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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 962 | $186.0K | 0.05% | +698+264.4% | Added |
| McIlrath & Eck, LLC | 990 | $191.0K | 0.05% | +105+11.9% | Added |
| Harbor Investment Advisory, LLC | 998 | $193.0K | 0.02% | −63−5.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $200.0K | 0.13% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,033 | $200.0K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 1,033 | $200.0K | 0.07% | +1,033 | New |
| Adviser Investments LLC | 1,041 | $201.0K | 0.01% | +1,041 | New |
| Northstar Group, Inc. | 1,042 | $201.0K | 0.05% | +1,042 | New |
| Nwam LLC | 1,039 | $201.0K | 0.02% | +1,039 | New |
| Regent Peak Wealth Advisors LLC | 1,039 | $201.0K | 0.05% | +1,039 | New |
| NorthRock Partners, LLC | 1,044 | $202.0K | 0.02% | +1,044 | New |
| Wedmont Private Capital | 1,025 | $202.0K | 0.06% | +1,025 | New |
| Endowment Wealth Management, Inc. | 1,047 | $202.0K | 0.20% | +1,047 | New |
| Financial Advisors, LLC | 1,050 | $203.0K | 0.06% | +1,050 | New |
| Mitchell Sinkler & Starr | 1,053 | $204.0K | 0.06% | +1,053 | New |
| Keel Point, LLC | 1,055 | $204.0K | 0.03% | +1,055 | New |
| Firethorn Wealth Partners, LLC | 1,060 | $205.0K | 0.15% | +1,060 | New |
| Twinbeech Capital LP | 1,071 | $207.0K | 0.01% | +1,071 | New |
| Arbor Trust Wealth Advisors, LLC | 1,065 | $207.0K | 0.12% | +1,065 | New |
| StrategIQ Financial Group, LLC | 1,079 | $208.0K | 0.02% | +1,079 | New |
| LS Investment Advisors, LLC | 1,083 | $209.0K | 0.03% | −278−20.4% | Reduced |
| JJJ Advisors Inc. | 1,079 | $209.0K | 0.06% | +106+10.9% | Added |
| Brighton Jones LLC | 1,084 | $210.0K | 0.01% | +1,084 | New |
| Graypoint LLC | 1,088 | $210.0K | 0.02% | +1,088 | New |
| Guardian Wealth Advisors, LLC | 1,085 | $210.0K | 0.09% | +1,085 | New |
| McLean Asset Management Corp | 1,072 | $212.0K | 0.08% | +1,072 | New |
| New Jersey Better Educational Savings Trust | 1,100 | $213.0K | 0.47% | +1,100 | New |
| M&G Investment Management Ltd | 1,110 | $214.0K | 0.00% | −249−18.3% | Reduced |
| Laurion Capital Management LP | 1,106 | $214.0K | 0.00% | +1,106 | New |
| Crestwood Advisors Group LLC | 1,106 | $214.0K | 0.01% | +1,106 | New |
| Zions Bancorporation, N.A. | 1,113 | $215.0K | 0.02% | +27+2.5% | Added |
| Avidian Wealth Solutions, LLC | 1,115 | $215.0K | 0.01% | +1,115 | New |
| Hanson & Doremus Investment Management | 1,116 | $216.0K | 0.05% | +150+15.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,128 | $218.0K | 0.01% | −84−6.9% | Reduced |
| Caldwell Trust Co | 1,131 | $218.6K | 0.03% | +22+2.0% | Added |
| Van Hulzen Asset Management, LLC | 1,140 | $220.0K | 0.02% | +1,140 | New |
| Atlantic Union Bankshares Corp | 1,141 | $221.0K | 0.02% | +1,141 | New |
| Foster Dykema Cabot & Co Inc | 1,141 | $221.0K | 0.02% | +1,141 | New |
| Titleist Asset Management, Ltd. | 1,144 | $221.0K | 0.04% | +1,144 | New |
| HBK Sorce Advisory LLC | 1,145 | $221.0K | 0.01% | +1,145 | New |
| Occudo Quantitative Strategies LP | 1,143 | $221.0K | 0.02% | +1,143 | New |
| Edge Capital Group, LLC | 1,155 | $223.0K | 0.02% | −5−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,154 | $223.0K | 0.01% | +1,154 | New |
| Vantage Consulting Group Inc | 1,155 | $223.0K | 0.06% | +1,155 | New |
| Syntax Advisors, LLC | 1,155 | $223.0K | 0.16% | +1,155 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,161 | $224.0K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,157 | $224.0K | 0.01% | +1,157 | New |
| Bickling Financial Services, Inc. | 1,159 | $224.0K | 0.11% | +1,159 | New |
| One + One Wealth Management, LLC | 1,170 | $226.0K | 0.16% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,173 | $227.0K | 0.05% | −28−2.3% | Reduced |
