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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 3,945 | $684.0K | 0.04% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $688.0K | 0.31% | −843−17.5% | Reduced |
| Jacobi Capital Management LLC | 3,964 | $688.0K | 0.09% | +171+4.5% | Added |
| Dixon Hubard Feinour & Brown Inc | 4,001 | $694.0K | 0.15% | −50−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,008 | $695.0K | 0.06% | +26+0.7% | Added |
| Balentine LLC | 4,004 | $695.0K | 0.03% | +2,026+102.4% | Added |
| Kingsview Wealth Management, LLC | 4,044 | $702.0K | 0.03% | +132+3.4% | Added |
| Roundview Capital LLC | 4,059 | $704.0K | 0.08% | +10.0% | Added |
| FRG Family Wealth Advisors LLC | 4,073 | $707.0K | 0.14% | −189−4.4% | Reduced |
| Central Trust Co | 4,112 | $713.0K | 0.03% | +73+1.8% | Added |
| Abner Herrman & Brock LLC | 4,112 | $713.0K | 0.10% | +4,112 | New |
| Cetera Advisors LLC | 4,136 | $718.0K | 0.01% | +528+14.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,173 | $724.0K | 0.04% | +68+1.7% | Added |
| Essex Financial Services, Inc. | 4,175 | $724.0K | 0.08% | +381+10.0% | Added |
| Capula Management Ltd | 4,194 | $728.0K | 0.06% | +4,194 | New |
| Summit Financial, LLC | 4,181 | $728.6K | 0.06% | +2,190+110.0% | Added |
| CSU Producer Resources, Inc. | 4,213 | $731.0K | 2.96% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 4,232 | $734.0K | 0.42% | +280+7.1% | Added |
| Hudson Valley Investment Advisors Inc | 4,262 | $739.0K | 0.13% | −95−2.2% | Reduced |
| Private Capital Management LLC | 4,260 | $739.0K | 0.30% | +15+0.4% | Added |
| TFG Advisers LLC | 4,274 | $741.0K | 0.36% | +8+0.2% | Added |
| Financial Advocates Investment Management | 4,319 | $750.0K | 0.05% | +645+17.6% | Added |
| Private Trust Co NA | 4,356 | $756.0K | 0.11% | +668+18.1% | Added |
| Trust Asset Management LLC | 4,361 | $757.0K | 0.10% | +283+6.9% | Added |
| Baldwin Investment Management, LLC | 4,375 | $759.0K | 0.13% | −100−2.2% | Reduced |
| Meeder Asset Management Inc | 4,388 | $761.0K | 0.04% | +186+4.4% | Added |
| Quantamental Technologies LLC | 4,394 | $762.0K | 0.51% | +471+12.0% | Added |
| Allworth Financial LP | 4,438 | $770.0K | 0.01% | +373+9.2% | Added |
| Relyea Zuckerberg Hanson LLC | 4,449 | $772.0K | 0.30% | +166+3.9% | Added |
| CAPROCK Group, Inc. | 4,444 | $774.0K | 0.07% | +133+3.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,469 | $775.0K | 0.04% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 4,506 | $781.0K | 0.00% | −1,288−22.2% | Reduced |
| Cetera Investment Advisers | 4,509 | $782.0K | 0.01% | +668+17.4% | Added |
| Parallax Volatility Advisers, L.P. | 4,505 | $782.0K | 0.01% | +4,505 | New |
| Kestra Private Wealth Services, LLC | 4,517 | $784.0K | 0.04% | +665+17.3% | Added |
| Wealthspire Advisors, LLC | 4,525 | $785.0K | 0.02% | +4,525 | New |
| Regent Investment Management LLC | 4,530 | $786.0K | 0.19% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,530 | $786.0K | 0.04% | +65+1.5% | Added |
| Conning Inc. | 4,554 | $790.0K | 0.02% | −639−12.3% | Reduced |
| Sicart Associates LLC | 4,535 | $790.0K | 0.22% | −70−1.5% | Reduced |
| Flputnam Investment Management Co | 4,587 | $796.0K | 0.03% | −12−0.3% | Reduced |
| Parsons Capital Management Inc | 4,626 | $803.0K | 0.06% | +79+1.7% | Added |
| Blackhawk Capital Partners LLC. | 4,653 | $807.0K | 0.51% | +746+19.1% | Added |
| Wolf Group Capital Advisors | 4,734 | $821.0K | 0.45% | −17−0.4% | Reduced |
| Meridian Wealth Advisors, LLC | 4,732 | $821.0K | 0.23% | +67+1.4% | Added |
| Meristem Family Wealth, LLC | 4,754 | $825.0K | 0.08% | +1,530+47.5% | Added |
| Webster Bank, N. A. | 4,800 | $832.0K | 0.09% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,815 | $835.0K | 0.12% | +10.0% | Added |
| Brown Brothers Harriman & Co | 4,886 | $848.0K | 0.01% | −1,731−26.2% | Reduced |
| Henshaw Capital LLC | 4,894 | $849.0K | 0.05% | +24+0.5% | Added |
