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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
29
shares
|
$8,296
0.0% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
28
shares
|
$8,010
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
28
shares
|
$8,010
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
28
shares
|
$8,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
26
shares
|
$7,438
0.0% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
25
shares
|
$7,152
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
25
shares
|
$7,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
24
shares
|
$6,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
24
shares
|
$6,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
23
shares
|
$6,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
23
shares
|
$6,579
0.0% of portfolio
|
Q4 2024
Added 35.29%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
23
shares
|
$6,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
21
shares
|
$6,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
21
shares
|
$6,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
21
shares
|
$6,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
20
shares
|
$5,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
20
shares
|
$5,721
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$5,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
19
shares
|
$5,435
0.0% of portfolio
|
Q2 2023
Reduced 84.3%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
19
shares
|
$5,435
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
19
shares
|
$5,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
18
shares
|
$5,149
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
17
shares
|
$4,863
0.0% of portfolio
|
Q4 2024
Reduced 76.06%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
17
shares
|
$4,863
0.0% of portfolio
|
Q3 2024
Added 70.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
16
shares
|
$4,577
0.01% of portfolio
|
Q4 2024
Added 14.29%
|