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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
EVERMAY WEALTH MANAGEMENT LLC1,646$498K0.07%-2613F-HRTimeline
Avidian Wealth Enterprises, LLC1,648$498K0.02%+10613F-HRTimeline
Bedell Frazier Investment Counselling, …1,645$497K0.13%-57513F-HRTimeline
AlphaCore Capital LLC1,635$495K0.04%new13F-HRTimeline
Callan Capital, LLC1,635$494K0.04%+9413F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,629$492K0.01%-1213F-HRTimeline
Catalyst Funds Management Pty Ltd1,620$489K0.13%-12,78013F-HRTimeline
Eagle Bluffs Wealth Management LLC1,613$489K0.26%+413F-HRTimeline
Ellevest, Inc.1,611$487K0.03%-13613F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,610$486K0.37%-2313F-HRTimeline
Copley Financial Group, Inc.1,610$486K0.37%-1913F-HR/ATimeline
Private Wealth Asset Management, LLC1,606$485K0.07%13F-HRTimeline
Phillips Wealth Planners LLC1,702$482K0.51%+26213F-HRTimeline
L2 Asset Management, LLC1,595$482K0.1%+14413F-HRTimeline
WORLD EQUITY GROUP, INC.1,591$479K0.14%+5113F-HRTimeline
Advisory Alpha, LLC1,585$479K0.02%+4313F-HR/ATimeline
GRIES FINANCIAL LLC1,583$478K0.09%+5713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,583$478K0.01%+313F-HRTimelineGroup
Brown Financial Advisors1,579$477K0.2%-9813F-HRTimeline
Bank of New Hampshire1,577$476K0.12%-6513F-HRTimeline
Sawyer & Company, Inc1,570$474K0.19%-6913F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,558$470K0.22%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,557$470K<0.01%+37213F-HR/ATimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,550$468K0.01%+65013F-HRTimelineGroup
Heron Bay Capital Management1,545$467K0.1%013F-HRTimeline
Palisade Asset Management, LLC1,541$465K0.05%+1813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,537$464K0.01%-21913F-HRTimeline
Broyhill Asset Management, LLC1,535$464K0.38%-3513F-HRTimeline
State of Wyoming1,530$462K0.06%-39513F-HRTimeline
Ironwood Investment Counsel, LLC1,527$461K0.08%-16213F-HRTimeline
ALERUS FINANCIAL NA1,525$461K0.04%013F-HRTimeline
MFA Wealth Services1,522$460K0.38%-14713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,518$458K0.18%+6113F-HRTimeline
IFC Advisors LLC1,510$456K0.1%-4413F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,506$455K0.14%-1513F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC1,500$454K0.37%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,504$454K0.04%-29613F-HR/ATimeline
BTS Asset Management, Inc.1,500$453K0.51%new13F-HRTimeline
Investment Partners Asset Management, I…1,499$453K0.36%+47813F-HRTimeline
44 WEALTH MANAGEMENT LLC1,496$452K0.17%-1213F-HRTimeline
HBK Sorce Advisory LLC1,494$451K0.01%+16613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,493$451K0.22%+9213F-HRTimeline
Orange Investment Advisors, Inc.1,481$447K0.05%-23913F-HRTimeline
Paradigm Capital Management, LLC/NV1,470$444K0.45%+8013F-HRTimeline
Americana Partners, LLC1,470$444K0.02%013F-HRTimeline
VICUS CAPITAL1,464$442K0.04%-1613F-HRTimeline
Quantitative Investment Management, LLC1,456$439K0.04%-4,32713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,453$439K0.03%+513F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,448$437K0.03%+4313F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC1,441$435K0.05%-4613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,441$435K0.04%+31513F-HRTimelineGroup
Clearview Wealth Advisors LLC1,440$435K0.32%-4713F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…1,439$435K0.01%-1,423,18113F-HR/ATimelineGroup
True North Advisors, LLC1,439$435K0.08%new13F-HRTimeline
Tandem Wealth Advisors LLC1,436$434K0.23%+5413F-HRTimeline
Connor, Clark & Lunn Investment Managem…1,435$433K<0.01%-56,35413F-HRTimeline
Soltis Investment Advisors LLC1,435$433K0.04%+7713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,434$433K0.22%-6713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,461$433K0.07%+9013F-HRTimeline
Interchange Capital Partners, LLC1,428$431K0.12%+6913F-HRTimeline
EARNEST PARTNERS LLC1,426$431K<0.01%-12713F-HRTimeline
Quotient Wealth Partners, LLC1,421$429K0.01%+5813F-HRTimeline
Prestige Wealth Management Group LLC1,415$429K0.09%+813F-HR/ATimeline
Legacy Advisors, LLC1,413$428K0.04%+20013F-HRTimeline
