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 |
|---|---|---|---|---|---|
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,550 | $442.0K | 0.06% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,546 | $442.0K | 0.05% | +1,177+86.0% | Added |
| Echo Street Capital Management LLC | 2,551 | $443.0K | 0.00% | −2,390−48.4% | Reduced |
| Parallel Advisors, LLC | 2,595 | $450.0K | 0.02% | +514+24.7% | Added |
| HMS Capital Management, LLC | 2,609 | $453.0K | 0.21% | +132+5.3% | Added |
| HM Payson & Co | 2,649 | $460.0K | 0.01% | −1,820−40.7% | Reduced |
| Parkside Financial Bank & Trust | 2,697 | $468.0K | 0.14% | +124+4.8% | Added |
| Angeles Investment Advisors, LLC | 2,685 | $468.0K | 0.03% | +2,685 | New |
| Baxter Bros Inc | 2,712 | $470.0K | 0.08% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 2,710 | $470.0K | 0.24% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,717 | $471.6K | 0.02% | −13,891−83.6% | Reduced |
| Bank of New Hampshire | 3,000 | $477.0K | 0.13% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,777 | $481.7K | 0.09% | +3+0.1% | Added |
| Boyar Asset Management Inc. | 2,798 | $485.0K | 0.32% | +30+1.1% | Added |
| Saturna Capital CORP | 2,810 | $487.0K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 2,809 | $487.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,844 | $493.0K | 0.05% | −176−5.8% | Reduced |
| Trillium Asset Management, LLC | 2,840 | $493.0K | 0.01% | +359+14.5% | Added |
| Atlas Private Wealth Management | 2,860 | $496.0K | 0.30% | +160+5.9% | Added |
| Baker Tilly Wealth Management, LLC | 2,867 | $497.0K | 0.07% | +158+5.8% | Added |
| Peregrine Asset Advisers, Inc. | 2,868 | $498.0K | 0.25% | +2,868 | New |
| Buckley Wealth Management, LLC | 2,874 | $499.0K | 0.16% | −17−0.6% | Reduced |
| Spire Wealth Management | 2,880 | $500.0K | 0.01% | +733+34.1% | Added |
| Horizon Investments, LLC | 2,886 | $501.0K | 0.02% | +91+3.3% | Added |
| Denali Advisors LLC | 2,900 | $503.0K | 0.21% | +2,900 | New |
| Clarius Group, LLC | 2,959 | $513.0K | 0.05% | +39+1.3% | Added |
| American Portfolios Advisors | 2,963 | $514.0K | 0.02% | +257+9.5% | Added |
| Brewin Dolphin Ltd | 2,970 | $515.2K | 0.02% | +50+1.7% | Added |
| Optimum Investment Advisors | 2,990 | $519.0K | 0.22% | −3,810−56.0% | Reduced |
| Outfitter Financial LLC | 3,000 | $520.0K | 0.41% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,000 | $520.0K | 1.12% | +1,119+59.5% | Added |
| Morse Asset Management, Inc | 3,000 | $520.0K | 0.12% | +3,000 | New |
| Emerald Advisors, LLC | 3,008 | $522.0K | 0.15% | +82+2.8% | Added |
| Cito Capital Group, LLC | 3,000 | $523.0K | 0.24% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,012 | $523.0K | 0.16% | +699+30.2% | Added |
| Symmetry Partners, LLC | 3,019 | $529.0K | 0.03% | −536−15.1% | Reduced |
| WMS Partners, LLC | 3,050 | $529.0K | 0.08% | −72−2.3% | Reduced |
| Tributary Capital Management, LLC | 3,065 | $532.0K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,071 | $533.0K | 0.06% | −19−0.6% | Reduced |
| Alexandria Capital, LLC | 3,070 | $533.0K | 0.05% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,085 | $535.3K | 0.15% | −489−13.7% | Reduced |
| Waldron Private Wealth LLC | 3,085 | $537.0K | 0.03% | +372+13.7% | Added |
| Brown Advisory Securities, LLC | 3,097 | $538.0K | 0.16% | +3,097 | New |
| Lido Advisors, LLC | 3,116 | $540.0K | 0.01% | −916−22.7% | Reduced |
| International Assets Investment Management, LLC | 3,111 | $540.0K | 0.10% | −241−7.2% | Reduced |
| Wealth Alliance | 3,110 | $540.0K | 0.12% | +16+0.5% | Added |
| J.W. Cole Advisors, Inc. | 3,127 | $544.0K | 0.04% | −73−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,153 | $547.0K | 0.07% | +96+3.1% | Added |
| Hemenway Trust Co LLC | 3,160 | $548.0K | 0.06% | −45−1.4% | Reduced |
