CB — Chubb Limited Institutional Holders · Q3 2026

Name: Who Owns CB? 106 Institutions Hold $436M (Q3 2026)
Creator: ko.io

Who owns Chubb Limited (CB)? 106 institutions reported holding $436.44M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($141.1M), Cacti Asset Management LLC ($84.7M), Mn Services Vermogensbeheer B.V. ($33.2M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$141.1M	433,925	Trimmed
2	CACTI ASSET MANAGEMENT LLC	$84.7M	255,039	Trimmed
3	Mn Services Vermogensbeheer B.V.	$33.2M	102,053	Hold
4	MassMutual Private Wealth & Trust, FSB	$29.0M	89,163	Trimmed
5	Venture Visionary Partners LLC	$13.3M	41,028	Added
6	CX Institutional	$11.5M	35,220	Added
7	ROCKLAND TRUST CO	$9.8M	30,147	Trimmed
8	Farther Finance Advisors, LLC	$9.7M	29,739	Added
9	Stokes Capital Advisors, LLC	$7.9M	24,191	Trimmed
10	BENEDICT FINANCIAL ADVISORS INC	$7.4M	22,806	Trimmed
11	Stonebridge Financial Group, LLC	$5.7M	17,379	Added
12	Douglas Lane & Associates, LLC	$5.2M	15,978	Trimmed
13	Coastline Trust Co	$4.6M	14,007	Trimmed
14	VISTA INVESTMENT PARTNERS LLC	$4.3M	13,187	Trimmed
15	GAMMA Investing LLC	$4.2M	13,052	Added
16	CENTRAL BANK & TRUST CO	$3.9M	12,124	Trimmed
17	Deane Retirement Strategies, Inc.	$3.7M	11,452	Trimmed
18	PARK NATIONAL CORP /OH/	$3.3M	10,133	Trimmed
19	Lincoln Capital LLC	$2.9M	8,791	Added
20	Wealth Enhancement Trust Services, Inc.	$2.5M	7,623	Added
21	NEVILLE RODIE & SHAW INC	$2.2M	6,874	Hold
22	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$2.2M	6,864	Added
23	EASTERN BANK	$2.1M	6,496	Hold
24	Wedmont Private Capital	$2.0M	5,932	Added
25	Roxbury Financial LLC	$1.8M	5,621	Added

Source: SEC Form 13F filings · as of 2026-09-30