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 356 Million shares, which have been reported (via 13F filing form) to have a value of $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
54
shares
|
$15,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
50
shares
|
$14,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
50
shares
|
$14,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
50
shares
|
$14,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
48
shares
|
$13,685
0.01% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
47
shares
|
$13,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
45
shares
|
$12,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
44
shares
|
$12,545
0.0% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
41
shares
|
$11,689
0.01% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
39
shares
|
$11,119
0.01% of portfolio
|
Q3 2023
Added 39.29%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
38
shares
|
$10,834
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
38
shares
|
$10,834
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
36
shares
|
$10,264
0.0% of portfolio
|
Q3 2020
Added 44.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
36
shares
|
$10,264
0.01% of portfolio
|
Q2 2024
Reduced 54.43%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
36
shares
|
$10,264
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
36
shares
|
$10,264
0.01% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
36
shares
|
$10,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
35
shares
|
$9,979
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
35
shares
|
$9,979
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
35
shares
|
$9,979
0.0% of portfolio
|
Q1 2025
Reduced 71.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
34
shares
|
$9,694
0.0% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
33
shares
|
$9,408
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
32
shares
|
$9,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
30
shares
|
$8,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
30
shares
|
$8,553
0.0% of portfolio
|
Q1 2025
Reduced 89.51%
|