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Disclosery

CB CHUBB LIMITED

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COM (common), issuer CIK 896159

1,878 managers (1,923 13F filers) reported a position in CB shares at 2025-03-31, 366,323,495 shares in all. 154 filers opened a position and 124 filers sold out during the quarter.

Managers
1,878
13F filers
1,923
New
154
Added
709
Reduced
755
Sold out
124
Shares held by filers
366,323,495

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Holos Integrated Wealth LLC34$10.3K0.01%013F-HRTimeline
CURIO WEALTH, LLC1$10.2K0.07%new13F-HRTimeline
Dunhill Financial, LLC34$10.2K<0.01%-2113F-HRTimeline
Keener Financial Planning LLC36$10K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.33$9.97K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC32$9.66K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC30$9.06K<0.01%-25613F-HRTimeline
Noble Wealth Management PBC30$9.06K0.01%-1113F-HRTimeline
Coston, McIsaac & Partners30$9K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC29$8.76K<0.01%-4013F-HRTimeline
REDMONT WEALTH ADVISORS LLC28$8.46K0.02%new13F-HRTimeline
Silicon Valley Capital Partners28$8.41K<0.01%013F-HRTimeline
First PREMIER Bank25$8K<0.01%013F-HRTimeline
Ridgewood Investments LLC26$7.85K<0.01%new13F-HRTimeline
TD Capital Management LLC24$7.3K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC23$6.96K<0.01%new13F-HRTimeline
New Millennium Group LLC23$6.81K<0.01%013F-HRTimeline
High Note Wealth, LLC21$6.34K<0.01%-213F-HRTimeline
First Pacific Financial21$6.34K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.21$6.34K<0.01%013F-HRTimeline
Eisler Capital Management Ltd.20$6.04K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC20$6.04K<0.01%013F-HRTimeline
Aspect Partners, LLC20$6.04K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.20$6.04K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$6.04K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC19$6K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc21$5.8K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.19$5.74K<0.01%013F-HRTimeline
Clark Wealth Partners19$5.74K<0.01%013F-HRTimeline
Westside Investment Management, Inc.18$5.42K<0.01%-2813F-HRTimeline
West Oak Capital, LLC1,735$5.24K0.2%013F-HRTimeline
William B. Walkup & Associates, Inc.17$5.23K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC17$5.13K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…15$4.53K<0.01%+1313F-HRTimeline
Nalls Sherbakoff Group, LLC14$4.24K<0.01%13F-HRTimeline
Fairscale Capital, LLC14$4.24K<0.01%013F-HRTimeline
MOTCO14$4.23K<0.01%+613F-HRTimeline
Global Wealth Strategies & Associates14$4.23K<0.01%+513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC14$4.23K<0.01%-4013F-HRTimeline
Semmax Financial Advisors Inc.14$4.06K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc13$4K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC14$3.98K<0.01%+313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13$3.93K<0.01%+113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC12$3.62K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC12$3.62K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.11$3.32K<0.01%-38913F-HRTimeline
Activest Wealth Management11$3.32K<0.01%+1113F-HRTimeline
ADIRONDACK TRUST CO11$3.32K<0.01%013F-HRTimeline
Stephens Consulting, LLC10$3.02K<0.01%-613F-HRTimeline
RAELIPSKIE PARTNERSHIP10$3.02K<0.01%013F-HRTimeline
Breakwater Investment Management10$3.02K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.9$2.72K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…9$2.72K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC8$2.42K<0.01%013F-HRTimeline
Bare Financial Services, Inc8$2.42K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…8$2.42K<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC7$2.12K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.7$2.11K<0.01%-17613F-HRTimeline
WealthCollab, LLC7$2.11K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC6$1.82K<0.01%new13F-HR/ATimeline
North Ridge Wealth Advisors, Inc.6$1.81K<0.01%013F-HRTimeline
PSI Advisors, LLC5$1.51K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC5$1.51K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC5$1.51K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.5$1.51K<0.01%013F-HRTimeline
Redwood Park Advisors LLC4$1.21K<0.01%013F-HRTimeline
PayPay Securities Corp3$1.13K0.06%-613F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3$910<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC3$906<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$906<0.01%13F-HRTimeline
Inlight Wealth Management, LLC2$604<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$302<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.1$302<0.01%013F-HRTimeline
GoalVest Advisory LLC1$302<0.01%-4413F-HRTimeline
DHJJ Financial Advisors, Ltd.1$302<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.1$292<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-18813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd522$424+6413F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.