | −15−1.0% | Reduced |
| Empower Advisory Group, LLC | 1,488 | $411.1K | 0.00% | +224+17.7% | Added |
| Fosun International Ltd | 1,491 | $412.0K | 0.13% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,501 | $414.7K | 0.20% | −34−2.2% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $415.8K | 0.31% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,508 | $416.7K | 0.16% | −71−4.5% | Reduced |
| RBA Wealth Management, LLC | 1,515 | $418.7K | 0.16% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,521 | $420.3K | 0.12% | 00.0% | Unchanged |