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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 1,944 | $377.0K | 0.94% | +26+1.4% | Added |
| Center for Financial Planning, Inc. | 1,950 | $377.0K | 0.08% | +72+3.8% | Added |
| Joel Isaacson & Co., LLC | 1,955 | $378.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,960 | $379.0K | 0.01% | −270−12.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,963 | $379.0K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 1,975 | $382.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,975 | $382.0K | 0.05% | +235+13.5% | Added |
| Williams Jones Wealth Management, LLC. | 1,996 | $386.0K | 0.00% | +53+2.7% | Added |
| Morse Asset Management, Inc | 2,000 | $387.0K | 0.09% | −1,000−33.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $387.0K | 0.17% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,007 | $388.0K | 0.04% | +23+1.2% | Added |
| Carret Asset Management, LLC | 2,014 | $389.0K | 0.04% | 00.0% | Unchanged |
| Summit Financial Group Inc | 2,011 | $389.0K | 0.13% | +121+6.4% | Added |
| Proficio Capital Partners LLC | 2,019 | $390.0K | 0.05% | −31−1.5% | Reduced |
| FineMark National Bank & Trust | 2,030 | $392.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,030 | $392.0K | 0.11% | +2,030 | New |
| Trillium Asset Management, LLC | 2,032 | $393.0K | 0.01% | −808−28.5% | Reduced |
| Aureus Asset Management, LLC | 2,032 | $393.0K | 0.02% | −118−5.5% | Reduced |
| MBB Public Markets I LLC | 2,037 | $394.0K | 0.01% | +2,037 | New |
| Peterson Wealth Services | 2,038 | $394.0K | 0.26% | +2,038 | New |
| NatWest Group plc | 2,050 | $396.0K | 0.20% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 2,052 | $397.0K | 0.41% | +2,052 | New |
| Dodge & Cox | 2,069 | $400.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,080 | $402.0K | 0.10% | +375+22.0% | Added |
| Bayesian Capital Management, LP | 2,077 | $402.0K | 0.13% | +2,077 | New |
| Flagship Harbor Advisors, LLC | 2,083 | $403.0K | 0.04% | −207−9.0% | Reduced |
| United Asset Strategies, Inc. | 2,085 | $403.0K | 0.05% | +2,085 | New |
| Machina Capital S.A.S. | 2,100 | $406.0K | 0.98% | −900−30.0% | Reduced |
| Patten & Patten Inc | 2,110 | $408.0K | 0.03% | 00.0% | Unchanged |
| X-Square Capital, LLC | 2,119 | $410.0K | 0.21% | +247+13.2% | Added |
| Phoenix Wealth Advisors | 2,123 | $410.0K | 0.31% | +1,722+429.4% | Added |
| Marshall Wace, LLP | 2,131 | $412.0K | 0.00% | +2,131 | New |
| Windsor Group LTD | 2,124 | $415.0K | 0.08% | +2,124 | New |
| Affinity Wealth Management LLC | 2,141 | $416.0K | 0.09% | −99−4.4% | Reduced |
| Wealthsource Partners, LLC | 2,152 | $416.0K | 0.03% | +77+3.7% | Added |
| Braun-Bostich & Associates Inc. | 2,141 | $416.0K | 0.10% | +2,141 | New |
| Financial & Tax Architects, LLC | 2,158 | $417.2K | 0.17% | −158−6.8% | Reduced |
| Clearview Wealth Advisors LLC | 2,164 | $418.0K | 0.25% | +116+5.7% | Added |
| Meridian Wealth Management, LLC | 2,161 | $418.0K | 0.04% | +441+25.6% | Added |
| Websterrogers Financial Advisors, LLC | 2,160 | $418.0K | 0.09% | +2,160 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,174 | $420.0K | 0.22% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,175 | $420.0K | 0.03% | +50+2.4% | Added |
| DAGCO, Inc. | 2,195 | $424.0K | 0.17% | 00.0% | Unchanged |
| Arjuna Capital | 2,198 | $425.0K | 0.16% | +358+19.5% | Added |
| Mutual Advisors, LLC | 2,202 | $426.0K | 0.02% | −150−6.4% | Reduced |
| D. E. Shaw & Co., Inc. | 2,241 | $433.0K | 0.00% | +2,241 | New |
| Pointe Capital Management LLC | 2,243 | $434.0K | 0.27% | 00.0% | Unchanged |
| DCM Advisors, LLC | 2,244 | $434.0K | 0.13% | +2,244 | New |
| Griffin Asset Management, Inc. | 2,250 | $435.0K | 0.05% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,250 | $435.0K | 0.21% | +2,250 | New |
