CHUBB LIMITED (CB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
98
Reporting holders
$389.7M
Reported value
0.0%
Calls
0.1%
Puts
-2,068
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $141.1M | 433,925 | 2.37% | 32q | -5.8%-$8.7M |
| CACTI ASSET MANAGEMENT LLC | $84.7M | 255,039 | 4.47% | 32q | HELD |
| MassMutual Private Wealth & Trust, FSB | $29.0M | 89,163 | 0.76% | 32q | -3.7%-$1.1M |
| Venture Visionary Partners LLC | $13.3M | 41,028 | 0.35% | 28q | +3.5%+$452.4K |
| ROCKLAND TRUST CO | $9.8M | 30,147 | 0.38% | 21q | -6.8%-$716.2K |
| Farther Finance Advisors, LLC | $9.7M | 29,739 | 0.07% | 16q | +31.8%+$2.3M |
| Stokes Capital Advisors, LLC | $7.9M | 24,191 | 1.73% | 32q | -1.2%-$95.6K |
| BENEDICT FINANCIAL ADVISORS INC | $7.4M | 22,806 | 1.47% | 5q | -0.7%-$55.0K |
| Stonebridge Financial Group, LLC | $5.7M | 17,379 | 0.42% | 8q | +2.6%+$144.1K |
| Douglas Lane & Associates, LLC | $5.2M | 15,978 | 0.07% | 32q | -2.7%-$143.1K |
| Coastline Trust Co | $4.6M | 14,007 | 0.42% | 32q | -1.5%-$69.0K |
| VISTA INVESTMENT PARTNERS LLC | $4.3M | 13,187 | 1.12% | 12q | -1.0%-$44.9K |
| GAMMA Investing LLC | $4.2M | 13,052 | 0.14% | 12q | +12.2%+$460.2K |
| CENTRAL BANK & TRUST CO | $3.9M | 12,124 | 0.56% | 17q | HELD |
| Deane Retirement Strategies, Inc. | $3.7M | 11,452 | 1.53% | 2q | -0.6%-$20.8K |
| PARK NATIONAL CORP /OH/ | $3.3M | 10,133 | 0.09% | 32q | -6.5%-$230.6K |
| Lincoln Capital LLC | $2.9M | 8,791 | 0.50% | 32q | HELD |
| Wealth Enhancement Trust Services, Inc. | $2.5M | 7,623 | 0.26% | 4q | +2.9%+$69.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.2M | 6,864 | 0.03% | 3q | +0.6%+$14.3K |
| EASTERN BANK | $2.1M | 6,496 | 0.03% | 9q | HELD |
| Wedmont Private Capital | $2.0M | 5,932 | 0.05% | 20q | +3.3%+$65.0K |
| Roxbury Financial LLC | $1.8M | 5,521 | 1.40% | 8q | -0.7%-$13.2K |
| ALKEME WEALTH, LLC | $1.8M | 5,458 | 0.67% | 24q | -4.0%-$74.5K |
| DAVIDSON TRUST CO | $1.8M | 5,455 | 0.70% | 28q | -12.8%-$259.5K |
| Central Pacific Bank - Trust Division | $1.7M | 5,231 | 0.18% | 11q | HELD |
| Legacy Wealth Asset Management, LLC | $1.7M | 5,076 | 0.36% | 24q | +0.6%+$9.4K |
| Applied Capital LLC/FL | $1.5M | 4,609 | 0.60% | 16q | HELD |
| Legacy Private Trust Co. | $1.4M | 4,445 | 0.08% | 32q | -4.5%-$68.3K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.4M | 4,255 | 0.12% | 20q | -5.8%-$85.5K |
| Vann Equity Management LLC | $1.3M | 3,951 | 0.76% | 3q | +23.2%+$241.7K |
| Valeo Financial Advisors, LLC | $1.3M | 3,927 | 0.03% | 21q | +7.6%+$89.8K |
| EPIQ PARTNERS, LLC | $1.2M | 3,714 | 0.52% | 28q | HELD |
| Emprise Bank | $1.1M | 3,359 | 0.42% | 11q | -2.7%-$30.6K |
| FC Advisory LLC | $1.1M | 3,330 | 0.28% | 29q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $1.0M | 3,208 | 0.24% | 20q | +90.8%+$496.6K |
| Grove Bank & Trust | $1.0M | 3,193 | 0.10% | 16q | +0.8%+$7.8K |
| Everhart Financial Group, Inc. | $984.5K | 3,027 | 0.06% | 14q | HELD |
| Balefire, LLC | $961.5K | 2,956 | 0.15% | 13q | -13.2%-$146.0K |
| Apella Capital, LLC | $923.2K | 2,758 | 0.01% | 6q | +58.4%+$340.4K |
| RIVERSEDGE ADVISORS, LLC | $907.8K | 2,791 | 0.11% | 5q | +18.3%+$140.2K |
