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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,705
shares
|
$477,741
0.43% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,695
shares
|
$474,939
0.17% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,692
shares
|
$474,098
0.13% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,689
shares
|
$473,257
0.02% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,688
shares
|
$472,977
0.02% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,687
shares
|
$472,697
0.29% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,679
shares
|
$470,455
0.09% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,666
shares
|
$466,813
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
1,665
shares
|
$466,533
0.0% of portfolio
|
Q1 2025
Reduced 76.48%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,659
shares
|
$464,851
0.1% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,655
shares
|
$463,731
0.14% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,652
shares
|
$462,890
0.17% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,648
shares
|
$461,769
0.02% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,646
shares
|
$461,209
0.07% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
1,645
shares
|
$460,929
0.13% of portfolio
|
Q1 2025
Reduced 25.9%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,635
shares
|
$458,127
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,635
shares
|
$458,127
0.04% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
1,629
shares
|
$456,445
0.34% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
1,620
shares
|
$453,924
0.13% of portfolio
|
Q1 2025
Reduced 88.75%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
1,613
shares
|
$451,962
0.26% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
1,611
shares
|
$451,402
0.03% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
1,610
shares
|
$451,122
0.37% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,608
shares
|
$450,561
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,606
shares
|
$450,001
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
1,596
shares
|
$447,199
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|