Family Manage LLC1,411$426K0.07%+20013F-HRTimeline
Smithfield Trust Co1,414$425K0.02%-3213F-HRTimeline
Bridgewater Advisors Inc.1,489$424K0.04%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,394$422K0.12%-19513F-HRTimeline
WEIK CAPITAL MANAGEMENT1,395$421K0.17%-5013F-HRTimeline
Sicart Associates LLC1,390$421K0.15%013F-HRTimeline
American Institute for Advanced Investm…1,480$420K0.32%+26013F-HRTimeline
Councilmark Asset Management, LLC1,387$419K0.28%013F-HRTimeline
Crescent Sterling, Ltd.1,386$419K0.43%+38813F-HRTimeline
Carson Advisory Inc.1,380$417K0.28%013F-HRTimeline
Northern Financial Advisors Inc1,379$416K0.34%-2213F-HRTimeline
LaSalle St. Investment Advisors, LLC1,377$416K0.1%+2113F-HRTimeline
USA FINANCIAL FORMULAS1,376$416K0.07%-41013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,375$415K0.09%013F-HRTimeline
Empower Advisory Group, LLC1,365$412K<0.01%-12313F-HRTimeline
Delta Financial Group, Inc.1,406$410K0.09%+113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,357$410K-1,846Timeline
Hemenway Trust Co LLC1,355$409K0.03%-50513F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,448$409K0.04%-6613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,345$406K0.01%-713F-HRTimelineGroup
COURIER CAPITAL LLC1,344$406K0.03%-10013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,339$404K0.08%+1513F-HRTimeline
NAPATREE CAPITAL LLC1,339$404K0.23%+9913F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,335$403K-10,519Timeline
Tyche Wealth Partners LLC1,326$401K0.09%-80213F-HRTimeline
RMR Capital Management, LLC1,325$400K0.29%013F-HRTimeline
BostonPremier Wealth LLC1,323$400K0.25%new13F-HRTimeline
SFMG, LLC1,319$398K0.03%+4613F-HRTimeline
Strategic Advisors LLC1,314$397K0.08%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,311$396K0.01%-513F-HRTimelineGroup
BlackDiamond Wealth Management, LLC1,366$396K0.27%-39513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,304$394K0.1%+213F-HRTimelineGroup
Sage Financial Management Group, Inc.1,300$393K0.14%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,291$391K0.09%-2613F-HRTimeline
Bollard Group LLC1,290$390K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,276$385K0.28%+37913F-HRTimeline
Focus Financial Network, Inc.1,270$385K0.02%+40513F-HRTimeline
RENAISSANCE GROUP LLC1,268$383K0.02%-4213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,252$378K0.04%+1613F-HRTimeline
Wynn Capital, LLC1,251$378K0.22%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,244$376K0.11%+38513F-HRTimeline
Norway Savings Bank1,243$375K0.21%-5013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,243$375K0.08%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…1,237$375K0.01%-11713F-HRTimeline
KPP Advisory Services LLC1,232$372K0.07%-1713F-HRTimeline
WEALTH EFFECTS LLC1,230$371K0.16%-4113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,227$371K0.03%-40113F-HR/ATimeline
Park Edge Advisors, LLC1,224$370K0.1%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.1,220$368K0.06%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,220$368K0.29%013F-HR/ATimeline
Elgethun Capital Management1,219$368K0.08%013F-HRTimeline
Sivia Capital Partners, LLC1,217$368K0.17%+5913F-HRTimeline
Sterling Capital Management LLC1,214$367K0.01%-6513F-HRTimeline
SYM FINANCIAL Corp1,213$366K0.05%-2513F-HRTimeline
Beverly Hills Private Wealth, LLC1,211$366K0.07%+37513F-HRTimeline
Farmers National Bank1,209$365K0.1%-2013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,208$365K0.09%013F-HRTimeline
PROMETHIUM ADVISORS,LLC1,203$364K0.23%-57913F-HRTimeline
Discipline Wealth Solutions, LLC1,206$364K0.17%013F-HRTimeline
Randall & Associates Wealth Management1,204$364K0.3%-1313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,203$363K0.02%-43813F-HRTimeline
Trivium Point Advisory, LLC1,203$363K0.05%-6113F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,200$362K0.01%-78213F-HRTimeline
Cornerstone Advisory, LLC1,253$362K0.04%-22113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,197$361K0.12%+113F-HRTimeline
Moment Partners, LLC1,196$361K0.07%-1013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,192$360K0.03%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,191$360K0.04%-4013F-HRTimeline
