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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 4,194 | $728.0K | 0.06% | +4,194 | New |
| 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 |
| Cetera Advisors LLC | 4,136 | $718.0K | 0.01% | +528+14.6% | Added |
| 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 |
| FRG Family Wealth Advisors LLC | 4,073 | $707.0K | 0.14% | −189−4.4% | Reduced |
| Roundview Capital LLC | 4,059 | $704.0K | 0.08% | +10.0% | Added |
| Kingsview Wealth Management, LLC | 4,044 | $702.0K | 0.03% | +132+3.4% | Added |
| 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 |
| Dixon Hubard Feinour & Brown Inc | 4,001 | $694.0K | 0.15% | −50−1.2% | Reduced |
| 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 |
| Montag A & Associates Inc | 3,945 | $684.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| DF Dent & Co Inc | 3,910 | $678.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Chesley Taft & Associates LLC | 3,866 | $671.0K | 0.04% | +155+4.2% | Added |
| 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 |
| J. W. Coons Advisors, LLC | 3,871 | $669.0K | 0.23% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 3,772 | $654.0K | 0.33% | −71−1.8% | Reduced |
| Global Retirement Partners, LLC | 3,753 | $651.0K | 0.06% | −27−0.7% | Reduced |
| First Quadrant L P | 3,734 | $648.0K | 0.08% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,726 | $646.0K | 0.12% | +1,944+109.1% | Added |
| Epiq Partners, LLC | 3,714 | $644.0K | 0.30% | +742+25.0% | Added |
| Guyasuta Investment Advisors Inc | 3,657 | $634.0K | 0.05% | −261−6.7% | Reduced |
| Transcend Wealth Collective, LLC | 3,371 | $631.0K | 0.06% | +3,371 | New |
| 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 |
| 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 |
| Assetmark, Inc | 3,596 | $624.0K | 0.00% | −5−0.1% | Reduced |
| Cim Investment Mangement Inc | 3,591 | $623.0K | 0.20% | −22−0.6% | Reduced |
| Headinvest, LLC | 3,565 | $618.0K | 0.12% | −353−9.0% | Reduced |
| Ballast, Inc. | 3,543 | $614.0K | 0.26% | +108+3.1% | Added |
| Abbot Financial Management, Inc. | 3,516 | $610.0K | 0.28% | +10.0% | Added |
| 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 |
| CFO4Life Group, LLC | 3,439 | $597.0K | 0.14% | +3,439 | New |
| First American Bank | 3,425 | $594.0K | 0.03% | 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 |
| American Trust Investment Advisors, LLC | 3,386 | $587.0K | 0.33% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 3,371 | $584.0K | 0.07% | +200+6.3% | Added |
| Stratos Wealth Partners, LTD. | 3,363 | $583.0K | 0.01% | +126+3.9% | Added |
| Spinnaker Trust | 3,341 | $580.0K | 0.04% | +651+24.2% | Added |
| Northstar Asset Management LLC | 3,290 | $571.0K | 0.15% | +240+7.9% | Added |
| Westhampton Capital, LLC | 3,270 | $567.0K | 0.39% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,259 | $566.0K | 0.02% | +4+0.1% | Added |
| Orion Portfolio Solutions, LLC | 3,249 | $564.0K | 0.02% | +273+9.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,245 | $563.0K | 0.41% | −1,346−29.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,233 | $561.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 3,220 | $559.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 3,210 | $557.0K | 0.02% | +10+0.3% | 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 |
| Eqis Capital Management, Inc. | 3,163 | $549.0K | 0.04% | +91+3.0% | Added |
| Hemenway Trust Co LLC | 3,160 | $548.0K | 0.06% | −45−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,153 | $547.0K | 0.07% | +96+3.1% | Added |
| J.W. Cole Advisors, Inc. | 3,127 | $544.0K | 0.04% | −73−2.3% | Reduced |
| 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 |
| Brown Advisory Securities, LLC | 3,097 | $538.0K | 0.16% | +3,097 | New |
| Waldron Private Wealth LLC | 3,085 | $537.0K | 0.03% | +372+13.7% | Added |
| Private Portfolio Partners LLC | 3,085 | $535.3K | 0.15% | −489−13.7% | Reduced |
| 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 |
| Tributary Capital Management, LLC | 3,065 | $532.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Emerald Advisors, LLC | 3,008 | $522.0K | 0.15% | +82+2.8% | Added |
| 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 |
| Optimum Investment Advisors | 2,990 | $519.0K | 0.22% | −3,810−56.0% | Reduced |
| Brewin Dolphin Ltd | 2,970 | $515.2K | 0.02% | +50+1.7% | Added |
| American Portfolios Advisors | 2,963 | $514.0K | 0.02% | +257+9.5% | Added |
| Clarius Group, LLC | 2,959 | $513.0K | 0.05% | +39+1.3% | Added |
| Denali Advisors LLC | 2,900 | $503.0K | 0.21% | +2,900 | New |
| Horizon Investments, LLC | 2,886 | $501.0K | 0.02% | +91+3.3% | Added |
| Spire Wealth Management | 2,880 | $500.0K | 0.01% | +733+34.1% | Added |
| Buckley Wealth Management, LLC | 2,874 | $499.0K | 0.16% | −17−0.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,868 | $498.0K | 0.25% | +2,868 | New |
| Baker Tilly Wealth Management, LLC | 2,867 | $497.0K | 0.07% | +158+5.8% | Added |
| Atlas Private Wealth Management | 2,860 | $496.0K | 0.30% | +160+5.9% | Added |
| 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 |
| Saturna Capital CORP | 2,810 | $487.0K | 0.01% | 00.0% | Unchanged |