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Chubb (CB) Institutional Ownership

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$269.38 -4.15 (-1.52%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Chubb (NYSE:CB)

Current
Institutional Ownership
Percentage
83.81%
Number of
Institutional Buyers
(last 12 months)
1043
Total
Institutional Inflows
(last 12 months)
$6.28B
Number of
Institutional Sellers
(last 12 months)
726
Total
Institutional Outflows
(last 12 months)
$8.09B
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CB Institutional Buying and Selling by Quarter

Chubb Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cerro Pacific Wealth Advisors LLC2,338$674K0.2%-2.6%0.001%
1/17/2025 Trust Co. of Oklahoma5,654$1.56M0.5%+2.1%0.001%
1/17/2025 Avior Wealth Management LLC4,412$1.22M0.0%+2.3%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.2,599$718K0.0%N/A0.001%
1/17/2025 Mutual Advisors LLC2,071$567K0.0%+25.5%0.001%
1/17/2025 Echo45 Advisors LLC964$262K0.2%+5.8%0.000%
1/17/2025 Wesbanco Bank Inc.17,817$4.92M0.2%-1.2%0.004%
1/17/2025 Janney Montgomery Scott LLC257,400$71.12M0.2%+5.9%0.064%
1/17/2025 Bartlett & CO. Wealth Management LLC235,495$65.26M0.9%+1.9%0.058%
1/17/2025 SG Americas Securities LLC50,634$13.99M0.1%-70.4%0.013%
1/17/2025 Phillips Wealth Planners LLC1,440$371K0.4%+4.2%0.000%
1/17/2025 Dupont Capital Management Corp42,457$11.73M1.1%-13.5%0.011%
1/17/2025 Janney Capital Management LLC24,480$6.76M0.4%-4.0%0.006%
1/17/2025 Daymark Wealth Partners LLC23,849$6.59M0.2%-4.8%0.006%
1/17/2025 Phoenix Wealth Advisors9,153$2.53M1.1%-2.4%0.002%
1/17/2025 Albion Financial Group UT179$50K0.0%+411.4%0.000%
1/17/2025 Global Trust Asset Management LLC531$147K0.1%-44.0%0.000%
1/17/2025 Missouri Trust & Investment Co3,378$933K0.3%+8.3%0.001%
1/17/2025 Dakota Wealth Management28,399$7.85M0.2%+67.8%0.007%
1/17/2025 Nisa Investment Advisors LLC321,094$89.01M0.3%+259.6%0.080%
1/17/2025 Genesis Private Wealth LLC897$248K0.1%N/A0.000%
1/17/2025 Simon Quick Advisors LLC1,741$481K0.0%+11.1%0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.5,000$1.38M0.6%-54.5%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH9,523$2.63M0.0%+3.2%0.002%
1/17/2025 Planned Solutions Inc.953$263K0.1%+6.7%0.000%
1/17/2025 Atomi Financial Group Inc.4,778$1.32M0.1%+6.2%0.001%
1/17/2025 Transform Wealth LLC40,549$11.24M0.6%+12.5%0.010%
1/17/2025 Chesley Taft & Associates LLC99,281$27.43M1.3%+0.7%0.025%
1/17/2025 Clear Harbor Asset Management LLC6,743$1.86M0.1%-0.6%0.002%
1/17/2025 Perpetual Ltd6,882$1.90M0.0%-10.5%0.002%
1/16/2025 Aspiriant LLC853$236K0.0%N/A0.000%
1/16/2025 Crossmark Global Holdings Inc.45,082$12.46M0.2%+104.7%0.011%
1/16/2025 Mitchell & Pahl Private Wealth LLC7,208$1.99M0.9%+6.4%0.002%
1/16/2025 Ballentine Partners LLC8,353$2.31M0.0%-1.2%0.002%
1/16/2025 ZWJ Investment Counsel Inc.180,784$49.95M2.1%+2.1%0.045%
1/16/2025 Regent Peak Wealth Advisors LLC879$243K0.1%-29.4%0.000%
1/16/2025 New Hampshire Trust14,338$3.96M0.8%+1.1%0.004%
1/16/2025 Central Bank & Trust Co.13,298$3.67M0.6%-4.4%0.003%
1/16/2025 Sky Investment Group LLC2,356$651K0.1%+4.2%0.001%
1/16/2025 Amplius Wealth Advisors LLC65,669$18.14M1.9%+9.4%0.016%
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1/16/2025 Harbor Investment Advisory LLC2,702$747K0.1%+13.5%0.001%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.3,854$1.07M0.2%+4.0%0.001%
1/16/2025 Shore Point Advisors LLC1,908$527K0.3%+5.5%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB95,451$26.37M0.7%+3.0%0.024%
1/16/2025 Stokes Capital Advisors LLC25,793$7.13M1.8%-0.5%0.006%
