Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 2,210 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
7,856
shares
|
$2.32 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
7,844
shares
|
$2.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
7,841
shares
|
$2.32 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
7,815
shares
|
$2.31 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
7,788
shares
|
$2.3 Million
0.26% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
7,784
shares
|
$2.3 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
7,780
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Added 173.56%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
7,732
shares
|
$2.29 Million
0.6% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
7,727
shares
|
$2.28 Million
0.91% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
7,700
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
7,687
shares
|
$2.27 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
7,685
shares
|
$2.27 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,671
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
7,671
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
7,629
shares
|
$2.25 Million
0.52% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
7,596
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2022
Added 12.8%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
7,569
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,564
shares
|
$2.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
7,537
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
7,527
shares
|
$2.22 Million
0.53% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,512
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,494
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,472
shares
|
$2.21 Million
1.36% of portfolio
|
Q1 2023
Added 7.76%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 10, 2025 Q3 2025 |
7,445
shares
|
$2.2 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
7,439
shares
|
$2.2 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.13%
|
|