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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,076
shares
|
$571,854
0.34% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
2,075
shares
|
$571,579
0.06% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
2,050
shares
|
$564,693
0.04% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
2,050
shares
|
$564,693
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,044
shares
|
$563,040
0.01% of portfolio
|
Q1 2024
Added 119.78%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
2,033
shares
|
$560,010
0.22% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
2,033
shares
|
$560,010
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
2,025
shares
|
$557,806
0.09% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
2,019
shares
|
$556,153
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
2,010
shares
|
$553,674
0.39% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,998
shares
|
$550,369
0.25% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
1,989
shares
|
$547,889
0.16% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,986
shares
|
$547,063
0.03% of portfolio
|
Q1 2025
Reduced 84.58%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,971
shares
|
$542,931
0.04% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,969
shares
|
$542,380
0.08% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,968
shares
|
$542,105
0.11% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,958
shares
|
$539,350
0.02% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
1,954
shares
|
$538,248
0.63% of portfolio
|
Q1 2025
Added 31.05%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
1,951
shares
|
$537,422
0.05% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,949
shares
|
$536,871
0.08% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
1,948
shares
|
$536,596
0.03% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
1,943
shares
|
$535,218
0.11% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,942
shares
|
$534,943
0.02% of portfolio
|
Q3 2022
Added 3.3%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
1,942
shares
|
$534,943
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
1,937
shares
|
$533,566
0.02% of portfolio
|
Q1 2025
Added 0.73%
|