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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 2,573 | $710.9K | 0.42% | −45−1.7% | Reduced |
| Peddock Capital Advisors, LLC | 2,572 | $710.6K | 0.17% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,708 | $708.8K | 0.71% | −40−1.5% | Reduced |
| Apexium Financial, LP | 2,555 | $708.1K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,555 | $705.9K | 0.02% | +439+20.7% | Added |
| Ascent Group, LLC | 2,555 | $705.9K | 0.05% | −400−13.5% | Reduced |
| Baader Bank INC | 2,550 | $704.6K | 0.06% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,567 | $702.3K | 0.17% | −61−2.3% | Reduced |
| Clarius Group, LLC | 2,539 | $701.5K | 0.05% | +26+1.0% | Added |
| Valley Brook Capital Group | 2,525 | $697.7K | 0.52% | +55+2.2% | Added |
| Catalina Capital Group, LLC | 2,524 | $697.4K | 0.23% | +74+3.0% | Added |
| Knollwood Investment Advisory, LLC | 2,500 | $690.8K | 0.07% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,477 | $684.4K | 0.10% | +2+0.1% | Added |
| PDS Planning, Inc | 2,473 | $683.3K | 0.06% | +66+2.7% | Added |
| InTrack Investment Management Inc | 2,568 | $681.9K | 0.48% | +461+21.9% | Added |
| Sage Mountain Advisors LLC | 2,467 | $681.6K | 0.05% | +42+1.7% | Added |
| Shelton Capital Management | 2,461 | $680.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,442 | $674.8K | 0.02% | +1,287+111.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,338 | $674.2K | 0.22% | −63−2.6% | Reduced |
| Burford Brothers, Inc. | 2,431 | $671.7K | 0.33% | 00.0% | Unchanged |
| Keel Point, LLC | 2,430 | $671.5K | 0.05% | +172+7.6% | Added |
| Venturi Wealth Management, LLC | 2,427 | $670.7K | 0.03% | +490+25.3% | Added |
| Sage Investment Counsel LLC | 2,426 | $670.3K | 0.87% | +2,426 | New |
| W.H. Cornerstone Investments Inc. | 2,421 | $668.9K | 0.45% | −1,369−36.1% | Reduced |
| Net Worth Advisory Group | 2,414 | $667.0K | 0.20% | +6+0.2% | Added |
| Two Sigma Advisers, LP | 2,413 | $666.7K | 0.00% | +1,100+83.8% | Added |
| Portfolio Design Labs, LLC | 2,402 | $663.7K | 0.14% | +246+11.4% | Added |
| Somerville Kurt F | 2,400 | $663.1K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,399 | $662.8K | 0.05% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,387 | $659.4K | 0.31% | +31+1.3% | Added |
| CWA Asset Management Group, LLC | 2,378 | $657.0K | 0.03% | +17+0.7% | Added |
| Trust Co of Toledo NA | 2,370 | $654.8K | 0.09% | +28+1.2% | Added |
| Leavell Investment Management, Inc. | 2,362 | $654.8K | 0.03% | +35+1.5% | Added |
| Sky Investment Group LLC | 2,356 | $651.0K | 0.12% | +95+4.2% | Added |
| SRS Capital Advisors, Inc. | 2,348 | $648.6K | 0.04% | +99+4.4% | Added |
| Mairs & Power Inc | 2,343 | $647.4K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,330 | $645.9K | 0.03% | −599−20.5% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,322 | $641.6K | 0.68% | +5+0.2% | Added |
| Modern Wealth Management, LLC | 2,321 | $641.0K | 0.02% | +471+25.5% | Added |
| PFG Investments, LLC | 2,311 | $638.7K | 0.04% | −58−2.4% | Reduced |
| Coign Capital Advisors LLC | 2,301 | $635.8K | 0.59% | +2,301 | New |
| Means Investment Co., Inc. | 2,301 | $635.7K | 0.07% | +10.0% | Added |
| Thompson Siegel & Walmsley LLC | 2,299 | $635.0K | 0.01% | −72−3.0% | Reduced |
| Western Wealth Management, LLC | 2,289 | $632.4K | 0.03% | +215+10.4% | Added |
| Farrell Financial LLC | 2,281 | $630.2K | 0.45% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,273 | $628.0K | 0.04% | −134−5.6% | Reduced |
| Cardiff Park Advisors, LLC | 2,272 | $627.7K | 0.06% | +506+28.7% | Added |
| Essex Savings Bank | 2,264 | $625.5K | 0.15% | −26−1.1% | Reduced |
| Impact Partnership Wealth, LLC | 2,255 | $623.1K | 0.13% | +2,255 | New |
