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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 1,910 | $527.7K | 0.32% | +1,910 | New |
| DAGCO, Inc. | 1,913 | $528.6K | 0.18% | +118+6.6% | Added |
| Grimes & Company, Inc. | 1,923 | $531.2K | 0.02% | +56+3.0% | Added |
| State of Wyoming | 1,925 | $531.9K | 0.07% | +1,692+726.2% | Added |
| Liberty Square Wealth Partners LLC | 2,019 | $534.1K | 0.19% | +2,019 | New |
| Rothschild Investment LLC | 1,937 | $535.2K | 0.04% | −28−1.4% | Reduced |
| Brighton Jones LLC | 1,945 | $537.4K | 0.02% | +221+12.8% | Added |
| Bridgefront Capital, LLC | 1,946 | $537.7K | 0.18% | +1,946 | New |
| Challenger Wealth Management | 1,952 | $539.4K | 0.46% | +1,952 | New |
| Baker Ellis Asset Management LLC | 1,959 | $541.3K | 0.08% | +25+1.3% | Added |
| 180 Wealth Advisors, LLC | 1,960 | $541.6K | 0.08% | +1,960 | New |
| AlTi Global, Inc. | 1,963 | $543.7K | 0.01% | +7+0.4% | Added |
| Dearborn Partners LLC | 1,968 | $543.9K | 0.02% | +169+9.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,982 | $547.6K | 0.01% | +614+44.9% | Added |
| ICONIQ Capital, LLC | 1,982 | $547.6K | 0.01% | +1,010+103.9% | Added |
| Centiva Capital, LP | 1,992 | $550.4K | 0.02% | −24,781−92.6% | Reduced |
| Chicago Partners Investment Group LLC | 2,078 | $554.0K | 0.02% | +60+3.0% | Added |
| Sentinel Trust Co Lba | 2,009 | $555.0K | 0.06% | +295+17.2% | Added |
| Cetera Trust Company, N.A | 2,010 | $555.4K | 0.36% | −20−1.0% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $561.7K | 0.19% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,042 | $564.2K | 0.03% | −616−23.2% | Reduced |
| BSW Wealth Partners | 2,043 | $564.5K | 0.08% | −94−4.4% | Reduced |
| Strategic Financial Services, Inc, | 2,050 | $566.4K | 0.03% | +150+7.9% | Added |
| Bolthouse Investments, LLC | 2,050 | $566.4K | 0.52% | +2,050 | New |
| Mutual Advisors, LLC | 2,071 | $566.6K | 0.02% | +421+25.5% | Added |
| Mayflower Financial Advisors, LLC | 2,051 | $566.7K | 0.08% | −63−3.0% | Reduced |
| Cyrus J. Lawrence, LLC | 2,053 | $567.0K | 0.11% | +47+2.3% | Added |
| Gen-Wealth Partners Inc | 2,059 | $568.8K | 0.24% | −48−2.3% | Reduced |
| Sandy Cove Advisors, LLC | 2,070 | $572.0K | 0.22% | +130+6.7% | Added |
| E&G Advisors, LP | 2,080 | $574.7K | 0.16% | −200−8.8% | Reduced |
| Cookson Peirce & Co Inc | 2,084 | $575.8K | 0.03% | −39−1.8% | Reduced |
| FineMark National Bank & Trust | 2,093 | $578.3K | 0.02% | −128−5.8% | Reduced |
| YANKCOM Partnership | 2,095 | $578.8K | 0.31% | +2,095 | New |
| Patrick M Sweeney & Associates, Inc | 2,099 | $579.9K | 0.43% | +100+5.0% | Added |
| Advisor OS, LLC | 2,103 | $581.1K | 0.07% | +1,371+187.3% | Added |
| Beach Investment Counsel Inc | 2,105 | $582.0K | 0.08% | −921−30.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,102 | $582.7K | 0.02% | +23+1.1% | Added |
| Washburn Capital Management, Inc. | 2,110 | $583.0K | 0.36% | +2,110 | New |
| Belpointe Asset Management LLC | 2,062 | $586.0K | 0.04% | +143+7.5% | Added |
| Independent Financial Group, LLC | 2,121 | $586.0K | 0.02% | +1,049+97.9% | Added |
| Modera Wealth Management, LLC | 2,123 | $586.6K | 0.01% | +308+17.0% | Added |
| Tyche Wealth Partners LLC | 2,128 | $587.9K | 0.12% | +695+48.5% | Added |
| Foundation Resource Management Inc | 2,129 | $588.2K | 0.10% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $589.1K | 0.33% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,137 | $590.5K | 0.08% | −362−14.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,143 | $592.1K | 0.40% | +239+12.6% | Added |
| Independence Bank of Kentucky | 2,157 | $596.0K | 0.09% | −75−3.4% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 2,163 | $597.6K | 0.22% | +2,163 | New |
| Financial & Tax Architects, LLC | 2,163 | $597.7K | 0.15% | +192+9.7% | Added |
