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
- 1,909
- +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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 12,584 | $3.48M | 0.11% | −245−1.9% | Reduced |
| Vista Investment Partners LLC | 12,582 | $3.48M | 1.08% | +351+2.9% | Added |
| Empowered Funds, LLC | 12,501 | $3.45M | 0.05% | +468+3.9% | Added |
| Patten Group, Inc. | 12,481 | $3.45M | 0.76% | −32−0.3% | Reduced |
| Texas Yale Capital Corp. | 12,422 | $3.43M | 0.14% | +95+0.8% | Added |
| GeoWealth Management, LLC | 12,401 | $3.43M | 0.11% | +8,878+252.0% | Added |
| Moors & Cabot, Inc. | 12,371 | $3.42M | 0.16% | +546+4.6% | Added |
| Occidental Asset Management, LLC | 12,361 | $3.42M | 0.53% | +1,019+9.0% | Added |
| Nations Financial Group Inc, | 12,249 | $3.38M | 0.25% | +369+3.1% | Added |
| Resources Investment Advisors, LLC. | 12,241 | $3.38M | 0.04% | +3,042+33.1% | Added |
| Davidson Capital Management Inc. | 12,240 | $3.38M | 0.89% | +2,534+26.1% | Added |
| Brendel Financial Advisors LLC | 12,194 | $3.37M | 2.04% | −393−3.1% | Reduced |
| LMG Wealth Partners, LLC | 12,157 | $3.36M | 0.73% | +652+5.7% | Added |
| Jackson Square Capital, LLC | 12,137 | $3.35M | 0.81% | −173−1.4% | Reduced |
| Victrix Investment Advisors | 12,096 | $3.34M | 2.41% | +12,096 | New |
| DJE Kapital AG | 12,000 | $3.30M | 0.08% | +12,000 | New |
| Brown Brothers Harriman & Co | 11,841 | $3.27M | 0.02% | −3,381−22.2% | Reduced |
| Greenwood Capital Associates LLC | 11,761 | $3.25M | 0.42% | +1,366+13.1% | Added |
| Orca Wealth Management, LLC | 11,707 | $3.23M | 2.91% | +11,707 | New |
| Cohen Investment Advisors LLC | 11,677 | $3.23M | 1.95% | +1,222+11.7% | Added |
| Allstate Corp | 11,617 | $3.21M | 0.09% | +11,617 | New |
| Park National Corp | 11,573 | $3.20M | 0.12% | −104−0.9% | Reduced |
| LVW Advisors, LLC | 11,556 | $3.19M | 0.39% | −198−1.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 11,510 | $3.18M | 0.08% | +1,328+13.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,499 | $3.18M | 0.01% | +11,499 | New |
| Moneta Group Investment Advisors LLC | 11,474 | $3.17M | 0.04% | +1,193+11.6% | Added |
| Stonebrook Private Inc. | 11,417 | $3.15M | 0.83% | −142−1.2% | Reduced |
| CAPROCK Group, Inc. | 11,354 | $3.15M | 0.10% | +166+1.5% | Added |
| Letson Investment Management, Inc. | 11,340 | $3.13M | 1.27% | +2,276+25.1% | Added |
| Slow Capital, Inc. | 11,290 | $3.12M | 0.44% | −50−0.4% | Reduced |
| First National Trust Co | 11,258 | $3.11M | 0.12% | −307−2.7% | Reduced |
| TownSquare Capital, LLC | 11,245 | $3.11M | 0.04% | +1,971+21.3% | Added |
| FIL Ltd | 11,160 | $3.08M | 0.00% | +6,329+131.0% | Added |
| Woodline Partners LP | 11,150 | $3.08M | 0.02% | +11,150 | New |
| Tiaa Trust, National Association | 11,046 | $3.05M | 0.01% | +315+2.9% | Added |
| Pictet North America Advisors SA | 10,834 | $2.99M | 0.28% | +246+2.3% | Added |
| Scotia Capital Inc. | 10,823 | $2.99M | 0.02% | −263−2.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 10,813 | $2.99M | 0.96% | −15−0.1% | Reduced |
| Westwood Holdings Group Inc. | 10,799 | $2.98M | 0.02% | +4,187+63.3% | Added |
| Quadrature Capital Ltd | 10,739 | $2.97M | 0.06% | +10,739 | New |
| IFG Advisory, LLC | 10,700 | $2.96M | 0.17% | +146+1.4% | Added |
| Catalytic Wealth RIA, LLC | 10,681 | $2.95M | 0.52% | +8,194+329.5% | Added |
| Legacy Private Trust Co. | 10,618 | $2.93M | 0.19% | −17−0.2% | Reduced |
| Sagespring Wealth Partners, LLC | 10,597 | $2.93M | 0.08% | +10,597 | New |
| Mattern Wealth Management LLC | 10,522 | $2.91M | 0.64% | −169−1.6% | Reduced |
| Quinn Opportunity Partners LLC | 10,500 | $2.90M | 0.21% | +1,500+16.7% | Added |
| Geneos Wealth Management Inc. | 10,484 | $2.90M | 0.10% | +42+0.4% | Added |
| HMS Capital Management, LLC | 10,466 | $2.89M | 1.40% | −9−0.1% | Reduced |
| Savant Capital, LLC | 10,408 | $2.88M | 0.02% | −6,180−37.3% | Reduced |
| apricus wealth, LLC | 10,344 | $2.86M | 1.85% | −60−0.6% | Reduced |
