Filing Research | CB - CHUBB LIMITED Institutional Holdings

Snapshot holdings

50 / 661 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	649.0KSH	$207.0M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	460.8KSH	$157.0M
3	Vest Financial, LLC	Shares	404.4KSH	$137.8M
4	D.A. DAVIDSON & CO.	Shares	338.7KSH	$115.4M
5	Robeco Institutional Asset Management B.V.	Shares	313.9KSH	$107.0M
6	Boston Trust Walden Corp	Shares	298.4KSH	$101.7M
7	Rathbones Group PLC	Shares	276.3KSH	$94.1M
8	CACTI ASSET MANAGEMENT LLC	Shares	255.1KSH	$86.9M
9	SCHARF INVESTMENTS, LLC	Shares	240.3KSH	$81.9M
10	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	225.7KSH	$77.1M
11	Oldfield Partners LLP	Shares	221.1KSH	$75.3M
12	Swedbank AB	Shares	212.6KSH	$72.4M
13	ZWJ INVESTMENT COUNSEL INC	Shares	199.8KSH	$68.1M
14	ASR Vermogensbeheer N.V.	Shares	146.8KSH	$50.0M
15	COUNTRY TRUST BANK	Shares	137.9KSH	$47.0M
16	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	131.3KSH	$44.8M
17	WestEnd Advisors, LLC	Shares	110.9KSH	$37.8M
18	Chesley Taft & Associates LLC	Shares	103.7KSH	$35.3M
19	ST GERMAIN D J CO INC	Shares	103.1KSH	$35.1M
20	Czech National Bank	Shares	102.7KSH	$35.0M
21	HOWLAND CAPITAL MANAGEMENT LLC	Shares	94.1KSH	$32.2M
22	Mirae Asset Global Investments Co., Ltd.	Shares	93.3KSH	$31.8M
23	MassMutual Private Wealth & Trust, FSB	Shares	92.6KSH	$31.6M
24	Arbejdsmarkedets Tillaegspension	Shares	88.2KSH	$30.0M
25	PhiloSmith Capital Corp	Shares	86.6KSH	$29.5M
26	IFM Investors Pty Ltd	Shares	81.1KSH	$27.6M
27	FACTORY MUTUAL INSURANCE CO	Shares	80.7KSH	$27.5M
28	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	79.7KSH	$27.1M
29	Amplius Wealth Advisors, LLC	Shares	73.4KSH	$25.0M
30	Talbot Financial, LLC	Shares	70.4KSH	$24.0M
31	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	67.5KSH	$23.0M
32	Asset Advisors Investment Management, LLC	Shares	62.7KSH	$21.4M
33	Crossmark Global Holdings, Inc.	Shares	58.5KSH	$19.9M
34	Mediolanum International Funds Ltd	Shares	58.0KSH	$19.9M
35	Positano Wealth Management Ltd	Shares	56.7KSH	$19.3M
36	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	55.6KSH	$18.9M
37	NorthCrest Asset Manangement, LLC	Shares	53.7KSH	$18.7M
38	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	54.3KSH	$18.5M
39	TCV Trust & Wealth Management, Inc.	Shares	53.9KSH	$18.4M
40	Police & Firemen's Retirement System of New Jersey	Shares	52.8KSH	$18.0M
41	Diversified Trust Co	Shares	52.0KSH	$17.7M
42	Merit Financial Group, LLC	Shares	51.4KSH	$17.5M
43	Boston Common Asset Management, LLC	Shares	51.3KSH	$17.5M
44	ABN AMRO INVESTMENT SOLUTIONS	Shares	49.0KSH	$16.7M
45	River Road Asset Management, LLC	Shares	46.8KSH	$15.9M
46	Nepsis Inc.	Shares	45.2KSH	$15.4M
47	LS Investment Advisors, LLC	Shares	41.8KSH	$14.3M
48	FIRST MERCHANTS CORP	Shares	41.0KSH	$14.0M
49	MCRAE CAPITAL MANAGEMENT INC	Shares	40.9KSH	$14.0M
50	QRG CAPITAL MANAGEMENT, INC.	Shares	38.1KSH	$13.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 689 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+301.7K	+$108.5M	$207.0M
2	Oldfield Partners LLP added	Shares	+44.5K	+$17.8M	$75.3M
3	COUNTRY TRUST BANK added	Shares	+18.7K	+$8.2M	$47.0M
