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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 1,818 | $315.4K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,804 | $313.0K | 0.02% | +1,804 | New |
| E&G Advisors, LP | 1,786 | $310.0K | 0.08% | +1,786 | Added |
| Focus Financial Network, Inc. | 1,767 | $307.9K | 0.04% | +9+0.5% | Added |
| West Family Investments, Inc. | 1,769 | $307.0K | 0.08% | +170+10.6% | Added |
| Farmers National Bank | 1,991 | $306.5K | 0.12% | +1,991 | New |
| Courier Capital LLC | 1,758 | $305.0K | 0.03% | 00.0% | Unchanged |
| Arden Trust Co | 1,756 | $305.0K | 0.05% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,750 | $304.0K | 0.21% | +300+20.7% | 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 |
| Manchester Capital Management LLC | 1,740 | $302.0K | 0.04% | +1,135+187.6% | Added |
| NewEdge Wealth, LLC | 1,732 | $301.0K | 0.02% | −2,072−54.5% | Reduced |
| Meridian Wealth Management, LLC | 1,720 | $298.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,713 | $298.0K | 0.02% | +374+27.9% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Fiduciary Group LLC | 1,537 | $288.0K | 0.03% | 00.0% | Unchanged |
| BTR Capital Management Inc | 1,652 | $287.0K | 0.04% | −24−1.4% | Reduced |
| M&R Capital Management Inc | 1,650 | $286.0K | 0.06% | −100−5.7% | Reduced |
| Appleton Partners Inc | 1,644 | $285.0K | 0.02% | −195−10.6% | Reduced |
| Childress Capital Advisors, LLC | 1,639 | $284.0K | 0.12% | +41+2.6% | Added |
| 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 |
| 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 |
| Family Management Corp | 1,606 | $279.0K | 0.08% | −88−5.2% | 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 |
| QP Wealth Management, LLC | 1,585 | $275.0K | 0.29% | −18−1.1% | Reduced |
| Roberts Glore & Co Inc | 1,580 | $274.0K | 0.08% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,566 | $273.0K | 0.36% | +1,566 | New |
| Charter Trust Co | 1,564 | $272.0K | 0.03% | +35+2.3% | Added |
| 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 |
| Heron Bay Capital Management | 1,545 | $268.0K | 0.14% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 1,537 | $267.0K | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,521 | $264.0K | 0.21% | −163−9.7% | Reduced |
| 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 |
| LCNB Corp | 1,506 | $261.0K | 0.13% | 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 |
| 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 |
| Harbour Investments, Inc. | 1,483 | $257.0K | 0.01% | +118+8.6% | 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 |
| 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 |
| 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 |
| 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 |
| Harbor Financial Services, LLC | 1,419 | $246.0K | 0.11% | +1,419 | New |
| 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 |
| Axiom Financial Strategies, LLC | 1,407 | $244.0K | 0.11% | +7+0.5% | Added |
| 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 |
| Peak Planning Group, LLC | 1,387 | $240.7K | 0.21% | +1,387 | New |
| 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 |
| Means Investment Co., Inc. | 1,369 | $238.0K | 0.05% | +1+0.1% | Added |
| Sunflower Bank, N.A. | 1,368 | $237.0K | 0.03% | −151−9.9% | Reduced |
| 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 |
| 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 |
| Proequities, Inc. | 1,341 | $234.0K | 0.01% | +47+3.6% | Added |
| Sage Private Wealth Group, LLC | 1,340 | $233.0K | 0.32% | +27+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,336 | $232.0K | 0.05% | −3−0.2% | Reduced |
| 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 |
| ACG Wealth | 1,322 | $229.0K | 0.03% | +2+0.2% | Added |
| 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 |
| Valeo Financial Advisors, LLC | 1,296 | $225.0K | 0.01% | +1,296 | New |
| 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 |
| Mid Atlantic Financial Management Inc | 1,274 | $221.0K | 0.01% | −3−0.2% | Reduced |
| QVR LLC | 1,247 | $216.0K | 0.44% | +1,223+5,095.8% | Added |