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, Q4 2021
Institutional positions in Chubb Ltd as of Dec 31, 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
- 1,330
- +136 vs. Q3 2021
- Shares held
- 378.2M
- −2.91M (−0.8%) vs. Q3 2021
- Total value
- $73.0B
- +$6.88B (+10.4%) vs. Q3 2021
- New holders
- 214
- 462 more added
- Sold out
- 78
- 435 more reduced
22 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 214 | $41.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 219 | $42.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 217 | $42.0K | 0.00% | +197+985.0% | Added |
| TD Ameritrade Investment Management, LLC | 225 | $43.0K | 0.00% | +165+275.0% | Added |
| Marquette Asset Management, LLC | 233 | $45.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 240 | $46.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 238 | $46.0K | 0.01% | +26+12.3% | Added |
| Equitec Proprietary Markets, LLC | 239 | $46.0K | 0.02% | +239 | New |
| Washington Trust Advisors, Inc. | 236 | $46.0K | 0.00% | +236 | New |
| Atwood & Palmer Inc | 245 | $47.0K | 0.00% | +15+6.5% | Added |
| Operose Advisors LLC | 244 | $47.0K | 0.04% | +244 | New |
| Sage Financial Group Inc | 248 | $48.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 252 | $49.0K | 0.01% | +7+2.9% | Added |
| Curi Capital | 255 | $49.0K | 0.01% | +255 | New |
| SOA Wealth Advisors, LLC. | 267 | $51.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 267 | $52.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 271 | $52.0K | 0.00% | +66+32.2% | Added |
| Gables Capital Management Inc. | 275 | $53.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 274 | $53.0K | 0.00% | +34+14.2% | Added |
| Lenox Wealth Advisors, LLC | 299 | $58.0K | 0.01% | −28−8.6% | Reduced |
| American National Bank | 311 | $60.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $60.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 308 | $60.0K | 0.04% | +308 | New |
| Stonebridge Capital Advisors LLC | 314 | $61.0K | 0.01% | −22−6.5% | Reduced |
| Front Row Advisors LLC | 313 | $61.0K | 0.02% | −2−0.6% | Reduced |
| Elmwood Wealth Management, Inc. | 315 | $61.0K | 0.03% | +315 | New |
| Newbridge Financial Services Group, Inc. | 333 | $64.0K | 0.03% | +8+2.5% | Added |
| Jones Financial Companies LLLP | 336 | $65.0K | 0.00% | +100+42.4% | Added |
| High Net Worth Advisory Group LLC | 336 | $65.0K | 0.02% | +336 | New |
| Tortoise Investment Management, LLC | 349 | $67.0K | 0.01% | +43+14.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 342 | $67.0K | 0.05% | +342 | New |
| Carroll Financial Associates, Inc. | 357 | $69.0K | 0.00% | +31+9.5% | Added |
| Signet Financial Management, LLC | 357 | $69.0K | 0.01% | +357 | New |
| Trust Co | 374 | $72.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 374 | $72.0K | 0.03% | +13+3.6% | Added |
| Glassman Wealth Services | 372 | $72.0K | 0.01% | +89+31.4% | Added |
| Ellevest, Inc. | 370 | $72.0K | 0.01% | +177+91.7% | Added |
| CNB Bank | 380 | $73.0K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 390 | $75.0K | 0.00% | +390 | New |
| Brown, Lisle/Cummings, Inc. | 395 | $76.4K | 0.04% | +395 | New |
| Blume Capital Management, Inc. | 400 | $77.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $77.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 421 | $81.0K | 0.02% | +421 | New |
| Kathleen S. Wright Associates Inc. | 420 | $81.0K | 0.06% | +420 | New |
| Sutton Wealth Advisors Inc. | 423 | $81.8K | 0.03% | +14+3.4% | Added |
| Heritage Wealth Advisors | 425 | $82.0K | 0.00% | +425 | New |
| Gradient Investments LLC | 429 | $83.0K | 0.00% | +5+1.2% | Added |
| Ancora Advisors, LLC | 434 | $84.0K | 0.00% | +100+29.9% | Added |
