CB Chubb Limited
Chubb Limited (CB) Institutional Ownership
What the institutions did with CB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 433.9K | 46.5% |
| CACTI ASSET MANAGEMENT LLC | 255.0K | 27.3% |
| MassMutual Private Wealth & Trust, FSB | 89.2K | 9.6% |
| CX Institutional | 35.2K | 3.8% |
| ROCKLAND TRUST CO | 30.1K | 3.2% |
| Stonebridge Financial Group, LLC | 17.4K | 1.9% |
| Coastline Trust Co | 14.0K | 1.5% |
| PARK NATIONAL CORP /OH/ | 10.1K | 1.1% |
| NEVILLE RODIE & SHAW INC | 6.9K | 0.7% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6.9K | 0.7% |
| EASTERN BANK | 6.5K | 0.7% |
| Roxbury Financial LLC | 5.5K | 0.6% |
| Central Pacific Bank - Trust Division | 5.2K | 0.6% |
| Norman Fields, Gottscho Capital Management, LLC | 3.4K | 0.4% |
| FC Advisory LLC | 3.3K | 0.4% |
| Adelphi Trust Co | 2.6K | 0.3% |
| Montecito Bank & Trust | 2.3K | 0.3% |
| Versant Capital Management, Inc | 1.9K | 0.2% |
| Box Hill Private Wealth LLC | 762 | 0.1% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 722 | 0.1% |
| General Partner, Inc. | 425 | 0.0% |
| Rosenberg Matthew Hamilton | 347 | 0.0% |
| Horizons Wealth Management | 239 | 0.0% |
| TOMPKINS FINANCIAL CORP | 189 | 0.0% |
| GoalVest Advisory LLC | 135 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 460.8K | 433.9K | -26.8K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 92.6K | 89.2K | -3.4K |
| ROCKLAND TRUST CO | Reduced | 32.3K | 30.1K | -2.2K |
| CX Institutional | Increased | 34.1K | 35.2K | +1.1K |
| Ridgewood Investments LLC | Sold Out | 943 | 0 | -943 |
| PARK NATIONAL CORP /OH/ | Reduced | 10.8K | 10.1K | -709 |
| Stonebridge Financial Group, LLC | Increased | 16.9K | 17.4K | +443 |
| Coastline Trust Co | Reduced | 14.2K | 14.0K | -212 |
| Versant Capital Management, Inc | Increased | 1.8K | 1.9K | +109 |
| CACTI ASSET MANAGEMENT LLC | Reduced | 255.1K | 255.0K | -99 |
| Olistico Wealth, LLC | Reduced | 200 | 115 | -85 |
| Box Hill Private Wealth LLC | Reduced | 814 | 762 | -52 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 6.8K | 6.9K | +44 |
| Roxbury Financial LLC | Reduced | 5.6K | 5.5K | -40 |
| Adelphi Trust Co | Increased | 2.6K | 2.6K | +38 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 688 | 722 | +34 |
| Montecito Bank & Trust | Reduced | 2.4K | 2.3K | -31 |
| Norman Fields, Gottscho Capital Management, LLC | Reduced | 3.4K | 3.4K | -10 |
| Planning Strategies Inc. | Increased | 25 | 26 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.