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 |
|---|---|---|---|---|---|
| GSB Wealth Management, LLC | 2,824 | $546.0K | 0.16% | +2,824 | New |
| Henry James International Management, Inc. | 2,858 | $552.0K | 0.17% | +544+23.5% | Added |
| Parallel Advisors, LLC | 2,873 | $555.0K | 0.02% | +278+10.7% | Added |
| Bull Street Advisors, LLC | 2,880 | $557.0K | 0.27% | +170+6.3% | Added |
| Angeles Investment Advisors, LLC | 2,870 | $557.0K | 0.03% | +185+6.9% | Added |
| Coldstream Capital Management Inc | 2,879 | $557.0K | 0.02% | +2,879 | New |
| Baker Tilly Wealth Management, LLC | 2,903 | $561.0K | 0.06% | +36+1.3% | Added |
| International Assets Investment Management, LLC | 2,910 | $563.0K | 0.10% | −201−6.5% | Reduced |
| Atlas Private Wealth Management | 2,926 | $566.0K | 0.32% | +66+2.3% | Added |
| First American Bank | 2,941 | $568.0K | 0.03% | −484−14.1% | Reduced |
| Tributary Capital Management, LLC | 2,945 | $569.0K | 0.04% | −120−3.9% | Reduced |
| Engine No. 1 LLC | 2,948 | $570.0K | 0.12% | +579+24.4% | Added |
| Disciplined Growth Investors Inc | 2,948 | $570.0K | 0.01% | +2,948 | New |
| Verition Fund Management LLC | 2,981 | $576.0K | 0.01% | +2,981 | New |
| Optimum Investment Advisors | 2,990 | $578.0K | 0.23% | 00.0% | Unchanged |
| Finivi Inc. | 3,000 | $579.9K | 0.61% | +3,000 | New |
| Outfitter Financial LLC | 3,000 | $580.0K | 0.43% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,002 | $580.4K | 0.02% | +39+1.3% | Added |
| Cito Capital Group, LLC | 3,000 | $582.0K | 0.24% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,019 | $584.0K | 0.04% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,021 | $584.0K | 0.08% | +3,021 | New |
| Cerro Pacific Wealth Advisors LLC | 3,044 | $589.0K | 0.37% | −201−6.2% | Reduced |
| Principle Wealth Partners LLC | 3,077 | $595.0K | 0.06% | +6+0.2% | Added |
| Shelton Capital Management | 3,084 | $596.0K | 0.02% | −136−4.2% | Reduced |
| HMS Capital Management, LLC | 3,083 | $596.0K | 0.26% | +474+18.2% | Added |
| Private Portfolio Partners LLC | 3,086 | $596.6K | 0.15% | +10.0% | Added |
| Clarius Group, LLC | 3,087 | $597.0K | 0.05% | +128+4.3% | Added |
| Trexquant Investment LP | 3,140 | $607.0K | 0.04% | +3,140 | New |
| Lido Advisors, LLC | 3,150 | $608.0K | 0.01% | +34+1.1% | Added |
| Wealth Alliance | 3,151 | $609.0K | 0.12% | +41+1.3% | Added |
| Nichols & Pratt Advisers LLP | 3,165 | $612.0K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 3,218 | $622.0K | 0.02% | +8+0.2% | Added |
| Resurgent Financial Advisors LLC | 3,217 | $622.0K | 0.51% | +3,217 | New |
| Thompson Siegel & Walmsley LLC | 3,233 | $625.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,242 | $629.0K | 0.03% | +157+5.1% | Added |
| Ziegler Capital Management, LLC | 3,270 | $632.0K | 0.02% | −20,040−86.0% | Reduced |
| Murphy Capital Management Inc | 3,272 | $632.0K | 0.07% | −99−2.9% | Reduced |
| Westhampton Capital, LLC | 3,270 | $632.0K | 0.39% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,280 | $634.0K | 0.08% | +73+2.3% | Added |
| REDW Wealth LLC | 3,291 | $636.0K | 0.18% | −7,553−69.7% | Reduced |
| Hamilton Capital, LLC | 3,290 | $636.0K | 0.05% | +3,290 | New |
| Spinnaker Trust | 3,341 | $646.0K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,344 | $646.0K | 0.07% | +191+6.1% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $655.0K | 0.33% | 00.0% | Unchanged |
| Headinvest, LLC | 3,395 | $656.0K | 0.12% | −170−4.8% | Reduced |
| Northstar Asset Management LLC | 3,400 | $657.0K | 0.15% | +110+3.3% | Added |
| Ballast, Inc. | 3,443 | $665.0K | 0.26% | −100−2.8% | Reduced |
| Cim Investment Mangement Inc | 3,520 | $680.0K | 0.20% | −71−2.0% | Reduced |
| Abbot Financial Management, Inc. | 3,516 | $680.0K | 0.30% | 00.0% | Unchanged |
| Compton Capital Management Inc | 3,529 | $682.0K | 0.18% | −75−2.1% | Reduced |
