Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 2,149 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 $97.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,524
shares
|
$695,261
0.12% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
2,523
shares
|
$694,985
0.2% of portfolio
|
Q3 2024
Added 35.5%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
2,500
shares
|
$688,650
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
2,495
shares
|
$687,272
0.2% of portfolio
|
Q1 2025
Reduced 38.09%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
2,494
shares
|
$686,997
0.29% of portfolio
|
Q1 2021
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,489
shares
|
$685,619
0.04% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,466
shares
|
$679,284
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,464
shares
|
$678,733
0.02% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
2,433
shares
|
$670,194
0.36% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
2,417
shares
|
$665,786
0.05% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,404
shares
|
$662,205
0.09% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
2,400
shares
|
$661,104
0.13% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,398
shares
|
$660,553
0.02% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
2,397
shares
|
$660,277
0.13% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
2,396
shares
|
$660,002
0.18% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
2,395
shares
|
$659,726
0.01% of portfolio
|
Q1 2025
Reduced 47.34%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
2,394
shares
|
$659,451
0.2% of portfolio
|
Q1 2025
Reduced 64.67%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
2,392
shares
|
$658,900
0.34% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,387
shares
|
$657,523
0.13% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
2,378
shares
|
$655,043
0.28% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,376
shares
|
$654,492
0.05% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
2,369
shares
|
$652,564
0.1% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,369
shares
|
$652,564
0.03% of portfolio
|
Q1 2025
Reduced 30.26%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
2,354
shares
|
$648,432
0.1% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
2,345
shares
|
$645,953
0.02% of portfolio
|
Q1 2025
Added 12.85%
|