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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 8,822 | $2.44M | 0.21% | +1,773+25.2% | Added |
| Douglass Winthrop Advisors, LLC | 8,775 | $2.42M | 0.05% | +200+2.3% | Added |
| Avitas Wealth Management LLC | 8,761 | $2.42M | 0.33% | +40+0.5% | Added |
| Prudential PLC | 8,751 | $2.42M | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 8,736 | $2.41M | 0.10% | +6+0.1% | Added |
| Meeder Advisory Services, Inc. | 8,734 | $2.41M | 0.15% | −117−1.3% | Reduced |
| We Are One Seven, LLC | 8,721 | $2.41M | 0.09% | +673+8.4% | Added |
| Susquehanna Fundamental Investments, LLC | 8,699 | $2.40M | 0.04% | +8,699 | New |
| Fifth Third Wealth Advisors LLC | 8,667 | $2.39M | 0.13% | +1,563+22.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,655 | $2.39M | 0.07% | −7,981−48.0% | Reduced |
| NewEdge Wealth, LLC | 8,618 | $2.38M | 0.04% | −14−0.2% | Reduced |
| HighPoint Advisor Group LLC | 8,817 | $2.37M | 0.13% | −10.0% | Reduced |
| Accurate Wealth Management, LLC | 9,142 | $2.36M | 0.45% | −1,666−15.4% | Reduced |
| HM Payson & Co | 8,444 | $2.33M | 0.04% | −109−1.3% | Reduced |
| Wright Investors Service Inc | 8,440 | $2.33M | 0.76% | −956−10.2% | Reduced |
| Dynamic Advisor Solutions LLC | 8,416 | $2.33M | 0.10% | −835−9.0% | Reduced |
| Bowman & Co S.C. | 8,374 | $2.31M | 1.20% | +139+1.7% | Added |
| Ghe, LLC | 8,375 | $2.31M | 0.92% | +177+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,368 | $2.31M | 0.90% | +349+4.4% | Added |
| Burney Co | 8,366 | $2.31M | 0.08% | +625+8.1% | Added |
| Ballentine Partners, LLC | 8,353 | $2.31M | 0.04% | −103−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 8,281 | $2.29M | 0.10% | +5,772+230.1% | Added |
| Spire Wealth Management | 8,247 | $2.28M | 0.07% | +5,958+260.3% | Added |
| Roundview Capital LLC | 8,231 | $2.27M | 0.16% | +97+1.2% | Added |
| Davidson Trust Co | 8,178 | $2.26M | 1.16% | +313+4.0% | Added |
| Penobscot Investment Management Company, Inc. | 8,136 | $2.25M | 0.20% | −231−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 8,101 | $2.24M | 0.03% | +289+3.7% | Added |
| NBT Bank N A | 8,090 | $2.24M | 0.16% | −136−1.7% | Reduced |
| Central Valley Advisors, LLC | 8,030 | $2.22M | 1.01% | +410+5.4% | Added |
| Bowen Hanes & Co Inc | 8,027 | $2.22M | 0.06% | +390+5.1% | Added |
| McDonald Partners LLC | 8,026 | $2.22M | 0.57% | −167−2.0% | Reduced |
| Criterion Capital Advisors, LLC | 8,683 | $2.21M | 1.39% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 8,004 | $2.21M | 0.79% | +87+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,987 | $2.21M | 0.02% | 00.0% | Unchanged |
| JT Stratford LLC | 7,984 | $2.21M | 0.36% | +397+5.2% | Added |
| Perigon Wealth Management, LLC | 8,054 | $2.20M | 0.05% | +618+8.3% | Added |
| Wetherby Asset Management Inc | 7,952 | $2.20M | 0.11% | −740−8.5% | Reduced |
| Silvant Capital Management LLC | 7,939 | $2.19M | 0.09% | +3,890+96.1% | Added |
| Delta Financial Advisors LLC | 7,883 | $2.18M | 0.81% | +513+7.0% | Added |
| Lecap Asset Management Ltd | 7,852 | $2.17M | 0.59% | +7,852 | New |
| Naples Global Advisors, LLC | 7,817 | $2.17M | 0.20% | −34−0.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 7,825 | $2.16M | 1.75% | 00.0% | Unchanged |
| Security National Bank | 7,809 | $2.16M | 0.31% | +63+0.8% | Added |
| Dividend Assets Capital, LLC | 7,761 | $2.14M | 0.42% | +100+1.3% | Added |
| Jones Financial Companies LLLP | 7,753 | $2.14M | 0.00% | +3,276+73.2% | Added |
| Parkside Financial Bank & Trust | 7,684 | $2.12M | 0.28% | +234+3.1% | Added |
| Alpha DNA Investment Management LLC | 7,679 | $2.12M | 1.16% | −228−2.9% | Reduced |
| Schechter Investment Advisors, LLC | 7,675 | $2.12M | 0.16% | −994−11.5% | Reduced |
| EP Wealth Advisors, LLC | 7,668 | $2.12M | 0.02% | +440+6.1% | Added |
| Ambassador Advisors, LLC | 7,632 | $2.11M | 0.36% | +68+0.9% | Added |
