CHUBB LIMITED (CB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 329,547,108 shares against 385,799,859 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | $11.7B | 34,249,183 | 3.90% | 12q | HELD |
| BlackRock, Inc. | $9.9B | 29,093,549 | 0.15% | 8q | +4.3%+$410.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.9B | 23,177,820 | 0.17% | 2q | HELD |
| STATE STREET CORP | $5.7B | 16,727,420 | 0.17% | 31q | HELD |
| FMR LLC | $4.6B | 13,368,929 | 0.20% | 31q | +9.4%+$390.6M |
| GQG Partners LLC | $4.3B | 12,473,178 | 7.91% | 8q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $3.1B | 9,145,154 | 0.17% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0B | 8,896,501 | 0.14% | 2q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $2.1B | 6,195,189 | 0.36% | 31q | -1.8%-$38.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $2.0B | 5,887,366 | 0.64% | 31q | -9.6%-$216.0M |
| Capital World Investors | $1.9B | 5,584,363 | 0.22% | 31q | -7.8%-$160.1M |
| AMERIPRISE FINANCIAL INC | $1.8B | 5,367,693 | 0.37% | 31q | -49.5%-$1.8B |
| MORGAN STANLEY | $1.8B | 5,286,296 | 0.10% | 35q | +5.2%+$88.8M |
| BANK OF AMERICA CORP /DE/ | $1.5B | 4,534,497 | 0.10% | 31q | -7.6%-$127.5M |
| JPMORGAN CHASE & CO | $1.4B | 4,176,382 | 0.08% | 31q | -13.3%-$222.5M |
| RAYMOND JAMES FINANCIAL INC | $1.4B | 4,086,308 | 0.38% | 7q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.4B | 4,003,312 | 0.48% | 31q | +4.2%+$55.3M |
| WELLS FARGO & COMPANY/MN | $1.3B | 3,852,983 | 0.21% | 31q | -58.7%-$1.9B |
| Capital Research Global Investors | $1.2B | 3,522,326 | 0.17% | 23q | -44.1%-$945.6M |
| NORTHERN TRUST CORP | $1.2B | 3,460,296 | 0.14% | 31q | -3.3%-$40.3M |
| NORGES BANK | $1.1B | 3,142,168 | 0.11% | 32q | -9.3%-$109.7M |
| Bank of New York Mellon Corp | $1.0B | 3,059,661 | 0.17% | 31q | -10.6%-$123.0M |
| GOLDMAN SACHS GROUP INC | $991.0M | 2,799,543 | 0.09% | 31q | -2.0%-$20.4M |
| UBS Group AG | $983.5M | 2,756,908 | 0.13% | 31q | -4.0%-$40.7M |
| Legal & General Group Plc | $843.5M | 2,475,458 | 0.18% | 31q | -4.0%-$35.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $838.6M | 2,461,009 | 0.37% | 6q | +88.5%+$393.8M |
| ROYAL BANK OF CANADA | $831.3M | 2,359,726 | 0.12% | 31q | +12.9%+$95.2M |
| Invesco Ltd. | $783.9M | 2,300,534 | 0.06% | 31q | +1.1%+$8.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $782.1M | 2,295,200 | 0.10% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $782.1M | 2,295,200 | 0.10% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $747.7M | 2,194,103 | 0.14% | 31q | +1.9%+$14.0M |
| VANGUARD FIDUCIARY TRUST CO | $686.5M | 2,014,756 | 0.15% | 2q | -1.2%-$8.0M |
| Nuveen, LLC | $627.5M | 1,841,675 | 0.15% | 6q | +4.1%+$24.5M |
| FIRST TRUST ADVISORS LP | $593.6M | 1,742,005 | 0.35% | 31q | +8.5%+$46.3M |
| Amundi | $524.8M | 1,540,294 | 0.13% | 21q | -3.9%-$21.5M |
| BARCLAYS PLC | $502.9M | 1,475,852 | 0.10% | 31q | +18.0%+$76.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $498.0M | 1,450,778 | 0.35% | 31q | -13.0%-$74.4M |
| PRINCIPAL FINANCIAL GROUP INC | $463.2M | 1,359,475 | 0.23% | 31q | +3.5%+$15.8M |
| Corient Private Wealth LP | $461.6M | 1,354,533 | 0.30% | 15q | +97.6%+$228.0M |
| ENVESTNET ASSET MANAGEMENT INC | $442.8M | 1,299,490 | 0.10% | 31q | HELD |
| Capital International Investors | $399.8M | 1,173,294 | 0.08% | 31q | -50.0%-$399.4M |
| ALTRINSIC GLOBAL ADVISORS LLC | $394.8M | 1,158,539 | 14.49% | 31q | -2.1%-$8.6M |
