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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 2,809 | $487.0K | 0.03% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,798 | $485.0K | 0.32% | +30+1.1% | Added |
| Traphagen Investment Advisors LLC | 2,777 | $481.7K | 0.09% | +3+0.1% | Added |
| Bank of New Hampshire | 3,000 | $477.0K | 0.13% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,717 | $471.6K | 0.02% | −13,891−83.6% | Reduced |
| Baxter Bros Inc | 2,712 | $470.0K | 0.08% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 2,710 | $470.0K | 0.24% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,697 | $468.0K | 0.14% | +124+4.8% | Added |
| Angeles Investment Advisors, LLC | 2,685 | $468.0K | 0.03% | +2,685 | New |
| HM Payson & Co | 2,649 | $460.0K | 0.01% | −1,820−40.7% | Reduced |
| HMS Capital Management, LLC | 2,609 | $453.0K | 0.21% | +132+5.3% | Added |
| Parallel Advisors, LLC | 2,595 | $450.0K | 0.02% | +514+24.7% | Added |
| Echo Street Capital Management LLC | 2,551 | $443.0K | 0.00% | −2,390−48.4% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,550 | $442.0K | 0.06% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,546 | $442.0K | 0.05% | +1,177+86.0% | Added |
| Merrion Investment Management Co, LLC | 2,521 | $437.0K | 0.33% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,510 | $435.0K | 0.01% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 2,494 | $433.0K | 0.23% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,467 | $428.0K | 0.12% | +2,467 | New |
| 1776 Wealth LLC | 2,462 | $427.0K | 0.24% | −66−2.6% | Reduced |
| Quadrant Capital Group LLC | 2,427 | $421.0K | 0.06% | −208−7.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,428 | $421.0K | 0.16% | 00.0% | Unchanged |
| Markston International LLC | 2,424 | $421.0K | 0.39% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,423 | $420.0K | 0.24% | −20−0.8% | Reduced |
| Everett Harris & Co | 2,419 | $420.0K | 0.01% | −264−9.8% | Reduced |
| Valley Brook Capital Group | 2,411 | $418.0K | 0.41% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,407 | $417.0K | 0.11% | 00.0% | Unchanged |
| 55I, LLC | 2,401 | $417.0K | 0.01% | +2,401 | New |
| Meiji Yasuda Life Insurance Co | 2,388 | $414.0K | 0.01% | −1,500−38.6% | Reduced |
| Earnest Partners LLC | 2,387 | $414.0K | 0.00% | −102−4.1% | Reduced |
| Leavell Investment Management, Inc. | 2,367 | $413.0K | 0.03% | +34+1.5% | Added |
| Rossmore Private Capital | 2,376 | $412.0K | 0.07% | +45+1.9% | Added |
| 1st Source Bank | 2,369 | $411.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,369 | $411.0K | 0.15% | +57+2.5% | Added |
| Engine No. 1 LLC | 2,369 | $411.0K | 0.11% | +932+64.9% | Added |
| Allstate Corp | 2,366 | $410.0K | 0.02% | −935−28.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,360 | $409.0K | 0.10% | −82−3.4% | Reduced |
| Mutual Advisors, LLC | 2,352 | $408.0K | 0.02% | −202−7.9% | Reduced |
| Sky Investment Group LLC | 2,327 | $404.0K | 0.09% | −50−2.1% | Reduced |
| Financial & Tax Architects, LLC | 2,316 | $401.8K | 0.18% | −26−1.1% | Reduced |
| Henry James International Management, Inc. | 2,314 | $401.0K | 0.13% | +2+0.1% | Added |
| Krane Funds Advisors LLC | 2,304 | $400.0K | 0.01% | +2,304 | New |
| BKD Wealth Advisors, LLC | 2,278 | $395.0K | 0.02% | −160−6.6% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $394.0K | 0.14% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,452 | $390.0K | 0.05% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 2,250 | $390.0K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,244 | $389.3K | 0.11% | +664+42.0% | Added |
| Pointe Capital Management LLC | 2,243 | $389.0K | 0.27% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,240 | $389.0K | 0.08% | +276+14.1% | Added |
