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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 1,713 | $298.0K | 0.02% | +374+27.9% | Added |
| NewEdge Wealth, LLC | 1,732 | $301.0K | 0.02% | −2,072−54.5% | Reduced |
| Manchester Capital Management LLC | 1,740 | $302.0K | 0.04% | +1,135+187.6% | Added |
| Prelude Capital Management, LLC | 1,746 | $303.0K | 0.02% | −9,956−85.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,751 | $303.0K | 0.08% | 00.0% | Unchanged |
| Wade G W & Inc | 1,746 | $303.0K | 0.01% | +15+0.9% | Added |
| First Dallas Securities Inc. | 1,750 | $304.0K | 0.21% | +300+20.7% | Added |
| Courier Capital LLC | 1,758 | $305.0K | 0.03% | 00.0% | Unchanged |
| Arden Trust Co | 1,756 | $305.0K | 0.05% | 00.0% | Unchanged |
| Farmers National Bank | 1,991 | $306.5K | 0.12% | +1,991 | New |
| West Family Investments, Inc. | 1,769 | $307.0K | 0.08% | +170+10.6% | Added |
| Focus Financial Network, Inc. | 1,767 | $307.9K | 0.04% | +9+0.5% | Added |
| E&G Advisors, LP | 1,786 | $310.0K | 0.08% | +1,786 | Added |
| Jump Financial, LLC | 1,804 | $313.0K | 0.02% | +1,804 | New |
| Atlas Capital Advisors LLC | 1,818 | $315.4K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,826 | $317.0K | 0.12% | 00.0% | Unchanged |
| Arjuna Capital | 1,840 | $319.0K | 0.13% | +1,840 | New |
| Engineers Gate Manager LP | 1,844 | $320.0K | 0.02% | −11,564−86.2% | Reduced |
| Barrett Asset Management, LLC | 1,855 | $322.0K | 0.01% | +220+13.5% | Added |
| Putnam Investments LLC | 1,861 | $323.0K | 0.00% | −37−1.9% | Reduced |
| Investment Partners, Ltd. | 1,864 | $323.0K | 0.15% | +8+0.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,869 | $324.0K | 0.06% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,872 | $324.0K | 0.04% | +400+27.2% | Added |
| Marcum Wealth, LLC | 1,872 | $325.0K | 0.05% | −61−3.2% | Reduced |
| X-Square Capital, LLC | 1,872 | $325.0K | 0.17% | +399+27.1% | Added |
| Center for Financial Planning, Inc. | 1,878 | $326.0K | 0.08% | +153+8.9% | Added |
| YorkBridge Wealth Partners, LLC | 1,893 | $328.0K | 0.08% | 00.0% | Unchanged |
| Summit Financial Group Inc | 1,890 | $328.0K | 0.12% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,908 | $331.0K | 0.03% | −13,122−87.3% | Reduced |
| Kore Private Wealth LLC | 1,911 | $332.0K | 0.03% | +11+0.6% | Added |
| OneAscent Wealth Management LLC | 1,918 | $334.0K | 0.38% | +1,918 | New |
| Williams Jones Wealth Management, LLC. | 1,943 | $337.0K | 0.00% | +20+1.0% | Added |
| Joel Isaacson & Co., LLC | 1,955 | $339.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,960 | $340.0K | 0.13% | −150−7.1% | Reduced |
| Grimes & Company, Inc. | 1,963 | $340.0K | 0.01% | +54+2.8% | Added |
| Voya Financial Advisors, Inc. | 1,925 | $340.0K | 0.04% | +27+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,963 | $341.0K | 0.03% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,968 | $341.0K | 0.00% | +1,968 | New |
| Pitcairn Co | 1,975 | $342.0K | 0.02% | −19−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,984 | $344.0K | 0.04% | +90+4.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,000 | $347.0K | 0.00% | −19,100−90.5% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $347.0K | 0.19% | 00.0% | Unchanged |
| Field & Main Bank | 2,005 | $348.0K | 0.23% | +100+5.2% | Added |
| Carret Asset Management, LLC | 2,014 | $349.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,015 | $350.0K | 0.02% | +540+36.6% | Added |
| Convergence Investment Partners, LLC | 2,021 | $351.0K | 0.19% | −137−6.3% | Reduced |
| FineMark National Bank & Trust | 2,030 | $352.0K | 0.01% | −292−12.6% | Reduced |
| Camden Capital, LLC | 2,029 | $352.0K | 0.07% | +491+31.9% | Added |
| Clearview Wealth Advisors LLC | 2,048 | $355.0K | 0.22% | +217+11.9% | Added |
