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 |
|---|---|---|---|---|---|
| Summit Global Investments | 12,354 | $2.14M | 0.16% | +9,102+279.9% | Added |
| IBM Retirement Fund | 12,330 | $2.14M | 0.17% | −280−2.2% | Reduced |
| Geneos Wealth Management Inc. | 12,029 | $2.11M | 0.08% | +888+8.0% | Added |
| Ropes Wealth Advisors LLC | 12,076 | $2.10M | 0.34% | −743−5.8% | Reduced |
| CFS Investment Advisory Services, LLC | 12,069 | $2.09M | 0.29% | +12,069 | New |
| Alerus Financial NA | 12,024 | $2.09M | 0.19% | +690+6.1% | Added |
| Ally Financial Inc. | 12,000 | $2.08M | 0.20% | 00.0% | Unchanged |
| World Asset Management Inc | 11,958 | $2.07M | 0.21% | −980−7.6% | Reduced |
| Patten Group, Inc. | 11,881 | $2.06M | 0.61% | +377+3.3% | Added |
| Slow Capital, Inc. | 11,854 | $2.06M | 0.38% | −145−1.2% | Reduced |
| MD Financial Management Inc. | 11,801 | $2.05M | 0.05% | +1,719+17.1% | Added |
| Texas Yale Capital Corp. | 11,713 | $2.03M | 0.12% | 00.0% | Unchanged |
| Security National Trust Co | 12,717 | $2.02M | 0.47% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,633 | $2.02M | 0.01% | +5,258+82.5% | Added |
| Advisor Partners LLC | 11,613 | $2.02M | 0.14% | −877−7.0% | Reduced |
| First National Trust Co | 11,600 | $2.01M | 0.12% | +135+1.2% | Added |
| Community Bank, N.A. | 11,525 | $2.00M | 0.24% | −382−3.2% | Reduced |
| Haverford Trust Co | 11,474 | $1.99M | 0.02% | −196−1.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,462 | $1.99M | 0.91% | +11,462 | New |
| Andesa Financial Management Inc. | 11,456 | $1.99M | 1.08% | −11,818−50.8% | Reduced |
| Cordatus Wealth Management LLC | 11,442 | $1.99M | 1.53% | +11,442 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,386 | $1.98M | 0.21% | −318−2.7% | Reduced |
| Wealthfront Advisers LLC | 11,359 | $1.97M | 0.01% | +5,314+87.9% | Added |
| MV Capital Management, Inc. | 11,230 | $1.95M | 0.32% | +575+5.4% | Added |
| Broderick Brian C | 11,190 | $1.94M | 0.52% | −7,075−38.7% | Reduced |
| Heritage Trust Co | 11,170 | $1.94M | 0.27% | +1,305+13.2% | Added |
| New Potomac Partners, LLC | 11,115 | $1.93M | 1.33% | −85−0.8% | Reduced |
| Journey Advisory Group, LLC | 10,905 | $1.89M | 0.61% | −2,858−20.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 10,908 | $1.89M | 0.16% | +110+1.0% | Added |
| Cookson Peirce & Co Inc | 10,902 | $1.89M | 0.12% | +10,902 | New |
| Ameritas Investment Partners, Inc. | 10,876 | $1.89M | 0.07% | −1,713−13.6% | Reduced |
| Boenning & Scattergood, Inc. | 10,857 | $1.88M | 0.33% | +50.0% | Added |
| REDW Wealth LLC | 10,844 | $1.88M | 0.60% | −1,640−13.1% | Reduced |
| Vontobel Holding Ltd. | 10,835 | $1.88M | 0.02% | −62,336−85.2% | Reduced |
| Cohen Klingenstein LLC | 10,753 | $1.86M | 0.08% | −709−6.2% | Reduced |
| Banque Pictet & Cie SA | 10,585 | $1.84M | 0.02% | −1,900−15.2% | Reduced |
| Clearstead Advisors, LLC | 10,586 | $1.84M | 0.14% | +383+3.8% | Added |
| Aaron Wealth Advisors | 10,556 | $1.83M | 0.52% | +138+1.3% | Added |
| NorthCoast Asset Management LLC | 10,364 | $1.80M | 0.07% | +4,459+75.5% | Added |
| GWM Advisors LLC | 10,301 | $1.79M | 0.04% | −4,275−29.3% | Reduced |
| Comerica Securities,inc. | 10,251 | $1.79M | 0.13% | +63+0.6% | Added |
| CenterStar Asset Management, LLC | – | $1.78M | 1.39% | – | – |
| Dynamic Technology Lab Private Ltd | 10,185 | $1.77M | 0.21% | +3,173+45.3% | Added |
| Federation des caisses Desjardins du Quebec | 10,129 | $1.76M | 0.02% | +8,477+513.1% | Added |
| Penobscot Investment Management Company, Inc. | 10,085 | $1.75M | 0.26% | −100−1.0% | Reduced |
| Mission Wealth Management, LP | 10,053 | $1.74M | 0.09% | +99+1.0% | Added |
| San Luis Wealth Advisors LLC | 10,005 | $1.74M | 0.97% | +10,005 | New |
| U.S. Capital Wealth Advisors, LLC | 9,981 | $1.73M | 0.08% | +9,981 | New |
| Gamco Investors, Inc. Et Al | 9,964 | $1.73M | 0.02% | −35−0.4% | Reduced |