| Bray Capital Advisors | 446 | $86.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 445 | $86.0K | 0.01% | +45+11.3% | Added |
| First Community Trust NA | 451 | $87.2K | 0.07% | +451 | New |
| American State Bank (Iowa) | 455 | $88.0K | 0.06% | 00.0% | Unchanged |
| Old North State Trust, LLC | 465 | $90.0K | 0.06% | +186+66.7% | Added |
| First Command Financial Services, Inc. | 474 | $91.0K | 0.01% | −174−26.9% | Reduced |
| Salem Investment Counselors Inc | 476 | $92.0K | 0.00% | +56+13.3% | Added |
| First Financial Corp | 481 | $93.0K | 0.06% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 479 | $93.0K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 486 | $94.0K | 0.04% | +2+0.4% | Added |
| AGF Investments LLC | 506 | $98.0K | 0.01% | −108−17.6% | Reduced |
| West Branch Capital LLC | 508 | $98.0K | 0.04% | +2+0.4% | Added |
| Carolinas Wealth Consulting LLC | 504 | $98.0K | 0.02% | +43+9.3% | Added |
| Hexagon Capital Partners LLC | 531 | $103.0K | 0.03% | −17−3.1% | Reduced |
| Paragon Capital Management Ltd | 542 | $105.0K | 0.02% | +542 | New |
| Delta Asset Management LLC | 581 | $112.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 580 | $112.0K | 0.01% | +31+5.6% | Added |
| First Command Bank | 648 | $113.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 582 | $113.0K | 0.02% | +582 | New |
| City Holding Co | 560 | $114.0K | 0.02% | 00.0% | Unchanged |
| Lake Point Wealth Management | 601 | $116.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 607 | $117.0K | 2.50% | −16−2.6% | Reduced |
| TCI Wealth Advisors, Inc. | 612 | $118.0K | 0.02% | +19+3.2% | Added |
| Pacifica Partners Inc. | 590 | $119.0K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 624 | $121.0K | 0.04% | +8+1.3% | Added |
| Pinnacle Bancorp, Inc. | 632 | $122.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 636 | $122.9K | 0.02% | +90+16.5% | Added |
| GPS Wealth Strategies Group, LLC | 644 | $124.0K | 0.03% | +21+3.4% | Added |
| CenterStar Asset Management, LLC | – | $125.0K | 0.10% | – | – |
| Steward Financial Group LLC | 662 | $127.0K | 0.12% | +662 | New |
| CoreFirst Bank & Trust | 675 | $130.0K | 0.08% | 00.0% | Unchanged |
| Private Capital Group, LLC | 669 | $130.0K | 0.03% | +8+1.2% | Added |
| Standard Family Office LLC | 680 | $131.0K | 1.16% | +680 | New |
| Carmichael Hill & Associates, Inc. | 691 | $134.0K | 0.07% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 694 | $134.0K | 0.04% | +694 | New |
| CVA Family Office, LLC | 711 | $137.0K | 0.03% | +61+9.4% | Added |
| Alpha Paradigm Partners, LLC | 728 | $141.0K | 0.06% | −2,684−78.7% | Reduced |
| Brewin Dolphin Ltd | 730 | $141.0K | 0.01% | −2,240−75.4% | Reduced |
| JNBA Financial Advisors | 735 | $142.0K | 0.02% | +103+16.3% | Added |
| Sandy Spring Bank | 744 | $144.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 771 | $149.0K | 0.10% | −662−46.2% | Reduced |
| Logan Capital Management Inc | 773 | $149.0K | 0.01% | −4−0.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 778 | $150.0K | 0.12% | +778 | New |
| Essex Investment Management Co LLC | 793 | $153.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 816 | $158.0K | 0.02% | +226+38.3% | Added |
| Belpointe Asset Management LLC | 827 | $160.0K | 0.01% | +46+5.9% | Added |
| CoreCap Advisors, LLC | 840 | $162.0K | 0.01% | +840 | New |
| Benjamin Edwards Inc | 889 | $172.0K | 0.06% | +520+140.9% | Added |
| Harbour Investments, Inc. | 899 | $174.0K | 0.01% | −584−39.4% | Reduced |
| Mach-1 Financial Group, Inc. | 941 | $182.0K | 0.12% | +941 | New |
| Zullo Investment Group, Inc. | 944 | $182.0K | 0.09% | +944 | New |
| Evoke Wealth, LLC | 1,133 | $185.0K | 0.01% | +2+0.2% | Added |