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 |
|---|---|---|---|---|---|
| IBM Retirement Fund | 7,270 | $1.41M | 0.17% | −5,060−41.0% | Reduced |
| SRB Corp | 7,190 | $1.39M | 0.07% | −2,001−21.8% | Reduced |
| Citizens National Bank Trust Department | 7,157 | $1.38M | 0.53% | −5,689−44.3% | Reduced |
| Avalon Investment & Advisory | 7,083 | $1.37M | 0.03% | −6,262−46.9% | Reduced |
| Level Four Advisory Services, LLC | 7,069 | $1.37M | 0.10% | +1,468+26.2% | 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 |
| Aurora Investment Counsel | 7,037 | $1.36M | 0.81% | +1,185+20.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,026 | $1.36M | 0.01% | −671−8.7% | Reduced |
| McRae Capital Management Inc | 7,004 | $1.35M | 0.28% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 6,991 | $1.35M | 0.10% | −9,192−56.8% | Reduced |
| Naples Global Advisors, LLC | 6,883 | $1.33M | 0.15% | −90−1.3% | Reduced |
| Magnolia Capital Advisors LLC | 6,854 | $1.32M | 0.39% | +250+3.8% | Added |
| Citizens Business Bank | 6,850 | $1.32M | 0.16% | −2,000−22.6% | Reduced |
| Moors & Cabot, Inc. | 6,771 | $1.31M | 0.08% | −601−8.2% | Reduced |
| Davidson Trust Co | 6,700 | $1.29M | 0.89% | −80−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,548 | $1.29M | 0.02% | +6,548 | New |
| TD Private Client Wealth LLC | 6,622 | $1.28M | 0.05% | −240−3.5% | 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 |
| Columbia Asset Management | 6,561 | $1.27M | 0.26% | −235−3.5% | Reduced |
| Aigen Investment Management, LP | 7,027 | $1.25M | 0.08% | −5,662−44.6% | Reduced |
| SkyView Investment Advisors, LLC | 19,117 | $1.25M | 0.28% | +12,655+195.8% | Added |
| Lincoln National Corp | 6,459 | $1.25M | 0.03% | −113−1.7% | Reduced |
| Richard Bernstein Advisors LLC | 6,341 | $1.23M | 0.02% | +6,341 | New |
| Wedbush Securities Inc | 6,327 | $1.22M | 0.05% | +189+3.1% | Added |
| Stratos Wealth Advisors, LLC | 6,319 | $1.22M | 0.09% | +32+0.5% | Added |
| Delphi Management Inc | 6,300 | $1.22M | 1.15% | −60−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 6,293 | $1.22M | 0.09% | −1,292−17.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,270 | $1.21M | 0.73% | +6,270 | New |
| Oak Harbor Wealth Partners, LLC | 6,242 | $1.21M | 0.42% | +6,242 | New |
| 17 Capital Partners, LLC | 6,217 | $1.20M | 1.10% | −498−7.4% | Reduced |
| Venture Visionary Partners LLC | 6,191 | $1.20M | 0.08% | +121+2.0% | Added |
| Balentine LLC | 6,179 | $1.19M | 0.04% | +2,175+54.3% | Added |
| Resources Management Corp | 6,066 | $1.17M | 0.15% | −15−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 6,009 | $1.16M | 0.01% | −660,326−99.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 5,990 | $1.16M | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,980 | $1.16M | 0.09% | +59+1.0% | Added |
| Profund Advisors LLC | 5,943 | $1.15M | 0.04% | −160−2.6% | Reduced |
| Clear Harbor Asset Management, LLC | 5,925 | $1.15M | 0.13% | +109+1.9% | Added |
| San Luis Wealth Advisors LLC | 5,892 | $1.14M | 1.16% | −4,113−41.1% | Reduced |
| Summit Financial, LLC | 5,856 | $1.14M | 0.09% | +1,675+40.1% | Added |
| Stonnington Group, LLC | 5,694 | $1.14M | 0.24% | +4,261+297.3% | Added |
| Strong Tower Advisory Services | 5,850 | $1.13M | 0.60% | −27−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,815 | $1.12M | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,810 | $1.12M | 0.07% | +5,075+690.5% | Added |
| Premier Asset Management LLC | 5,674 | $1.10M | 0.19% | −1,558−21.5% | Reduced |
| TownSquare Capital, LLC | 5,656 | $1.09M | 0.03% | +573+11.3% | Added |
| Silvant Capital Management LLC | 5,628 | $1.09M | 0.19% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 5,644 | $1.09M | 0.00% | +565+11.1% | Added |
