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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
Live Oak Investment Partners674$204K0.16%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC674$204K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC673$203K0.08%new13F-HRTimeline
Bigelow Investment Advisors, LLC673$203K0.1%new13F-HRTimeline
McGowan Group Asset Management, Inc.669$202K0.03%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN667$201K0.02%+3413F-HRTimeline
Innova Wealth Partners665$201K0.12%new13F-HRTimeline
Aspen Grove Capital, LLC663$201K0.04%new13F-HRTimeline
GPS Wealth Strategies Group, LLC664$201K0.03%-5013F-HRTimeline
Evergreen Wealth Management, LLC663$200K0.12%new13F-HRTimeline
Aviso Financial Inc.636$192K0.01%+2113F-HRTimeline
GW&K Investment Management, LLC631$191K<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV615$186K0.01%-4,32413F-HRTimeline
Hexagon Capital Partners LLC588$178K0.03%+4313F-HRTimeline
Central Pacific Bank - Trust Division570$172K0.02%013F-HRTimeline
SBI Securities Co., Ltd.563$170K0.01%+8113F-HRTimeline
Deseret Mutual Benefit Administrators556$168K0.08%013F-HRTimeline
Golden State Wealth Management, LLC549$166K0.02%+4613F-HR/ATimeline
Avior Wealth Management, LLC531$160K0.01%-3,88113F-HRTimeline
Sandy Spring Bank529$160K0.01%+713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…522$158K0.07%-513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC486$147K0.03%+513F-HRTimeline
Avalon Trust Co478$144K0.01%+5213F-HRTimeline
Aventura Private Wealth, LLC477$144K0.08%+2313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.470$142K0.04%013F-HRTimeline
Dakota Community Bank & Trust NA454$137K0.66%013F-HRTimeline
Pinnacle Bancorp, Inc.452$136K0.04%013F-HRTimeline
UNION SAVINGS BANK441$133K0.07%-3013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…430$130K0.04%013F-HRTimeline
General Partner, Inc.425$128K0.08%013F-HRTimeline
Kathleen S. Wright Associates Inc.420$127K0.05%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC417$126K0.03%+813F-HRTimeline
BIRCHBROOK, INC.413$125K0.07%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd406$123K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
ARCADIA INVESTMENT MANAGEMENT CORP/MI400$121K0.02%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC399$120K0.04%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …396$120K0.23%-813F-HRTimeline
FIRST FINANCIAL CORP /IN/384$116K0.06%-8413F-HRTimeline
JFS WEALTH ADVISORS, LLC377$114K0.01%013F-HRTimeline
Fortitude Family Office, LLC375$113K0.04%-413F-HRTimeline
AMERIFLEX GROUP, INC.368$111K0.05%+3913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.363$110K0.08%+2313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC361$109K0.06%013F-HRTimeline
Millstone Evans Group, LLC359$108K0.07%013F-HRTimeline
Rosenberg Matthew Hamilton351$106K0.03%+3113F-HRTimeline
BFSG, LLC345$104K0.01%+1013F-HRTimeline
Wealth Preservation Advisors, LLC340$103K0.07%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.330$99.7K0.01%013F-HRTimeline
Anchor Investment Management, LLC330$99.5K0.01%-2513F-HRTimeline
Reyes Financial Architecture, Inc.315$95.1K0.07%013F-HRTimeline
Indiana Trust & Investment Management Co313$94.5K0.03%013F-HRTimeline
2UniFi Bank331$94.5K0.06%-3413F-HRTimeline
Avion Wealth338$93K0.02%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management304$91.8K0.01%13F-HRTimelineGroup
Lavaca Capital LLC300$90.6K0.04%013F-HRTimeline
Crews Bank & Trust298$90K0.02%-1513F-HRTimeline
Investors Research Corp297$89.7K0.02%+5013F-HRTimeline
Physician Wealth Advisors, Inc.296$89.4K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC282$85.2K0.03%013F-HRTimeline
Horizons Wealth Management282$85.2K0.06%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.278$84K<0.01%-3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…277$83.7K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC277$83.6K0.04%013F-HRTimeline
Sarver Vrooman Wealth Advisors271$81.8K0.05%13F-HRTimeline