| Adelphi Trust Co | $854.1K | 2,626 | 0.56% | 4q | +1.5%+$12.4K |
| Greenfield Savings Bank | $820.3K | 2,522 | 0.31% | 12q | -0.8%-$6.8K |
| Montecito Bank & Trust | $761.4K | 2,341 | 0.12% | 30q | -1.3%-$10.1K |
| Avidian Wealth Enterprises, LLC | $756.6K | 2,326 | 0.02% | 12q | +12.6%+$84.6K |
| ARMSTRONG ADVISORY GROUP, INC | $657.6K | 2,022 | 0.04% | 16q | -22.1%-$187.0K |
| Versant Capital Management, Inc | $608.9K | 1,872 | 0.05% | 32q | +6.2%+$35.5K |
| Investment Partners Asset Management, Inc. | $577.0K | 1,774 | 0.31% | 11q | HELD |
| Bank of New Hampshire | $532.4K | 1,637 | 0.11% | 22q | HELD |
| Bill Few Associates, Inc. | $530.8K | 1,632 | 0.11% | 9q | -2.7%-$14.6K |
| CenterStar Asset Management, LLC | $525.0K | 812 | 0.12% | new | NEW |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $498.0K | 1,531 | 0.26% | 5q | HELD |
| Strong Retirement Solutions LLC | $470.0K | 1,445 | 0.26% | 4q | HELD |
| SAPIENT CAPITAL LLC | $460.4K | 1,411 | 0.01% | 4q | -50.2%-$463.6K |
| LifeGoal Investments, LLC | $456.7K | 1,404 | 0.14% | 3q | +66.7%+$182.8K |
| Breakwater Capital Group | $376.0K | 1,156 | 0.04% | 12q | HELD |
| Echo45 Advisors LLC | $374.2K | 1,150 | 0.17% | 20q | +19.9%+$62.1K |
| Monument Capital Management | $359.3K | 1,105 | 0.07% | 2q | +5.8%+$19.8K |
| MRA Advisory Group | $348.8K | 1,072 | 0.13% | new | NEW |
| Dorato Capital Management | $345.7K | 1,033 | 0.23% | 4q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $345.1K | 1,061 | 0.08% | 8q | HELD |
| CHAPIN DAVIS, INC. | $331.6K | 1,019 | 0.06% | 12q | HELD |
| M.E. ALLISON & CO., INC. | $300.8K | 925 | 0.17% | 8q | HELD |
| Pacifica Partners Inc. | $294.8K | 890 | 0.09% | 28q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $276.5K | 850 | 0.02% | 5q | HELD |
| Cooper Financial Group | $261.5K | 804 | 0.02% | 3q | +12.3%+$28.6K |
| Box Hill Private Wealth LLC | $247.7K | 762 | 0.18% | 4q | -6.4%-$16.9K |
| Galvin, Gaustad & Stein, LLC | $241.3K | 742 | 0.02% | 2q | HELD |
| Hamilton Capital, LLC | $240.4K | 739 | 0.01% | 4q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $234.9K | 722 | 0.05% | 4q | +4.9%+$11.1K |
| CoreCap Advisors, LLC | $227.5K | 699 | 0.01% | 11q | +2.0%+$4.6K |
| Montz Harcus Wealth Management LLC | $218.4K | 671 | 0.08% | 4q | HELD |
| Trust Co | $211.1K | 649 | 0.02% | 32q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $196.1K | 603 | 0.02% | 23q | HELD |
| Dakota Community Bank & Trust NA | $194.5K | 598 | 0.56% | 16q | +21.8%+$34.8K |
| Paladin Partners, LLC | $175.6K | 540 | 0.11% | 2q | HELD |
| General Partner, Inc. | $138.2K | 425 | 0.07% | 11q | HELD |
| Rosenberg Matthew Hamilton | $112.9K | 347 | 0.02% | 26q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $97.6K | 300 | 0.07% | 4q | -25.0%-$32.5K |
| Horizons Wealth Management | $77.7K | 239 | 0.05% | 17q | -15.2%-$14.0K |
| ELEVATION WEALTH PARTNERS, LLC | $77.7K | 239 | 0.02% | 12q | HELD |
| TOMPKINS FINANCIAL CORP | $61.5K | 189 | 0.00% | 31q | HELD |
| Marquette Asset Management, LLC | $55.0K | 169 | 0.01% | 5q | +15.8%+$7.5K |
