Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 2,142 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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,871
shares
|
$1.36 Million
0.38% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
4,868
shares
|
$1.36 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
4,852
shares
|
$1.36 Million
0.8% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
4,848
shares
|
$1.36 Million
0.57% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
4,825
shares
|
$1.35 Million
0.28% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
4,799
shares
|
$1.34 Million
0.84% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
4,790
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
4,788
shares
|
$1.34 Million
0.42% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
4,777
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
4,754
shares
|
$1.33 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
4,740
shares
|
$1.33 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,737
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,732
shares
|
$1.33 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
4,731
shares
|
$1.33 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,709
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,647
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
4,625
shares
|
$1.3 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
4,590
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,576
shares
|
$1.28 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
4,569
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
4,569
shares
|
$1.28 Million
1.28% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
4,558
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,557
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
4,550
shares
|
$1.27 Million
1.33% of portfolio
|
Q3 2022
Added 7.26%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
4,540
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Added 77.69%
|