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 |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
1,318
shares
|
$365,072
0.08% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,310
shares
|
$362,856
0.04% of portfolio
|
Q2 2025
Added 43.96%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,302
shares
|
$360,640
0.09% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
1,301
shares
|
$360,363
0.03% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,300
shares
|
$360,087
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,299
shares
|
$359,810
0.15% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
1,296
shares
|
$358,979
0.0% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,295
shares
|
$358,702
0.06% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,293
shares
|
$358,148
0.0% of portfolio
|
Q4 2022
Reduced 14.65%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,290
shares
|
$357,317
0.02% of portfolio
|
Q2 2025
Added 52.48%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
1,289
shares
|
$357,040
0.11% of portfolio
|
Q2 2025
Added 49.71%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
1,281
shares
|
$354,824
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
1,281
shares
|
$354,824
0.19% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,279
shares
|
$354,270
0.01% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
1,278
shares
|
$353,993
0.25% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
1,278
shares
|
$353,993
0.04% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
1,276
shares
|
$353,439
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,274
shares
|
$352,885
0.03% of portfolio
|
Q2 2025
Added 52.03%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,273
shares
|
$352,608
0.13% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,270
shares
|
$351,777
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
1,255
shares
|
$347,622
0.01% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
1,254
shares
|
$347,345
0.04% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
1,251
shares
|
$346,514
0.19% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,250
shares
|
$346,237
0.13% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1,247
shares
|
$345,406
0.13% of portfolio
|
Q2 2025
New holding
|