Salomon & Ludwin, LLC270$81.5K0.01%013F-HRTimeline
Hemington Wealth Management270$81K0.01%+3113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC264$79.7K0.03%013F-HRTimeline
Cove Street Capital, LLC260$78.5K0.12%013F-HRTimeline
Granite FO LLC260$78.5K0.04%013F-HRTimeline
Park Square Financial Group, LLC245$74K0.06%-7213F-HRTimeline
Riverview Trust Co242$73.1K0.07%-513F-HRTimeline
Key Financial Inc242$73.1K0.02%-6613F-HRTimeline
OAKMONT Corp240$72.5K0.01%013F-HRTimeline
Bell Investment Advisors, Inc229$69.2K0.01%+713F-HRTimeline
Global Trust Asset Management, LLC228$68.9K0.04%-30313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH226$68.2K0.02%013F-HRTimeline
Addison Advisors LLC215$64.9K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.213$64.3K0.03%013F-HRTimeline
N.E.W. Advisory Services LLC213$64.3K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC205$62K0.01%+2113F-HRTimeline
ESL Trust Services, LLC200$60.4K0.01%013F-HRTimeline
Park Place Capital Corp200$60.4K0.02%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…197$59.7K0.02%+1113F-HRTimeline
CITY HOLDING CO196$59.2K0.01%+9713F-HRTimeline
TFC Financial Management, Inc.195$58.9K0.01%-1013F-HRTimeline
FIRST UNITED BANK & TRUST192$58K0.02%+2913F-HRTimeline
North Star Investment Management Corp.191$57.7K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP189$57.1K0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC205$56.6K<0.01%013F-HRTimeline
Clean Yield Group187$56.5K0.02%-413F-HRTimeline
Main Street Group, LTD184$55.3K0.02%+813F-HRTimeline
Archer Investment Corp182$55K0.01%+2313F-HRTimeline
GF FUND MANAGEMENT CO. LTD.181$54.7K<0.01%new13F-HRTimeline
Caldwell Trust Co181$54.7K0.01%+1713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA180$54.4K0.01%-613F-HRTimeline
HHM Wealth Advisors, LLC179$54.1K0.01%013F-HRTimeline
JNBA Financial Advisors179$54.1K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV180$54K0.02%+13213F-HRTimeline
Caitong International Asset Management …176$53.1K0.04%new13F-HRTimeline
Bangor Savings Bank175$52.8K<0.01%+1313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.172$52K0.04%+613F-HRTimeline
Bayforest Capital Ltd172$51.9K0.02%+10613F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC168$50.7K<0.01%013F-HRTimeline
Continuum Advisory, LLC161$48.6K0.01%+6013F-HRTimeline
Hurley Capital, LLC159$48K0.04%013F-HRTimeline
Operose Advisors LLC159$48K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …157$47.4K0.01%13F-HRTimelineGroup
Sachetta, LLC156$47.1K0.02%-113F-HRTimeline
Nova Wealth Management, Inc.156$47.1K0.04%new13F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT152$45.9K<0.01%013F-HRTimeline
Saudi Central Bank151$45.6K0.24%new13F-HRTimeline
Quarry LP151$45.6K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…150$45.3K0.03%new13F-HRTimeline
Intelligent Financial Strategies149$45.1K0.02%013F-HRTimeline
Bogart Wealth, LLC147$44.4K<0.01%+4513F-HRTimeline
ALBION FINANCIAL GROUP /UT144$43.5K<0.01%-3513F-HRTimeline
Whipplewood Advisors, LLC128$43.2K0.03%-1513F-HRTimeline
Covestor Ltd142$43K0.03%+413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.140$42.3K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC140$42.3K0.02%013F-HRTimeline
1248 Management, LLC137$41.5K0.02%new13F-HR/ATimeline
Capital A Wealth Management, LLC134$40.5K0.04%-113F-HRTimeline
SOA Wealth Advisors, LLC.133$40.2K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.132$40K<0.01%-1213F-HRTimeline
Truvestments Capital LLC131$39.6K0.01%+1013F-HRTimeline
ATWOOD & PALMER INC130$39.3K<0.01%-7513F-HRTimeline
Kimelman & Baird, LLC125$37.7K<0.01%013F-HRTimeline
Garde Capital, Inc.125$37.7K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC125$37.7K0.03%013F-HRTimeline
Bank & Trust Co124$37.4K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC123$37.1K0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…118$36K<0.01%+9413F-HRTimelineGroup
