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 |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 1,393 | $269.0K | 0.29% | +1,393 | New |
| Pictet North America Advisors SA | 1,400 | $271.0K | 0.03% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,400 | $271.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,410 | $273.0K | 0.01% | +10+0.7% | Added |
| Empirical Asset Management, LLC | 1,413 | $273.0K | 0.26% | +1,413 | New |
| Carson Advisory Inc. | 1,415 | $274.0K | 0.28% | +1,415 | New |
| First Affirmative Financial Network | 1,433 | $277.0K | 0.25% | +76+5.6% | Added |
| Zacks Investment Management | 1,437 | $278.0K | 0.00% | +1,437 | New |
| First Horizon Advisors, Inc. | 1,446 | $279.0K | 0.01% | +376+35.1% | Added |
| Financial Architects, Inc | 1,448 | $280.0K | 0.04% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 1,446 | $280.0K | 0.22% | +1,446 | New |
| Sigma Planning Corp | 1,453 | $281.0K | 0.01% | +96+7.1% | Added |
| Ashfield Capital Partners, LLC | 1,460 | $282.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,458 | $282.0K | 0.04% | +1,339+1,125.2% | Added |
| Renaissance Group LLC | 1,465 | $283.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,451 | $284.0K | 0.01% | −2,077−58.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,471 | $284.0K | 0.06% | +135+10.1% | Added |
| Avantax Planning Partners, Inc. | 1,475 | $285.0K | 0.01% | −540−26.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,474 | $285.0K | 0.20% | −47−3.1% | Reduced |
| First Citizens Bank & Trust Co | 1,476 | $286.0K | 0.01% | −226−13.3% | Reduced |
| Twin Focus Capital Partners, LLC | 1,477 | $286.0K | 0.06% | +1,477 | New |
| Brandywine Oak Private Wealth LLC | 1,495 | $288.0K | 0.03% | −377−20.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,491 | $288.0K | 0.04% | +43+3.0% | Added |
| Steinberg Asset Management LLC | 1,500 | $290.0K | 0.35% | −195−11.5% | Reduced |
| Commerzbank Aktiengesellschaft | 1,500 | $290.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,500 | $290.0K | 0.20% | 00.0% | Unchanged |
| LCNB Corp | 1,506 | $291.0K | 0.13% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 1,504 | $291.0K | 0.17% | +1,504 | New |
| Legacy Private Trust Co. | 1,508 | $292.0K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,524 | $295.0K | 0.02% | −120−7.3% | Reduced |
| Charter Trust Co | 1,529 | $295.0K | 0.03% | −35−2.2% | Reduced |
| Lake Street Financial LLC | 1,524 | $295.0K | 0.05% | +1,524 | New |
| Fiduciary Group LLC | 1,537 | $297.0K | 0.03% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 1,537 | $297.0K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,534 | $297.0K | 0.07% | +201+15.1% | Added |
| Geller Advisors LLC | 1,540 | $299.0K | 0.06% | −2−0.1% | Reduced |
| Heron Bay Capital Management | 1,545 | $299.0K | 0.15% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,549 | $299.0K | 0.12% | +1,549 | New |
| F3Logic, LLC | 1,580 | $304.0K | 0.04% | +1,580 | New |
| Roberts Glore & Co Inc | 1,576 | $305.0K | 0.08% | −4−0.3% | Reduced |
| QP Wealth Management, LLC | 1,585 | $306.0K | 0.32% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,587 | $308.0K | 0.59% | +21+1.3% | Added |
| Congress Park Capital LLC | 1,600 | $309.0K | 0.15% | 00.0% | Unchanged |
| Family Management Corp | 1,606 | $310.0K | 0.08% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,619 | $312.0K | 0.15% | −10−0.6% | Reduced |
| Rede Wealth, LLC | 1,616 | $312.0K | 0.16% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,614 | $312.0K | 0.07% | +238+17.3% | Added |
| West Family Investments, Inc. | 1,626 | $314.0K | 0.09% | −143−8.1% | Reduced |
| Wambolt & Associates, LLC | 1,622 | $314.0K | 0.11% | −60−3.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,625 | $314.0K | 0.02% | +11+0.7% | Added |
