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 |
|---|---|---|---|---|---|
| Wealth Advisory Solutions, LLC | 19,589 | $5.41M | 1.52% | +10,050+105.4% | Added |
| Harrell Investment Partners, LLC | 19,487 | $5.38M | 1.50% | −8,315−29.9% | Reduced |
| DRW Securities, LLC | 19,382 | $5.36M | 0.36% | −3,546−15.5% | Reduced |
| Scissortail Wealth Management, LLC | 19,354 | $5.35M | 1.37% | +18,962+4,837.2% | Added |
| Virginia Wealth Management Group, Inc. | 19,211 | $5.31M | 3.29% | +114+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 19,135 | $5.29M | 0.36% | +237+1.3% | Added |
| Bryn Mawr Trust Co | 18,981 | $5.24M | 0.09% | +2,321+13.9% | Added |
| Private Advisor Group, LLC | 18,745 | $5.18M | 0.03% | +2,198+13.3% | Added |
| Pinnacle Financial Partners Inc | 18,610 | $5.17M | 0.10% | +10,228+122.0% | Added |
| Westbourne Investment Advisors, Inc. | 18,703 | $5.17M | 1.77% | +1,115+6.3% | Added |
| Trajan Wealth LLC | 18,615 | $5.14M | 0.28% | +483+2.7% | Added |
| Ipswich Investment Management Co., Inc. | 18,571 | $5.13M | 1.23% | +1,969+11.9% | Added |
| Federation des caisses Desjardins du Quebec | 18,514 | $5.12M | 0.03% | −13,212−41.6% | Reduced |
| Greenleaf Trust | 18,506 | $5.11M | 0.05% | −11−0.1% | Reduced |
| Perkins Coie Trust Co | 18,498 | $5.11M | 1.12% | −130−0.7% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 18,426 | $5.09M | 1.40% | 00.0% | Unchanged |
| CWM, LLC | 18,379 | $5.08M | 0.02% | +3,004+19.5% | Added |
| Middleton & Co Inc | 18,251 | $5.04M | 0.56% | −1,278−6.5% | Reduced |
| Metis Global Partners, LLC | 18,072 | $4.99M | 0.15% | +689+4.0% | Added |
| New Mexico Educational Retirement Board | 17,937 | $4.96M | 0.17% | −1,900−9.6% | Reduced |
| Concorde Financial Corp | 17,863 | $4.95M | 2.95% | +74+0.4% | Added |
| Wesbanco Bank Inc | 17,817 | $4.92M | 0.17% | −221−1.2% | Reduced |
| Northwest Bancshares, Inc. | 17,719 | $4.90M | 0.91% | −1,959−10.0% | Reduced |
| NovaPoint Capital, LLC | 17,532 | $4.84M | 1.48% | +241+1.4% | Added |
| Norinchukin Bank, The | 17,271 | $4.77M | 0.10% | +1,595+10.2% | Added |
| ING Groep NV | 16,943 | $4.68M | 0.03% | −1,991−10.5% | Reduced |
| Whittier Trust Co | 16,936 | $4.68M | 0.06% | −654−3.7% | Reduced |
| Liberty Capital Management, Inc. | 16,729 | $4.62M | 1.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 16,699 | $4.61M | 0.13% | +121+0.7% | Added |
| KCM Investment Advisors LLC | 16,627 | $4.59M | 0.16% | +299+1.8% | Added |
| Atria Wealth Solutions, Inc. | 16,143 | $4.47M | 0.05% | +2,655+19.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,167 | $4.47M | 1.63% | −70.0% | Reduced |
| Boit C F David | 16,165 | $4.47M | 2.25% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 16,149 | $4.46M | 1.30% | −72−0.4% | Reduced |
| Wedbush Securities Inc | 16,064 | $4.44M | 0.16% | +2,496+18.4% | Added |
| Plimoth Trust Co LLC | 15,960 | $4.41M | 1.13% | −74−0.5% | Reduced |
| Radnor Capital Management, LLC | 15,907 | $4.39M | 0.73% | −2,251−12.4% | Reduced |
| Ossiam | 15,784 | $4.36M | 0.08% | +1,839+13.2% | Added |
| Citizens National Bank Trust Department | 15,742 | $4.35M | 0.92% | −628−3.8% | Reduced |
| Berkshire Bank | 15,706 | $4.34M | 1.01% | −215−1.4% | Reduced |
| Chicago Trust Co NA | 15,653 | $4.32M | 0.77% | −361−2.3% | Reduced |
| Compass Wealth Management LLC | 15,646 | $4.32M | 1.04% | +128+0.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 15,641 | $4.32M | 0.62% | +15,641 | New |
| Manning & Napier Advisors LLC | 15,582 | $4.31M | 0.05% | −2,044−11.6% | Reduced |
| Corbyn Investment Management Inc | 15,545 | $4.30M | 1.54% | −93−0.6% | Reduced |
| Romano Brothers and Company | 15,539 | $4.29M | 0.54% | −395−2.5% | Reduced |
| Highland Capital Management, LLC | 15,538 | $4.29M | 0.25% | −360−2.3% | Reduced |
| Citizens Financial Group Inc | 15,374 | $4.25M | 0.08% | +2,269+17.3% | Added |
| Generali Asset Management SPA SGR | 15,335 | $4.24M | 0.11% | +15,335 | New |
