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 |
|---|---|---|---|---|---|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
7,910
shares
|
$2.22 Million
0.91% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,905
shares
|
$2.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
7,887
shares
|
$2.21 Million
0.19% of portfolio
|
Q4 2023
Added 6.74%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
7,873
shares
|
$2.21 Million
0.26% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
7,860
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.62%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
7,832
shares
|
$2.19 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
7,828
shares
|
$2.19 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
7,821
shares
|
$2.19 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
7,791
shares
|
$2.18 Million
0.07% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
7,788
shares
|
$2.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
7,779
shares
|
$2.18 Million
0.05% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,699
shares
|
$2.16 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
7,695
shares
|
$2.16 Million
0.07% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,682
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
7,596
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2022
Added 12.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
7,585
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
7,545
shares
|
$2.11 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
7,533
shares
|
$2.11 Million
0.3% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
7,525
shares
|
$2.11 Million
1.89% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Xxec, Inc.
|
Apr 09, 2025 Q1 2025 |
7,520
shares
|
$2.11 Million
1.96% of portfolio
|
Q1 2025
Reduced 63.76%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
7,499
shares
|
$2.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
7,498
shares
|
$2.1 Million
1.01% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,472
shares
|
$2.09 Million
1.36% of portfolio
|
Q1 2023
Added 7.76%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
7,460
shares
|
$2.09 Million
0.93% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
7,449
shares
|
$2.09 Million
0.62% of portfolio
|
Q1 2025
Added 3.63%
|