Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 2,149 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 $98.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,191
shares
|
$331,967
0.04% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,185
shares
|
$330,295
0.04% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,182
shares
|
$329,458
0.03% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
1,179
shares
|
$328,622
0.02% of portfolio
|
Q2 2025
Added 74.93%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
1,178
shares
|
$328,343
0.06% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,178
shares
|
$328,343
0.16% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
1,177
shares
|
$328,065
0.22% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
1,173
shares
|
$326,950
0.03% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
1,171
shares
|
$326,392
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
1,171
shares
|
$326,392
0.16% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,170
shares
|
$326,114
0.06% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,165
shares
|
$324,720
0.02% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
1,161
shares
|
$323,605
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
1,160
shares
|
$323,326
0.36% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,158
shares
|
$322,769
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,155
shares
|
$321,933
0.12% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
1,155
shares
|
$321,933
0.01% of portfolio
|
Q1 2025
Added 25.82%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,150
shares
|
$320,539
0.07% of portfolio
|
Q1 2025
Reduced 52.12%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,146
shares
|
$319,424
0.06% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,146
shares
|
$319,424
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,141
shares
|
$318,030
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,125
shares
|
$313,571
0.02% of portfolio
|
Q1 2025
Added 67.16%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
1,124
shares
|
$313,292
0.08% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,123
shares
|
$313,013
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
1,123
shares
|
$313,013
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|