| Dynamic Advisor Solutions LLC | 5,627 | $1.09M | 0.08% | +444+8.6% | Added |
| Wellington Shields Capital Management, LLC | 5,612 | $1.08M | 0.14% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,562 | $1.07M | 0.36% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5,560 | $1.07M | 0.03% | +275+5.2% | Added |
| Gateway Investment Advisers LLC | 5,530 | $1.07M | 0.01% | −320−5.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,502 | $1.06M | 0.36% | +33+0.6% | Added |
| Magnetar Financial LLC | 5,487 | $1.06M | 0.01% | +5,487 | New |
| Delta Financial Advisors LLC | 5,485 | $1.06M | 0.43% | +40+0.7% | Added |
| Vestcor Inc | 5,415 | $1.05M | 0.04% | −1,212−18.3% | Reduced |
| Roof Eidam & Maycock | 5,380 | $1.04M | 0.35% | +5,380 | New |
| Exane Derivatives | 5,308 | $1.03M | 0.25% | −2,076−28.1% | Reduced |
| Valmark Advisers, Inc. | 5,256 | $1.02M | 0.02% | −300−5.4% | Reduced |
| Creative Financial Designs Inc | 5,224 | $1.01M | 0.15% | −181−3.3% | Reduced |
| Wintrust Investments LLC | 5,215 | $1.01M | 0.10% | +5,215 | New |
| Claro Advisors LLC | 5,168 | $999.0K | 0.36% | +74+1.5% | Added |
| Ascent Group, LLC | 5,201 | $999.0K | 0.13% | +5,201 | New |
| H. L. Ormond & Company, LLC | 4,790 | $996.0K | 1.17% | +4,790 | New |
| Segall Bryant & Hamill, LLC | 5,136 | $993.0K | 0.01% | +21+0.4% | Added |
| Csenge Advisory Group | 6,050 | $979.0K | 0.09% | +117+2.0% | Added |
| Allworth Financial LP | 5,058 | $978.0K | 0.01% | +620+14.0% | Added |
| Somerville Kurt F | 5,050 | $976.0K | 0.14% | −3,075−37.8% | Reduced |
| Valley National Advisers Inc | 5,048 | $976.0K | 0.18% | 00.0% | Unchanged |
| Private Trust Co NA | 4,993 | $965.0K | 0.13% | +637+14.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,989 | $964.0K | 0.23% | −13,145−72.5% | Reduced |
| Sawtooth Solutions, LLC | 4,938 | $954.0K | 0.11% | +2,728+123.4% | Added |
| Intact Investment Management Inc. | 4,900 | $947.0K | 0.02% | −300−5.8% | Reduced |
| Mill Capital Management, LLC | 4,884 | $944.0K | 0.10% | +4,884 | New |
| CAPROCK Group, Inc. | 4,810 | $934.0K | 0.08% | +366+8.2% | Added |
| Webster Bank, N. A. | 4,825 | $933.0K | 0.10% | +25+0.5% | Added |
| Pekin Hardy Strauss, Inc. | 4,817 | $931.0K | 0.13% | +20.0% | Added |
| CWS Financial Advisors, LLC | 4,792 | $926.0K | 0.33% | +4,792 | New |
| Meridian Wealth Advisors, LLC | 4,748 | $918.0K | 0.22% | +16+0.3% | Added |
| Meristem Family Wealth, LLC | 4,739 | $916.0K | 0.08% | −15−0.3% | Reduced |
| Pearl River Capital, LLC | 4,740 | $916.0K | 0.25% | +4,740 | New |
| Parsons Capital Management Inc | 4,688 | $906.0K | 0.06% | +62+1.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,687 | $906.0K | 0.40% | +1,272+37.2% | Added |
| Evergreen Capital Management LLC | 4,636 | $896.0K | 0.04% | +106+2.3% | Added |
| Meadow Creek Wealth Advisors LLC | 4,634 | $896.0K | 0.85% | +4,634 | New |
| West Michigan Advisors, LLC | 4,604 | $890.0K | 0.66% | +4,604 | New |
| Summitry LLC | 4,600 | $889.0K | 0.05% | +4,600 | New |
| Baader Bank INC | 4,586 | $887.0K | 0.07% | +4,586 | New |
| Qtron Investments LLC | 4,573 | $884.0K | 0.20% | +2,106+85.4% | Added |
| Kestra Private Wealth Services, LLC | 4,542 | $878.0K | 0.04% | +25+0.6% | Added |
| Lakeside Advisors, INC. | 4,528 | $875.0K | 0.65% | +4,528 | New |
| Conning Inc. | 4,523 | $874.0K | 0.02% | −31−0.7% | Reduced |
| Westover Capital Advisors, LLC | 4,522 | $874.0K | 0.25% | +1,510+50.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,500 | $870.0K | 0.05% | +31+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 4,529 | $870.0K | 0.32% | +80+1.8% | Added |
| Regent Investment Management LLC | 4,496 | $869.0K | 0.19% | −34−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,495 | $869.0K | 0.08% | +1,124+33.3% | Added |