| Proficio Capital Partners LLC | 2,050 | $356.0K | 0.05% | −311−13.2% | Reduced |
| NatWest Group plc | 2,050 | $356.0K | 0.19% | 00.0% | Unchanged |
| Dodge & Cox | 2,069 | $359.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,075 | $360.0K | 0.03% | +299+16.8% | Added |
| Flagship Harbor Advisors, LLC | 2,290 | $364.0K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,099 | $364.0K | 0.02% | +2,099 | New |
| Ritholtz Wealth Management | 2,105 | $365.0K | 0.03% | +232+12.4% | Added |
| Patten & Patten Inc | 2,110 | $366.0K | 0.03% | +6+0.3% | Added |
| BLB&B Advisors, LLC | 2,125 | $369.0K | 0.02% | −100−4.5% | Reduced |
| Aureus Asset Management, LLC | 2,150 | $373.0K | 0.02% | 00.0% | Unchanged |
| Colony Group LLC | 2,173 | $377.0K | 0.01% | −53−2.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,174 | $377.0K | 0.22% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,184 | $379.0K | 0.01% | +162+8.0% | Added |
| DAGCO, Inc. | 2,195 | $381.0K | 0.16% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,210 | $383.0K | 0.06% | +191+9.5% | Added |
| Savant Capital, LLC | 2,212 | $384.0K | 0.01% | +270+13.9% | Added |
| Hancock Whitney Corp | 2,230 | $387.0K | 0.01% | −32−1.4% | Reduced |
| Pointe Capital Management LLC | 2,243 | $389.0K | 0.27% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,240 | $389.0K | 0.08% | +276+14.1% | Added |
| Laffer Tengler Investments | 2,244 | $389.3K | 0.11% | +664+42.0% | Added |
| Cypress Capital Management LLC | 2,452 | $390.0K | 0.05% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 2,250 | $390.0K | 0.05% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,272 | $394.0K | 0.14% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,278 | $395.0K | 0.02% | −160−6.6% | Reduced |
| Krane Funds Advisors LLC | 2,304 | $400.0K | 0.01% | +2,304 | New |
| Henry James International Management, Inc. | 2,314 | $401.0K | 0.13% | +2+0.1% | Added |
| Financial & Tax Architects, LLC | 2,316 | $401.8K | 0.18% | −26−1.1% | Reduced |
| Sky Investment Group LLC | 2,327 | $404.0K | 0.09% | −50−2.1% | Reduced |
| Mutual Advisors, LLC | 2,352 | $408.0K | 0.02% | −202−7.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,360 | $409.0K | 0.10% | −82−3.4% | Reduced |
| Allstate Corp | 2,366 | $410.0K | 0.02% | −935−28.3% | Reduced |
| 1st Source Bank | 2,369 | $411.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,369 | $411.0K | 0.15% | +57+2.5% | Added |
| Engine No. 1 LLC | 2,369 | $411.0K | 0.11% | +932+64.9% | Added |
| Rossmore Private Capital | 2,376 | $412.0K | 0.07% | +45+1.9% | Added |
| Leavell Investment Management, Inc. | 2,367 | $413.0K | 0.03% | +34+1.5% | Added |
| Meiji Yasuda Life Insurance Co | 2,388 | $414.0K | 0.01% | −1,500−38.6% | Reduced |
| Earnest Partners LLC | 2,387 | $414.0K | 0.00% | −102−4.1% | Reduced |
| Encompass Wealth Advisors, LLC | 2,407 | $417.0K | 0.11% | 00.0% | Unchanged |
| 55I, LLC | 2,401 | $417.0K | 0.01% | +2,401 | New |
| Valley Brook Capital Group | 2,411 | $418.0K | 0.41% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,423 | $420.0K | 0.24% | −20−0.8% | Reduced |
| Everett Harris & Co | 2,419 | $420.0K | 0.01% | −264−9.8% | Reduced |
| Quadrant Capital Group LLC | 2,427 | $421.0K | 0.06% | −208−7.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,428 | $421.0K | 0.16% | 00.0% | Unchanged |
| Markston International LLC | 2,424 | $421.0K | 0.39% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,462 | $427.0K | 0.24% | −66−2.6% | Reduced |
| Qtron Investments LLC | 2,467 | $428.0K | 0.12% | +2,467 | New |
| New England Guild Wealth Advisors, Inc. | 2,494 | $433.0K | 0.23% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,510 | $435.0K | 0.01% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,521 | $437.0K | 0.33% | 00.0% | Unchanged |