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 |
|---|---|---|---|---|---|
| Ami Investment Management Inc | 4,483 | $867.0K | 0.36% | −1,975−30.6% | Reduced |
| Sandy Cove Advisors, LLC | 4,450 | $860.0K | 0.72% | +4,450 | New |
| PFS Partners, LLC | 4,448 | $859.8K | 0.64% | +4,448 | New |
| Benjamin F. Edwards & Company, Inc. | 4,444 | $859.0K | 0.04% | +271+6.5% | Added |
| AMG National Trust Bank | 4,440 | $858.0K | 0.03% | −1,105−19.9% | Reduced |
| Beacon Pointe Advisors, LLC | 4,431 | $857.0K | 0.02% | −16,047−78.4% | Reduced |
| Central Trust Co | 4,415 | $853.0K | 0.02% | +303+7.4% | Added |
| Desjardins Global Asset Management Inc. | 4,416 | $853.0K | 0.07% | +4,416 | New |
| Cetera Investment Advisers | 4,404 | $851.0K | 0.01% | −105−2.3% | Reduced |
| Private Capital Management LLC | 4,395 | $850.0K | 0.29% | +135+3.2% | Added |
| Baldwin Investment Management, LLC | 4,375 | $846.0K | 0.22% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,371 | $845.0K | 0.04% | +2,639+152.4% | Added |
| Blackhawk Capital Partners LLC. | 4,366 | $844.0K | 0.51% | −287−6.2% | Reduced |
| Trust Asset Management LLC | 4,361 | $843.0K | 0.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,317 | $835.0K | 0.01% | −662−13.3% | Reduced |
| WealthShield Partners, LLC | 4,308 | $833.0K | 0.14% | +410+10.5% | Added |
| Financial Advocates Investment Management | 4,306 | $832.0K | 0.06% | −13−0.3% | Reduced |
| Cambridge Trust Co | 4,296 | $831.0K | 0.03% | +2,600+153.3% | Added |
| TFG Advisers LLC | 4,292 | $830.0K | 0.36% | +18+0.4% | Added |
| Monte Financial Group, LLC | 4,291 | $830.0K | 0.44% | +59+1.4% | Added |
| Essex Financial Services, Inc. | 4,262 | $824.0K | 0.08% | +87+2.1% | Added |
| Winton Group Ltd | 4,253 | $822.0K | 0.05% | −1,616−27.5% | Reduced |
| Quent Capital, LLC | 4,248 | $821.0K | 0.17% | +4,248 | New |
| Deseret Mutual Benefit Administrators | 4,243 | $820.0K | 0.14% | −973−18.7% | Reduced |
| Canvas Wealth Advisors, LLC | 4,225 | $817.0K | 0.29% | −3,024−41.7% | Reduced |
| Sciencast Management LP | 4,184 | $816.0K | 0.14% | −2,037−32.7% | Reduced |
| CSU Producer Resources, Inc. | 4,213 | $814.0K | 2.92% | 00.0% | Unchanged |
| Metatron Capital SICAV plc | 4,200 | $811.9K | 0.77% | +4,200 | New |
| Dorsey & Whitney Trust CO LLC | 4,178 | $807.0K | 0.07% | +170+4.2% | Added |
| 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 |
| Forum Financial Management, LP | 4,148 | $802.0K | 0.04% | +4,148 | New |
| Inscription Capital, LLC | 4,119 | $799.0K | 0.22% | +201+5.1% | Added |
| 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 |
| FRG Family Wealth Advisors LLC | 4,073 | $787.0K | 0.15% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,073 | $786.0K | 0.06% | −1,096−21.2% | Reduced |
| Roundview Capital LLC | 4,059 | $785.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| ASB Consultores, LLC | 4,023 | $778.0K | 0.38% | +4,023 | New |
| Sicart Associates LLC | 4,000 | $776.0K | 0.20% | −535−11.8% | Reduced |
| 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 |
| Dixon Hubard Feinour & Brown Inc | 4,001 | $773.0K | 0.07% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 3,992 | $772.0K | 0.31% | +1,124+39.2% | Added |
| Henshaw Capital LLC | 3,984 | $770.2K | 0.04% | −910−18.6% | Reduced |
| 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 |
| FC Advisory LLC | 3,964 | $766.0K | 0.32% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,945 | $763.0K | 0.04% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,937 | $761.0K | 0.13% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,890 | $752.0K | 0.09% | −40−1.0% | Reduced |
| 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 |
| 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 |
| CFO4Life Group, LLC | 3,836 | $741.0K | 0.15% | +397+11.5% | Added |
| Jacobi Capital Management LLC | 3,824 | $739.0K | 0.09% | −140−3.5% | Reduced |
| Cetera Advisors LLC | 3,811 | $737.0K | 0.01% | −325−7.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,788 | $732.0K | 0.02% | −151−3.8% | Reduced |
| 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 |
| Eqis Capital Management, Inc. | 3,769 | $729.0K | 0.05% | +606+19.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,759 | $727.0K | 0.05% | +3,759 | New |
| Assenagon Asset Management S.A. | 3,751 | $725.0K | 0.00% | −12,681−77.2% | Reduced |
| 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 |
| Epiq Partners, LLC | 3,714 | $718.0K | 0.38% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,695 | $714.0K | 0.02% | +332+9.9% | Added |
| 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 |
| Sound Financial Strategies Group, LLC | 3,642 | $704.0K | 0.35% | −130−3.4% | Reduced |
| GoodHaven Capital Management, LLC | 3,625 | $701.0K | 0.41% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,620 | $700.0K | 0.31% | +3,620 | New |
| Beech Hill Advisors, Inc. | 3,600 | $696.0K | 0.26% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 3,594 | $695.0K | 0.14% | −34−0.9% | Reduced |
| B. Riley Wealth Management, Inc. | 3,570 | $690.0K | 0.05% | +115+3.3% | Added |
| Orion Portfolio Solutions, LLC | 3,535 | $683.0K | 0.02% | +286+8.8% | Added |
| Compton Capital Management Inc | 3,529 | $682.0K | 0.18% | −75−2.1% | 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 |
| Ballast, Inc. | 3,443 | $665.0K | 0.26% | −100−2.8% | Reduced |
| Northstar Asset Management LLC | 3,400 | $657.0K | 0.15% | +110+3.3% | Added |
| Headinvest, LLC | 3,395 | $656.0K | 0.12% | −170−4.8% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $655.0K | 0.33% | 00.0% | Unchanged |
| 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 |
| 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 |
| Stokes Family Office, LLC | 3,280 | $634.0K | 0.08% | +73+2.3% | 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 |
| Waldron Private Wealth LLC | 3,242 | $629.0K | 0.03% | +157+5.1% | Added |
| Thompson Siegel & Walmsley LLC | 3,233 | $625.0K | 0.01% | 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 |
| Nichols & Pratt Advisers LLP | 3,165 | $612.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 3,151 | $609.0K | 0.12% | +41+1.3% | Added |