Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 2,208 institutions that hold shares in the stock, with a total of 351 Million shares, which have been reported (via 13F filing form) to have a value of $97.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
9,452
shares
|
$2.62 Million
0.17% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
9,446
shares
|
$2.62 Million
0.55% of portfolio
|
Q2 2025
Added 35.68%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,392
shares
|
$2.6 Million
0.05% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
9,257
shares
|
$2.56 Million
0.04% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
9,251
shares
|
$2.56 Million
0.08% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
9,206
shares
|
$2.55 Million
0.75% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
9,200
shares
|
$2.55 Million
1.38% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
9,177
shares
|
$2.54 Million
0.07% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
9,171
shares
|
$2.54 Million
0.05% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
9,168
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
9,120
shares
|
$2.53 Million
0.09% of portfolio
|
Q4 2021
Reduced 15.19%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
9,117
shares
|
$2.53 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
9,107
shares
|
$2.52 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
9,028
shares
|
$2.5 Million
0.32% of portfolio
|
Q3 2017
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
9,016
shares
|
$2.5 Million
1.26% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
8,980
shares
|
$2.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
8,962
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
8,939
shares
|
$2.48 Million
0.33% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,929
shares
|
$2.47 Million
0.06% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
8,924
shares
|
$2.47 Million
0.97% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,885
shares
|
$2.46 Million
0.06% of portfolio
|
Q2 2025
Added 1169.29%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
8,838
shares
|
$2.45 Million
0.06% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,834
shares
|
$2.45 Million
0.35% of portfolio
|
Q4 2024
Added 1021.07%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,803
shares
|
$2.44 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,761
shares
|
$2.43 Million
0.34% of portfolio
|
Q4 2024
Added 0.46%
|