| Alta Advisers Ltd | 1,816 | $602.2K | 0.38% | +716+65.1% | Added |
| Encompass Wealth Advisors, LLC | 2,205 | $609.2K | 0.25% | −662−23.1% | Reduced |
| Gsa Capital Partners LLP | 2,213 | $611.0K | 0.05% | +2,213 | New |
| G&S Capital LLC | 2,213 | $611.5K | 0.25% | +21+1.0% | Added |
| Hodges Capital Management Inc. | 1,267 | $612.0K | 0.04% | −143−10.1% | Reduced |
| Capstone Investment Advisors, LLC | 2,217 | $612.6K | 0.01% | +1,144+106.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 2,220 | $613.4K | 0.15% | +170+8.3% | Added |
| StrongBox Wealth, LLC | 2,221 | $613.7K | 0.26% | −33−1.5% | Reduced |
| Bell Bank | 2,235 | $617.5K | 0.05% | +201+9.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,237 | $618.1K | 0.07% | −8−0.4% | Reduced |
| First City Capital Management, Inc. | 2,238 | $618.4K | 0.33% | −10−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,248 | $621.2K | 0.03% | +312+16.1% | Added |
| Impact Partnership Wealth, LLC | 2,255 | $623.1K | 0.13% | +2,255 | New |
| Essex Savings Bank | 2,264 | $625.5K | 0.15% | −26−1.1% | Reduced |
| Cardiff Park Advisors, LLC | 2,272 | $627.7K | 0.06% | +506+28.7% | Added |
| Cidel Asset Management Inc | 2,273 | $628.0K | 0.04% | −134−5.6% | Reduced |
| Farrell Financial LLC | 2,281 | $630.2K | 0.45% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,289 | $632.4K | 0.03% | +215+10.4% | Added |
| Thompson Siegel & Walmsley LLC | 2,299 | $635.0K | 0.01% | −72−3.0% | Reduced |
| Means Investment Co., Inc. | 2,301 | $635.7K | 0.07% | +10.0% | Added |
| Coign Capital Advisors LLC | 2,301 | $635.8K | 0.59% | +2,301 | New |
| PFG Investments, LLC | 2,311 | $638.7K | 0.04% | −58−2.4% | Reduced |
| Modern Wealth Management, LLC | 2,321 | $641.0K | 0.02% | +471+25.5% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,322 | $641.6K | 0.68% | +5+0.2% | Added |
| Waldron Private Wealth LLC | 2,330 | $645.9K | 0.03% | −599−20.5% | Reduced |
| Mairs & Power Inc | 2,343 | $647.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,348 | $648.6K | 0.04% | +99+4.4% | Added |
| Sky Investment Group LLC | 2,356 | $651.0K | 0.12% | +95+4.2% | Added |
| Leavell Investment Management, Inc. | 2,362 | $654.8K | 0.03% | +35+1.5% | Added |
| Trust Co of Toledo NA | 2,370 | $654.8K | 0.09% | +28+1.2% | Added |
| CWA Asset Management Group, LLC | 2,378 | $657.0K | 0.03% | +17+0.7% | Added |
| Pacitti Group Inc. | 2,387 | $659.4K | 0.31% | +31+1.3% | Added |
| Icon Wealth Advisors, LLC | 2,399 | $662.8K | 0.05% | 00.0% | Unchanged |
| Somerville Kurt F | 2,400 | $663.1K | 0.11% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 2,402 | $663.7K | 0.14% | +246+11.4% | Added |
| Two Sigma Advisers, LP | 2,413 | $666.7K | 0.00% | +1,100+83.8% | Added |
| Net Worth Advisory Group | 2,414 | $667.0K | 0.20% | +6+0.2% | Added |
| W.H. Cornerstone Investments Inc. | 2,421 | $668.9K | 0.45% | −1,369−36.1% | Reduced |
| Sage Investment Counsel LLC | 2,426 | $670.3K | 0.87% | +2,426 | New |
| Venturi Wealth Management, LLC | 2,427 | $670.7K | 0.03% | +490+25.3% | Added |
| Keel Point, LLC | 2,430 | $671.5K | 0.05% | +172+7.6% | Added |
| Burford Brothers, Inc. | 2,431 | $671.7K | 0.33% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 2,338 | $674.2K | 0.22% | −63−2.6% | Reduced |
| RFG Advisory, LLC | 2,442 | $674.8K | 0.02% | +1,287+111.4% | Added |
| Shelton Capital Management | 2,461 | $680.0K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,467 | $681.6K | 0.05% | +42+1.7% | Added |
| InTrack Investment Management Inc | 2,568 | $681.9K | 0.48% | +461+21.9% | Added |
| PDS Planning, Inc | 2,473 | $683.3K | 0.06% | +66+2.7% | Added |
| Goldstein Advisors, LLC | 2,477 | $684.4K | 0.10% | +2+0.1% | Added |
| Knollwood Investment Advisory, LLC | 2,500 | $690.8K | 0.07% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 2,524 | $697.4K | 0.23% | +74+3.0% | Added |