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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
1,208
shares
|
$338,481
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
1,206
shares
|
$337,921
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
1,204
shares
|
$337,360
0.3% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
1,203
shares
|
$337,080
0.05% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
1,203
shares
|
$337,080
0.02% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
1,203
shares
|
$337,080
0.23% of portfolio
|
Q1 2025
Reduced 32.49%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
1,202
shares
|
$336,800
0.06% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
1,200
shares
|
$336,240
0.01% of portfolio
|
Q1 2025
Reduced 39.46%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
1,197
shares
|
$335,399
0.12% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,196
shares
|
$335,119
0.07% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,195
shares
|
$334,839
0.04% of portfolio
|
Q3 2021
Reduced 2.61%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,192
shares
|
$333,998
0.03% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,191
shares
|
$333,718
0.04% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
1,185
shares
|
$332,037
0.05% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,182
shares
|
$331,196
0.03% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
1,178
shares
|
$330,075
0.06% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,178
shares
|
$330,075
0.16% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
1,177
shares
|
$329,795
0.22% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,173
shares
|
$328,674
0.14% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
1,173
shares
|
$328,674
0.03% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
1,171
shares
|
$328,114
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
1,171
shares
|
$328,114
0.16% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,170
shares
|
$327,834
0.06% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jun 23, 2025 Q1 2025 |
1,165
shares
|
$326,433
0.41% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
1,161
shares
|
$325,312
0.14% of portfolio
|
Q1 2025
New holding
|