| EverSource Wealth Advisors, LLC | 2,248 | $621.2K | 0.03% | +312+16.1% | Added |
| First City Capital Management, Inc. | 2,238 | $618.4K | 0.33% | −10−0.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,237 | $618.1K | 0.07% | −8−0.4% | Reduced |
| Bell Bank | 2,235 | $617.5K | 0.05% | +201+9.9% | Added |
| StrongBox Wealth, LLC | 2,221 | $613.7K | 0.26% | −33−1.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 2,220 | $613.4K | 0.15% | +170+8.3% | Added |
| Capstone Investment Advisors, LLC | 2,217 | $612.6K | 0.01% | +1,144+106.6% | Added |
| Hodges Capital Management Inc. | 1,267 | $612.0K | 0.04% | −143−10.1% | Reduced |
| G&S Capital LLC | 2,213 | $611.5K | 0.25% | +21+1.0% | Added |
| Gsa Capital Partners LLP | 2,213 | $611.0K | 0.05% | +2,213 | New |
| Encompass Wealth Advisors, LLC | 2,205 | $609.2K | 0.25% | −662−23.1% | Reduced |
| Alta Advisers Ltd | 1,816 | $602.2K | 0.38% | +716+65.1% | Added |
| Financial & Tax Architects, LLC | 2,163 | $597.7K | 0.15% | +192+9.7% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 2,163 | $597.6K | 0.22% | +2,163 | New |
| Independence Bank of Kentucky | 2,157 | $596.0K | 0.09% | −75−3.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,143 | $592.1K | 0.40% | +239+12.6% | Added |
| V-Square Quantitative Management LLC | 2,137 | $590.5K | 0.08% | −362−14.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $589.1K | 0.33% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,129 | $588.2K | 0.10% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,128 | $587.9K | 0.12% | +695+48.5% | Added |
| Modera Wealth Management, LLC | 2,123 | $586.6K | 0.01% | +308+17.0% | Added |
| Independent Financial Group, LLC | 2,121 | $586.0K | 0.02% | +1,049+97.9% | Added |
| Belpointe Asset Management LLC | 2,062 | $586.0K | 0.04% | +143+7.5% | Added |
| Washburn Capital Management, Inc. | 2,110 | $583.0K | 0.36% | +2,110 | New |
| Ashton Thomas Private Wealth, LLC | 2,102 | $582.7K | 0.02% | +23+1.1% | Added |
| Beach Investment Counsel Inc | 2,105 | $582.0K | 0.08% | −921−30.4% | Reduced |
| Advisor OS, LLC | 2,103 | $581.1K | 0.07% | +1,371+187.3% | Added |
| Patrick M Sweeney & Associates, Inc | 2,099 | $579.9K | 0.43% | +100+5.0% | Added |
| YANKCOM Partnership | 2,095 | $578.8K | 0.31% | +2,095 | New |
| FineMark National Bank & Trust | 2,093 | $578.3K | 0.02% | −128−5.8% | Reduced |
| Cookson Peirce & Co Inc | 2,084 | $575.8K | 0.03% | −39−1.8% | Reduced |
| E&G Advisors, LP | 2,080 | $574.7K | 0.16% | −200−8.8% | Reduced |
| Sandy Cove Advisors, LLC | 2,070 | $572.0K | 0.22% | +130+6.7% | Added |
| Gen-Wealth Partners Inc | 2,059 | $568.8K | 0.24% | −48−2.3% | Reduced |
| Cyrus J. Lawrence, LLC | 2,053 | $567.0K | 0.11% | +47+2.3% | Added |
| Mayflower Financial Advisors, LLC | 2,051 | $566.7K | 0.08% | −63−3.0% | Reduced |
| Mutual Advisors, LLC | 2,071 | $566.6K | 0.02% | +421+25.5% | Added |
| 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 |
| BSW Wealth Partners | 2,043 | $564.5K | 0.08% | −94−4.4% | Reduced |
| Arkadios Wealth Advisors | 2,042 | $564.2K | 0.03% | −616−23.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $561.7K | 0.19% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,010 | $555.4K | 0.36% | −20−1.0% | Reduced |
| Sentinel Trust Co Lba | 2,009 | $555.0K | 0.06% | +295+17.2% | Added |
| Chicago Partners Investment Group LLC | 2,078 | $554.0K | 0.02% | +60+3.0% | Added |
| Centiva Capital, LP | 1,992 | $550.4K | 0.02% | −24,781−92.6% | Reduced |
| 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 |
| Dearborn Partners LLC | 1,968 | $543.9K | 0.02% | +169+9.4% | Added |
| AlTi Global, Inc. | 1,963 | $543.7K | 0.01% | +7+0.4% | Added |
| 180 Wealth Advisors, LLC | 1,960 | $541.6K | 0.08% | +1,960 | New |