| Parthenon LLC | 1,174 | $227.0K | 0.03% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,183 | $228.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,189 | $229.0K | 0.02% | −34−2.8% | Reduced |
| Intersect Capital LLC | 1,187 | $229.0K | 0.04% | +1,187 | New |
| Kavar Capital Partners Group, LLC | 1,191 | $230.0K | 0.05% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,190 | $230.0K | 0.13% | +1,190 | New |
| Kistler-Tiffany Companies, LLC | 1,195 | $231.0K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,197 | $231.0K | 0.01% | +1,197 | New |
| Notis-McConarty Edward | 1,200 | $232.0K | 0.08% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,200 | $232.0K | 0.14% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 1,203 | $233.0K | 0.16% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,198 | $233.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,206 | $233.0K | 0.07% | +1,206 | New |
| CX Institutional | 1,208 | $234.0K | 0.02% | −2−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,210 | $234.0K | 0.05% | +1,210 | New |
| WSFS Capital Management, LLC | 1,215 | $235.0K | 0.09% | +7+0.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $236.0K | 0.07% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,218 | $236.0K | 0.10% | +1+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 1,222 | $236.0K | 0.02% | +1,222 | New |
| Cadence Bank NA | 1,242 | $240.0K | 0.07% | 00.0% | Unchanged |
| Advisory Resource Group | 1,219 | $240.0K | 0.08% | +1,219 | New |
| Sunflower Bank, N.A. | 1,246 | $241.0K | 0.03% | −122−8.9% | Reduced |
| Prestige Wealth Management Group LLC | 1,248 | $242.0K | 0.06% | +47+3.9% | Added |
| Arete Wealth Advisors, LLC | 1,273 | $246.0K | 0.02% | +1,273 | New |
| Convergence Investment Partners, LLC | 1,278 | $247.0K | 0.13% | −743−36.8% | Reduced |
| Valeo Financial Advisors, LLC | 1,277 | $247.0K | 0.01% | −19−1.5% | Reduced |
| Norway Savings Bank | 1,283 | $248.0K | 0.11% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,286 | $249.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,298 | $251.0K | 0.02% | +583+81.5% | Added |
| Fosun International Ltd | 1,295 | $252.0K | 0.01% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,311 | $253.0K | 0.07% | +1,311 | New |
| Axiom Financial Strategies, LLC | 1,312 | $254.0K | 0.12% | −95−6.8% | Reduced |
| ACG Wealth | 1,324 | $256.0K | 0.04% | +2+0.2% | Added |
| Guerra Pan Advisors, LLC | 1,326 | $256.0K | 0.25% | +1,326 | New |
| Proequities, Inc. | 1,325 | $257.0K | 0.01% | −16−1.2% | Reduced |
| CPWM, LLC | 1,490 | $258.0K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,337 | $258.0K | 0.10% | −20−1.5% | Reduced |
| Berkeley Capital Partners, LLC | 1,334 | $258.0K | 0.11% | +2+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 1,339 | $259.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,345 | $260.0K | 0.20% | +1,345 | New |
| Advisors Capital Management, LLC | 1,356 | $262.0K | 0.01% | −57−4.0% | Reduced |
| Wealthspire Advisors, LLC | 1,370 | $265.0K | 0.01% | −3,155−69.7% | Reduced |
| Means Investment Co., Inc. | 1,371 | $265.0K | 0.05% | +2+0.1% | Added |
| GHP Investment Advisors, Inc. | 1,377 | $266.0K | 0.02% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,379 | $266.0K | 0.33% | +39+2.9% | Added |
| Integrated Advisors Network LLC | 1,376 | $266.0K | 0.02% | +46+3.5% | Added |
| Perpetual Investment Management Ltd | 1,379 | $267.0K | 0.03% | −47,482−97.2% | Reduced |
| Peak Planning Group, LLC | 1,382 | $267.2K | 0.20% | −5−0.4% | Reduced |
| ProVise Management Group, LLC | 1,393 | $269.0K | 0.02% | −105−7.0% | Reduced |
| Strategic Advisors LLC | 1,393 | $269.0K | 0.04% | +12+0.9% | Added |