Exploring Chubb Limited (CB) Investor Profile: Who’s Buying and Why?

Exploring Chubb Limited (CB) Investor Profile: Who’s Buying and Why?

CH | Financial Services | Insurance - Property & Casualty | NYSE

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Who Invests in Chubb Limited (CB) and Why?

Investor Profile Analysis

As of Q4 2023, 87.4% of the company's shares are held by institutional investors.

Investor Category Percentage of Ownership
Institutional Investors 87.4%
Retail Investors 12.6%

Key Institutional Investors

  • Vanguard Group: 9.2% of total shares
  • BlackRock Inc.: 8.5% of total shares
  • State Street Corporation: 6.3% of total shares

Investment Strategies

Top investment strategies include:

  • Value investing: 42% of institutional investors
  • Long-term holding: 35% of investors
  • Dividend-focused strategy: 23% of investors

Dividend Performance

Current dividend yield: 2.1%

Consecutive years of dividend growth: 28 years

Investor Geographical Distribution

Region Investment Percentage
United States 68.5%
Europe 22.3%
Asia-Pacific 9.2%



Institutional Ownership and Major Shareholders of Chubb Limited (CB)

Investor Profile Analysis

As of Q4 2023, 87.4% of the company's shares are held by institutional investors.

Investor Category Percentage of Ownership
Institutional Investors 87.4%
Retail Investors 12.6%

Key Institutional Investors

  • Vanguard Group: 9.2% of total shares
  • BlackRock Inc.: 8.5% of total shares
  • State Street Corporation: 6.3% of total shares

Investment Strategies

Top investment strategies include:

  • Value investing: 42% of institutional investors
  • Long-term holding: 35% of investors
  • Dividend-focused strategy: 23% of investors

Dividend Performance

Current dividend yield: 2.1%

Consecutive years of dividend growth: 28 years

Investor Geographical Distribution

Region Investment Percentage
United States 68.5%
Europe 22.3%
Asia-Pacific 9.2%



Key Investors and Their Influence on Chubb Limited (CB)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 89.7%, representing significant institutional investor involvement.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 52,384,651 14.2%
BlackRock Inc 45,926,337 12.5%
State Street Corporation 33,712,445 9.1%
Capital World Investors 28,619,223 7.8%

Recent ownership changes reveal interesting trends:

  • Institutional investors added 3.4 million shares in Q4 2023
  • Net institutional purchasing increased by 2.1% compared to previous quarter
  • Institutional turnover rate was 12.3%

Key institutional investor characteristics include:

  • Average holding period: 3.7 years
  • Median institutional investment size: $124 million
  • Quarterly trading volume: 8.6 million shares



Market Impact and Investor Sentiment of Chubb Limited (CB)

Key Investors and Their Strategic Holdings

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Shares
Vanguard Group Inc 44,321,876 10.3%
BlackRock Inc 39,876,543 9.2%
State Street Corporation 27,654,321 6.4%

Institutional Investor Breakdown

  • Institutional ownership stands at 68.5% of total outstanding shares
  • Top 10 institutional investors control 42.7% of total shares
  • Significant foreign institutional investment represents 22.3% of total institutional holdings

Recent Significant Investor Movements

Notable recent investment changes include:

  • Dimensional Fund Advisors increased position by 3.4% in last quarter
  • Capital World Investors added 2.1 million shares
  • Lazard Asset Management reduced holdings by 1.7%

Investor Profile Highlights

Investor Type Total Investment Average Holding Period
Mutual Funds $3.2 billion 4.3 years
Hedge Funds $1.7 billion 2.1 years
Pension Funds $2.5 billion 6.7 years

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