Chubb Ltd
CB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000896159
In the last 90 days, Chubb Ltd insiders filed 0 open-market purchases and 2 sales; 2,173 institutions reported holding it in 13F filings for Q2 2026, worth $119.2B in total; 3 superinvestors hold it, including Berkshire Hathaway and Viking Global Investors.
13F holders, Q3 2021
Institutional positions in Chubb Ltd as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,216
- +17 vs. Q2 2021
- Shares held
- 381.4M
- −3.71M (−1.0%) vs. Q2 2021
- Total value
- $66.2B
- +$4.97B (+8.1%) vs. Q2 2021
- New holders
- 92
- 458 more added
- Sold out
- 75
- 432 more reduced
21 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $72.6B |
| Q1 2022 | 1,405 | $80.4B |
| Q4 2021 | 1,330 | $73.0B |
| Q3 2021 | 1,216 | $66.2B |
| Q2 2021 | 1,220 | $61.3B |
| Q1 2021 | 1,215 | $62.6B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marquette Asset Management, LLC | 233 | $40.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 233 | $40.0K | 0.00% | +233 | New |
| Jones Financial Companies LLLP | 236 | $41.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 240 | $42.0K | 0.00% | −93−27.9% | Reduced |
| Freedman Financial Associates, Inc. | 240 | $42.0K | 0.03% | 00.0% | Unchanged |
| Sage Financial Group Inc | 248 | $43.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 245 | $43.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 264 | $46.0K | 0.02% | −520−66.3% | Reduced |
| SOA Wealth Advisors, LLC. | 267 | $46.0K | 0.01% | −100−27.2% | Reduced |
| D'Orazio & Associates, Inc. | 266 | $46.0K | 0.01% | +16+6.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 267 | $46.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $46.8K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 275 | $48.0K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 279 | $48.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 283 | $49.0K | 0.01% | +44+18.4% | Added |
| Arkadios Wealth Advisors | 290 | $50.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $53.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 306 | $53.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 311 | $54.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 315 | $55.0K | 0.02% | −24−7.1% | Reduced |
| Annapolis Financial Services, LLC | 316 | $55.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 320 | $56.0K | 0.00% | −22,368−98.6% | Reduced |
| Carroll Financial Associates, Inc. | 326 | $56.0K | 0.00% | −5−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 325 | $56.0K | 0.04% | +240+282.4% | Added |
| Kowal Investment Group, LLC | 325 | $56.0K | 0.02% | +325 | New |
| Heritage Wealth Management, LLC | 328 | $57.0K | 0.02% | −67−17.0% | Reduced |
| Lenox Wealth Advisors, LLC | 327 | $57.0K | 0.01% | +228+230.3% | Added |
| Ancora Advisors, LLC | 334 | $58.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 336 | $58.0K | 0.01% | +22+7.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 361 | $63.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 361 | $63.0K | 0.01% | +361 | New |
| Benjamin Edwards Inc | 369 | $64.0K | 0.04% | +369 | New |
| Trust Co | 374 | $65.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 380 | $66.0K | 0.04% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $69.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 400 | $69.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $69.0K | 0.02% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 401 | $70.0K | 0.05% | +50+14.2% | Added |
| Sutton Wealth Advisors Inc. | 409 | $71.0K | 0.03% | +3+0.7% | Added |
| Salem Investment Counselors Inc | 420 | $73.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 424 | $74.0K | 0.00% | +201+90.1% | Added |
| CVA Family Office, LLC | 650 | $75.0K | 0.05% | +194+42.5% | Added |