Argyle Capital Partners, LLC1,188$359K0.31%013F-HRTimeline
TRUST POINT INC.1,186$358K0.03%-52113F-HRTimeline
StrongBox Wealth, LLC1,186$358K0.15%-1,03513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,185$358K0.05%-113F-HRTimeline
Arete Wealth Advisors, LLC1,182$357K0.03%+11413F-HRTimeline
Sargent Investment Group, LLC1,178$356K0.06%-2613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,173$355K0.02%-6313F-HR/ATimelineGroup
Prosperity Consulting Group, LLC1,173$354K0.03%+12813F-HRTimeline
RBA Wealth Management, LLC1,173$354K0.14%-34213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,171$354K0.16%013F-HRTimeline
Breakwater Capital Group1,170$353K0.06%+9213F-HRTimeline
RAINIER FAMILY WEALTH INC1,165$352K0.41%-24713F-HRTimeline
Evernest Financial Advisors, LLC1,161$350K0.13%new13F-HRTimeline
Reliant Investment Partners, LLC1,160$350K0.36%-1513F-HRTimeline
Mill Creek Capital Advisors, LLC1,155$349K0.01%+23713F-HRTimeline
Portfolio Design Labs, LLC1,150$347K0.07%-1,25213F-HRTimeline
Cromwell Holdings LLC1,146$346K0.22%013F-HRTimeline
Good Steward Wealth Advisors,LLC1,146$346K0.31%13F-HRTimeline
Portside Wealth Group, LLC1,146$346K0.06%+18213F-HR/ATimeline
Advisor Resource Council1,171$346K0.03%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,139$344K0.08%+41513F-HRTimeline
Cove Private Wealth, LLC1,133$342K0.18%+3313F-HRTimeline
Larson Financial Group LLC1,125$340K0.02%+45213F-HRTimeline
BIP Wealth, LLC1,123$339K0.02%new13F-HRTimeline
J.Safra Asset Management Corp1,123$339K0.03%-8413F-HR/ATimeline
Stone House Investment Management, LLC1,123$339K0.07%new13F-HRTimeline
Baker Avenue Asset Management, LP1,123$339K0.01%-1713F-HRTimeline
LeClair Wealth Partners LLC1,108$335K0.24%013F-HRTimeline
Moss Adams Wealth Advisors LLC1,102$334K0.04%+16013F-HRTimeline
RB Capital Management, LLC1,097$331K0.08%+8613F-HRTimeline
JT Stratford LLC1,089$329K0.06%-6,89513F-HRTimeline
Olistico Wealth, LLC1,089$329K0.2%013F-HRTimeline
Founders Financial Alliance, LLC1,086$328K0.08%+19513F-HRTimeline
Graham Capital Management, L.P.1,083$327K0.01%new13F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,080$326K0.19%new13F-HRTimelineGroup
MBB PUBLIC MARKETS I LLC1,080$326K0.04%new13F-HR/ATimeline
Stanley-Laman Group, Ltd.1,078$326K0.05%new13F-HRTimeline
Savvy Advisors, Inc.1,074$324K0.03%+10413F-HRTimeline
Zullo Investment Group, Inc.1,071$323K0.14%-2213F-HRTimeline
NWF Advisory Services Inc.1,070$323K0.05%+19013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,177$323K0.22%-35213F-HRTimeline
Reynders McVeigh Capital Management, LLC1,069$323K0.02%-2513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,069$323K0.04%013F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC1,066$322K0.07%new13F-HRTimeline
Valtrion Capital Management, LLC1,059$320K0.43%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,054$318K0.06%-313F-HRTimeline
New England Professional Planning Group…1,047$316K0.16%013F-HRTimeline
IMZ Advisory Inc1,046$316K0.14%+413F-HRTimeline
Front Row Advisors LLC1,042$316K0.12%-413F-HRTimeline
VeraBank, N.A.1,039$314K0.09%013F-HRTimeline
Foundations Investment Advisors, LLC1,037$313K0.01%-61413F-HRTimeline
Advyzon Investment Management, LLC1,035$313K0.11%-14113F-HRTimeline
MCF Advisors LLC1,031$312K0.02%-913F-HRTimeline
DUNCKER STREETT & CO INC1,032$312K0.06%-11013F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…1,032$312K0.01%013F-HRTimeline
Guardian Wealth Advisors, LLC1,029$311K0.2%-313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,029$311K0.02%-2213F-HRTimeline
PARTHENON LLC1,027$310K0.04%013F-HRTimeline
Trust Co1,023$309K0.04%013F-HRTimeline
Financial Advisors, LLC1,020$308K0.06%013F-HRTimeline
Visionary Wealth Advisors1,017$307K0.02%+10213F-HRTimeline
CenterStar Asset Management, LLC1,010$305K0.44%new13F-HRTimeline
Atwater Malick LLC1,010$305K0.1%013F-HRTimeline
Aprio Wealth Management, LLC1,008$305K0.04%+14213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,003$303K0.03%-5813F-HRTimeline
Integrated Advisors Network LLC1,002$303K0.02%+813F-HRTimeline
Northstar Financial Companies, Inc.1,001$302K0.33%-4213F-HRTimeline
RBF Capital, LLC1,000$302K0.02%013F-HRTimeline