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 |
|---|---|---|---|---|---|
| Notis-McConarty Edward | 1,200 | $208.0K | 0.08% | −513−29.9% | Reduced |
| Smithfield Trust Co | 1,198 | $208.0K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,200 | $208.0K | 0.13% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,201 | $208.0K | 0.05% | +1,201 | New |
| Prestige Wealth Management Group LLC | 1,201 | $209.0K | 0.05% | +105+9.6% | Added |
| Adams Chetwood Wealth Management LLC | 1,203 | $209.0K | 0.15% | +1,203 | New |
| CX Institutional | 1,210 | $210.0K | 0.02% | +77+6.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,212 | $210.0K | 0.01% | +1,212 | New |
| WSFS Capital Management, LLC | 1,208 | $210.0K | 0.10% | +1,208 | New |
| Quaker Wealth Management, LLC | 1,217 | $211.0K | 0.24% | +1,217 | New |
| Mayfair Advisory Group, LLC | 1,218 | $211.0K | 0.32% | +1,218 | New |
| FFT Wealth Management LLC | 1,221 | $212.0K | 0.02% | −279−18.6% | Reduced |
| Endurance Wealth Management, Inc. | 1,223 | $212.0K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $212.0K | 0.07% | +1,220 | New |
| Cadence Bank NA | 1,242 | $215.0K | 0.06% | +1,242 | New |
| QVR LLC | 1,247 | $216.0K | 0.44% | +1,223+5,095.8% | Added |
| Mid Atlantic Financial Management Inc | 1,274 | $221.0K | 0.01% | −3−0.2% | Reduced |
| Norway Savings Bank | 1,283 | $223.0K | 0.10% | +12+0.9% | Added |
| Moloney Securities Asset Management, LLC | 1,286 | $223.0K | 0.04% | +1,286 | New |
| Valeo Financial Advisors, LLC | 1,296 | $225.0K | 0.01% | +1,296 | New |
| Financial Engines Advisors L.L.C. | 1,311 | $228.0K | 0.00% | −5,567−80.9% | Reduced |
| Fosun International Ltd | 1,295 | $228.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 1,322 | $229.0K | 0.03% | +2+0.2% | Added |
| Legacy Financial Advisors, Inc. | 1,333 | $231.0K | 0.06% | −1−0.1% | Reduced |
| Integrated Advisors Network LLC | 1,330 | $231.0K | 0.02% | +1,330 | New |
| Berkeley Capital Partners, LLC | 1,332 | $231.0K | 0.11% | +1,332 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,336 | $232.0K | 0.05% | −3−0.2% | Reduced |
| Sage Private Wealth Group, LLC | 1,340 | $233.0K | 0.32% | +27+2.1% | Added |
| Proequities, Inc. | 1,341 | $234.0K | 0.01% | +47+3.6% | Added |
| M&G Investment Management Ltd | 1,359 | $235.0K | 0.00% | −4,339−76.1% | Reduced |
| Excalibur Management Corp | 1,357 | $235.0K | 0.10% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,357 | $235.0K | 0.24% | +1,357 | New |
| Sigma Planning Corp | 1,357 | $236.0K | 0.01% | −651−32.4% | Reduced |
| LS Investment Advisors, LLC | 1,361 | $236.0K | 0.03% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,368 | $237.0K | 0.03% | −151−9.9% | Reduced |
| Means Investment Co., Inc. | 1,369 | $238.0K | 0.05% | +1+0.1% | Added |
| GHP Investment Advisors, Inc. | 1,377 | $239.0K | 0.02% | −221−13.8% | Reduced |
| 9258 Wealth Management, LLC | 1,376 | $239.0K | 0.06% | −71−4.9% | Reduced |
| Strategic Advisors LLC | 1,381 | $239.0K | 0.05% | +1,381 | New |
| Peak Planning Group, LLC | 1,387 | $240.7K | 0.21% | +1,387 | New |
| Capital Investment Advisors, LLC | 1,400 | $243.0K | 0.01% | −6−0.4% | Reduced |
| Pictet North America Advisors SA | 1,400 | $243.0K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,400 | $243.0K | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,400 | $243.0K | 0.06% | +1,400 | New |
| Axiom Financial Strategies, LLC | 1,407 | $244.0K | 0.11% | +7+0.5% | Added |
| Advisors Capital Management, LLC | 1,413 | $245.0K | 0.01% | +119+9.2% | Added |
| Penserra Capital Management LLC | 1,414 | $245.0K | 0.01% | +140+11.0% | Added |
| Harbor Financial Services, LLC | 1,419 | $246.0K | 0.11% | +1,419 | New |
| Financial Architects, Inc | 1,448 | $251.0K | 0.04% | −765−34.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,448 | $251.0K | 0.03% | −93−6.0% | Reduced |
