Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 2,207 institutions that hold shares in the stock, with a total of 350 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 |
|---|---|---|---|---|---|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
2,771
shares
|
$768,813
0.55% of portfolio
|
Q4 2021
Added 9.92%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,758
shares
|
$765,207
0.04% of portfolio
|
Q4 2023
Added 10.28%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
2,750
shares
|
$762,987
0.01% of portfolio
|
Q2 2025
Added 77.42%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,746
shares
|
$761,877
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,743
shares
|
$761,045
0.02% of portfolio
|
Q2 2025
Added 54.54%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,742
shares
|
$760,767
0.28% of portfolio
|
Q2 2023
Reduced 2.77%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,740
shares
|
$760,213
0.07% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,738
shares
|
$759,658
0.03% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,732
shares
|
$757,993
0.09% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
2,727
shares
|
$756,606
0.35% of portfolio
|
Q2 2025
Reduced 57.96%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,726
shares
|
$756,328
0.13% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,715
shares
|
$753,276
0.71% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,714
shares
|
$752,999
0.52% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
2,712
shares
|
$752,444
0.34% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
2,698
shares
|
$748,560
0.25% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
2,693
shares
|
$747,172
0.06% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
2,693
shares
|
$747,172
0.17% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
2,682
shares
|
$744,120
0.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,672
shares
|
$741,346
0.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
2,657
shares
|
$737,184
0.01% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,655
shares
|
$736,629
0.23% of portfolio
|
Q2 2025
Added 212.35%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
2,649
shares
|
$734,965
0.55% of portfolio
|
Q2 2022
Added 15.17%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,634
shares
|
$730,803
0.05% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
2,629
shares
|
$729,416
0.14% of portfolio
|
Q2 2025
Added 32.18%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,629
shares
|
$729,416
0.24% of portfolio
|
Q4 2024
Reduced 0.57%
|