| Bray Capital Advisors | 446 | $77.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 455 | $78.9K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 461 | $80.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 481 | $83.0K | 0.06% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 479 | $83.0K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 484 | $84.0K | 0.03% | +23+5.0% | Added |
| West Branch Capital LLC | 506 | $88.0K | 0.04% | +2+0.4% | Added |
| Sterling Financial Planning, Inc. | 516 | $90.0K | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 546 | $94.7K | 0.01% | +175+47.2% | Added |
| Hexagon Capital Partners LLC | 548 | $95.0K | 0.03% | −37−6.3% | Reduced |
| JFS Wealth Advisors, LLC | 549 | $95.0K | 0.01% | +18+3.4% | Added |
| City Holding Co | 560 | $97.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 581 | $101.0K | 0.01% | −25−4.1% | Reduced |
| Asset Dedication, LLC | 590 | $103.0K | 0.01% | −85−12.6% | Reduced |
| TCI Wealth Advisors, Inc. | 593 | $103.0K | 0.02% | +48+8.8% | Added |
| Lake Point Wealth Management | 601 | $104.0K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 590 | $104.0K | 0.08% | 00.0% | Unchanged |
| BBVA USA | 607 | $105.0K | 0.01% | +9+1.5% | Added |
| AGF Investments LLC | 614 | $107.0K | 0.01% | −55−8.2% | Reduced |
| Bedel Financial Consulting, Inc. | 616 | $107.0K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 623 | $108.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 623 | $108.0K | 0.01% | +16+2.6% | Added |
| Pinnacle Bancorp, Inc. | 632 | $110.0K | 0.04% | −41−6.1% | Reduced |
| JNBA Financial Advisors | 632 | $110.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 648 | $113.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 648 | $113.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 661 | $115.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 675 | $117.0K | 0.08% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 691 | $120.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 715 | $124.0K | 0.01% | −391−35.4% | Reduced |
| AdvisorNet Financial, Inc | 735 | $128.0K | 0.01% | −5,114−87.4% | Reduced |
| Sandy Spring Bank | 744 | $129.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 777 | $135.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 781 | $136.0K | 0.01% | +19+2.5% | Added |
| Essex Investment Management Co LLC | 793 | $138.0K | 0.02% | −5−0.6% | Reduced |
| Pacitti Group Inc. | 794 | $138.0K | 0.09% | 00.0% | Unchanged |
| US Asset Management LLC | 854 | $148.0K | 0.14% | +854 | New |
| Wealth Quarterback LLC | 859 | $149.0K | 0.10% | +80+10.3% | Added |
| McIlrath & Eck, LLC | 885 | $154.0K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,131 | $165.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 966 | $168.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 973 | $169.0K | 0.06% | +353+56.9% | Added |
| Duncker Streett & Co Inc | 1,033 | $179.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $180.0K | 0.13% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,035 | $180.0K | 0.02% | +150+16.9% | Added |
| Harbor Investment Advisory, LLC | 1,061 | $184.0K | 0.02% | +16+1.5% | Added |
| First Horizon Advisors, Inc. | 1,070 | $185.0K | 0.01% | +315+41.7% | Added |
| Zions Bancorporation, N.A. | 1,086 | $188.0K | 0.02% | +78+7.7% | Added |
| Caldwell Trust Co | 1,109 | $192.4K | 0.02% | −304−21.5% | Reduced |
| Advisors Asset Management, Inc. | 1,147 | $199.0K | 0.00% | −19,209−94.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,161 | $201.0K | 0.05% | +1,161 | New |
| Edge Capital Group, LLC | 1,160 | $201.0K | 0.02% | +1,160 | New |
| Fox Run Management, L.L.C. | 1,173 | $203.0K | 0.13% | −656−35.9% | Reduced |
| One + One Wealth Management, LLC | 1,170 | $203.0K | 0.15% | +1,170 | New |
| Parthenon LLC | 1,174 | $204.0K | 0.03% | +1,174 | New |
| First Financial Bank - Trust Division | 1,183 | $206.0K | 0.02% | +1,183 | New |
| Kistler-Tiffany Companies, LLC | 1,195 | $207.0K | 0.05% | −32−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 1,191 | $207.0K | 0.05% | +1,191 | New |