| Davis Selected Advisers | $391.2M | 1,148,090 | 1.68% | 31q | -4.0%-$16.1M |
| National Pension Service | $391.2M | 1,148,011 | 0.25% | 10q | -1.1%-$4.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $387.1M | 212,898 | 0.03% | 31q | +132.6%+$220.6M |
| DEUTSCHE BANK AG\ | $358.6M | 1,052,541 | 0.10% | 34q | -18.1%-$79.2M |
| Fayez Sarofim & Co | $345.6M | 1,014,340 | 0.81% | 31q | -5.1%-$18.6M |
| Swiss National Bank | $336.0M | 986,151 | 0.18% | 31q | -10.1%-$37.8M |
| MYCIO WEALTH PARTNERS, LLC | $335.7M | 985,086 | 62.74% | 31q | +3.6%+$11.8M |
| LAZARD ASSET MANAGEMENT LLC | $315.7M | 926,591 | 0.48% | 42q | -4.6%-$15.4M |
| HSBC HOLDINGS PLC | $314.0M | 853,553 | 0.13% | 31q | +21.7%+$56.0M |
| Sumitomo Mitsui Trust Group, Inc. | $308.9M | 906,554 | 0.18% | 18q | -6.7%-$22.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $306.3M | 899,069 | 0.17% | 31q | +5.2%+$15.0M |
| Boston Partners | $303.4M | 890,313 | 0.27% | 31q | +3.5%+$10.3M |
| STIFEL FINANCIAL CORP | $297.1M | 871,924 | 0.25% | 31q | +6.4%+$17.9M |
| Troy Asset Management Ltd | $295.1M | 866,176 | 8.23% | 9q | -1.0%-$2.9M |
| PNC Financial Services Group, Inc. | $288.3M | 846,159 | 0.14% | 31q | HELD |
| Alphinity Investment Management Pty Ltd | $279.4M | 820,062 | 4.65% | 18q | +16.5%+$39.5M |
| CITADEL ADVISORS LLC | $274.6M | 409,669 | 0.03% | 31q | +60.7%+$103.7M |
| Vanguard Global Advisers, LLC | $271.3M | 796,063 | 0.13% | 2q | -1.9%-$5.3M |
| LONDON CO OF VIRGINIA | $251.9M | 739,329 | 1.44% | 8q | -3.1%-$7.9M |
| DANSKE BANK A/S | $241.8M | 709,677 | 0.48% | 10q | +1.3%+$3.2M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $240.5M | 705,898 | 0.44% | 22q | +32.0%+$58.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $234.8M | 689,209 | 0.04% | 3q | -79.8%-$927.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $232.3M | 681,770 | 0.16% | 2q | +6.9%+$15.1M |
| JONES FINANCIAL COMPANIES LLLP | $230.8M | 676,017 | 0.09% | 23q | +6.1%+$13.2M |
| Cullen Capital Management, LLC | $229.9M | 674,693 | 2.26% | 14q | HELD |
| Polar Capital Holdings Plc | $228.4M | 670,383 | 0.54% | 23q | -9.9%-$25.0M |
| AMERICAN CENTURY COMPANIES INC | $226.0M | 663,120 | 0.10% | 31q | +638.3%+$195.3M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $225.2M | 660,867 | 1.72% | 9q | +1.3%+$3.0M |
| RHUMBLINE ADVISERS | $218.4M | 640,847 | 0.16% | 31q | -3.7%-$8.4M |
| BNP PARIBAS FINANCIAL MARKETS | $213.9M | 564,314 | 0.07% | 31q | -5.2%-$11.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $212.8M | 624,385 | 0.17% | 31q | +13.9%+$26.0M |
| California Public Employees Retirement System | $212.5M | 623,664 | 0.12% | 31q | -24.9%-$70.3M |
| VOYA INVESTMENT MANAGEMENT LLC | $209.7M | 615,556 | 0.18% | 31q | +24.3%+$41.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $207.0M | 648,956 | 0.35% | 15q | +86.9%+$96.2M |
| BANK OF MONTREAL /CAN/ | $202.8M | 595,119 | 0.07% | 31q | +10.2%+$18.8M |
| NEW YORK STATE COMMON RETIREMENT FUND | $197.8M | 580,530 | 0.25% | 31q | -11.7%-$26.3M |
| LPL Financial LLC | $196.5M | 576,647 | 0.04% | 31q | +6.2%+$11.4M |
| CITIGROUP INC | $192.4M | 560,615 | 0.06% | 31q | +2.7%+$5.0M |
| ProShare Advisors LLC | $192.3M | 564,401 | 0.28% | 31q | -9.6%-$20.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $192.2M | 564,111 | 0.11% | 31q | +8.2%+$14.6M |
| US BANCORP \DE\ | $190.5M | 559,026 | 0.21% | 31q | -1.9%-$3.6M |
| DNB Asset Management AS | $189.8M | 557,002 | 0.53% | 8q | +3.9%+$7.2M |
