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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 6,293 | $1.22M | 0.09% | −1,292−17.0% | Reduced |
| Delphi Management Inc | 6,300 | $1.22M | 1.15% | −60−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 6,319 | $1.22M | 0.09% | +32+0.5% | Added |
| Wedbush Securities Inc | 6,327 | $1.22M | 0.05% | +189+3.1% | Added |
| Richard Bernstein Advisors LLC | 6,341 | $1.23M | 0.02% | +6,341 | New |
| Lincoln National Corp | 6,459 | $1.25M | 0.03% | −113−1.7% | Reduced |
| SkyView Investment Advisors, LLC | 19,117 | $1.25M | 0.28% | +12,655+195.8% | Added |
| Aigen Investment Management, LP | 7,027 | $1.25M | 0.08% | −5,662−44.6% | Reduced |
| Columbia Asset Management | 6,561 | $1.27M | 0.26% | −235−3.5% | Reduced |
| Cordatus Wealth Management LLC | 6,606 | $1.28M | 0.37% | −4,836−42.3% | Reduced |
| Ghe, LLC | 6,606 | $1.28M | 0.98% | +6,606 | New |
| TD Private Client Wealth LLC | 6,622 | $1.28M | 0.05% | −240−3.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,548 | $1.29M | 0.02% | +6,548 | New |
| Davidson Trust Co | 6,700 | $1.29M | 0.89% | −80−1.2% | Reduced |
| Moors & Cabot, Inc. | 6,771 | $1.31M | 0.08% | −601−8.2% | Reduced |
| Citizens Business Bank | 6,850 | $1.32M | 0.16% | −2,000−22.6% | Reduced |
| Magnolia Capital Advisors LLC | 6,854 | $1.32M | 0.39% | +250+3.8% | Added |
| Naples Global Advisors, LLC | 6,883 | $1.33M | 0.15% | −90−1.3% | Reduced |
| Hodges Capital Management Inc. | 6,991 | $1.35M | 0.10% | −9,192−56.8% | Reduced |
| McRae Capital Management Inc | 7,004 | $1.35M | 0.28% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,026 | $1.36M | 0.01% | −671−8.7% | Reduced |
| Aurora Investment Counsel | 7,037 | $1.36M | 0.81% | +1,185+20.2% | Added |
| Platform Technology Partners | 7,047 | $1.36M | 0.60% | +212+3.1% | Added |
| Harfst & Associates, Inc. | 7,050 | $1.36M | 0.35% | +401+6.0% | Added |
| Level Four Advisory Services, LLC | 7,069 | $1.37M | 0.10% | +1,468+26.2% | Added |
| Avalon Investment & Advisory | 7,083 | $1.37M | 0.03% | −6,262−46.9% | Reduced |
| Citizens National Bank Trust Department | 7,157 | $1.38M | 0.53% | −5,689−44.3% | Reduced |
| SRB Corp | 7,190 | $1.39M | 0.07% | −2,001−21.8% | Reduced |
| IBM Retirement Fund | 7,270 | $1.41M | 0.17% | −5,060−41.0% | Reduced |
| Fort Washington Investment Advisors Inc | 7,350 | $1.42M | 0.01% | −132−1.8% | Reduced |
| Family Legacy, Inc. | 7,128 | $1.42M | 0.58% | +364+5.4% | Added |
| Aries Wealth Management | 7,364 | $1.42M | 0.54% | −220−2.9% | Reduced |
| Fruth Investment Management | 7,396 | $1.43M | 0.39% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,471 | $1.44M | 0.36% | −44−0.6% | Reduced |
| Wetherby Asset Management Inc | 7,656 | $1.48M | 0.08% | +1,381+22.0% | Added |
| Argent Trust Co | 7,668 | $1.48M | 0.09% | −209−2.7% | Reduced |
| Apollon Wealth Management, LLC | 7,690 | $1.49M | 0.12% | +2,537+49.2% | Added |
| Corient Capital Partners, LLC | 7,696 | $1.49M | 0.10% | −675−8.1% | Reduced |
| King Luther Capital Management Corp | 7,699 | $1.49M | 0.01% | +98+1.3% | Added |
| Monarch Capital Management Inc | 7,711 | $1.49M | 0.38% | −100−1.3% | Reduced |
| Bar Harbor Trust Services | 7,760 | $1.50M | 0.40% | +78+1.0% | Added |
| Old National Bancorp | 7,766 | $1.50M | 0.05% | −186−2.3% | Reduced |
| Mattern Wealth Management LLC | 7,770 | $1.50M | 0.44% | −124−1.6% | Reduced |
| Quest Capital Management Inc | 7,787 | $1.50M | 0.26% | +260+3.5% | Added |
| Dowling & Yahnke LLC | 7,790 | $1.51M | 0.07% | +758+10.8% | Added |
| Rehmann Capital Advisory Group | 7,792 | $1.51M | 0.14% | +275+3.7% | Added |
| Shorepoint Capital Partners LLC | 7,794 | $1.51M | 0.61% | −211−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 7,884 | $1.52M | 0.06% | +39+0.5% | Added |
| Citizens Financial Group Inc | 8,231 | $1.53M | 0.05% | +290+3.7% | Added |
