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
- 1,909
- +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
- 768 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 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 4,734 | $1.31M | 0.37% | −22−0.5% | Reduced |
| Golden State Equity Partners | 4,680 | $1.29M | 0.25% | −2,246−32.4% | Reduced |
| Wolverine Trading, LLC | 4,683 | $1.29M | 0.03% | −40,347−89.6% | Reduced |
| Applied Finance Capital Management, LLC | 4,643 | $1.28M | 0.06% | −96−2.0% | Reduced |
| Sigma Planning Corp | 4,628 | $1.28M | 0.04% | −947−17.0% | Reduced |
| Legato Capital Management LLC | 4,618 | $1.28M | 0.17% | 00.0% | Unchanged |
| Eastern Bank | 4,574 | $1.26M | 0.02% | +794+21.0% | Added |
| Crestwood Advisors Group LLC | 4,548 | $1.26M | 0.02% | +2,643+138.7% | Added |
| First Citizens Bank & Trust Co | 4,527 | $1.25M | 0.02% | +271+6.4% | Added |
| Rehmann Capital Advisory Group | 4,521 | $1.25M | 0.08% | +188+4.3% | Added |
| Camden Capital, LLC | 4,491 | $1.24M | 0.13% | +138+3.2% | Added |
| Simmons Bank | 4,486 | $1.24M | 0.09% | +3+0.1% | Added |
| RMR Wealth Builders | 4,483 | $1.24M | 0.13% | +110+2.5% | Added |
| Foster & Motley Inc | 4,475 | $1.24M | 0.08% | −87−1.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,438 | $1.23M | 0.16% | −9−0.2% | Reduced |
| Asset Planning,Inc | 4,428 | $1.22M | 0.93% | +4,428 | New |
| Nichols & Pratt Advisers LLP | 4,422 | $1.22M | 0.08% | −150−3.3% | Reduced |
| Littlejohn Financial Services, Inc. | 4,421 | $1.22M | 1.09% | +4,421 | New |
| Castlekeep Investment Advisors LLC | 4,414 | $1.22M | 0.85% | +45+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,412 | $1.22M | 0.04% | +98+2.3% | Added |
| Mirador Capital Partners LP | 4,411 | $1.22M | 0.22% | +4,411 | New |
| MGB Wealth Management, LLC | 4,406 | $1.22M | 0.38% | +4,406 | New |
| Applied Capital LLC | 4,379 | $1.21M | 0.95% | −30−0.7% | Reduced |
| Huntleigh Advisors, Inc. | 4,372 | $1.21M | 0.26% | +4,372 | New |
| Formidable Asset Management, LLC | 4,301 | $1.19M | 0.20% | −126−2.8% | Reduced |
| BluePath Capital Management, LLC | 4,531 | $1.19M | 0.65% | +748+19.8% | Added |
| Csenge Advisory Group | 4,270 | $1.18M | 0.06% | +133+3.2% | Added |
| DF Dent & Co Inc | 4,255 | $1.18M | 0.01% | −397−8.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,239 | $1.17M | 0.84% | +13+0.3% | Added |
| Fiduciary Group LLC | 4,215 | $1.16M | 0.12% | +10.0% | Added |
| CSU Producer Resources, Inc. | 4,213 | $1.16M | 3.84% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 4,200 | $1.16M | 0.43% | 00.0% | Unchanged |
| PFG Advisors | 4,193 | $1.16M | 0.07% | +840+25.1% | Added |
| Westhampton Capital, LLC | 4,190 | $1.16M | 0.59% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,189 | $1.16M | 0.08% | +163+4.0% | Added |
| Cornerstone Wealth Management, LLC | 4,188 | $1.16M | 0.08% | +184+4.6% | Added |
| Montag A & Associates Inc | 4,177 | $1.16M | 0.05% | −260−5.9% | Reduced |
| Trueblood Wealth Management, LLC | 4,170 | $1.15M | 0.57% | +250+6.4% | Added |
| Total Clarity Wealth Management, Inc. | 4,143 | $1.14M | 0.37% | −10−0.2% | Reduced |
| Stillwater Wealth Management Group | 4,131 | $1.14M | 1.02% | +4,131 | New |
| Conning Inc. | 4,122 | $1.14M | 0.04% | +190+4.8% | Added |
| Cigna Investments Inc | 4,093 | $1.13M | 0.20% | 00.0% | Unchanged |
| Readystate Asset Management LP | 4,089 | $1.13M | 0.05% | +4,089 | New |
| Financial Security Advisor, Inc. | 4,050 | $1.12M | 0.29% | −65−1.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,058 | $1.12M | 0.65% | −1,029−20.2% | Reduced |
| WSFS Capital Management, LLC | 4,054 | $1.12M | 0.06% | +141+3.6% | Added |
| Old National Bancorp | 4,041 | $1.12M | 0.03% | −148−3.5% | Reduced |
| Monetary Management Group Inc | 4,030 | $1.11M | 0.29% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,026 | $1.11M | 0.10% | −116−2.8% | Reduced |