| Ensign Peak Advisors, Inc | $186.6M | 547,593 | 0.31% | 27q | -49.6%-$183.8M |
| JENNISON ASSOCIATES LLC | $186.0M | 545,906 | 0.11% | 31q | +4.9%+$8.7M |
| Clark Capital Management Group, Inc. | $179.4M | 526,441 | 0.98% | 28q | +1.0%+$1.8M |
| JANE STREET GROUP, LLC | $178.1M | 19,948 | 0.01% | 31q | -14.3%-$29.8M |
| Russell Investments Group, Ltd. | $174.4M | 511,273 | 0.15% | 31q | +15.3%+$23.2M |
| Davis Asset Management, L.P. | $168.5M | 494,556 | 4.27% | 16q | HELD |
| Prana Capital Management, LP | $167.0M | 490,074 | 5.07% | 5q | +3729.6%+$162.6M |
| Woodline Partners LP | $160.4M | 470,721 | 0.50% | 4q | +63254.1%+$160.1M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $157.0M | 460,772 | 2.45% | 31q | -4.4%-$7.2M |
| NEUBERGER BERMAN GROUP LLC | $154.2M | 452,522 | 0.10% | 31q | +58.6%+$57.0M |
| VICTORY CAPITAL MANAGEMENT INC | $150.5M | 441,566 | 0.08% | 31q | +5.4%+$7.7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $150.4M | 441,483 | 0.21% | 31q | -25.9%-$52.6M |
| Holocene Advisors, LP | $148.3M | 435,164 | 0.33% | 4q | -35.4%-$81.4M |
| Tidal Investments LLC | $146.0M | 301,912 | 0.25% | 23q | +8.0%+$10.8M |
| Cerity Partners LLC | $145.1M | 425,907 | 0.18% | 31q | HELD |
| Evercore Wealth Management, LLC | $141.8M | 416,081 | 2.01% | 31q | -1.1%-$1.5M |
Showing the largest 100 of 2,160 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,058 | $113.4B | 329,547,108 | 155 | 735 | 687 | 1.0% |
| Q1 2026 | 2,004 | $111.5B | 339,552,928 | 154 | 677 | 678 | 0.8% |
| Q4 2025 | 1,943 | $104.9B | 333,196,557 | 147 | 697 | 598 | 0.9% |
| Q3 2025 | 1,801 | $94.1B | 330,809,068 | 111 | 660 | 620 | 0.7% |
| Q2 2025 | 1,822 | $98.1B | 336,231,463 | 128 | 701 | 525 | 0.8% |
| Q1 2025 | 1,789 | $102.3B | 335,869,540 | 152 | 587 | 633 | 0.8% |
| Q4 2024 | 1,756 | $93.2B | 334,483,921 | 90 | 627 | 507 | 0.8% |
| Q3 2024 | 1,655 | $99.2B | 339,647,588 | 168 | 553 | 549 | 1.3% |
| Q2 2024 | 1,553 | $87.4B | 338,797,388 | 96 | 599 | 468 | 1.1% |
| Q1 2024 | 1,539 | $91.3B | 349,622,007 | 149 | 481 | 521 | 0.9% |
| Q4 2023 | 1,448 | $77.9B | 341,246,934 | 119 | 477 | 455 | 1.0% |
| Q3 2023 | 1,315 | $68.1B | 324,972,324 | 101 | 436 | 446 | 0.7% |
| Q2 2023 | 1,296 | $62.6B | 323,163,656 | 81 | 495 | 418 | 0.6% |
| Q1 2023 | 1,266 | $65.5B | 337,030,203 | 88 | 461 | 406 | 0.6% |
| Q4 2022 | 1,182 | $67.3B | 304,283,202 | 148 | 367 | 337 | 0.5% |
| Q3 2022 | 1,362 | $67.1B | 366,156,817 | 72 | 507 | 417 | 0.6% |
| Q2 2022 | 1,407 | $73.0B | 369,300,085 | 102 | 505 | 465 | 0.6% |
| Q1 2022 | 1,400 | $80.7B | 375,608,609 | 156 | 474 | 449 | 0.4% |
| Q4 2021 | 1,329 | $73.7B | 378,764,949 | 124 | 413 | 403 | 0.6% |
| Q3 2021 | 1,209 | $66.4B | 380,856,145 | 73 | 409 | 391 | 0.4% |
| Q2 2021 | 1,211 | $61.6B | 385,518,504 | 74 | 449 | 383 | 0.5% |
| Q1 2021 | 1,208 | $62.8B | 395,977,041 | 122 | 407 | 389 | 0.4% |
| Q4 2020 | 1,171 | $61.6B | 396,270,262 | 139 | 338 | 401 | 0.7% |
| Q3 2020 | 1,055 | $46.2B | 395,833,449 | 73 | 327 | 424 | 0.5% |
| Q2 2020 | 1,075 | $51.0B | 400,160,607 | 106 | 343 | 419 | 0.6% |
| Q1 2020 | 1,107 | $45.0B | 400,083,930 | 80 | 355 | 453 | 0.5% |
| Q4 2019 | 1,213 | $65.0B | 416,353,436 | 62 | 396 | 372 | 0.3% |
| Q3 2019 | 1,143 | $66.9B | 412,664,936 | 90 | 357 | 404 | 0.4% |
| Q2 2019 | 1,125 | $61.2B | 413,433,101 | 81 | 361 | 389 | 0.5% |
| Q1 2019 | 1,113 | $58.8B | 418,728,916 | 92 | 338 | 403 | 0.3% |
| Q4 2018 | 1,088 | $54.8B | 423,835,648 | 10 | 14 | 24 | 0.3% |