| KKM Financial LLC | 10,260 | $2.83M | 1.18% | +480+4.9% | Added |
| Griffin Asset Management, Inc. | 10,258 | $2.83M | 0.33% | +195+1.9% | Added |
| Private Trust Co NA | 10,232 | $2.83M | 0.29% | +125+1.2% | Added |
| Logan Capital Management Inc | 10,229 | $2.83M | 0.12% | +9,931+3,332.6% | Added |
| Argyle Capital Management Inc. | 10,219 | $2.82M | 1.11% | +2,054+25.2% | Added |
| Panagora Asset Management Inc | 10,190 | $2.82M | 0.01% | +2,134+26.5% | Added |
| MV Capital Management, Inc. | 10,182 | $2.81M | 0.30% | +28+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,178 | $2.81M | 0.57% | +3,917+62.6% | Added |
| Maxwell Wealth Strategies Inc. | 10,150 | $2.80M | 1.15% | −154−1.5% | Reduced |
| Portland Global Advisors LLC | 10,137 | $2.80M | 0.35% | −74−0.7% | Reduced |
| West Michigan Advisors, LLC | 10,088 | $2.80M | 0.84% | +26+0.3% | Added |
| CFS Investment Advisory Services, LLC | 10,090 | $2.79M | 0.25% | −7−0.1% | Reduced |
| Peterson Wealth Services | 10,079 | $2.78M | 0.84% | +544+5.7% | Added |
| Marathon Capital Management | 10,010 | $2.77M | 0.69% | −45−0.4% | Reduced |
| Nilsine Partners, LLC | 9,981 | $2.76M | 0.30% | +639+6.8% | Added |
| Nkcfo LLC | 9,975 | $2.76M | 1.21% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 10,153 | $2.71M | 0.18% | −457−4.3% | Reduced |
| J.W. Cole Advisors, Inc. | 9,781 | $2.70M | 0.11% | +208+2.2% | Added |
| Johnson Financial Group, Inc. | 9,821 | $2.67M | 0.13% | +2,817+40.2% | Added |
| Lantz Financial LLC | 9,621 | $2.66M | 0.71% | −83−0.9% | Reduced |
| Nelson Capital Management, LLC | 9,618 | $2.66M | 0.44% | −332−3.3% | Reduced |
| Thoroughbred Financial Services, LLC | 9,601 | $2.65M | 0.16% | +23+0.2% | Added |
| Fort Washington Investment Advisors Inc | 9,523 | $2.63M | 0.02% | +297+3.2% | Added |
| Ameritas Investment Partners, Inc. | 9,501 | $2.63M | 0.09% | −186−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 9,465 | $2.62M | 0.03% | +549+6.2% | Added |
| Haverford Trust Co | 9,442 | $2.61M | 0.03% | −171−1.8% | Reduced |
| Lockheed Martin Investment Management Co | 9,400 | $2.60M | 0.10% | −32,960−77.8% | Reduced |
| Mission Wealth Management, LP | 9,311 | $2.57M | 0.06% | −181−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,249 | $2.56M | 0.04% | −1,011−9.9% | Reduced |
| Empire Financial Management Company, LLC | 9,243 | $2.55M | 0.80% | +6,508+238.0% | Added |
| Cary Street Partners Financial LLC | 9,204 | $2.54M | 0.08% | +9,204 | New |
| Smith, Salley & Associates | 9,192 | $2.54M | 0.16% | +35+0.4% | Added |
| Phoenix Wealth Advisors | 9,153 | $2.53M | 1.10% | −226−2.4% | Reduced |
| National Asset Management, Inc. | 9,104 | $2.52M | 0.08% | +49+0.5% | Added |
| Cohen Klingenstein LLC | 9,120 | $2.52M | 0.09% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 9,096 | $2.51M | 0.05% | −12,897−58.6% | Reduced |
| Bleakley Financial Group, LLC | 9,069 | $2.51M | 0.08% | +250+2.8% | Added |
| Merit Financial Group, LLC | 9,067 | $2.51M | 0.05% | +2,919+47.5% | Added |
| Main Street Financial Solutions, LLC | 9,061 | $2.50M | 0.25% | −1,410−13.5% | Reduced |
| Impact Capital Partners LLC | 9,060 | $2.50M | 0.89% | +9,060 | New |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.49M | 0.30% | 00.0% | Unchanged |
| Platform Technology Partners | 8,969 | $2.48M | 0.75% | −49−0.5% | Reduced |
| Boston Private Wealth LLC | 8,956 | $2.47M | 0.05% | +8,956 | New |
| Concord Wealth Partners | 8,952 | $2.47M | 0.41% | +2,276+34.1% | Added |
| Concord Asset Management, LLC | 8,904 | $2.46M | 0.54% | +1,998+28.9% | Added |
| Exencial Wealth Advisors, LLC | 8,890 | $2.46M | 0.09% | +100+1.1% | Added |
| Round Rock Advisors, LLC | 8,857 | $2.45M | 0.50% | −530−5.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,845 | $2.44M | 0.02% | +1,975+28.7% | Added |
| Vista Investment Partners II, LLC | 8,838 | $2.44M | 1.44% | +8,838 | New |
| TrinityPoint Wealth, LLC | 8,834 | $2.44M | 0.34% | +8,046+1,021.1% | Added |