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 |
|---|---|---|---|---|---|
| Cadence Bank NA | 1,242 | $215.0K | 0.06% | +1,242 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Kistler-Tiffany Companies, LLC | 1,195 | $207.0K | 0.05% | −32−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 1,191 | $207.0K | 0.05% | +1,191 | New |
| First Financial Bank - Trust Division | 1,183 | $206.0K | 0.02% | +1,183 | New |
| Parthenon LLC | 1,174 | $204.0K | 0.03% | +1,174 | New |
| Fox Run Management, L.L.C. | 1,173 | $203.0K | 0.13% | −656−35.9% | Reduced |
| One + One Wealth Management, LLC | 1,170 | $203.0K | 0.15% | +1,170 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,161 | $201.0K | 0.05% | +1,161 | New |
| Edge Capital Group, LLC | 1,160 | $201.0K | 0.02% | +1,160 | New |
| Advisors Asset Management, Inc. | 1,147 | $199.0K | 0.00% | −19,209−94.4% | Reduced |
| Caldwell Trust Co | 1,109 | $192.4K | 0.02% | −304−21.5% | Reduced |
| Zions Bancorporation, N.A. | 1,086 | $188.0K | 0.02% | +78+7.7% | Added |
| First Horizon Advisors, Inc. | 1,070 | $185.0K | 0.01% | +315+41.7% | Added |
| Harbor Investment Advisory, LLC | 1,061 | $184.0K | 0.02% | +16+1.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $180.0K | 0.13% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,035 | $180.0K | 0.02% | +150+16.9% | Added |
| Duncker Streett & Co Inc | 1,033 | $179.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 973 | $169.0K | 0.06% | +353+56.9% | Added |
| Hanson & Doremus Investment Management | 966 | $168.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,131 | $165.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 885 | $154.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 859 | $149.0K | 0.10% | +80+10.3% | Added |
| US Asset Management LLC | 854 | $148.0K | 0.14% | +854 | New |
| Essex Investment Management Co LLC | 793 | $138.0K | 0.02% | −5−0.6% | Reduced |
| Pacitti Group Inc. | 794 | $138.0K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 781 | $136.0K | 0.01% | +19+2.5% | Added |
| Logan Capital Management Inc | 777 | $135.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 744 | $129.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 735 | $128.0K | 0.01% | −5,114−87.4% | Reduced |
| Johnson Financial Group, Inc. | 715 | $124.0K | 0.01% | −391−35.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 691 | $120.0K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 675 | $117.0K | 0.08% | 00.0% | Unchanged |
| Private Capital Group, LLC | 661 | $115.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 648 | $113.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 648 | $113.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 632 | $110.0K | 0.04% | −41−6.1% | Reduced |
| JNBA Financial Advisors | 632 | $110.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 623 | $108.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 623 | $108.0K | 0.01% | +16+2.6% | Added |
| AGF Investments LLC | 614 | $107.0K | 0.01% | −55−8.2% | Reduced |
| Bedel Financial Consulting, Inc. | 616 | $107.0K | 0.04% | 00.0% | Unchanged |
| BBVA USA | 607 | $105.0K | 0.01% | +9+1.5% | Added |
| Lake Point Wealth Management | 601 | $104.0K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 590 | $104.0K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 590 | $103.0K | 0.01% | −85−12.6% | Reduced |
| TCI Wealth Advisors, Inc. | 593 | $103.0K | 0.02% | +48+8.8% | Added |
| Delta Asset Management LLC | 581 | $101.0K | 0.01% | −25−4.1% | Reduced |
| City Holding Co | 560 | $97.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 548 | $95.0K | 0.03% | −37−6.3% | Reduced |
| JFS Wealth Advisors, LLC | 549 | $95.0K | 0.01% | +18+3.4% | Added |
| Anchor Investment Management, LLC | 546 | $94.7K | 0.01% | +175+47.2% | Added |
| Sterling Financial Planning, Inc. | 516 | $90.0K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 506 | $88.0K | 0.04% | +2+0.4% | Added |
| Lumature Wealth Partners, LLC | 484 | $84.0K | 0.03% | +23+5.0% | Added |
| First Financial Corp | 481 | $83.0K | 0.06% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 479 | $83.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 461 | $80.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 455 | $78.9K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 446 | $77.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 650 | $75.0K | 0.05% | +194+42.5% | Added |
| Gradient Investments LLC | 424 | $74.0K | 0.00% | +201+90.1% | Added |
| Salem Investment Counselors Inc | 420 | $73.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 409 | $71.0K | 0.03% | +3+0.7% | Added |
| Phoenix Wealth Advisors | 401 | $70.0K | 0.05% | +50+14.2% | Added |
| Kings Point Capital Management | 400 | $69.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 400 | $69.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $69.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 380 | $66.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 374 | $65.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 369 | $64.0K | 0.04% | +369 | New |
| Mark Sheptoff Financial Planning, LLC | 361 | $63.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 361 | $63.0K | 0.01% | +361 | New |
| Ancora Advisors, LLC | 334 | $58.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 336 | $58.0K | 0.01% | +22+7.0% | Added |
| Heritage Wealth Management, LLC | 328 | $57.0K | 0.02% | −67−17.0% | Reduced |
| Lenox Wealth Advisors, LLC | 327 | $57.0K | 0.01% | +228+230.3% | Added |
| Point72 Hong Kong Ltd | 320 | $56.0K | 0.00% | −22,368−98.6% | Reduced |
| Carroll Financial Associates, Inc. | 326 | $56.0K | 0.00% | −5−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 325 | $56.0K | 0.04% | +240+282.4% | Added |
| Kowal Investment Group, LLC | 325 | $56.0K | 0.02% | +325 | New |
| Front Row Advisors LLC | 315 | $55.0K | 0.02% | −24−7.1% | Reduced |
| Annapolis Financial Services, LLC | 316 | $55.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 311 | $54.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $53.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 306 | $53.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 290 | $50.0K | 0.01% | 00.0% | Unchanged |