4	Fideuram Asset Management (Ireland) dac added	Shares	+19.8K	+$6.5M	$6.7M
5	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+19.0K	+$6.5M	$6.5M
6	Y-Intercept (Hong Kong) Ltd added	Shares	+17.9K	+$6.1M	$6.4M
7	Positano Wealth Management Ltd added	Shares	+15.8K	+$6.0M	$19.3M
8	Trust Point Inc. added	Shares	+14.4K	+$4.9M	$5.4M
9	Arbejdsmarkedets Tillaegspension added	Shares	+10.3K	+$4.7M	$30.0M
10	Vest Financial, LLC trimmed	Shares	-4.6K	+$4.5M	$137.8M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.5K	+$4.2M	$31.8M
12	MISSION WEALTH MANAGEMENT, LP added	Shares	+11.1K	+$4.0M	$7.5M
13	Deane Retirement Strategies, Inc. new	Shares	+11.5K	+$3.9M	$3.9M
14	Crossmark Global Holdings, Inc. added	Shares	+9.2K	+$3.9M	$19.9M
15	Mediolanum International Funds Ltd added	Shares	+8.7K	+$3.9M	$19.9M
16	CACTI ASSET MANAGEMENT LLC unchanged	Shares	0	+$3.8M	$86.9M
17	ZWJ INVESTMENT COUNSEL INC added	Shares	+1.9K	+$3.6M	$68.1M
18	NorthCrest Asset Manangement, LLC added	Shares	+6.5K	+$3.2M	$18.7M
19	Cyndeo Wealth Partners, LLC added	Shares	+8.0K	+$3.1M	$12.6M
20	BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed	Shares	-2.7K	+$2.8M	$77.1M
21	Czech National Bank added	Shares	+3.6K	+$2.7M	$35.0M
22	SURIENCE PRIVATE WEALTH LLC new	Shares	+7.1K	+$2.4M	$2.4M
23	IFM Investors Pty Ltd added	Shares	+3.6K	+$2.4M	$27.6M
24	Confluence Wealth Services, Inc. added	Shares	+6.0K	+$2.3M	$7.4M
25	ASR Vermogensbeheer N.V. trimmed	Shares	-102	+$2.1M	$50.0M
26	Boston Trust Walden Corp trimmed	Shares	-7.0K	+$2.1M	$101.7M
27	Swedbank AB trimmed	Shares	-3.8K	+$1.9M	$72.4M
28	Chesley Taft & Associates LLC added	Shares	+1.1K	+$1.9M	$35.3M
29	ROFFMAN MILLER ASSOCIATES INC /PA/ trimmed	Shares	-413	+$1.8M	$44.8M
30	SECURED RETIREMENT ADVISORS, LLC new	Shares	+5.0K	+$1.7M	$1.7M
31	IFP Advisors, Inc added	Shares	+4.0K	+$1.4M	$3.2M
32	EAGLE ROCK INVESTMENT COMPANY, LLC added	Shares	+1.7K	+$1.4M	$18.9M
33	ST GERMAIN D J CO INC trimmed	Shares	-730	+$1.3M	$35.1M
34	Talbot Financial, LLC added	Shares	+752	+$1.3M	$24.0M
35	PhiloSmith Capital Corp trimmed	Shares	-400	+$1.2M	$29.5M
36	Merit Financial Group, LLC added	Shares	+1.2K	+$1.1M	$17.5M
37	Composition Wealth, LLC added	Shares	+2.5K	+$1.1M	$7.3M
38	PFS Partners, LLC added	Shares	+3.0K	+$1.1M	$2.2M
39	Wealth Enhancement Trust Services, Inc. added	Shares	+2.7K	+$1.0M	$2.5M
40	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.5K	+$1.0M	$4.5M
41	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.5K	+$926.9K	$9.8M
42	Smith Salley Wealth Management added	Shares	+2.2K	+$904.3K	$4.1M
43	Avanza Fonder AB added	Shares	+1.3K	+$896.6K	$10.6M
44	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-1.0K	+$869.2K	$27.5M
45	Boston Common Asset Management, LLC added	Shares	+258	+$843.6K	$17.5M
46	Apollon Wealth Management, LLC added	Shares	+1.4K	+$830.1K	$8.7M
47	OLD NATIONAL BANCORP /IN/ added	Shares	+1.0K	+$806.3K	$10.8M
48	Farther Finance Advisors, LLC added	Shares	+1.5K	+$783.6K	$7.7M
49	Baader Bank Aktiengesellschaft added	Shares	+2.2K	+$781.4K	$1.7M
50	CWA Asset Management Group, LLC added	Shares	+2.1K	+$751.7K	$1.5M

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