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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 2,110 | $408.0K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,100 | $406.0K | 0.98% | −900−30.0% | Reduced |
| 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 |
| 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 |
| Dodge & Cox | 2,069 | $400.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 2,052 | $397.0K | 0.41% | +2,052 | New |
| NatWest Group plc | 2,050 | $396.0K | 0.20% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Proficio Capital Partners LLC | 2,019 | $390.0K | 0.05% | −31−1.5% | Reduced |
| 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 |
| SeaCrest Wealth Management, LLC | 2,007 | $388.0K | 0.04% | +23+1.2% | 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 |
| Williams Jones Wealth Management, LLC. | 1,996 | $386.0K | 0.00% | +53+2.7% | Added |
| 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 |
| 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 |
| Joel Isaacson & Co., LLC | 1,955 | $378.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| JT Stratford LLC | 1,903 | $368.0K | 0.10% | +1,903 | 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 |
| 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 |
| Farmers National Bank | 1,885 | $364.4K | 0.12% | −106−5.3% | Reduced |
| HighTower Trust Services, LTA | 1,873 | $362.0K | 0.04% | +1,873 | New |
| Field & Main Bank | 1,855 | $359.0K | 0.21% | −150−7.5% | Reduced |
| Advisor Resource Council | 1,835 | $355.0K | 0.03% | +1,835 | New |
| Stonebridge Capital Management Inc | 1,826 | $353.0K | 0.12% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,818 | $351.4K | 0.05% | 00.0% | Unchanged |
| Putnam Investments LLC | 1,818 | $351.0K | 0.00% | −43−2.3% | Reduced |
| Associated Banc-Corp | 1,803 | $349.0K | 0.01% | +199+12.4% | Added |
| 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 |
| Voya Financial Advisors, Inc. | 1,779 | $344.0K | 0.04% | −146−7.6% | Reduced |
| 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 |
| 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 |
| 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 |
| Stock Yards Bank & Trust Co | 1,734 | $335.0K | 0.02% | +1,734 | New |
| 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 |
| Bank of New Hampshire | 1,700 | $329.0K | 0.08% | −1,300−43.3% | Reduced |
| 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 |
| Fisher Asset Management, LLC | 1,684 | $326.0K | 0.00% | +1,684 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,674 | $324.0K | 0.06% | −195−10.4% | Reduced |
| 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 |
| 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 |
| Penserra Capital Management LLC | 1,657 | $320.0K | 0.01% | +243+17.2% | Added |
| 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 |
| 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 |
| Center For Asset Management LLC | 1,639 | $317.0K | 0.23% | +1,639 | New |
| 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 |
| 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 |
| Family Management Corp | 1,606 | $310.0K | 0.08% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,600 | $309.0K | 0.15% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,587 | $308.0K | 0.59% | +21+1.3% | Added |
| QP Wealth Management, LLC | 1,585 | $306.0K | 0.32% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,576 | $305.0K | 0.08% | −4−0.3% | Reduced |
| F3Logic, LLC | 1,580 | $304.0K | 0.04% | +1,580 | New |
| 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 |
| 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 |
| 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 |