| Center For Asset Management LLC | 1,639 | $317.0K | 0.23% | +1,639 | New |
| J.W. Cole Advisors, Inc. | 1,645 | $318.0K | 0.02% | −1,482−47.4% | Reduced |
| M&R Capital Management Inc | 1,650 | $318.0K | 0.07% | 00.0% | Unchanged |
| BTR Capital Management Inc | 1,652 | $319.0K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,650 | $319.0K | 0.01% | +185+12.6% | Added |
| Penserra Capital Management LLC | 1,657 | $320.0K | 0.01% | +243+17.2% | Added |
| Childress Capital Advisors, LLC | 1,660 | $321.0K | 0.13% | +21+1.3% | Added |
| Exeter Financial, LLC | 1,613 | $321.0K | 0.18% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,665 | $322.0K | 0.13% | 00.0% | Unchanged |
| Plancorp, LLC | 1,665 | $322.0K | 0.02% | +33+2.0% | Added |
| Oakworth Capital, Inc. | 1,663 | $322.0K | 0.03% | +628+60.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,674 | $324.0K | 0.06% | −195−10.4% | Reduced |
| Fisher Asset Management, LLC | 1,684 | $326.0K | 0.00% | +1,684 | New |
| Wade G W & Inc | 1,697 | $328.0K | 0.01% | −49−2.8% | Reduced |
| Riverwater Partners LLC | 1,695 | $328.0K | 0.29% | +1,695 | New |
| Bank of New Hampshire | 1,700 | $329.0K | 0.08% | −1,300−43.3% | Reduced |
| Fieldpoint Private Securities, LLC | 1,721 | $333.0K | 0.07% | +20+1.2% | Added |
| 44 Wealth Management LLC | 1,721 | $333.0K | 0.12% | +19+1.1% | Added |
| Heron Financial Group, LLC | 1,668 | $333.0K | 0.18% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,734 | $335.0K | 0.02% | +1,734 | New |
| Investment Partners, Ltd. | 1,743 | $337.0K | 0.14% | −121−6.5% | Reduced |
| Alps Advisors Inc | 1,744 | $337.0K | 0.00% | +1,744 | New |
| Snowden Capital Advisors LLC | 1,749 | $338.0K | 0.02% | −3,150−64.3% | Reduced |
| First Dallas Securities Inc. | 1,750 | $338.0K | 0.22% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,751 | $338.0K | 0.08% | 00.0% | Unchanged |
| SG3 Management, LLC | 1,750 | $338.0K | 0.03% | +1,750 | New |
| Courier Capital LLC | 1,758 | $340.0K | 0.03% | 00.0% | Unchanged |
| Arden Trust Co | 1,756 | $340.0K | 0.06% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 1,760 | $340.0K | 0.15% | +1,760 | New |
| Voya Financial Advisors, Inc. | 1,779 | $344.0K | 0.04% | −146−7.6% | Reduced |
| West Oak Capital, LLC | 1,785 | $345.0K | 0.13% | −175−8.9% | Reduced |
| E&G Advisors, LP | 1,786 | $345.0K | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 1,784 | $345.0K | 0.01% | +234+15.1% | Added |
| Associated Banc-Corp | 1,803 | $349.0K | 0.01% | +199+12.4% | Added |
| Putnam Investments LLC | 1,818 | $351.0K | 0.00% | −43−2.3% | Reduced |
| Atlas Capital Advisors LLC | 1,818 | $351.4K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,826 | $353.0K | 0.12% | 00.0% | Unchanged |
| Advisor Resource Council | 1,835 | $355.0K | 0.03% | +1,835 | New |
| Field & Main Bank | 1,855 | $359.0K | 0.21% | −150−7.5% | Reduced |
| HighTower Trust Services, LTA | 1,873 | $362.0K | 0.04% | +1,873 | New |
| Farmers National Bank | 1,885 | $364.4K | 0.12% | −106−5.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,893 | $366.0K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,895 | $366.0K | 0.01% | +1,895 | New |
| Grimes & Company, Inc. | 1,897 | $367.0K | 0.02% | −66−3.4% | Reduced |
| Barrett Asset Management, LLC | 1,896 | $367.0K | 0.01% | +41+2.2% | Added |
| Centaurus Financial, Inc. | 1,899 | $367.0K | 0.03% | +266+16.3% | Added |
| Resources Investment Advisors, LLC. | 1,897 | $367.0K | 0.01% | +266+16.3% | Added |
| JT Stratford LLC | 1,903 | $368.0K | 0.10% | +1,903 | New |
| Hancock Whitney Investment Services Inc. | 1,933 | $372.0K | 0.06% | +1,933 | New |
| Scott & Selber, Inc. | 1,926 | $372.0K | 0.13% | +1,926 | New |