Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 2,109 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 $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
150
shares
|
$42,912
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
149
shares
|
$42,625
0.02% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
144
shares
|
$41,195
0.0% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
144
shares
|
$41,195
0.0% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
140
shares
|
$40,051
0.02% of portfolio
|
Q2 2024
Reduced 49.09%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
140
shares
|
$40,051
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
138
shares
|
$39,479
0.02% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
135
shares
|
$38,620
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
134
shares
|
$38,334
0.01% of portfolio
|
Q4 2024
Reduced 27.96%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
133
shares
|
$38,048
0.0% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
132
shares
|
$37,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
130
shares
|
$37,190
0.0% of portfolio
|
Q1 2025
Reduced 36.59%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
128
shares
|
$36,618
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
128
shares
|
$36,618
0.03% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$35,760
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
125
shares
|
$35,760
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
125
shares
|
$35,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
125
shares
|
$35,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
124
shares
|
$35,473
0.0% of portfolio
|
Q4 2024
Added 254.29%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
124
shares
|
$35,473
0.03% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
123
shares
|
$35,187
0.01% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
122
shares
|
$34,901
0.02% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
121
shares
|
$34,615
0.01% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
119
shares
|
$34,043
0.01% of portfolio
|
Q1 2025
Added 56.58%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
118
shares
|
$33,757
0.02% of portfolio
|
Q4 2024
Added 0.85%
|