| IHT Wealth Management, LLC | 4,023 | $1.11M | 0.04% | −1,051−20.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,023 | $1.11M | 0.14% | −959−19.2% | Reduced |
| Lakeside Advisors, INC. | 3,988 | $1.10M | 0.73% | −120−2.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,977 | $1.10M | 0.33% | −1,936−32.7% | Reduced |
| TigerOak Management, L.L.C. | 3,968 | $1.10M | 0.40% | +3,968 | New |
| Virtus ETF Advisers LLC | 3,967 | $1.10M | 0.45% | +688+21.0% | Added |
| FC Advisory LLC | 3,964 | $1.10M | 0.37% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,963 | $1.09M | 0.20% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,907 | $1.08M | 0.38% | +275+7.6% | Added |
| Fulton Bank, N.A. | 3,903 | $1.08M | 0.04% | −3,306−45.9% | Reduced |
| Transcend Wealth Collective, LLC | 3,903 | $1.08M | 0.08% | −179−4.4% | Reduced |
| Grove Bank & Trust | 3,902 | $1.08M | 0.15% | +405+11.6% | Added |
| AMG National Trust Bank | 3,898 | $1.08M | 0.03% | +88+2.3% | Added |
| Hancock Whitney Corp | 3,893 | $1.08M | 0.03% | +67+1.8% | Added |
| Gryphon Financial Partners LLC | 3,879 | $1.07M | 0.15% | +237+6.5% | Added |
| Callan Family Office, LLC | 3,866 | $1.07M | 0.07% | +3,866 | New |
| Zions Bancorporation, N.A. | 3,858 | $1.07M | 0.07% | +1,441+59.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,854 | $1.06M | 0.22% | +148+4.0% | Added |
| Capital Investment Advisors, LLC | 3,834 | $1.06M | 0.02% | +1,759+84.8% | Added |
| Emprise Bank | 3,820 | $1.06M | 0.60% | −184−4.6% | Reduced |
| Northeast Investment Management | 3,810 | $1.05M | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,808 | $1.05M | 0.03% | +1,965+106.6% | Added |
| Choate Investment Advisors | 3,803 | $1.05M | 0.03% | +438+13.0% | Added |
| Bank of Hawaii | 3,799 | $1.05M | 0.06% | +56+1.5% | Added |
| RoundAngle Advisors LLC | 3,795 | $1.05M | 1.00% | +3,795 | New |
| Meridian Wealth Advisors, LLC | 3,790 | $1.05M | 0.17% | −212−5.3% | Reduced |
| Farther Finance Advisors, LLC | 3,766 | $1.04M | 0.04% | −20−0.5% | Reduced |
| Marcum Wealth, LLC | 3,750 | $1.04M | 0.09% | +29+0.8% | Added |
| Viawealth, LLC | 3,748 | $1.04M | 0.63% | −351−8.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,747 | $1.04M | 0.08% | +95+2.6% | Added |
| Wealthspire Advisors, LLC | 3,741 | $1.03M | 0.01% | −150−3.9% | Reduced |
| Advisory Resource Group | 3,739 | $1.03M | 0.22% | +255+7.3% | Added |
| Epiq Partners, LLC | 3,714 | $1.03M | 0.56% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,707 | $1.02M | 0.11% | −1,826−33.0% | Reduced |
| Sentry LLC | 3,701 | $1.02M | 0.20% | 00.0% | Unchanged |
| Central Trust Co | 3,690 | $1.02M | 0.02% | +119+3.3% | Added |
| Financial Advocates Investment Management | 3,654 | $1.01M | 0.06% | +71+2.0% | Added |
| Connecticut Wealth Management, LLC | 3,645 | $1.01M | 0.05% | +103+2.9% | Added |
| Fidelis Capital Partners, LLC | 3,673 | $1.01M | 0.10% | −110−2.9% | Reduced |
| Advisors Capital Management, LLC | 3,632 | $1.00M | 0.02% | +329+10.0% | Added |
| Columbia Asset Management | 3,627 | $1.00M | 0.19% | −345−8.7% | Reduced |
| Harbour Capital Advisors, LLC | 3,688 | $1.00M | 0.22% | −65−1.7% | Reduced |
| KRS Capital Management, LLC | 3,627 | $1.00M | 0.71% | +91+2.6% | Added |
| Promus Capital, LLC | 3,626 | $1.00M | 0.77% | +3,626 | New |
| Westpac Banking Corp | 3,596 | $993.6K | 0.07% | −738−17.0% | Reduced |
| Sippican Capital Advisors | 3,590 | $991.9K | 0.72% | +15+0.4% | Added |
| Syon Capital LLC | 3,565 | $984.9K | 0.09% | +268+8.1% | Added |
| Mattson Financial Services, LLC | 3,411 | $983.7K | 0.31% | −1,288−27.4% | Reduced |
| Occudo Quantitative Strategies LP | 3,551 | $981.1K | 0.18% | +3,551 | New |
| Gratus Wealth Advisors, LLC | 3,548 | $980.3K | 0.16% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,524 | $974.0K | 0.05% | +764+27.7% | Added |