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 |
|---|---|---|---|---|---|
| Legacy Private Trust Co. | 1,508 | $292.0K | 0.02% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Renaissance Group LLC | 1,465 | $283.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sigma Planning Corp | 1,453 | $281.0K | 0.01% | +96+7.1% | 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 |
| First Horizon Advisors, Inc. | 1,446 | $279.0K | 0.01% | +376+35.1% | Added |
| Zacks Investment Management | 1,437 | $278.0K | 0.00% | +1,437 | New |
| First Affirmative Financial Network | 1,433 | $277.0K | 0.25% | +76+5.6% | Added |
| Carson Advisory Inc. | 1,415 | $274.0K | 0.28% | +1,415 | New |
| 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 |
| 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 |
| ProVise Management Group, LLC | 1,393 | $269.0K | 0.02% | −105−7.0% | Reduced |
| Strategic Advisors LLC | 1,393 | $269.0K | 0.04% | +12+0.9% | Added |
| Delphia (USA) Inc. | 1,393 | $269.0K | 0.29% | +1,393 | New |
| Peak Planning Group, LLC | 1,382 | $267.2K | 0.20% | −5−0.4% | Reduced |
| Perpetual Investment Management Ltd | 1,379 | $267.0K | 0.03% | −47,482−97.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,377 | $266.0K | 0.02% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,379 | $266.0K | 0.33% | +39+2.9% | Added |
| Integrated Advisors Network LLC | 1,376 | $266.0K | 0.02% | +46+3.5% | Added |
| Wealthspire Advisors, LLC | 1,370 | $265.0K | 0.01% | −3,155−69.7% | Reduced |
| Means Investment Co., Inc. | 1,371 | $265.0K | 0.05% | +2+0.1% | Added |
| Advisors Capital Management, LLC | 1,356 | $262.0K | 0.01% | −57−4.0% | Reduced |
| West Bancorporation Inc | 1,345 | $260.0K | 0.20% | +1,345 | New |
| Clifford Swan Investment Counsel LLC | 1,339 | $259.0K | 0.01% | 00.0% | Unchanged |
| CPWM, LLC | 1,490 | $258.0K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,337 | $258.0K | 0.10% | −20−1.5% | Reduced |
| Berkeley Capital Partners, LLC | 1,334 | $258.0K | 0.11% | +2+0.2% | Added |
| Proequities, Inc. | 1,325 | $257.0K | 0.01% | −16−1.2% | Reduced |
| ACG Wealth | 1,324 | $256.0K | 0.04% | +2+0.2% | Added |
| Guerra Pan Advisors, LLC | 1,326 | $256.0K | 0.25% | +1,326 | New |
| Axiom Financial Strategies, LLC | 1,312 | $254.0K | 0.12% | −95−6.8% | Reduced |
| Gould Asset Management LLC | 1,311 | $253.0K | 0.07% | +1,311 | New |
| Fosun International Ltd | 1,295 | $252.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,298 | $251.0K | 0.02% | +583+81.5% | Added |
| Moloney Securities Asset Management, LLC | 1,286 | $249.0K | 0.04% | 00.0% | Unchanged |
| Norway Savings Bank | 1,283 | $248.0K | 0.11% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,278 | $247.0K | 0.13% | −743−36.8% | Reduced |
| Valeo Financial Advisors, LLC | 1,277 | $247.0K | 0.01% | −19−1.5% | Reduced |
| Arete Wealth Advisors, LLC | 1,273 | $246.0K | 0.02% | +1,273 | New |
| Prestige Wealth Management Group LLC | 1,248 | $242.0K | 0.06% | +47+3.9% | Added |
| Sunflower Bank, N.A. | 1,246 | $241.0K | 0.03% | −122−8.9% | Reduced |
| Cadence Bank NA | 1,242 | $240.0K | 0.07% | 00.0% | Unchanged |
| Advisory Resource Group | 1,219 | $240.0K | 0.08% | +1,219 | New |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $236.0K | 0.07% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,218 | $236.0K | 0.10% | +1+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 1,222 | $236.0K | 0.02% | +1,222 | New |
| WSFS Capital Management, LLC | 1,215 | $235.0K | 0.09% | +7+0.6% | Added |
| CX Institutional | 1,208 | $234.0K | 0.02% | −2−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,210 | $234.0K | 0.05% | +1,210 | New |
| Adams Chetwood Wealth Management LLC | 1,203 | $233.0K | 0.16% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,198 | $233.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,206 | $233.0K | 0.07% | +1,206 | New |
| Notis-McConarty Edward | 1,200 | $232.0K | 0.08% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,200 | $232.0K | 0.14% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,195 | $231.0K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,197 | $231.0K | 0.01% | +1,197 | New |
| Kavar Capital Partners Group, LLC | 1,191 | $230.0K | 0.05% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,190 | $230.0K | 0.13% | +1,190 | New |
| Endurance Wealth Management, Inc. | 1,189 | $229.0K | 0.02% | −34−2.8% | Reduced |
| Intersect Capital LLC | 1,187 | $229.0K | 0.04% | +1,187 | New |
| First Financial Bank - Trust Division | 1,183 | $228.0K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,173 | $227.0K | 0.05% | −28−2.3% | Reduced |
| Parthenon LLC | 1,174 | $227.0K | 0.03% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 1,170 | $226.0K | 0.16% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,161 | $224.0K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,157 | $224.0K | 0.01% | +1,157 | New |
| Bickling Financial Services, Inc. | 1,159 | $224.0K | 0.11% | +1,159 | New |
| Edge Capital Group, LLC | 1,155 | $223.0K | 0.02% | −5−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,154 | $223.0K | 0.01% | +1,154 | New |
| Vantage Consulting Group Inc | 1,155 | $223.0K | 0.06% | +1,155 | New |
| Syntax Advisors, LLC | 1,155 | $223.0K | 0.16% | +1,155 | New |
| Atlantic Union Bankshares Corp | 1,141 | $221.0K | 0.02% | +1,141 | New |
| Foster Dykema Cabot & Co Inc | 1,141 | $221.0K | 0.02% | +1,141 | New |
| Titleist Asset Management, Ltd. | 1,144 | $221.0K | 0.04% | +1,144 | New |
| HBK Sorce Advisory LLC | 1,145 | $221.0K | 0.01% | +1,145 | New |
| Occudo Quantitative Strategies LP | 1,143 | $221.0K | 0.02% | +1,143 | New |
| Van Hulzen Asset Management, LLC | 1,140 | $220.0K | 0.02% | +1,140 | New |
| Caldwell Trust Co | 1,131 | $218.6K | 0.03% | +22+2.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,128 | $218.0K | 0.01% | −84−6.9% | Reduced |
| Hanson & Doremus Investment Management | 1,116 | $216.0K | 0.05% | +150+15.5% | Added |
| Zions Bancorporation, N.A. | 1,113 | $215.0K | 0.02% | +27+2.5% | Added |
| Avidian Wealth Solutions, LLC | 1,115 | $215.0K | 0.01% | +1,115 | New |
| M&G Investment Management Ltd | 1,110 | $214.0K | 0.00% | −249−18.3% | Reduced |