1/16/2025 UMB Bank n.a.36,166$9.99M0.2%-24.6%0.009%
1/16/2025 M.E. Allison & CO. Inc.978$270K0.3%N/A0.000%
1/16/2025 Trueblood Wealth Management LLC4,170$1.15M0.6%+6.4%0.001%
1/16/2025 Diversify Advisory Services LLC832$214K0.0%-37.8%0.000%
1/16/2025 LVW Advisors LLC11,556$3.19M0.4%-1.7%0.003%
1/16/2025 RoundAngle Advisors LLC3,795$1.05M1.0%N/A0.001%
1/16/2025 Grove Bank & Trust3,902$1.08M0.1%+11.6%0.001%
1/16/2025 Delta Capital Management LLC13,487$3.73M1.4%+0.4%0.003%
1/16/2025 Romano Brothers AND Company15,539$4.29M0.5%-2.5%0.004%
1/16/2025 Perkins Coie Trust Co18,498$5.11M1.1%-0.7%0.005%
1/15/2025 Sandy Cove Advisors LLC2,070$572K0.2%+6.7%0.001%
1/15/2025 Bowman & Co S.C.8,374$2.31M1.2%+1.7%0.002%
1/15/2025 Moss Adams Wealth Advisors LLC942$261K0.0%+11.3%0.000%
1/15/2025 Monarch Capital Management Inc.6,906$1.91M0.5%-0.7%0.002%
1/15/2025 Astoria Portfolio Advisors LLC.3,210$852K0.3%+5.2%0.001%
1/15/2025 Jackson Square Capital LLC12,137$3.35M0.8%-1.4%0.003%
1/15/2025 Ameritas Advisory Services LLC1,041$288K0.0%-9.8%0.000%
1/15/2025 HB Wealth Management LLC32,749$9.05M0.1%+3.8%0.008%
1/15/2025 Financial & Tax Architects LLC2,163$598K0.2%+9.7%0.001%
1/15/2025 KRS Capital Management LLC3,627$1.00M0.7%+2.6%0.001%
1/15/2025 Trust Co. of Vermont20,385$5.63M0.3%-0.8%0.005%
1/15/2025 Sanibel Captiva Trust Company Inc.67,199$18.57M0.6%+0.2%0.017%
1/15/2025 Arkadios Wealth Advisors2,042$564K0.0%-23.2%0.001%
1/15/2025 InTrack Investment Management Inc2,568$682K0.5%+21.9%0.001%
1/15/2025 Shikiar Asset Management Inc.33,531$9.27M2.5%-9.1%0.008%
1/15/2025 Canoe Financial LP149,627$41.34M0.6%-0.4%0.037%
1/15/2025 DB Fitzpatrick & Co Inc5,452$1.51M1.4%-6.5%0.001%
1/15/2025 Dakota Community Bank & Trust NA454$125K0.6%+11.0%0.000%
1/15/2025 Brooklyn Investment Group2,668$737K0.2%+13.6%0.001%
1/15/2025 Somerset Trust Co14,253$3.94M1.5%+1.1%0.004%
1/15/2025 Merit Financial Group LLC9,067$2.51M0.0%+47.5%0.002%
1/15/2025 Boston Common Asset Management LLC91,460$25.27M0.7%+8.0%0.023%
1/15/2025 CNB Bank3,133$866K0.4%+7.3%0.001%
1/15/2025 Saxon Interests Inc.4,876$1.35M0.6%+9.5%0.001%
1/15/2025 Wealthcare Advisory Partners LLC6,296$1.74M0.0%+13.7%0.002%
1/15/2025 Occidental Asset Management LLC12,361$3.42M0.5%+9.0%0.003%
1/15/2025 Empirical Asset Management LLC91,143$25.18M0.7%+429.5%0.023%
1/15/2025 Central Valley Advisors LLC8,030$2.22M1.0%+5.4%0.002%
1/15/2025 Bennett Associates Wealth Management1,217$336K0.3%-3.3%0.000%
1/15/2025 Cohen Investment Advisors LLC11,677$3.23M1.9%+11.7%0.003%
1/15/2025 Ritholtz Wealth Management7,365$2.04M0.1%+3.3%0.002%
1/15/2025 Sicart Associates LLC1,390$385K0.1%-7.9%0.000%
1/15/2025 Carnegie Investment Counsel46,862$12.95M0.4%-1.1%0.012%
1/15/2025 Legacy Wealth Asset Management LLC4,924$1.36M0.4%-2.5%0.001%
1/15/2025 Gateway Investment Advisers LLC1,641$453K0.0%-8.2%0.000%
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1/15/2025 Beech Hill Advisors Inc.3,360$928K0.3%-1.5%0.001%
1/15/2025 Mirador Capital Partners LP4,411$1.22M0.2%N/A0.001%
1/14/2025 Brady Family Wealth LLC21,894$6.05M1.9%-2.3%0.005%
1/14/2025 RMR Wealth Builders4,483$1.24M0.1%+2.5%0.001%
1/14/2025 USA Financial Formulas1,786$493K0.1%-26.5%0.000%
1/14/2025 BluePath Capital Management LLC4,531$1.19M0.6%+19.8%0.001%
1/14/2025 Burney Co.8,366$2.31M0.1%+8.1%0.002%
1/14/2025 Brendel Financial Advisors LLC12,194$3.37M2.0%-3.1%0.003%
1/14/2025 Radnor Capital Management LLC15,907$4.40M0.7%-12.4%0.004%
1/14/2025 Cox Capital Mgt LLC6,910$1.91M1.2%-3.3%0.002%
(Data available from 1/1/2016 forward)