| Hancock Whitney Corp | 2,230 | $387.0K | 0.01% | −32−1.4% | Reduced |
| Savant Capital, LLC | 2,212 | $384.0K | 0.01% | +270+13.9% | Added |
| Sawtooth Solutions, LLC | 2,210 | $383.0K | 0.06% | +191+9.5% | Added |
| DAGCO, Inc. | 2,195 | $381.0K | 0.16% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,184 | $379.0K | 0.01% | +162+8.0% | Added |
| Colony Group LLC | 2,173 | $377.0K | 0.01% | −53−2.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,174 | $377.0K | 0.22% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,150 | $373.0K | 0.02% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,125 | $369.0K | 0.02% | −100−4.5% | Reduced |
| Patten & Patten Inc | 2,110 | $366.0K | 0.03% | +6+0.3% | Added |
| Ritholtz Wealth Management | 2,105 | $365.0K | 0.03% | +232+12.4% | Added |
| Flagship Harbor Advisors, LLC | 2,290 | $364.0K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,099 | $364.0K | 0.02% | +2,099 | New |
| Wealthsource Partners, LLC | 2,075 | $360.0K | 0.03% | +299+16.8% | Added |
| Dodge & Cox | 2,069 | $359.0K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,050 | $356.0K | 0.05% | −311−13.2% | Reduced |
| NatWest Group plc | 2,050 | $356.0K | 0.19% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,048 | $355.0K | 0.22% | +217+11.9% | Added |
| FineMark National Bank & Trust | 2,030 | $352.0K | 0.01% | −292−12.6% | Reduced |
| Camden Capital, LLC | 2,029 | $352.0K | 0.07% | +491+31.9% | Added |
| Convergence Investment Partners, LLC | 2,021 | $351.0K | 0.19% | −137−6.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,015 | $350.0K | 0.02% | +540+36.6% | Added |
| Carret Asset Management, LLC | 2,014 | $349.0K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 2,005 | $348.0K | 0.23% | +100+5.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,000 | $347.0K | 0.00% | −19,100−90.5% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $347.0K | 0.19% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,984 | $344.0K | 0.04% | +90+4.8% | Added |
| Pitcairn Co | 1,975 | $342.0K | 0.02% | −19−1.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,963 | $341.0K | 0.03% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,968 | $341.0K | 0.00% | +1,968 | New |
| West Oak Capital, LLC | 1,960 | $340.0K | 0.13% | −150−7.1% | Reduced |
| Grimes & Company, Inc. | 1,963 | $340.0K | 0.01% | +54+2.8% | Added |
| Voya Financial Advisors, Inc. | 1,925 | $340.0K | 0.04% | +27+1.4% | Added |
| Joel Isaacson & Co., LLC | 1,955 | $339.0K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,943 | $337.0K | 0.00% | +20+1.0% | Added |
| OneAscent Wealth Management LLC | 1,918 | $334.0K | 0.38% | +1,918 | New |
| Kore Private Wealth LLC | 1,911 | $332.0K | 0.03% | +11+0.6% | Added |
| Centiva Capital, LP | 1,908 | $331.0K | 0.03% | −13,122−87.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,893 | $328.0K | 0.08% | 00.0% | Unchanged |
| Summit Financial Group Inc | 1,890 | $328.0K | 0.12% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,878 | $326.0K | 0.08% | +153+8.9% | Added |
| Marcum Wealth, LLC | 1,872 | $325.0K | 0.05% | −61−3.2% | Reduced |
| X-Square Capital, LLC | 1,872 | $325.0K | 0.17% | +399+27.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,869 | $324.0K | 0.06% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,872 | $324.0K | 0.04% | +400+27.2% | Added |
| Putnam Investments LLC | 1,861 | $323.0K | 0.00% | −37−1.9% | Reduced |
| Investment Partners, Ltd. | 1,864 | $323.0K | 0.15% | +8+0.4% | Added |
| Barrett Asset Management, LLC | 1,855 | $322.0K | 0.01% | +220+13.5% | Added |
| Engineers Gate Manager LP | 1,844 | $320.0K | 0.02% | −11,564−86.2% | Reduced |
| Arjuna Capital | 1,840 | $319.0K | 0.13% | +1,840 | New |
| Stonebridge Capital Management Inc | 1,826 | $317.0K | 0.12% | 00.0% | Unchanged |