Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/10/2024 | VANGUARD GROUP INC | 38.60 M | $10.00 B | -0.85% | 9.48% |
05/10/2024 | BLACKROCK INC. | 29.42 M | $7.62 B | -0.29% | 7.23% |
05/15/2024 | BERKSHIRE HATHAWAY INC | 25.92 M | $6.72 B | 28.97% | 6.39% |
05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 18.61 M | $4.82 B | -14.03% | 4.57% |
05/15/2024 | STATE STREET CORP | 18.27 M | $4.75 B | -1.34% | 4.49% |
05/13/2024 | FMR LLC | 13.64 M | $3.53 B | 3.78% | 3.35% |
05/14/2024 | CAPITAL WORLD INVESTORS | 11.00 M | $2.85 B | 6.65% | 2.71% |
05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 10.39 M | $2.69 B | -36.87% | 2.55% |
05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9.19 M | $2.38 B | -9.06% | 2.26% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 8.52 M | $2.20 B | 4.16% | 2.09% |
05/10/2024 | JPMORGAN CHASE & CO | 8.32 M | $2.15 B | -4.65% | 2.04% |
05/14/2024 | CAPITAL INTERNATIONAL INVESTORS | 7.14 M | $1.85 B | -7.22% | 1.76% |
05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 6.71 M | $1.74 B | 44.42% | 1.65% |
05/10/2024 | WELLS FARGO & COMPANY/MN | 5.98 M | $1.55 B | -0.19% | 1.47% |
05/15/2024 | MORGAN STANLEY | 5.57 M | $1.44 B | 32.84% | 1.37% |
05/15/2024 | AMERIPRISE FINANCIAL INC | 4.87 M | $1.26 B | -9.49% | 1.20% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 4.28 M | $1.11 B | 0.21% | 1.05% |
05/14/2024 | NORTHERN TRUST CORP | 3.76 M | $973.96 M | -5.40% | 0.92% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 3.57 M | $926.36 M | -0.63% | 0.88% |
05/14/2024 | LAZARD ASSET MANAGEMENT LLC | 3.54 M | $918.29 M | 14.84% | 0.87% |
05/15/2024 | DEUTSCHE BANK AG\ | 3.23 M | $837.74 M | 1.37% | 0.79% |
04/22/2024 | RAYMOND JAMES & ASSOCIATES | 2.96 M | $768.07 M | -4.48% | 0.73% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 2.63 M | $682.03 M | -15.57% | 0.65% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 2.54 M | $657.42 M | -4.52% | 0.62% |
05/10/2024 | ONTARIO TEACHERS PENSION PLAN BOARD | 2.44 M | $631.31 M | -9.72% | 0.60% |
05/13/2024 | UBS GROUP AG | 2.30 M | $596.34 M | 17.11% | 0.57% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.28 M | $591.95 M | 0.79% | 0.56% |
05/28/2024 | BOSTON PARTNERS | 2.15 M | $555.69 M | -2.20% | 0.53% |
05/14/2024 | INVESCO LTD. | 2.15 M | $556.04 M | 1.73% | 0.53% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 2.14 M | $553.86 M | 0.13% | 0.52% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 2.10 M | $545.27 M | -1.91% | 0.52% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 2.08 M | $539.94 M | 24.45% | 0.51% |
05/15/2024 | AMUNDI | 1.73 M | $424.71 M | 42.30% | 0.43% |
05/15/2024 | BARCLAYS PLC | 1.72 M | $446.14 M | -0.56% | 0.42% |
04/22/2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.42 M | $368.00 M | -0.69% | 0.35% |
05/15/2024 | ROYAL BANK OF CANADA | 1.41 M | $366.08 M | 1.25% | 0.35% |
04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 1.38 M | $358.24 M | -2.07% | 0.34% |
04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.38 M | $357.76 M | 11.62% | 0.34% |
05/14/2024 | DAVIS SELECTED ADVISERS | 1.26 M | $327.14 M | -9.82% | 0.31% |
05/07/2024 | SWISS NATIONAL BANK | 1.22 M | $316.63 M | -4.87% | 0.30% |
05/14/2024 | ALTRINSIC GLOBAL ADVISORS LLC | 1.17 M | $303.50 M | -14.11% | 0.29% |
04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.15 M | $299.27 M | -1.18% | 0.28% |
05/02/2024 | JENNISON ASSOCIATES LLC | 1.14 M | $295.79 M | -1.70% | 0.28% |
05/13/2024 | FIRST TRUST ADVISORS LP | 1.10 M | $284.14 M | 214.84% | 0.27% |
05/14/2024 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.04 M | $268.33 M | 2.99% | 0.26% |
04/24/2024 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 1.03 M | $266.97 M | 1.43% | 0.25% |
05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 1.03 M | $267.93 M | -3.33% | 0.25% |
05/14/2024 | FAYEZ SAROFIM & CO | 1.02 M | $264.64 M | -0.24% | 0.25% |
05/08/2024 | MYCIO WEALTH PARTNERS, LLC | 953,664 | $247.12 M | 0.27% | 0.24% |
05/10/2024 | PNC FINANCIAL SERVICES GROUP, INC. | 942,779 | $244.30 M | 0.32% | 0.23% |
A. During the previous two years, 2152 institutional investors and hedge funds held shares of Chubb Limited. The most heavily invested institutionals were:
VANGUARD GROUP INC: 38.6 M
BlackRock Inc.: 29.42 M
BERKSHIRE HATHAWAY INC: 25.92 M
PRICE T ROWE ASSOCIATES INC /MD/: 18.61 M
STATE STREET CORP: 18.27 M
FMR LLC: 13.64 M
A. 87.73% of Chubb Limited stock is owned by institutional investors.
A. Institutional investors have bought a total of 505.94 M shares in the last 24 months. This purchase volume represents approximately $128.11 B in transactions.