| Pinnacle Associates Ltd | 15,295 | $4.23M | 0.06% | −1,166−7.1% | Reduced |
| Twin Capital Management Inc | 15,200 | $4.20M | 0.46% | +1,762+13.1% | Added |
| Coastline Trust Co | 15,175 | $4.19M | 0.49% | −652−4.1% | Reduced |
| Stonebridge Financial Group, LLC | 15,159 | $4.19M | 0.46% | +15,159 | New |
| Legacy Wealth Management, LLC | 15,138 | $4.18M | 1.66% | −690−4.4% | Reduced |
| Summit Financial, LLC | 15,034 | $4.17M | 0.15% | −475−3.1% | Reduced |
| Cincinnati Indemnity Co | 15,047 | $4.16M | 10.34% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 14,998 | $4.14M | 0.01% | −312,334−95.4% | Reduced |
| SPC Financial, Inc. | 14,908 | $4.12M | 0.36% | +44+0.3% | Added |
| Ar Asset Management Inc | 14,906 | $4.12M | 0.93% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,877 | $4.11M | 0.02% | −88−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 14,840 | $4.10M | 0.03% | −1,264−7.8% | Reduced |
| Thomasville National Bank | 14,666 | $4.05M | 0.29% | +20+0.1% | Added |
| Community Bank, N.A. | 14,563 | $4.02M | 0.52% | +110+0.8% | Added |
| Catalyst Funds Management Pty Ltd | 14,400 | $3.98M | 0.98% | 00.0% | Unchanged |
| New Hampshire Trust | 14,338 | $3.96M | 0.83% | +149+1.1% | Added |
| Financial Advisory Partners, LLC | 14,322 | $3.96M | 1.31% | −92−0.6% | Reduced |
| Weil Company, Inc. | 14,319 | $3.96M | 1.37% | +52+0.4% | Added |
| Berry Wealth Group, LP | 14,312 | $3.95M | 2.85% | −300−2.1% | Reduced |
| Stephens Inc | 14,310 | $3.95M | 0.06% | +4,434+44.9% | Added |
| Gamco Investors, Inc. Et Al | 14,299 | $3.95M | 0.04% | +5,576+63.9% | Added |
| Somerset Trust Co | 14,253 | $3.94M | 1.48% | +158+1.1% | Added |
| Gabelli Funds LLC | 14,202 | $3.92M | 0.03% | +2,797+24.5% | Added |
| Alphinity Investment Management Pty Ltd | 14,120 | $3.90M | 0.02% | +702+5.2% | Added |
| Hilltop Holdings Inc. | 14,038 | $3.88M | 0.24% | +10,168+262.7% | Added |
| Marble Harbor Investment Counsel, LLC | 14,021 | $3.87M | 0.43% | +575+4.3% | Added |
| Johnson Investment Counsel Inc | 14,010 | $3.87M | 0.04% | +103+0.7% | Added |
| Principal Securities, Inc. | 13,864 | $3.83M | 0.09% | +2,590+23.0% | Added |
| South Dakota Investment Council | 13,714 | $3.79M | 0.08% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 13,731 | $3.78M | 0.15% | −817−5.6% | Reduced |
| Hamilton Capital Partners Inc. | 13,633 | $3.77M | 0.28% | +1,590+13.2% | Added |
| Heritage Wealth Management, Inc. | 13,566 | $3.75M | 1.25% | −135−1.0% | Reduced |
| Hanson & Doremus Investment Management | 13,562 | $3.75M | 0.59% | +662+5.1% | Added |
| Unison Advisors LLC | 13,500 | $3.74M | 0.45% | +41+0.3% | Added |
| Investment Research & Advisory Group, Inc. | 13,501 | $3.73M | 1.56% | −98−0.7% | Reduced |
| Delta Capital Management LLC | 13,487 | $3.73M | 2.13% | +50+0.4% | Added |
| Van Eck Associates Corp | 13,391 | $3.70M | 0.00% | +381+2.9% | Added |
| Nicollet Investment Management, Inc. | 13,383 | $3.70M | 1.27% | −151−1.1% | Reduced |
| First National Bank of Omaha | 13,361 | $3.69M | 0.24% | −940−6.6% | Reduced |
| Central Bank & Trust Co | 13,298 | $3.67M | 0.56% | −609−4.4% | Reduced |
| Level Four Advisory Services, LLC | 13,132 | $3.63M | 0.15% | +49+0.4% | Added |
| Everence Capital Management Inc | 13,000 | $3.59M | 0.23% | −700−5.1% | Reduced |
| Inspire Trust Co, N.A. | 13,000 | $3.59M | 0.92% | +13,000 | New |
| Los Angeles Capital Management LLC | 12,982 | $3.59M | 0.01% | −170,638−92.9% | Reduced |
| Gladstone Institutional Advisory LLC | 12,878 | $3.56M | 0.17% | +2,073+19.2% | Added |
| Brown Miller Wealth Management, LLC | 12,864 | $3.55M | 1.36% | +64+0.5% | Added |
| Bristlecone Advisors, LLC | 12,864 | $3.55M | 0.28% | −70−0.5% | Reduced |
| Fisher Asset Management, LLC | 12,834 | $3.55M | 0.00% | −50.0% | Reduced |
| Clearstead Advisors, LLC | 12,823 | $3.54M | 0.05% | −122−0.9% | Reduced |
| First National Advisers, LLC | 12,721 | $3.52M | 0.57% | +264+2.1% | Added |
| Northcape Wealth Management, LLC | 12,648 | $3.49M | 1.13% | +917+7.8% | Added |