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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 1,523 | $420.8K | 0.04% | +520+51.8% | Added |
| Alerus Financial NA | 1,525 | $421.4K | 0.03% | −178−10.5% | Reduced |
| Gries Financial LLC | 1,526 | $421.6K | 0.07% | +405+36.1% | Added |
| Sentry Investment Management LLC | 1,529 | $422.0K | 0.20% | −249−14.0% | Reduced |
| World Equity Group, Inc. | 1,540 | $425.5K | 0.09% | +1,540 | New |
| Callan Capital, LLC | 1,541 | $425.8K | 0.03% | +196+14.6% | Added |
| Avidian Wealth Solutions, LLC | 1,542 | $426.0K | 0.02% | +23+1.5% | Added |
| Advisory Alpha, LLC | 1,542 | $426.1K | 0.02% | −29−1.8% | Reduced |
| Heron Bay Capital Management | 1,545 | $426.9K | 0.09% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,553 | $429.0K | 0.00% | +79+5.4% | Added |
| Earnest Partners LLC | 1,553 | $429.1K | 0.00% | −62−3.8% | Reduced |
| IFC Advisors LLC | 1,554 | $429.4K | 0.09% | +1,554 | New |
| Voya Financial Advisors, Inc. | 1,560 | $429.6K | 0.05% | +24+1.6% | Added |
| Angeles Investment Advisors, LLC | 1,554 | $430.7K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,561 | $431.3K | 0.01% | −41−2.6% | Reduced |
| Broyhill Asset Management | 1,570 | $433.8K | 0.38% | +1,570 | New |
| Marex Group plc | 1,580 | $436.6K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,585 | $437.9K | 0.14% | +1,585 | New |
| Atlanta Consulting Group Advisors, LLC | 1,589 | $439.0K | 0.16% | −105−6.2% | Reduced |
| FLC Capital Advisors | 1,591 | $439.6K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,596 | $440.9K | 0.24% | +159+11.1% | Added |
| Eagle Bluffs Wealth Management LLC | 1,609 | $444.6K | 0.24% | +2+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 1,617 | $447.0K | 0.13% | +1+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 1,628 | $449.8K | 0.03% | −7,101−81.3% | Reduced |
| Copley Financial Group, Inc. | 1,629 | $450.1K | 0.34% | −3−0.2% | Reduced |
| Sage Private Wealth Group, LLC | 1,633 | $451.5K | 0.34% | −96−5.6% | Reduced |
| Sawyer & Company, Inc | 1,639 | $453.0K | 0.17% | −37−2.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,641 | $453.4K | 0.03% | −8,393−83.6% | Reduced |
| Gateway Investment Advisers LLC | 1,641 | $453.4K | 0.01% | −146−8.2% | Reduced |
| Bank of New Hampshire | 1,642 | $453.7K | 0.12% | +65+4.1% | Added |
| Group One Trading, L.P. | 1,648 | $455.3K | 0.02% | −980−37.3% | Reduced |
| Angeles Wealth Management, LLC | 1,649 | $455.6K | 0.04% | +415+33.6% | Added |
| AdvisorShares Investments LLC | 1,650 | $455.9K | 0.09% | +1,650 | New |
| First County Bank | 1,650 | $455.9K | 0.25% | −142−7.9% | Reduced |
| Foundations Investment Advisors, LLC | 1,651 | $456.1K | 0.01% | +200+13.8% | Added |
| Aquatic Capital Management LLC | 1,652 | $456.4K | 0.01% | +1,652 | New |
| Cutter & CO Brokerage, Inc. | 1,660 | $458.8K | 0.11% | +75+4.7% | Added |
| MFA Wealth Services | 1,669 | $461.2K | 0.37% | +1,669 | New |
| Evermay Wealth Management LLC | 1,672 | $462.7K | 0.07% | +33+2.0% | Added |
| Associated Banc-Corp | 1,675 | $462.8K | 0.01% | −50−2.9% | Reduced |
| Brown Financial Advisors | 1,677 | $463.4K | 0.19% | +43+2.6% | Added |
| Resonant Capital Advisors, LLC | 1,676 | $464.6K | 0.03% | +50+3.1% | Added |
| Tributary Capital Management, LLC | 1,685 | $465.6K | 0.04% | −65−3.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,686 | $465.8K | 0.04% | −60−3.4% | Reduced |
| Ironwood Investment Counsel, LLC | 1,689 | $466.7K | 0.08% | −32−1.9% | Reduced |
| Berkeley Capital Partners, LLC | 1,705 | $471.1K | 0.13% | 00.0% | Unchanged |
| Trust Point Inc. | 1,707 | $471.6K | 0.03% | +32+1.9% | Added |
| Hudson Valley Investment Advisors Inc | 1,720 | $475.5K | 0.05% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,735 | $479.4K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,735 | $479.4K | 0.17% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,737 | $479.9K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 1,741 | $481.0K | 0.03% | +529+43.6% | Added |
