CB · Company research
Chubb Limited (CB): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 189 | 61472000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9316 | 3030029000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128 | 41632 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128 | 41632 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2129 | 725435 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1321993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2150 | 732659 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Bridgewater Associates, LP | 1350694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67050 | 22846617 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16043 | 5466492 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2510 | 855257 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avanza Fonder AB | 2035325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28894 | 9845342 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2324 | 791880 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 907 | 309976 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6589 | 2245136 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54013 | 18404 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Net Worth Advisory Group | 1791998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2410 | 821047 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| American Assets Investment Management, LLC | 1389256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 8518500 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DDD Partners, LLC | 1729673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63209 | 21537836 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Blue Capital, Inc. | 2032856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 611 | 208192 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Varma Mutual Pension Insurance Co | 1698484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68921 | 23484142 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Relyea Zuckerberg Hanson LLC | 1793691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4256 | 1450035 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Portside Wealth Group, LLC | 1978608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 818 | 278725 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2683 | 914205 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ellsworth Advisors, LLC | 1843553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 967 | 326422 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 822 | 280227 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BENEDICT FINANCIAL ADVISORS INC | 711089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22975 | 7828378 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 920 | 313481 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Montecito Bank & Trust | 1422508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2292 | 780976 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Philadelphia Investment Partners, LLC | 2131511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 34074 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lighthouse Investment Partners, LLC | 1600344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29427 | 10026956 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 754 | 257 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Applied Capital LLC/FL | 1965393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4609 | 1570471 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Gryphon Financial Partners LLC | 1729094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3911 | 1332615 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38128 | 12991619 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1533 | 522354 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cypress Capital Group | 1341748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1922 | 654902 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10191 | 3472624 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MQS Management LLC | 1759395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1457 | 496458 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Center for Wealth Management Advisory | 2121390 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 882 | 300415 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5783 | 1970417 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KLINGENSTEIN FIELDS & CO LP | 859872 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75869 | 25851603 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| M.E. ALLISON & CO., INC. | 1619532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 925 | 315106 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| EARNED WEALTH ADVISORS, LLC | 1905663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1385 | 471960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bragg Financial Advisors, Inc | 1327055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 795 | 270889 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Scharf Investments, LLC | 1463746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240324 | 81891393 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1089707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7367 | 2510 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Wealth Intelligence, LLC | 2112078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8493 | 2893905 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| United Asset Strategies, Inc. | 1539948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3002 | 1022775 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Fullerton Fund Management Co Ltd. | 1592746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 691 | 235451 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 17037 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Financial Engines Advisors L.L.C. | 1420473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3717 | 1266531 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Womack Financial LLC | 2107079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 935 | 318592 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218 | 74212 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 890 | 321376 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Merrion Investment Management Co, LLC | 1383782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2771 | 947020 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 204582 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2013713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1531 | 521673 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Faithward Advisors, LLC | 1695078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5821 | 1983537 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SteelPeak Wealth, LLC | 1801868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1167 | 398363 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Capital Research Global Investors | 1422848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3522326 | 1200209572 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Busey Bank | 1427202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1203 | 409912 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 1363 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4530 | 1543552 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Heron Bay Capital Management | 1842149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1545 | 526443 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AustralianSuper Pty Ltd | 1694164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6336 | 2158929 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Investment Research Partners LLC | 2069274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1850 | 630369 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3265 | 1112633 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Polaris Capital Management, LLC | 1316926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55038 | 18753648 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15018 | 5117233 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12584 | 4287871 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2151 | 732994 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Nolet Wealth Management, LLC | 2056656 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1075 | 366414 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9085 | 3095515 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Canvas Wealth Advisors, LLC | 1858782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 674 | 230351 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| West Branch Capital LLC | 1738723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 19763 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Berger Financial Group, Inc | 1826136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20637 | 7031690 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WOODMONT INVESTMENT COUNSEL LLC | 1133653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36260 | 12355232 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| FAMILY WEALTH PARTNERS, LLC | 2016217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 914 | 311436 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 442 | 150697 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20512 | 6989341 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CHILTON CAPITAL MANAGEMENT LLC | 1056859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1101 | 375155 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.