| Earnest Partners LLC | 2,270 | $439.0K | 0.00% | −117−4.9% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $439.0K | 0.15% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,297 | $444.0K | 0.09% | −30−1.3% | Reduced |
| Cypress Capital Management LLC | 2,302 | $445.0K | 0.05% | −150−6.1% | Reduced |
| BKD Wealth Advisors, LLC | 2,311 | $447.0K | 0.02% | +33+1.4% | Added |
| Engineers Gate Manager LP | 2,315 | $448.0K | 0.02% | +471+25.5% | Added |
| NEXT Financial Group, Inc | 2,325 | $449.0K | 0.03% | +612+35.7% | Added |
| Western Wealth Management, LLC | 2,325 | $450.0K | 0.04% | +2,325 | New |
| Parkside Financial Bank & Trust | 2,331 | $451.0K | 0.11% | −366−13.6% | Reduced |
| HM Payson & Co | 2,341 | $453.0K | 0.01% | −308−11.6% | Reduced |
| Cypress Capital Group | 2,365 | $457.0K | 0.06% | +2,365 | New |
| Leavell Investment Management, Inc. | 2,367 | $459.0K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,380 | $460.0K | 0.03% | +275+13.1% | Added |
| Colony Group LLC | 2,390 | $462.0K | 0.01% | +217+10.0% | Added |
| Intercontinental Wealth Advisors, LLC | 2,402 | $464.0K | 0.10% | +42+1.8% | Added |
| Encompass Wealth Advisors, LLC | 2,407 | $465.0K | 0.11% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,411 | $466.0K | 0.40% | 00.0% | Unchanged |
| Markston International LLC | 2,414 | $467.0K | 0.47% | −10−0.4% | Reduced |
| Everett Harris & Co | 2,419 | $468.0K | 0.01% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,424 | $469.0K | 0.25% | −38−1.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,428 | $469.0K | 0.15% | 00.0% | Unchanged |
| 1st Source Bank | 2,438 | $471.0K | 0.03% | +69+2.9% | Added |
| Congress Wealth Management LLC | 2,461 | $476.0K | 0.01% | +2,461 | New |
| New England Guild Wealth Advisors, Inc. | 2,494 | $482.0K | 0.24% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,510 | $485.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,535 | $490.0K | 0.06% | +108+4.4% | Added |
| Signaturefd, LLC | 2,558 | $494.0K | 0.02% | +374+17.1% | Added |
| First City Capital Management, Inc. | 2,398 | $495.0K | 0.28% | −25−1.0% | Reduced |
| Laffer Tengler Investments | 2,576 | $498.0K | 0.14% | +332+14.8% | Added |
| EP Wealth Advisors, LLC | 2,582 | $499.0K | 0.01% | +1,115+76.0% | Added |
| Tyler-Stone Wealth Management | 2,625 | $507.0K | 0.27% | +2,625 | New |
| Hemenway Trust Co LLC | 2,629 | $508.0K | 0.05% | −531−16.8% | Reduced |
| KB Financial Partners, LLC | 2,639 | $510.0K | 0.15% | +270+11.4% | Added |
| Savant Capital, LLC | 2,649 | $512.0K | 0.02% | +437+19.8% | Added |
| Cross Staff Investments Inc | 2,649 | $512.0K | 0.46% | +2,649 | New |
| Eagle Asset Management Inc | 2,660 | $513.0K | 0.00% | −1,846−41.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,696 | $521.0K | 0.05% | +150+5.9% | Added |
| Rossmore Private Capital | 2,694 | $521.0K | 0.08% | +318+13.4% | Added |
| Exencial Wealth Advisors, LLC | 2,695 | $521.0K | 0.03% | +2,695 | New |
| City State Bank | 2,703 | $523.0K | 0.32% | +2,703 | New |
| Baxter Bros Inc | 2,712 | $524.0K | 0.08% | 00.0% | Unchanged |
| Vicus Capital | 2,488 | $528.0K | 0.05% | +2,488 | New |
| TD Waterhouse Canada Inc. | 2,238 | $532.9K | 0.01% | +2,238 | New |
| Merrion Investment Management Co, LLC | 2,771 | $535.0K | 0.39% | +250+9.9% | Added |
| Traphagen Investment Advisors LLC | 2,779 | $537.1K | 0.09% | +2+0.1% | Added |
| CWM, LLC | 2,784 | $538.0K | 0.00% | +2,784 | New |
| Hilltop Holdings Inc. | 2,792 | $540.0K | 0.06% | −52−1.8% | Reduced |
| Boyar Asset Management Inc. | 2,798 | $541.0K | 0.33% | 00.0% | Unchanged |
| Saturna Capital CORP | 2,810 | $543.0K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 2,809 | $543.0K | 0.03% | 00.0% | Unchanged |