| Snowden Capital Advisors LLC | 4,899 | $849.8K | 0.04% | +76+1.6% | Added |
| Park Avenue Securities LLC | 4,979 | $864.0K | 0.02% | +551+12.4% | Added |
| Teza Capital Management LLC | 5,010 | $869.0K | 0.42% | −22,070−81.5% | Reduced |
| Walleye Trading LLC | 5,012 | $869.0K | 0.02% | −968−16.2% | Reduced |
| Valley National Advisers Inc | 5,048 | $876.0K | 0.16% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 5,079 | $881.0K | 0.00% | +200+4.1% | Added |
| TownSquare Capital, LLC | 5,083 | $882.0K | 0.03% | +791+18.4% | Added |
| Claro Advisors LLC | 5,094 | $884.0K | 0.37% | +184+3.7% | Added |
| Segall Bryant & Hamill, LLC | 5,115 | $887.0K | 0.01% | −5−0.1% | Reduced |
| Apollon Wealth Management, LLC | 5,153 | $894.0K | 0.12% | +3,277+174.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,169 | $896.0K | 0.07% | −1,050−16.9% | Reduced |
| RMR Wealth Builders | 5,152 | $898.0K | 0.26% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,183 | $899.0K | 0.07% | +274+5.6% | Added |
| Intact Investment Management Inc. | 5,200 | $902.0K | 0.03% | −300−5.5% | Reduced |
| Deseret Mutual Benefit Administrators | 5,216 | $905.0K | 0.17% | +2,381+84.0% | Added |
| Pinnacle Financial Partners Inc | 5,285 | $917.0K | 0.03% | −194−3.5% | Reduced |
| Creative Financial Designs Inc | 5,405 | $938.0K | 0.16% | +427+8.6% | Added |
| Delta Financial Advisors LLC | 5,445 | $945.0K | 0.42% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,469 | $949.0K | 0.43% | +22+0.4% | Added |
| AMG National Trust Bank | 5,545 | $962.0K | 0.03% | −1,150−17.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,562 | $964.0K | 0.35% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,556 | $964.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,601 | $972.0K | 0.10% | −1,757−23.9% | Reduced |
| Wellington Shields Capital Management, LLC | 5,612 | $974.0K | 0.13% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,628 | $982.0K | 0.18% | −850−13.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,815 | $1.01M | 0.04% | +220+3.9% | Added |
| Clear Harbor Asset Management, LLC | 5,816 | $1.01M | 0.12% | +445+8.3% | Added |
| Aurora Investment Counsel | 5,852 | $1.01M | 0.71% | −1,255−17.7% | Reduced |
| Gateway Investment Advisers LLC | 5,850 | $1.01M | 0.01% | +249+4.4% | Added |
| Winton Group Ltd | 5,869 | $1.02M | 0.06% | +5,869 | New |
| Foster & Motley Inc | 5,921 | $1.03M | 0.09% | −675−10.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 5,990 | $1.04M | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,933 | $1.04M | 0.09% | −117−1.9% | Reduced |
| Venture Visionary Partners LLC | 6,070 | $1.05M | 0.07% | −942−13.4% | Reduced |
| Resources Management Corp | 6,081 | $1.05M | 0.15% | −515−7.8% | Reduced |
| Profund Advisors LLC | 6,103 | $1.06M | 0.04% | −470−7.2% | Reduced |
| Wedbush Securities Inc | 6,138 | $1.06M | 0.05% | +128+2.1% | Added |
| Strong Tower Advisory Services | 5,877 | $1.07M | 0.62% | +5,877 | New |
| Wetherby Asset Management Inc | 6,275 | $1.09M | 0.07% | +151+2.5% | Added |
| Stratos Wealth Advisors, LLC | 6,287 | $1.09M | 0.09% | +3,676+140.8% | Added |
| NuWave Investment Management, LLC | 6,310 | $1.09M | 1.25% | +583+10.2% | Added |
| Delphi Management Inc | 6,360 | $1.10M | 1.13% | +122+2.0% | Added |
| Sciencast Management LP | 6,221 | $1.11M | 0.31% | −9,714−61.0% | Reduced |
| Ami Investment Management Inc | 6,458 | $1.12M | 0.48% | −42−0.6% | Reduced |
| Twin Capital Management Inc | 6,459 | $1.12M | 0.11% | −1,500−18.8% | Reduced |
| SkyView Investment Advisors, LLC | 6,462 | $1.12M | 0.32% | +2,601+67.4% | Added |
| Lincoln National Corp | 6,572 | $1.14M | 0.03% | +49+0.8% | Added |
| Magnolia Capital Advisors LLC | 6,604 | $1.15M | 0.40% | +60+0.9% | Added |
| Vestcor Inc | 6,627 | $1.15M | 0.04% | −927−12.3% | Reduced |
| Harfst & Associates, Inc. | 6,649 | $1.15M | 0.32% | +20.0% | Added |