CB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CB shares?

During the previous two years, 1,749 institutional investors and hedge funds held shares of Chubb. The most heavily invested institutionals were Vanguard Group Inc. ($10.00B), BlackRock Inc. ($5.61B), State Street Corp ($5.00B), Price T Rowe Associates Inc. MD ($4.82B), FMR LLC ($4.49B), Capital World Investors ($2.85B), and Wellington Management Group LLP ($2.57B).Learn more on CB's institutional investors.

What percentage of Chubb stock is owned by institutional investors?

83.81% of Chubb stock is owned by institutional investors. Learn more on CB's institutional investor holdings.

Which institutional investors have been buying Chubb stock?

Of the 1,521 institutional investors that purchased Chubb stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Deutsche Bank AG ($13.50M), Price T Rowe Associates Inc. MD ($5.80M), Norges Bank ($4.24M), FMR LLC ($3.58M), Ontario Teachers Pension Plan Board ($2.91M), Envestnet Asset Management Inc. ($2.21M), and Capital Research Global Investors ($2.06M).

How much institutional buying is happening at Chubb?

Institutional investors have bought a total of 72,592,173 shares in the last 24 months. This purchase volume represents approximately $16.05B in transactions.

Which Chubb major shareholders have been selling company stock?

Of the 1,083 institutional investors that sold Chubb stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($9.03M), Capital International Investors ($5.11M), Wellington Management Group LLP ($4.51M), Envestnet Asset Management Inc. ($2.20M), Bank of New York Mellon Corp ($2.08M), Alphinity Investment Management Pty Ltd ($1.80M), and Massachusetts Financial Services Co. MA ($1.70M).

How much institutional selling is happening at Chubb?

Institutional investors have sold a total of 62,017,659 shares in the last 24 months. This volume of shares sold represents approximately $14.03B in transactions.



This page (NYSE:CB) was last updated on 1/20/2025 by MarketBeat.com Staff
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