| Orion Portfolio Solutions, LLC | 3,535 | $683.0K | 0.02% | +286+8.8% | Added |
| B. Riley Wealth Management, Inc. | 3,570 | $690.0K | 0.05% | +115+3.3% | Added |
| Bowling Portfolio Management LLC | 3,594 | $695.0K | 0.14% | −34−0.9% | Reduced |
| Beech Hill Advisors, Inc. | 3,600 | $696.0K | 0.26% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,620 | $700.0K | 0.31% | +3,620 | New |
| GoodHaven Capital Management, LLC | 3,625 | $701.0K | 0.41% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 3,642 | $704.0K | 0.35% | −130−3.4% | Reduced |
| Harrington Investments, INC | 3,659 | $707.0K | 0.38% | −5,382−59.5% | Reduced |
| Guyasuta Investment Advisors Inc | 3,657 | $707.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,695 | $714.0K | 0.02% | +332+9.9% | Added |
| Epiq Partners, LLC | 3,714 | $718.0K | 0.38% | 00.0% | Unchanged |
| First Quadrant L P | 3,734 | $722.0K | 0.08% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,734 | $722.0K | 0.03% | +281+8.1% | Added |
| Assenagon Asset Management S.A. | 3,751 | $725.0K | 0.00% | −12,681−77.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,759 | $727.0K | 0.05% | +3,759 | New |
| Eqis Capital Management, Inc. | 3,769 | $729.0K | 0.05% | +606+19.2% | Added |
| Sippican Capital Advisors | 3,780 | $731.0K | 0.62% | −115−3.0% | Reduced |
| Metis Global Partners, LLC | 3,783 | $731.0K | 0.20% | +3,783 | New |
| Integrated Wealth Concepts LLC | 3,788 | $732.0K | 0.02% | −151−3.8% | Reduced |
| Cetera Advisors LLC | 3,811 | $737.0K | 0.01% | −325−7.9% | Reduced |
| Jacobi Capital Management LLC | 3,824 | $739.0K | 0.09% | −140−3.5% | Reduced |
| CFO4Life Group, LLC | 3,836 | $741.0K | 0.15% | +397+11.5% | Added |
| Bank of Hawaii | 3,861 | $746.0K | 0.04% | −34−0.9% | Reduced |
| J. W. Coons Advisors, LLC | 3,871 | $746.0K | 0.23% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,866 | $747.0K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,864 | $747.0K | 0.20% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,890 | $752.0K | 0.09% | −40−1.0% | Reduced |
| Montecito Bank & Trust | 3,937 | $761.0K | 0.13% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,945 | $763.0K | 0.04% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $766.0K | 0.32% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,987 | $770.0K | 0.02% | +728+22.3% | Added |
| Marcum Wealth, LLC | 3,984 | $770.0K | 0.11% | +2,112+112.8% | Added |
| Henshaw Capital LLC | 3,984 | $770.2K | 0.04% | −910−18.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,992 | $772.0K | 0.31% | +1,124+39.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 4,001 | $773.0K | 0.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,010 | $775.0K | 0.03% | −34−0.8% | Reduced |
| DF Dent & Co Inc | 4,007 | $775.0K | 0.01% | +97+2.5% | Added |
| Sicart Associates LLC | 4,000 | $776.0K | 0.20% | −535−11.8% | Reduced |
| ASB Consultores, LLC | 4,023 | $778.0K | 0.38% | +4,023 | New |
| Modera Wealth Management, LLC | 4,051 | $783.0K | 0.03% | +4,051 | New |
| Biltmore Family Office, LLC | 4,043 | $783.0K | 0.15% | +4,043 | New |
| Roundview Capital LLC | 4,059 | $785.0K | 0.08% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,073 | $786.0K | 0.06% | −1,096−21.2% | Reduced |
| FRG Family Wealth Advisors LLC | 4,073 | $787.0K | 0.15% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,102 | $793.0K | 0.12% | −160−3.8% | Reduced |
| Bowman & Co S.C. | 4,103 | $793.0K | 0.61% | +4,103 | New |
| Inscription Capital, LLC | 4,119 | $799.0K | 0.22% | +201+5.1% | Added |
| Forum Financial Management, LP | 4,148 | $802.0K | 0.04% | +4,148 | New |
| Flputnam Investment Management Co | 4,159 | $804.0K | 0.02% | −428−9.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,161 | $804.0K | 0.52% | +257+6.6% | Added |