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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 2,525 | $697.7K | 0.52% | +55+2.2% | Added |
| Clarius Group, LLC | 2,539 | $701.5K | 0.05% | +26+1.0% | Added |
| FSM Wealth Advisors, LLC | 2,567 | $702.3K | 0.17% | −61−2.3% | Reduced |
| Baader Bank INC | 2,550 | $704.6K | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,555 | $705.9K | 0.05% | −400−13.5% | Reduced |
| Boston Financial Mangement LLC | 2,555 | $705.9K | 0.02% | +439+20.7% | Added |
| Apexium Financial, LP | 2,555 | $708.1K | 0.04% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,708 | $708.8K | 0.71% | −40−1.5% | Reduced |
| Peddock Capital Advisors, LLC | 2,572 | $710.6K | 0.17% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,573 | $710.9K | 0.42% | −45−1.7% | Reduced |
| Everett Harris & Co | 2,579 | $712.6K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,594 | $716.7K | 0.34% | +171+7.1% | Added |
| Beacon Investment Advisory Services, Inc. | 2,599 | $718.1K | 0.03% | +2,599 | New |
| Plancorp, LLC | 2,602 | $718.9K | 0.03% | +212+8.9% | Added |
| Edge Capital Group, LLC | 1 | $722.5K | 0.03% | −2,565−100.0% | Reduced |
| Legacy Financial Advisors, Inc. | 2,618 | $723.3K | 0.12% | −36−1.4% | Reduced |
| Northstar Group, Inc. | 2,619 | $723.6K | 0.12% | +596+29.5% | Added |
| Oxford Asset Management LLP | 2,625 | $725.3K | 0.32% | +2,625 | New |
| Howard Capital Management Inc. | 2,625 | $725.3K | 0.01% | +2,625 | New |
| City State Bank | 2,629 | $726.4K | 0.26% | −15−0.6% | Reduced |
| Montecito Bank & Trust | 2,634 | $727.8K | 0.13% | −20−0.8% | Reduced |
| Welch Group, LLC | 2,646 | $728.7K | 0.03% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,649 | $731.9K | 0.55% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,668 | $737.2K | 0.22% | +319+13.6% | Added |
| Harbor Investment Advisory, LLC | 2,702 | $746.6K | 0.07% | +321+13.5% | Added |
| 1776 Wealth LLC | 2,704 | $747.2K | 0.34% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,716 | $750.4K | 0.07% | +42+1.6% | Added |
| LRI Investments, LLC | 2,742 | $757.6K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,766 | $764.2K | 0.14% | +1,804+187.5% | Added |
| West Family Investments, Inc. | 2,769 | $765.1K | 0.27% | +6+0.2% | Added |
| Mitchell Sinkler & Starr | 2,779 | $767.8K | 0.20% | −1,450−34.3% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $768.1K | 0.53% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,784 | $769.2K | 0.08% | −4−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,792 | $771.4K | 0.01% | −1,758−38.6% | Reduced |
| VisionPoint Advisory Group, LLC | 2,848 | $776.1K | 0.27% | −190−6.3% | Reduced |
| Peak Planning Group, LLC | 2,815 | $777.8K | 0.32% | +41+1.5% | Added |
| Penserra Capital Management LLC | 2,836 | $783.0K | 0.01% | +903+46.7% | Added |
| Mesirow Financial Investment Management, Inc. | 2,840 | $784.6K | 0.02% | −2−0.1% | Reduced |
| Boyar Asset Management Inc. | 2,845 | $786.1K | 0.52% | +56+2.0% | Added |
| Legacy Capital Wealth Partners, LLC | 2,853 | $788.3K | 0.20% | −3,152−52.5% | Reduced |
| First American Bank | 2,856 | $789.1K | 0.06% | −10−0.3% | Reduced |
| NVWM, LLC | 2,858 | $789.7K | 0.20% | −9−0.3% | Reduced |
| CX Institutional | 2,879 | $795.5K | 0.03% | +152+5.6% | Added |
| First Affirmative Financial Network | 2,887 | $797.5K | 0.46% | −74−2.5% | Reduced |
| Dempze Nancy E | 2,900 | $801.3K | 0.46% | −600−17.1% | Reduced |
| Rossmore Private Capital | 2,900 | $801.3K | 0.10% | 00.0% | Unchanged |
| Natural Investments, LLC | 2,918 | $806.0K | 0.22% | +2,918 | New |
| Ransom Advisory, Ltd | 2,924 | $807.9K | 0.37% | −50−1.7% | Reduced |
| AE Wealth Management LLC | 2,933 | $810.5K | 0.01% | +202+7.4% | Added |
| Proficio Capital Partners LLC | 2,942 | $812.8K | 0.07% | +988+50.6% | Added |