| GoalVest Advisory LLC | $43.9K | 135 | 0.01% | 4q | HELD |
| Sarver Vrooman Wealth Advisors | $43.9K | 135 | 0.03% | 7q | HELD |
| ATWOOD & PALMER INC | $42.3K | 130 | 0.00% | 32q | HELD |
| Bank & Trust Co | $40.3K | 124 | 0.03% | 10q | HELD |
| Olistico Wealth, LLC | $37.4K | 115 | 0.02% | 4q | -42.5%-$27.6K |
| Hickory Point Bank & Trust | $37.4K | 115 | 0.02% | 3q | HELD |
| Mn Services Vermogensbeheer B.V. | $33.2K | 102,053 | 0.25% | 31q | HELD |
| Bullock Wealth Management Group | $26.2K | 79 | 0.01% | 11q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $24.4K | 75 | 0.00% | 13q | +15.4%+$3.3K |
| GK Wealth Management LLC | $17.7K | 54 | 0.01% | new | NEW |
| Investors Research Corp | $15.6K | 48 | 0.00% | 31q | -49.5%-$15.3K |
| CX Institutional | $11.5K | 35,220 | 0.31% | 32q | +3.3% |
| Noble Wealth Management PBC | $9.8K | 30 | 0.00% | 7q | HELD |
| Planning Strategies Inc. | $8.5K | 26 | 0.01% | 2q | +4.0% |
| Bangor Savings Bank | $6.5K | 20 | 0.00% | 18q | -65.5%-$12.4K |
| Davis Capital Management | $5.5K | 17 | 0.00% | 5q | +41.7%+$1.6K |
| BURKETT FINANCIAL SERVICES, LLC | $4.0K | 12 | 0.00% | 9q | HELD |
| Retirement Wealth Solutions LLC | $2.6K | 8 | 0.00% | new | NEW |
Showing the largest 100 of 103 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-27 | Keogh John W | President &COO | Sold | 23,000 | $7.4M ×2 |
| 2026-07-28 | Wayland Joseph F | Executive Vice President and* | Sold | 8,502 | $3.1M |
| 2026-08-21 | CONNORS MICHAEL P | Director | Sold | 5,500 | $1.9M |
| 2026-06-08 | Ortega Juan Luis | Executive Vice President* | Sold | 3,886 | $1.3M |
| 2026-05-21 | ATIEH MICHAEL G | Director | Sold | 578 | $190.5K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 98 | $389.7M | 1,191,496 | 4 | 28 | 28 | 0.1% |
| Q2 2026 | 2,166 | $128.5B | 372,152,928 | 158 | 768 | 732 | 1.0% |
| Q1 2026 | 2,113 | $118.9B | 362,156,542 | 160 | 711 | 705 | 0.7% |
| Q4 2025 | 2,059 | $111.9B | 355,572,310 | 153 | 736 | 632 | 0.8% |
| Q3 2025 | 1,931 | $99.5B | 350,017,697 | 120 | 698 | 671 | 0.7% |
| Q2 2025 | 1,962 | $105.3B | 360,124,938 | 137 | 743 | 574 | 0.7% |
| Q1 2025 | 1,929 | $109.5B | 359,908,669 | 159 | 635 | 682 | 0.8% |
| Q4 2024 | 1,905 | $100.1B | 359,706,763 | 98 | 680 | 546 | 0.8% |
| Q3 2024 | 1,810 | $106.7B | 365,710,322 | 179 | 606 | 601 | 1.2% |
| Q2 2024 | 1,715 | $94.8B | 367,686,904 | 111 | 647 | 531 | 1.0% |
| Q1 2024 | 1,702 | $99.3B | 380,088,892 | 161 | 529 | 587 | 0.9% |
| Q4 2023 | 1,608 | $85.5B | 374,587,098 | 131 | 531 | 513 | 0.9% |
| Q3 2023 | 1,486 | $76.9B | 367,099,820 | 112 | 501 | 503 | 0.6% |
| Q2 2023 | 1,487 | $69.8B | 360,310,808 | 93 | 559 | 488 | 0.5% |
| Q1 2023 | 1,470 | $74.5B | 383,192,639 | 104 | 526 | 483 | 0.6% |
| Q4 2022 | 1,485 | $81.3B | 366,619,008 | 169 | 469 | 433 | 0.7% |
| 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 | 1,401 | $80.7B | 375,613,609 | 156 | 475 | 449 | 0.4% |
| Q4 2021 | 1,329 | $73.7B | 378,764,949 | 124 | 413 | 404 | 0.6% |
| Q3 2021 | 1,210 | $66.4B | 380,861,145 | 73 | 409 | 391 | 0.4% |
| Q2 2021 | 1,212 | $61.6B | 385,523,504 | 75 | 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% |