| Eqis Capital Management, Inc. | 3,163 | $549.0K | 0.04% | +91+3.0% | Added |
| Nichols & Pratt Advisers LLP | 3,165 | $556.0K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,207 | $556.0K | 0.08% | +87+2.8% | Added |
| Bollard Group LLC | 3,210 | $557.0K | 0.02% | +10+0.3% | Added |
| Shelton Capital Management | 3,220 | $559.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3,233 | $561.0K | 0.01% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 3,245 | $563.0K | 0.41% | −1,346−29.3% | Reduced |
| Orion Portfolio Solutions, LLC | 3,249 | $564.0K | 0.02% | +273+9.2% | Added |
| Ballentine Partners, LLC | 3,259 | $566.0K | 0.02% | +4+0.1% | Added |
| Westhampton Capital, LLC | 3,270 | $567.0K | 0.39% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,290 | $571.0K | 0.15% | +240+7.9% | Added |
| Spinnaker Trust | 3,341 | $580.0K | 0.04% | +651+24.2% | Added |
| Stratos Wealth Partners, LTD. | 3,363 | $583.0K | 0.01% | +126+3.9% | Added |
| Murphy Capital Management Inc | 3,371 | $584.0K | 0.07% | +200+6.3% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $587.0K | 0.33% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,415 | $592.0K | 0.30% | +1,059+44.9% | Added |
| Alpha Paradigm Partners, LLC | 3,412 | $592.0K | 0.24% | +3,412 | New |
| First American Bank | 3,425 | $594.0K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,439 | $597.0K | 0.14% | +3,439 | New |
| B. Riley Wealth Management, Inc. | 3,455 | $599.0K | 0.05% | +103+3.1% | Added |
| Dearborn Partners LLC | 3,453 | $599.0K | 0.02% | +471+15.8% | Added |
| Abbot Financial Management, Inc. | 3,516 | $610.0K | 0.28% | +10.0% | Added |
| Ballast, Inc. | 3,543 | $614.0K | 0.26% | +108+3.1% | Added |
| Headinvest, LLC | 3,565 | $618.0K | 0.12% | −353−9.0% | Reduced |
| Cim Investment Mangement Inc | 3,591 | $623.0K | 0.20% | −22−0.6% | Reduced |
| Assetmark, Inc | 3,596 | $624.0K | 0.00% | −5−0.1% | Reduced |
| Compton Capital Management Inc | 3,604 | $625.0K | 0.18% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,600 | $625.0K | 0.26% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 3,625 | $629.0K | 0.41% | −6,245−63.3% | Reduced |
| Bowling Portfolio Management LLC | 3,628 | $629.0K | 0.14% | −5−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 3,371 | $631.0K | 0.06% | +3,371 | New |
| Guyasuta Investment Advisors Inc | 3,657 | $634.0K | 0.05% | −261−6.7% | Reduced |
| Epiq Partners, LLC | 3,714 | $644.0K | 0.30% | +742+25.0% | Added |
| Eudaimonia Partners, LLC | 3,726 | $646.0K | 0.12% | +1,944+109.1% | Added |
| First Quadrant L P | 3,734 | $648.0K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,753 | $651.0K | 0.06% | −27−0.7% | Reduced |
| Sound Financial Strategies Group, LLC | 3,772 | $654.0K | 0.33% | −71−1.8% | Reduced |
| J. W. Coons Advisors, LLC | 3,871 | $669.0K | 0.23% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,864 | $670.0K | 0.19% | −564−12.7% | Reduced |
| McDonald Partners LLC | 3,861 | $670.0K | 0.16% | +303+8.5% | Added |
| Chesley Taft & Associates LLC | 3,866 | $671.0K | 0.04% | +155+4.2% | Added |
| Sippican Capital Advisors | 3,895 | $676.0K | 0.59% | −100−2.5% | Reduced |
| Bank of Hawaii | 3,895 | $676.0K | 0.04% | −56−1.4% | Reduced |
| WealthShield Partners, LLC | 3,898 | $676.0K | 0.18% | +392+11.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,904 | $677.0K | 0.49% | +49+1.3% | Added |
| IFP Advisors, Inc | 3,528 | $677.0K | 0.01% | +1,316+59.5% | Added |
| DF Dent & Co Inc | 3,910 | $678.0K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,930 | $682.0K | 0.09% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,918 | $682.0K | 0.21% | +828+26.8% | Added |
| Montecito Bank & Trust | 3,937 | $683.0K | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,939 | $683.0K | 0.02% | +1,064+37.0% | Added |