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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
65
shares
|
$18,004
0.0% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
65
shares
|
$18,004
0.02% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
63
shares
|
$17,450
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
62
shares
|
$17,173
0.01% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
61
shares
|
$16,896
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
59
shares
|
$16,342
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
59
shares
|
$16,342
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
58
shares
|
$16,065
0.0% of portfolio
|
Q3 2024
Reduced 88.97%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
58
shares
|
$16,065
0.01% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
57
shares
|
$15,788
0.0% of portfolio
|
Q2 2025
Added 612.5%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
57
shares
|
$15,788
0.01% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
56
shares
|
$15,511
0.0% of portfolio
|
Q3 2024
Reduced 34.88%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
56
shares
|
$15,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
55
shares
|
$15,234
0.0% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
54
shares
|
$14,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
54
shares
|
$14,957
0.0% of portfolio
|
Q2 2025
Added 800.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
50
shares
|
$13,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
50
shares
|
$13,849
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
48
shares
|
$13,295
0.01% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
47
shares
|
$13,018
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
47
shares
|
$13,018
0.0% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
47
shares
|
$13,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
46
shares
|
$12,741
0.0% of portfolio
|
Q2 2025
Added 31.43%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
45
shares
|
$12,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
42
shares
|
$11,633
0.01% of portfolio
|
Q2 2025
Added 16.67%
|