Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 2,139 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $99.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,104
shares
|
$2.55 Million
0.09% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,100
shares
|
$2.55 Million
0.04% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
9,067
shares
|
$2.54 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
9,040
shares
|
$2.53 Million
0.46% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
9,028
shares
|
$2.53 Million
0.36% of portfolio
|
Q3 2017
New holding
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Apr 14, 2025 Q1 2025 |
9,000
shares
|
$2.52 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
8,996
shares
|
$2.52 Million
1.5% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
8,939
shares
|
$2.5 Million
0.33% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
8,924
shares
|
$2.5 Million
0.97% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,917
shares
|
$2.5 Million
0.05% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
8,916
shares
|
$2.5 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
8,857
shares
|
$2.48 Million
0.16% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,834
shares
|
$2.48 Million
0.35% of portfolio
|
Q4 2024
Added 1021.07%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,761
shares
|
$2.45 Million
0.34% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,760
shares
|
$2.45 Million
0.23% of portfolio
|
Q3 2022
Reduced 21.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
8,721
shares
|
$2.44 Million
0.12% of portfolio
|
Q1 2025
Added 962.24%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,713
shares
|
$2.44 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
8,703
shares
|
$2.44 Million
1.14% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,683
shares
|
$2.43 Million
1.39% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,664
shares
|
$2.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
8,650
shares
|
$2.42 Million
3.29% of portfolio
|
Q1 2025
Reduced 58.47%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
8,629
shares
|
$2.42 Million
0.05% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
8,624
shares
|
$2.42 Million
0.19% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
8,574
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
8,557
shares
|
$2.4 Million
0.25% of portfolio
|
Q1 2025
Added 5.17%
|