Institutional Ownership Chubb LTD (CB)
This table provides information about the institutional ownership of Chubb LTD (CB). We have compiled data on the 1,984 institutions that hold shares in the stock, with a total of 340 Million shares, which have been reported (via 13F filing form) to have a value of $90.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
1,325
shares
|
$353,377
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
1,320
shares
|
$352,044
0.07% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,320
shares
|
$352,044
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,317
shares
|
$351,243
0.09% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,313
shares
|
$350,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,302
shares
|
$347,243
0.09% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,300
shares
|
$346,710
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,299
shares
|
$346,443
0.15% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,295
shares
|
$345,376
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
1,293
shares
|
$344,843
0.2% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,293
shares
|
$344,843
0.0% of portfolio
|
Q4 2022
Reduced 14.65%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
1,293
shares
|
$344,843
0.14% of portfolio
|
Q2 2024
Added 15.45%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,290
shares
|
$344,043
0.01% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
1,287
shares
|
$343,242
0.05% of portfolio
|
Q3 2024
Added 47.59%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
1,283
shares
|
$342,176
0.13% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,278
shares
|
$340,842
0.07% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
1,275
shares
|
$340,042
0.19% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,273
shares
|
$339,509
0.13% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
1,271
shares
|
$338,975
0.14% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
1,267
shares
|
$337,908
0.02% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
1,266
shares
|
$337,642
0.07% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,264
shares
|
$337,108
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
1,263
shares
|
$336,842
0.04% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
1,262
shares
|
$336,575
0.03% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,256
shares
|
$334,975
0.01% of portfolio
|
Q3 2024
Added 2.78%
|