| Berman Capital Advisors, LLC | 1,456 | $252.0K | 0.04% | +508+53.6% | Added |
| Eagle Bay Advisors LLC | 1,433 | $252.0K | 0.15% | +655+84.2% | Added |
| Ashfield Capital Partners, LLC | 1,460 | $253.0K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,459 | $253.0K | 0.07% | +7+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 1,465 | $254.0K | 0.01% | −41−2.7% | Reduced |
| Renaissance Group LLC | 1,465 | $254.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,467 | $254.0K | 0.01% | +38+2.7% | Added |
| Harbour Investments, Inc. | 1,483 | $257.0K | 0.01% | +118+8.6% | Added |
| CPWM, LLC | 1,490 | $258.0K | 0.02% | −11−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,339 | $258.0K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,498 | $260.0K | 0.03% | −126−7.8% | Reduced |
| Commerzbank Aktiengesellschaft | 1,500 | $260.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,500 | $260.0K | 0.20% | 00.0% | Unchanged |
| LCNB Corp | 1,506 | $261.0K | 0.13% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,508 | $262.0K | 0.02% | −250−14.2% | Reduced |
| Stonnington Group, LLC | 1,433 | $262.0K | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,521 | $264.0K | 0.21% | −163−9.7% | Reduced |
| Foundation Resource Management Inc | 1,537 | $267.0K | 0.06% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1,545 | $268.0K | 0.14% | 00.0% | Unchanged |
| Credit Agricole S A | 1,550 | $269.0K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,542 | $269.0K | 0.06% | +136+9.7% | Added |
| Charter Trust Co | 1,564 | $272.0K | 0.03% | +35+2.3% | Added |
| OneAscent Financial Services LLC | 1,566 | $273.0K | 0.36% | +1,566 | New |
| Roberts Glore & Co Inc | 1,580 | $274.0K | 0.08% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 1,585 | $275.0K | 0.29% | −18−1.1% | Reduced |
| Associated Banc-Corp | 1,604 | $278.0K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,600 | $278.0K | 0.14% | 00.0% | Unchanged |
| Family Management Corp | 1,606 | $279.0K | 0.08% | −88−5.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,614 | $280.0K | 0.02% | −215−11.8% | Reduced |
| Exeter Financial, LLC | 1,613 | $280.0K | 0.17% | 00.0% | Unchanged |
| Rede Wealth, LLC | 1,616 | $280.0K | 0.15% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,631 | $283.0K | 0.01% | −110−6.3% | Reduced |
| Plancorp, LLC | 1,632 | $283.0K | 0.02% | +35+2.2% | Added |
| Allred Capital Management, LLC | 1,629 | $283.0K | 0.15% | +67+4.3% | Added |
| Centaurus Financial, Inc. | 1,633 | $283.0K | 0.02% | +115+7.6% | Added |
| Childress Capital Advisors, LLC | 1,639 | $284.0K | 0.12% | +41+2.6% | Added |
| Appleton Partners Inc | 1,644 | $285.0K | 0.02% | −195−10.6% | Reduced |
| M&R Capital Management Inc | 1,650 | $286.0K | 0.06% | −100−5.7% | Reduced |
| BTR Capital Management Inc | 1,652 | $287.0K | 0.04% | −24−1.4% | Reduced |
| Fiduciary Group LLC | 1,537 | $288.0K | 0.03% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,668 | $289.0K | 0.16% | −140−7.7% | Reduced |
| Independence Bank of Kentucky | 1,665 | $289.0K | 0.13% | +95+6.1% | Added |
| Cambridge Trust Co | 1,696 | $294.0K | 0.01% | −15−0.9% | Reduced |
| Steinberg Asset Management LLC | 1,695 | $294.0K | 0.33% | +195+13.0% | Added |
| Fieldpoint Private Securities, LLC | 1,701 | $295.0K | 0.07% | +82+5.1% | Added |
| 44 Wealth Management LLC | 1,702 | $295.0K | 0.11% | −71−4.0% | Reduced |
| Wambolt & Associates, LLC | 1,682 | $295.0K | 0.12% | −44−2.5% | Reduced |
| Monetary Management Group Inc | 1,705 | $296.0K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,702 | $296.0K | 0.01% | +157+10.2% | Added |
| Meridian Wealth Management, LLC | 1,720 | $298.0K | 0.04% | 00.0% | Unchanged |