| KCM Investment Advisors LLC | 7,965 | $1.54M | 0.05% | +623+8.5% | Added |
| Blueshift Asset Management, LLC | 8,069 | $1.56M | 0.14% | −27,964−77.6% | Reduced |
| Horizon Investments, LLC | 8,069 | $1.56M | 0.05% | +5,183+179.6% | Added |
| Full18 Capital LLC | 8,013 | $1.57M | 0.66% | +8,013 | New |
| Hyman Charles D | 8,300 | $1.60M | 0.10% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,397 | $1.62M | 0.02% | −1,732−17.1% | Reduced |
| National Asset Management, Inc. | 8,412 | $1.63M | 0.05% | −58−0.7% | Reduced |
| Tdam USA Inc. | 8,571 | $1.66M | 0.10% | −163−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 8,704 | $1.68M | 0.12% | −55−0.6% | Reduced |
| Banque Cantonale Vaudoise | 8,785 | $1.70M | 0.07% | −500−5.4% | Reduced |
| Meridian Investment Counsel Inc. | 8,900 | $1.72M | 0.57% | 00.0% | Unchanged |
| Spire Wealth Management | 8,936 | $1.73M | 0.04% | +6,056+210.3% | Added |
| We Are One Seven, LLC | 8,974 | $1.74M | 0.18% | +487+5.7% | Added |
| Portland Global Advisors LLC | 8,979 | $1.74M | 0.29% | −50−0.6% | Reduced |
| Fulton Bank, N.A. | 9,352 | $1.74M | 0.08% | −18−0.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.75M | 0.22% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 9,096 | $1.76M | 1.01% | +671+8.0% | Added |
| Cohen Klingenstein LLC | 9,120 | $1.76M | 0.07% | −1,633−15.2% | Reduced |
| National Bank of Canada | 9,055 | $1.76M | 0.01% | +9,055 | New |
| Douglass Winthrop Advisors, LLC | 9,365 | $1.81M | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,377 | $1.81M | 0.00% | −31,364−77.0% | Reduced |
| Sumitomo Life Insurance Co | 9,378 | $1.81M | 0.04% | −291−3.0% | Reduced |
| Veriti Management LLC | 9,384 | $1.81M | 0.24% | +120+1.3% | Added |
| Cetera Advisor Networks LLC | 9,447 | $1.83M | 0.02% | +104+1.1% | Added |
| Cubist Systematic Strategies, LLC | 9,604 | $1.86M | 0.02% | −59,107−86.0% | Reduced |
| Trust Co of Oklahoma | 9,634 | $1.86M | 0.63% | −221−2.2% | Reduced |
| Prospera Financial Services Inc | 9,681 | $1.87M | 0.08% | −3,713−27.7% | Reduced |
| Cigna Investments Inc | 9,759 | $1.89M | 0.15% | −3,810−28.1% | Reduced |
| Cox Capital Mgt LLC | 9,764 | $1.89M | 1.12% | +440+4.7% | Added |
| Main Street Financial Solutions, LLC | 9,781 | $1.89M | 0.27% | −35−0.4% | Reduced |
| Mission Wealth Management, LP | 9,790 | $1.89M | 0.09% | −263−2.6% | Reduced |
| New Potomac Partners, LLC | 9,843 | $1.90M | 1.23% | −1,272−11.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,865 | $1.91M | 0.26% | −220−2.2% | Reduced |
| IFG Advisory, LLC | 9,941 | $1.92M | 0.19% | +151+1.5% | Added |
| Gamco Investors, Inc. Et Al | 9,964 | $1.93M | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,000 | $1.93M | 0.08% | +19+0.2% | Added |
| Toroso Investments, LLC | 9,999 | $1.93M | 0.06% | +1,530+18.1% | Added |
| Strategic Investment Advisors | 10,066 | $1.95M | 0.38% | +10,066 | New |
| Connectus Wealth, LLC | 10,232 | $1.98M | 0.08% | +10,232 | New |
| Clearstead Advisors, LLC | 10,238 | $1.98M | 0.13% | −348−3.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,382 | $2.01M | 0.21% | −35,452−77.3% | Reduced |
| Mercer Global Advisors Inc | 10,414 | $2.01M | 0.01% | +1,928+22.7% | Added |
| Comerica Securities,inc. | 10,424 | $2.02M | 0.13% | +173+1.7% | Added |
| Vontobel Holding Ltd. | 10,581 | $2.04M | 0.02% | −254−2.3% | Reduced |
| Aaron Wealth Advisors | 10,613 | $2.05M | 0.57% | +57+0.5% | Added |
| Ameritas Investment Partners, Inc. | 10,664 | $2.06M | 0.07% | −212−1.9% | Reduced |
| Advisor Partners LLC | 10,665 | $2.06M | 0.12% | −948−8.2% | Reduced |
| Gotham Asset Management, LLC | 10,669 | $2.06M | 0.07% | +3,152+41.9% | Added |
| Walleye Trading LLC | 10,744 | $2.08M | 0.03% | +5,732+114.4% | Added |
| Cookson Peirce & Co Inc | 10,764 | $2.08M | 0.12% | −138−1.3% | Reduced |
| Boenning & Scattergood, Inc. | 10,857 | $2.10M | 0.34% | 00.0% | Unchanged |