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 |
|---|---|---|---|---|---|
| LCNB Corp | 3,511 | $970.1K | 0.35% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,508 | $969.3K | 0.05% | −1,533−30.4% | Reduced |
| GSB Wealth Management, LLC | 3,498 | $966.6K | 0.25% | −103−2.9% | Reduced |
| Flagship Harbor Advisors, LLC | 3,495 | $965.7K | 0.05% | +14+0.4% | Added |
| Principle Wealth Partners LLC | 3,488 | $963.7K | 0.07% | −10−0.3% | Reduced |
| Empirical Asset Management, LLC | 91,143 | $956.4K | 0.32% | +73,929+429.5% | Added |
| SRN Advisors, LLC | 3,436 | $949.4K | 0.84% | −57−1.6% | Reduced |
| Cim Investment Mangement Inc | 3,431 | $948.0K | 0.28% | +15+0.4% | Added |
| Moloney Securities Asset Management, LLC | 3,427 | $946.9K | 0.13% | −424−11.0% | Reduced |
| Carnegie Lake Advisors LLC | 3,425 | $946.0K | 0.38% | 00.0% | Unchanged |
| GTS Securities LLC | 3,397 | $938.6K | 0.05% | −2,483−42.2% | Reduced |
| X-Square Capital, LLC | 3,393 | $937.0K | 0.39% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 3,386 | $935.6K | 0.38% | 00.0% | Unchanged |
| Spinnaker Trust | 3,382 | $934.4K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,378 | $933.3K | 0.33% | +260+8.3% | Added |
| Hamilton Wealth, LLC | 3,373 | $931.9K | 0.23% | +850+33.7% | Added |
| Lake Street Advisors Group, LLC | 3,351 | $928.9K | 0.04% | +121+3.7% | Added |
| Beech Hill Advisors, Inc. | 3,360 | $928.4K | 0.35% | −50−1.5% | Reduced |
| Wolf Group Capital Advisors | 4,773 | $919.1K | 0.45% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,305 | $913.2K | 0.21% | +15+0.5% | Added |
| Dynasty Wealth Management, LLC | 3,305 | $913.1K | 0.02% | −531−13.8% | Reduced |
| Private Portfolio Partners LLC | 3,304 | $913.0K | 0.17% | +27+0.8% | Added |
| Abbot Financial Management, Inc. | 3,293 | $909.9K | 0.45% | −50−1.5% | Reduced |
| Axxcess Wealth Management, LLC | 3,277 | $905.4K | 0.02% | +105+3.3% | Added |
| Atlantic Union Bankshares Corp | 3,253 | $898.8K | 0.05% | −22−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 3,236 | $894.1K | 0.02% | +93+3.0% | Added |
| Henry James International Management, Inc. | 3,234 | $893.6K | 0.32% | +568+21.3% | Added |
| XTX Topco Ltd | 3,227 | $891.6K | 0.07% | −5,219−61.8% | Reduced |
| Premier Path Wealth Partners, LLC | 3,211 | $887.2K | 0.14% | +16+0.5% | Added |
| Mill Capital Management, LLC | 3,210 | $886.9K | 0.07% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 3,205 | $885.5K | 0.74% | +363+12.8% | Added |
| One Capital Management, LLC | 3,200 | $884.2K | 0.03% | −823−20.5% | Reduced |
| Saturna Capital CORP | 3,170 | $875.9K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,165 | $875.4K | 0.32% | +541+20.6% | Added |
| Atlas Legacy Advisors, LLC | 3,158 | $872.6K | 0.21% | +3,158 | New |
| International Assets Investment Management, LLC | 3,197 | $871.2K | 0.07% | −931,870−99.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,139 | $867.3K | 0.03% | +55+1.8% | Added |
| CNB Bank | 3,133 | $865.6K | 0.40% | +213+7.3% | Added |
| ORG Wealth Partners, LLC | 3,125 | $863.5K | 0.27% | +337+12.1% | Added |
| Allred Capital Management, LLC | 3,124 | $863.3K | 0.33% | +3,124 | New |
| Wealth Alliance | 3,123 | $862.9K | 0.10% | +35+1.1% | Added |
| Mount Lucas Management LP | 3,120 | $862.1K | 0.30% | −183−5.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,916 | $862.0K | 0.15% | −2,206−19.8% | Reduced |
| Pallas Capital Advisors LLC | 3,119 | $861.8K | 0.04% | +464+17.5% | Added |
| SkyView Investment Advisors, LLC | 3,108 | $859.0K | 0.14% | +3,108 | New |
| Umpqua Bank | 3,231 | $857.9K | 0.30% | +2,006+163.8% | Added |
| Astoria Portfolio Advisors LLC. | 3,210 | $852.3K | 0.30% | +159+5.2% | Added |
