# CHUBB LIMITED (CB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CB/

- Reporting holders: 98
- Reported value: $389.7M
- Held through calls: 0.0%
- Held through puts: 0.1%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $141.1M | 433,925 | 2.4% | 32 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $84.7M | 255,039 | 4.5% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $29.0M | 89,163 | 0.8% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $13.3M | 41,028 | 0.3% | 28 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $9.8M | 30,147 | 0.4% | 21 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.7M | 29,739 | 0.1% | 16 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $7.9M | 24,191 | 1.7% | 32 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $7.4M | 22,806 | 1.5% | 5 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $5.7M | 17,379 | 0.4% | 8 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $5.2M | 15,978 | 0.1% | 32 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $4.6M | 14,007 | 0.4% | 32 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $4.3M | 13,187 | 1.1% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $4.2M | 13,052 | 0.1% | 12 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $3.9M | 12,124 | 0.6% | 17 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $3.7M | 11,452 | 1.5% | 2 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $3.3M | 10,133 | 0.1% | 32 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $2.9M | 8,791 | 0.5% | 32 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $2.5M | 7,623 | 0.3% | 4 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $2.2M | 6,864 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.1M | 6,496 | 0.0% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.0M | 5,932 | 0.0% | 20 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $1.8M | 5,521 | 1.4% | 8 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $1.8M | 5,458 | 0.7% | 24 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $1.8M | 5,455 | 0.7% | 28 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.7M | 5,231 | 0.2% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 98 | $389.7M |
| Q2 2026 | 2,166 | $128.5B |
| Q1 2026 | 2,113 | $118.9B |
| Q4 2025 | 2,059 | $111.9B |
| Q3 2025 | 1,931 | $99.5B |
| Q2 2025 | 1,962 | $105.3B |
| Q1 2025 | 1,929 | $109.5B |
| Q4 2024 | 1,905 | $100.1B |
| Q3 2024 | 1,810 | $106.7B |
| Q2 2024 | 1,715 | $94.8B |
| Q1 2024 | 1,702 | $99.3B |
| Q4 2023 | 1,608 | $85.5B |