Cherry Tree Wealth Management, LLC119$35.9K0.01%+4313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.118$35.8K0.02%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.118$35.6K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC115$34.7K<0.01%+513F-HRTimeline
Valued Wealth Advisors LLC114$34.6K0.02%+1213F-HRTimeline
NewSquare Capital LLC113$34.1K<0.01%+10313F-HRTimeline
Glen Eagle Advisors, LLC112$33.7K0.01%+113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC110$33.2K0.01%013F-HRTimeline
WPG Advisers, LLC110$33.2K0.03%-1913F-HRTimeline
Global Financial Private Client, LLC109$32.9K0.01%-2713F-HRTimeline
Navera Investment Management Ltd.108$32.6K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.105$31.7K0.02%-613F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.105$31.7K0.03%013F-HRTimeline
IMA Advisory Services, Inc.102$30.9K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC102$30.9K0.02%-213F-HRTimeline
PFG Private Wealth Management, LLC100$30.2K0.02%+4713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…100$30K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC99$29.9K<0.01%013F-HRTimeline
Kozak & Associates, Inc.100$28.8K0.01%013F-HRTimeline
Financial Perspectives, Inc94$28.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC90$27K<0.01%+313F-HRTimeline
North Capital, Inc.87$26.3K0.02%13F-HRTimeline
Abound Wealth Management86$26K0.01%-1713F-HRTimeline
WEST PACES ADVISORS INC.85$25.7K0.01%-2813F-HRTimeline
Opal Wealth Advisors, LLC84$25.4K0.01%new13F-HRTimeline
Peoples Bank/KS82$24.8K0.02%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/79$23.9K0.01%+5213F-HRTimelineGroup
Bullock Wealth Management Group79$23.8K0.01%013F-HRTimeline
Canton Hathaway, LLC76$23K<0.01%013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…76$23K0.01%+1113F-HRTimeline
Runnymede Capital Advisors, Inc.75$22.6K0.02%013F-HRTimeline
Parvin Asset Management, LLC75$22.6K0.03%013F-HRTimeline
Darwin Wealth Management, LLC75$20.7K0.01%013F-HRTimeline
Demars Financial Group, LLC6,238,632$20.7K3.15%+878,17713F-HRTimeline
TOWER TRUST & INVESTMENT Co72$20.6K0.02%13F-HRTimeline
Murphy & Mullick Capital Management Corp68$20.5K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP65$19.6K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC65$19.6K0.02%+113F-HRTimeline
Painted Porch Advisors LLC64$19.3K0.01%+1513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P63$19K<0.01%-13713F-HRTimelineGroup
Iron Horse Wealth Management, LLC62$18.7K0.01%+313F-HRTimeline
Tortoise Investment Management, LLC61$18.4K<0.01%-25613F-HR/ATimeline
Cornerstone Planning Group LLC63$17.9K<0.01%+1813F-HRTimeline
Northwest Capital Management Inc59$17.8K0.01%013F-HRTimeline
West Branch Capital LLC58$17.5K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC57$17.2K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC57$17.2K0.02%-2113F-HRTimeline
TSFG, LLC55$17K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC56$16.9K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…56$16.9K0.01%013F-HRTimeline
Copeland Capital Management, LLC54$16.3K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.50$15.1K0.01%013F-HRTimeline
Navigoe, LLC50$15K0.01%013F-HRTimeline
True Wealth Design, LLC48$14.5K0.01%+2013F-HRTimeline
Transce3nd, LLC47$14.2K0.01%013F-HRTimeline
Rossby Financial, LCC50$14K0.01%new13F-HRTimeline
Copia Wealth Management45$13.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC44$13.4K<0.01%+913F-HRTimeline
Frazier Financial Advisors, LLC41$12.4K0.01%013F-HRTimeline
Red Tortoise LLC39$11.8K0.01%013F-HRTimeline
Atala Financial Inc38$11.5K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.38$11K<0.01%+113F-HRTimeline
Ulland Investment Advisors, LLC35$11K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC36$10.9K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC36$10.9K0.01%+2013F-HRTimeline
Hughes Financial Services, LLC36$10.8K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…35$10.6K<0.01%-8913F-HRTimeline
DT Investment Partners, LLC35$10.6K<0.01%013F-HRTimeline