| United Asset Strategies, Inc. | 3,079 | $850.6K | 0.08% | +40+1.3% | Added |
| Optimum Investment Advisors | 3,077 | $850.2K | 0.38% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,045 | $844.0K | 0.03% | −153−4.8% | Reduced |
| Cushing Capital Partners, LLC | 3,043 | $843.7K | 0.81% | +3,043 | New |
| Bull Street Advisors, LLC | 3,050 | $843.0K | 0.41% | +90+3.0% | Added |
| Avestar Capital, LLC | 3,023 | $838.1K | 0.08% | +211+7.5% | Added |
| Scientech Research LLC | 3,031 | $837.5K | 0.24% | +3,031 | New |
| 1st Source Bank | 3,027 | $836.4K | 0.05% | −135−4.3% | Reduced |
| Headinvest, LLC | 3,026 | $836.1K | 0.16% | +75+2.5% | 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 |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,992 | $826.7K | 0.49% | +3+0.1% | Added |
| CFO4Life Group, LLC | 2,987 | $825.2K | 0.14% | −23−0.8% | Reduced |
| Proficio Capital Partners LLC | 2,942 | $812.8K | 0.07% | +988+50.6% | Added |
| AE Wealth Management LLC | 2,933 | $810.5K | 0.01% | +202+7.4% | Added |
| Ransom Advisory, Ltd | 2,924 | $807.9K | 0.37% | −50−1.7% | Reduced |
| Natural Investments, LLC | 2,918 | $806.0K | 0.22% | +2,918 | New |
| 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 |
| First Affirmative Financial Network | 2,887 | $797.5K | 0.46% | −74−2.5% | Reduced |
| CX Institutional | 2,879 | $795.5K | 0.03% | +152+5.6% | Added |
| NVWM, LLC | 2,858 | $789.7K | 0.20% | −9−0.3% | Reduced |
| First American Bank | 2,856 | $789.1K | 0.06% | −10−0.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,853 | $788.3K | 0.20% | −3,152−52.5% | Reduced |
| Boyar Asset Management Inc. | 2,845 | $786.1K | 0.52% | +56+2.0% | Added |
| Mesirow Financial Investment Management, Inc. | 2,840 | $784.6K | 0.02% | −2−0.1% | Reduced |
| Penserra Capital Management LLC | 2,836 | $783.0K | 0.01% | +903+46.7% | Added |
| Peak Planning Group, LLC | 2,815 | $777.8K | 0.32% | +41+1.5% | Added |
| VisionPoint Advisory Group, LLC | 2,848 | $776.1K | 0.27% | −190−6.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,792 | $771.4K | 0.01% | −1,758−38.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,784 | $769.2K | 0.08% | −4−0.1% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $768.1K | 0.53% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 2,779 | $767.8K | 0.20% | −1,450−34.3% | Reduced |
| West Family Investments, Inc. | 2,769 | $765.1K | 0.27% | +6+0.2% | Added |
| Fox Run Management, L.L.C. | 2,766 | $764.2K | 0.14% | +1,804+187.5% | Added |
| LRI Investments, LLC | 2,742 | $757.6K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,716 | $750.4K | 0.07% | +42+1.6% | Added |
| 1776 Wealth LLC | 2,704 | $747.2K | 0.34% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,702 | $746.6K | 0.07% | +321+13.5% | Added |
| Skopos Labs, Inc. | 2,668 | $737.2K | 0.22% | +319+13.6% | Added |
| Cross Staff Investments Inc | 2,649 | $731.9K | 0.55% | 00.0% | Unchanged |
| Welch Group, LLC | 2,646 | $728.7K | 0.03% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,634 | $727.8K | 0.13% | −20−0.8% | Reduced |
| City State Bank | 2,629 | $726.4K | 0.26% | −15−0.6% | Reduced |
| 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 |
| Northstar Group, Inc. | 2,619 | $723.6K | 0.12% | +596+29.5% | Added |
| Legacy Financial Advisors, Inc. | 2,618 | $723.3K | 0.12% | −36−1.4% | Reduced |
| Edge Capital Group, LLC | 1 | $722.5K | 0.03% | −2,565−100.0% | Reduced |
| Plancorp, LLC | 2,602 | $718.9K | 0.03% | +212+8.9% | Added |
| Beacon Investment Advisory Services, Inc. | 2,599 | $718.1K | 0.03% | +2,599 | New |
| Greenfield Savings Bank | 2,594 | $716.7K | 0.34% | +171+7.1% | Added |
| Everett Harris & Co | 2,579 | $712.6K | 0.01% | 00.0% | Unchanged |