| Claro Advisors LLC | 7,610 | $2.10M | 0.28% | −335−4.2% | Reduced |
| TFG Advisers LLC | 7,558 | $2.09M | 0.75% | +354+4.9% | Added |
| Neville Rodie & Shaw Inc | 7,474 | $2.06M | 0.15% | −15−0.2% | Reduced |
| Lederer & Associates Investment Counsel | 7,442 | $2.06M | 1.44% | −189−2.5% | Reduced |
| Herold Advisors, Inc. | 7,386 | $2.04M | 0.44% | +19+0.3% | Added |
| WCM Investment Management, LLC | 7,399 | $2.04M | 0.00% | +3,235+77.7% | Added |
| Altman Advisors, Inc. | 7,370 | $2.04M | 0.87% | +46+0.6% | Added |
| Ritholtz Wealth Management | 7,365 | $2.04M | 0.06% | +236+3.3% | Added |
| Global Retirement Partners, LLC | 7,358 | $2.03M | 0.06% | +835+12.8% | Added |
| BTG Pactual Asset Management US LLC | 7,300 | $2.02M | 0.26% | +2,041+38.8% | Added |
| Point72 Europe (London) LLP | 7,300 | $2.02M | 0.12% | +7,300 | New |
| Evelyn Partners Asset Management Ltd | 7,297 | $2.02M | 0.54% | +7,297 | New |
| Oak Harbor Wealth Partners, LLC | 7,254 | $2.00M | 0.58% | −94−1.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,208 | $1.99M | 0.93% | +432+6.4% | Added |
| First Hawaiian Bank | 7,207 | $1.99M | 0.06% | −668−8.5% | Reduced |
| Warren Averett Asset Management, LLC | 7,190 | $1.99M | 0.03% | +2,002+38.6% | Added |
| Aries Wealth Management | 7,188 | $1.99M | 0.55% | 00.0% | Unchanged |
| Heritage Trust Co | 7,173 | $1.98M | 0.23% | +7,173 | New |
| Campbell & CO Investment Adviser LLC | 7,173 | $1.98M | 0.15% | +7,173 | New |
| King Luther Capital Management Corp | 7,159 | $1.98M | 0.01% | +20+0.3% | Added |
| Vestcor Inc | 7,143 | $1.97M | 0.07% | −636−8.2% | Reduced |
| Banque Pictet & Cie SA | 7,080 | $1.96M | 0.02% | +250+3.7% | Added |
| Balyasny Asset Management LLC | 7,049 | $1.95M | 0.00% | −50,042−87.7% | Reduced |
| Meridian Investment Counsel Inc. | 7,034 | $1.94M | 0.58% | −1,569−18.2% | Reduced |
| Qtron Investments LLC | 7,016 | $1.94M | 0.27% | +373+5.6% | Added |
| Roxbury Financial LLC | 6,713 | $1.94M | 1.87% | +6,713 | New |
| Schear Investment Advisers, LLC | 7,002 | $1.93M | 1.03% | +186+2.7% | Added |
| Lester Murray Antman dba SimplyRich | 6,949 | $1.92M | 0.55% | −7−0.1% | Reduced |
| Baxter Bros Inc | 6,931 | $1.92M | 0.25% | −140−2.0% | Reduced |
| Monarch Capital Management Inc | 6,906 | $1.91M | 0.52% | −48−0.7% | Reduced |
| Lincoln Capital LLC | 6,923 | $1.91M | 0.40% | −6−0.1% | Reduced |
| Cox Capital Mgt LLC | 6,910 | $1.91M | 1.23% | −239−3.3% | Reduced |
| Perpetual Ltd | 6,882 | $1.90M | 0.02% | −810−10.5% | Reduced |
| Chicago Capital, LLC | 6,877 | $1.90M | 0.05% | +1,180+20.7% | Added |
| Pine Valley Investments Ltd Liability Co | 6,854 | $1.90M | 0.12% | +20.0% | Added |
| Plato Investment Management Ltd | 6,849 | $1.90M | 0.14% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 6,789 | $1.88M | 0.77% | −81−1.2% | Reduced |
| Forum Financial Management, LP | 6,788 | $1.88M | 0.03% | +2,227+48.8% | Added |
| American Trust | 6,776 | $1.87M | 0.14% | −893−11.6% | Reduced |
| Advisors Asset Management, Inc. | 6,756 | $1.87M | 0.03% | −1,184−14.9% | Reduced |
| Clear Harbor Asset Management, LLC | 6,743 | $1.86M | 0.15% | −40−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 6,735 | $1.86M | 0.02% | +2,787+70.6% | Added |
| FWL Investment Management, LLC | 6,718 | $1.86M | 0.68% | +343+5.4% | Added |
| Machina Capital S.A.S. | 6,706 | $1.85M | 0.78% | +6,706 | New |
| Family Legacy, Inc. | 6,930 | $1.85M | 0.63% | +17+0.2% | Added |
| Fruth Investment Management | 6,681 | $1.84M | 0.51% | −112−1.6% | Reduced |
| J. W. Coons Advisors, LLC | 6,658 | $1.84M | 0.47% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,625 | $1.84M | 0.07% | +299+4.7% | Added |
| Gilliland Jeter Wealth Management LLC | 6,635 | $1.83M | 0.62% | −104−1.5% | Reduced |
| Coldstream Capital Management Inc | 6,607 | $1.83M | 0.04% | +110+1.7% | Added |