| CFO4Life Group, LLC | 2,987 | $825.2K | 0.14% | −23−0.8% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,992 | $826.7K | 0.49% | +3+0.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,000 | $828.9K | 0.12% | −3,700−55.2% | Reduced |
| Finivi Inc. | 3,000 | $828.9K | 0.66% | 00.0% | Unchanged |
| Headinvest, LLC | 3,026 | $836.1K | 0.16% | +75+2.5% | Added |
| 1st Source Bank | 3,027 | $836.4K | 0.05% | −135−4.3% | Reduced |
| Scientech Research LLC | 3,031 | $837.5K | 0.24% | +3,031 | New |
| Avestar Capital, LLC | 3,023 | $838.1K | 0.08% | +211+7.5% | Added |
| Bull Street Advisors, LLC | 3,050 | $843.0K | 0.41% | +90+3.0% | Added |
| Cushing Capital Partners, LLC | 3,043 | $843.7K | 0.81% | +3,043 | New |
| NorthRock Partners, LLC | 3,045 | $844.0K | 0.03% | −153−4.8% | Reduced |
| Optimum Investment Advisors | 3,077 | $850.2K | 0.38% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,079 | $850.6K | 0.08% | +40+1.3% | Added |
| Astoria Portfolio Advisors LLC. | 3,210 | $852.3K | 0.30% | +159+5.2% | Added |
| Umpqua Bank | 3,231 | $857.9K | 0.30% | +2,006+163.8% | Added |
| SkyView Investment Advisors, LLC | 3,108 | $859.0K | 0.14% | +3,108 | New |
| Pallas Capital Advisors LLC | 3,119 | $861.8K | 0.04% | +464+17.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,916 | $862.0K | 0.15% | −2,206−19.8% | Reduced |
| Mount Lucas Management LP | 3,120 | $862.1K | 0.30% | −183−5.5% | Reduced |
| Wealth Alliance | 3,123 | $862.9K | 0.10% | +35+1.1% | Added |
| Allred Capital Management, LLC | 3,124 | $863.3K | 0.33% | +3,124 | New |
| ORG Wealth Partners, LLC | 3,125 | $863.5K | 0.27% | +337+12.1% | Added |
| CNB Bank | 3,133 | $865.6K | 0.40% | +213+7.3% | Added |
| Stock Yards Bank & Trust Co | 3,139 | $867.3K | 0.03% | +55+1.8% | Added |
| International Assets Investment Management, LLC | 3,197 | $871.2K | 0.07% | −931,870−99.7% | Reduced |
| Atlas Legacy Advisors, LLC | 3,158 | $872.6K | 0.21% | +3,158 | New |
| Stiles Financial Services Inc | 3,165 | $875.4K | 0.32% | +541+20.6% | Added |
| Saturna Capital CORP | 3,170 | $875.9K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 3,200 | $884.2K | 0.03% | −823−20.5% | Reduced |
| Sound Financial Strategies Group, LLC | 3,205 | $885.5K | 0.74% | +363+12.8% | Added |
| Mill Capital Management, LLC | 3,210 | $886.9K | 0.07% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,211 | $887.2K | 0.14% | +16+0.5% | Added |
| XTX Topco Ltd | 3,227 | $891.6K | 0.07% | −5,219−61.8% | Reduced |
| Henry James International Management, Inc. | 3,234 | $893.6K | 0.32% | +568+21.3% | Added |
| Exchange Traded Concepts, LLC | 3,236 | $894.1K | 0.02% | +93+3.0% | Added |
| Atlantic Union Bankshares Corp | 3,253 | $898.8K | 0.05% | −22−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 3,277 | $905.4K | 0.02% | +105+3.3% | Added |
| Abbot Financial Management, Inc. | 3,293 | $909.9K | 0.45% | −50−1.5% | Reduced |
| Private Portfolio Partners LLC | 3,304 | $913.0K | 0.17% | +27+0.8% | Added |
| Dynasty Wealth Management, LLC | 3,305 | $913.1K | 0.02% | −531−13.8% | Reduced |
| Northstar Asset Management LLC | 3,305 | $913.2K | 0.21% | +15+0.5% | Added |
| Wolf Group Capital Advisors | 4,773 | $919.1K | 0.45% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,360 | $928.4K | 0.35% | −50−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 3,351 | $928.9K | 0.04% | +121+3.7% | Added |
| Hamilton Wealth, LLC | 3,373 | $931.9K | 0.23% | +850+33.7% | Added |
| Missouri Trust & Investment Co | 3,378 | $933.3K | 0.33% | +260+8.3% | Added |
| Spinnaker Trust | 3,382 | $934.4K | 0.06% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 3,386 | $935.6K | 0.38% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,393 | $937.0K | 0.39% | 00.0% | Unchanged |
| GTS Securities LLC | 3,397 | $938.6K | 0.05% | −2,483−42.2% | Reduced |