| Panagora Asset Management Inc | 9,878 | $1.71M | 0.01% | +659+7.1% | Added |
| Trust Co of Oklahoma | 9,855 | $1.71M | 0.61% | −1,343−12.0% | Reduced |
| Main Street Financial Solutions, LLC | 9,816 | $1.70M | 0.26% | +51+0.5% | Added |
| IFG Advisory, LLC | 9,790 | $1.70M | 0.18% | +229+2.4% | Added |
| Sumitomo Life Insurance Co | 9,669 | $1.68M | 0.04% | −408−4.0% | Reduced |
| We Are One Seven, LLC | 8,487 | $1.66M | 0.21% | +10+0.1% | Added |
| Capstone Investment Advisors, LLC | 9,529 | $1.65M | 0.03% | −8,825−48.1% | Reduced |
| Fulton Bank, N.A. | 9,370 | $1.63M | 0.08% | −1,159−11.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,365 | $1.63M | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,343 | $1.62M | 0.02% | +43+0.5% | Added |
| Cox Capital Mgt LLC | 9,324 | $1.62M | 1.09% | +36+0.4% | Added |
| Banque Cantonale Vaudoise | 9,285 | $1.61M | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 9,264 | $1.61M | 0.23% | +313+3.5% | Added |
| SRB Corp | 9,191 | $1.59M | 0.10% | −2,060−18.3% | Reduced |
| Harrington Investments, INC | 9,041 | $1.57M | 0.90% | −2,775−23.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.57M | 0.21% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 9,029 | $1.57M | 0.29% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 8,900 | $1.54M | 0.56% | 00.0% | Unchanged |
| Citizens Business Bank | 8,850 | $1.53M | 0.20% | −1,250−12.4% | Reduced |
| Neville Rodie & Shaw Inc | 8,759 | $1.52M | 0.12% | −30−0.3% | Reduced |
| Tdam USA Inc. | 8,734 | $1.51M | 0.10% | +54+0.6% | Added |
| First Hawaiian Bank | 8,590 | $1.49M | 0.06% | −660−7.1% | Reduced |
| Mercer Global Advisors Inc | 8,486 | $1.47M | 0.01% | −1,430−14.4% | Reduced |
| Toroso Investments, LLC | 8,469 | $1.47M | 0.05% | +1,349+18.9% | Added |
| National Asset Management, Inc. | 8,470 | $1.47M | 0.05% | −255−2.9% | Reduced |
| Brown Miller Wealth Management, LLC | 8,425 | $1.46M | 0.92% | +316+3.9% | Added |
| Corient Capital Partners, LLC | 8,371 | $1.45M | 0.11% | +151+1.8% | Added |
| Hyman Charles D | 8,300 | $1.44M | 0.10% | 00.0% | Unchanged |
| Somerville Kurt F | 8,125 | $1.41M | 0.21% | −1,087−11.8% | Reduced |
| Shorepoint Capital Partners LLC | 8,005 | $1.39M | 0.62% | +8,005 | New |
| Citizens Financial Group Inc | 7,941 | $1.38M | 0.05% | +5,083+177.9% | Added |
| Old National Bancorp | 7,952 | $1.38M | 0.05% | −2,137−21.2% | Reduced |
| Mattern Wealth Management LLC | 7,894 | $1.37M | 0.46% | +16+0.2% | Added |
| Argent Trust Co | 7,877 | $1.37M | 0.09% | −475−5.7% | Reduced |
| Moneta Group Investment Advisors LLC | 7,845 | $1.36M | 0.06% | −246−3.0% | Reduced |
| Monarch Capital Management Inc | 7,811 | $1.35M | 0.38% | −16−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,697 | $1.33M | 0.01% | −525−6.4% | Reduced |
| Bar Harbor Trust Services | 7,682 | $1.33M | 0.42% | +457+6.3% | Added |
| King Luther Capital Management Corp | 7,601 | $1.32M | 0.01% | −3,393−30.9% | Reduced |
| Aries Wealth Management | 7,584 | $1.32M | 0.56% | +60+0.8% | Added |
| Gladstone Institutional Advisory LLC | 7,585 | $1.32M | 0.13% | +4,585+152.8% | Added |
| Quest Capital Management Inc | 7,527 | $1.31M | 0.26% | −850−10.1% | Reduced |
| Lincoln Capital LLC | 7,515 | $1.30M | 0.35% | −118−1.5% | Reduced |
| Gotham Asset Management, LLC | 7,517 | $1.30M | 0.05% | +5,896+363.7% | Added |
| Rehmann Capital Advisory Group | 7,517 | $1.30M | 0.12% | +5,260+233.1% | Added |
| Fort Washington Investment Advisors Inc | 7,482 | $1.30M | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 7,396 | $1.28M | 0.40% | +40+0.5% | Added |
| Exane Derivatives | 7,384 | $1.28M | 0.32% | −447−5.7% | Reduced |
| Moors & Cabot, Inc. | 7,372 | $1.28M | 0.08% | −20.0% | Reduced |
| KCM Investment Advisors LLC | 7,342 | $1.27M | 0.05% | +206+2.9% | Added |
| Canvas Wealth Advisors, LLC | 7,249 | $1.26M | 0.51% | +109+1.5% | Added |