Security Name: CHUBB LTD
Ticker: CB
Security Type: EQU
Exchange: US
CUSIP: H1467J104

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $91.67B - 1,654 -
2024-09-30 $102.16B +11.4% 1,743 +5.4%
2024-12-31 $97.56B -4.5% 1,383 -20.7%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
MYCIO WEALTH PARTNERS, LLC $259.6M 939K 62.2%
ALTRINSIC GLOBAL ADVISORS LLC $276.4M 1,000K 13.4%
PERSONAL CFO SOLUTIONS, LLC $53.5M 193K 10.5%
CINCINNATI INDEMNITY CO $4.2M 15K 10.3%
UNIO CAPITAL LLC $27.1M 97K 9.7%
PHILOSMITH CAPITAL CORP $24.0M 87K 6.8%
FOGEL CAPITAL MANAGEMENT, INC. $13.4M 48K 6.8%
DAVIS ASSET MANAGEMENT, L.P. $124.3M 450K 5.1%
CONSTANT GUIDANCE FINANCIAL LLC $5.8M 20K 5.0%
XXEC, INC. $5.7M 20K 4.8%
ONTARIO TEACHERS PENSION PLAN BOARD $393.6M 1,424K 4.7%
TALARIA ASSET MANAGEMENT PTY LTD $15.8M 57K 4.1%
TROY ASSET MANAGEMENT LTD $115.6M 418K 3.9%
CSU PRODUCER RESOURCES, INC. $1.2M 4K 3.8%
CORNERSTONE INVESTMENT PARTNERS, LLC $77.1M 279K 3.8%
HI-LINE CAPITAL MANAGEMENT, LLC $7.9M 28K 3.5%
HAMEL ASSOCIATES, INC. $10.7M 38K 3.4%
VIRGINIA WEALTH MANAGEMENT GROUP, INC. $5.3M 19K 3.3%
WILKINS INVESTMENT COUNSEL INC $22.7M 82K 3.3%
CONCORDE FINANCIAL CORP $5.0M 17K 3.0%
PRANA CAPITAL MANAGEMENT, LP $61.6M 222K 2.9%
DDD PARTNERS, LLC $23.3M 84K 2.9%
BERKSHIRE HATHAWAY INC $7469.4M 27,033K 2.8%
EVEXIA WEALTH LLC $8.2M 30K 2.8%
STONERIDGE INVESTMENT PARTNERS LLC $7.6M 27K 2.7%

Similar Securities

Ticker Exchange Security Similarity Score Common Holders Total Holders
LVMUY US LVMH MOET HENNESSY-UNSP ADR 0.049 2 41
MSFT US MICROSOFT CORP 0.025 105 4177
BLKCHF XS BLACKROCK INC 0.025 2 80
JPM US JPMORGAN CHASE & CO 0.025 80 3229
AAPL US APPLE INC 0.025 98 3956
ACN US ACCENTURE PLC-CL A 0.024 43 1813
GOOGL US ALPHABET INC-CL A 0.022 77 3527
IBHF US ISHARES IBOND 2026 HY & INC 0.022 2 92
APD US AIR PRODUCTS & CHEMICALS INC 0.020 27 1329
IBDQ US ISHARES IBONDS DEC 2025 TERM 0.020 6 296
MDT US MEDTRONIC PLC 0.020 31 1549
UNH US UNITEDHEALTH GROUP INC 0.020 52 2608
HD US HOME DEPOT INC 0.020 56 2851
AMZN US AMAZON.COM INC 0.020 78 3975
JNJ US JOHNSON & JOHNSON 0.020 57 2911
AVGO US BROADCOM INC 0.019 51 2753
TJX US TJX COMPANIES INC 0.018 31 1689
ADP US AUTOMATIC DATA PROCESSING 0.018 32 1746
IBHE US ISHARES IBONDS 2025 H/Y INC 0.018 2 111
RNR US RENAISSANCERE HOLDINGS LTD 0.018 7 393
V US VISA INC-CLASS A SHARES 0.018 53 3025
EG US EVEREST GROUP LTD 0.018 10 571
CVX US CHEVRON CORP 0.017 46 2652
PG US PROCTER & GAMBLE CO/THE 0.016 46 2815
SYK US STRYKER CORP 0.016 26 1592
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us