| Simon Quick Advisors, LLC | 1,741 | $481.0K | 0.03% | +174+11.1% | Added |
| Ellevest, Inc. | 1,747 | $482.7K | 0.03% | −447−20.4% | Reduced |
| Okabena Investment Services Inc | 1,747 | $482.7K | 0.13% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,750 | $483.5K | 0.26% | 00.0% | Unchanged |
| MJP Associates Inc | 1,750 | $483.6K | 0.09% | +1,750 | New |
| Harbour Investments, Inc. | 1,756 | $485.2K | 0.01% | −327−15.7% | Reduced |
| MONECO Advisors, LLC | 1,757 | $485.5K | 0.05% | +386+28.2% | Added |
| BlackDiamond Wealth Management Inc. | 1,761 | $486.6K | 0.28% | −103−5.5% | Reduced |
| Manchester Capital Management LLC | 1,765 | $487.7K | 0.06% | −2−0.1% | Reduced |
| Global X Japan Co., Ltd. | 1,770 | $489.1K | 0.06% | +148+9.1% | Added |
| TKG Advisors, LLC | 1,834 | $489.2K | 0.23% | +56+3.1% | Added |
| Pointe Capital Management LLC | 1,773 | $489.9K | 0.28% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,773 | $489.9K | 0.10% | −52−2.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,777 | $491.0K | 0.07% | −1,167−39.6% | Reduced |
| Atlantic Trust, LLC | 1,780 | $491.8K | 0.11% | +1,700+2,125.0% | Added |
| Eqis Capital Management, Inc. | 1,782 | $492.2K | 0.04% | −1,809−50.4% | Reduced |
| Promethium Advisors,llc | 1,782 | $492.4K | 0.34% | −48−2.6% | Reduced |
| Aaron Wealth Advisors | 1,784 | $492.9K | 0.06% | −16−0.9% | Reduced |
| USA Financial Portformulas Corp | 1,786 | $493.5K | 0.08% | −644−26.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,800 | $497.4K | 0.04% | −602−25.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,804 | $498.4K | 0.04% | −1,602−47.0% | Reduced |
| Delta Investment Management, LLC | 1,809 | $499.9K | 0.10% | +58+3.3% | Added |
| ASB Consultores, LLC | 1,814 | $501.2K | 0.21% | −85−4.5% | Reduced |
| Money Concepts Capital Corp | 1,814 | $501.2K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,815 | $501.5K | 0.07% | +77+4.4% | Added |
| Evoke Wealth, LLC | 1,810 | $501.6K | 0.01% | +72+4.1% | Added |
| Oak Harvest Investment Services | 1,819 | $502.6K | 0.07% | +1,819 | New |
| Stamos Capital Partners, L.P. | 1,820 | $502.9K | 0.12% | +1,820 | New |
| Stonebridge Capital Management Inc | 1,826 | $505.0K | 0.21% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,832 | $506.2K | 0.38% | −1,827−49.9% | Reduced |
| Pflug Koory, LLC | 1,832 | $506.2K | 0.26% | +288+18.7% | Added |
| Linscomb & Williams, Inc. | 1,846 | $510.1K | 0.03% | −34−1.8% | Reduced |
| Geller Advisors LLC | 1,851 | $513.1K | 0.03% | −70−3.6% | Reduced |
| Hemenway Trust Co LLC | 1,860 | $513.9K | 0.04% | −40−2.1% | Reduced |
| Hara Capital LLC | 1,862 | $514.5K | 0.33% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,865 | $515.4K | 0.26% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,875 | $518.1K | 0.04% | +267+16.6% | Added |
| Congress Wealth Management LLC | 1,876 | $518.3K | 0.01% | +144+8.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,876 | $518.4K | 0.04% | +46+2.5% | Added |
| Catalyst Financial Partners LLC | 1,878 | $518.9K | 0.10% | +58+3.2% | Added |
| Country Club Bank | 1,885 | $519.1K | 0.03% | +415+28.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,873 | $519.2K | 0.04% | +496+36.0% | Added |
| Baron Wealth Management LLC | 1,883 | $520.3K | 0.24% | −58−3.0% | Reduced |
| AdvisorNet Financial, Inc | 1,883 | $520.3K | 0.04% | −17−0.9% | Reduced |
| Lansing Street Advisors | 1,889 | $521.9K | 0.18% | +769+68.7% | Added |
| Strategic Wealth Partners, Ltd. | 1,951 | $522.5K | 0.04% | −59−2.9% | Reduced |
| Rede Wealth, LLC | 1,900 | $525.0K | 0.20% | +37+2.0% | Added |
| Shore Point Advisors, LLC | 1,908 | $527.4K | 0.28% | +99+5.5% | Added |