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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 3,150 | $608.0K | 0.01% | +34+1.1% | Added |
| Trexquant Investment LP | 3,140 | $607.0K | 0.04% | +3,140 | New |
| Clarius Group, LLC | 3,087 | $597.0K | 0.05% | +128+4.3% | Added |
| Private Portfolio Partners LLC | 3,086 | $596.6K | 0.15% | +10.0% | Added |
| Shelton Capital Management | 3,084 | $596.0K | 0.02% | −136−4.2% | Reduced |
| HMS Capital Management, LLC | 3,083 | $596.0K | 0.26% | +474+18.2% | Added |
| Principle Wealth Partners LLC | 3,077 | $595.0K | 0.06% | +6+0.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,044 | $589.0K | 0.37% | −201−6.2% | Reduced |
| Symmetry Partners, LLC | 3,019 | $584.0K | 0.04% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,021 | $584.0K | 0.08% | +3,021 | New |
| Cito Capital Group, LLC | 3,000 | $582.0K | 0.24% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,002 | $580.4K | 0.02% | +39+1.3% | Added |
| Outfitter Financial LLC | 3,000 | $580.0K | 0.43% | 00.0% | Unchanged |
| Finivi Inc. | 3,000 | $579.9K | 0.61% | +3,000 | New |
| Optimum Investment Advisors | 2,990 | $578.0K | 0.23% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,981 | $576.0K | 0.01% | +2,981 | New |
| Engine No. 1 LLC | 2,948 | $570.0K | 0.12% | +579+24.4% | Added |
| Disciplined Growth Investors Inc | 2,948 | $570.0K | 0.01% | +2,948 | New |
| Tributary Capital Management, LLC | 2,945 | $569.0K | 0.04% | −120−3.9% | Reduced |
| First American Bank | 2,941 | $568.0K | 0.03% | −484−14.1% | Reduced |
| Atlas Private Wealth Management | 2,926 | $566.0K | 0.32% | +66+2.3% | Added |
| International Assets Investment Management, LLC | 2,910 | $563.0K | 0.10% | −201−6.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,903 | $561.0K | 0.06% | +36+1.3% | Added |
| Bull Street Advisors, LLC | 2,880 | $557.0K | 0.27% | +170+6.3% | Added |
| Angeles Investment Advisors, LLC | 2,870 | $557.0K | 0.03% | +185+6.9% | Added |
| Coldstream Capital Management Inc | 2,879 | $557.0K | 0.02% | +2,879 | New |
| Parallel Advisors, LLC | 2,873 | $555.0K | 0.02% | +278+10.7% | Added |
| Henry James International Management, Inc. | 2,858 | $552.0K | 0.17% | +544+23.5% | Added |
| GSB Wealth Management, LLC | 2,824 | $546.0K | 0.16% | +2,824 | New |
| Saturna Capital CORP | 2,810 | $543.0K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 2,809 | $543.0K | 0.03% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,798 | $541.0K | 0.33% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,792 | $540.0K | 0.06% | −52−1.8% | Reduced |
| CWM, LLC | 2,784 | $538.0K | 0.00% | +2,784 | New |
| Traphagen Investment Advisors LLC | 2,779 | $537.1K | 0.09% | +2+0.1% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $535.0K | 0.39% | +250+9.9% | Added |
| TD Waterhouse Canada Inc. | 2,238 | $532.9K | 0.01% | +2,238 | New |
| Vicus Capital | 2,488 | $528.0K | 0.05% | +2,488 | New |
| Baxter Bros Inc | 2,712 | $524.0K | 0.08% | 00.0% | Unchanged |
| City State Bank | 2,703 | $523.0K | 0.32% | +2,703 | New |
| Jaffetilchin Investment Partners, LLC | 2,696 | $521.0K | 0.05% | +150+5.9% | Added |
| Rossmore Private Capital | 2,694 | $521.0K | 0.08% | +318+13.4% | Added |
| Exencial Wealth Advisors, LLC | 2,695 | $521.0K | 0.03% | +2,695 | New |
| Eagle Asset Management Inc | 2,660 | $513.0K | 0.00% | −1,846−41.0% | Reduced |
| Savant Capital, LLC | 2,649 | $512.0K | 0.02% | +437+19.8% | Added |
| Cross Staff Investments Inc | 2,649 | $512.0K | 0.46% | +2,649 | New |
| KB Financial Partners, LLC | 2,639 | $510.0K | 0.15% | +270+11.4% | Added |
| Hemenway Trust Co LLC | 2,629 | $508.0K | 0.05% | −531−16.8% | Reduced |
| Tyler-Stone Wealth Management | 2,625 | $507.0K | 0.27% | +2,625 | New |
| EP Wealth Advisors, LLC | 2,582 | $499.0K | 0.01% | +1,115+76.0% | Added |
| Laffer Tengler Investments | 2,576 | $498.0K | 0.14% | +332+14.8% | Added |
| First City Capital Management, Inc. | 2,398 | $495.0K | 0.28% | −25−1.0% | Reduced |
| Signaturefd, LLC | 2,558 | $494.0K | 0.02% | +374+17.1% | Added |
| Quadrant Capital Group LLC | 2,535 | $490.0K | 0.06% | +108+4.4% | Added |
| Bowen Hanes & Co Inc | 2,510 | $485.0K | 0.01% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 2,494 | $482.0K | 0.24% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,461 | $476.0K | 0.01% | +2,461 | New |
| 1st Source Bank | 2,438 | $471.0K | 0.03% | +69+2.9% | Added |
| 1776 Wealth LLC | 2,424 | $469.0K | 0.25% | −38−1.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,428 | $469.0K | 0.15% | 00.0% | Unchanged |
| Everett Harris & Co | 2,419 | $468.0K | 0.01% | 00.0% | Unchanged |
| Markston International LLC | 2,414 | $467.0K | 0.47% | −10−0.4% | Reduced |
| Valley Brook Capital Group | 2,411 | $466.0K | 0.40% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,407 | $465.0K | 0.11% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,402 | $464.0K | 0.10% | +42+1.8% | Added |
| Colony Group LLC | 2,390 | $462.0K | 0.01% | +217+10.0% | Added |
| Ritholtz Wealth Management | 2,380 | $460.0K | 0.03% | +275+13.1% | Added |
| Leavell Investment Management, Inc. | 2,367 | $459.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 2,365 | $457.0K | 0.06% | +2,365 | New |
| HM Payson & Co | 2,341 | $453.0K | 0.01% | −308−11.6% | Reduced |
| Parkside Financial Bank & Trust | 2,331 | $451.0K | 0.11% | −366−13.6% | Reduced |
| Western Wealth Management, LLC | 2,325 | $450.0K | 0.04% | +2,325 | New |
| NEXT Financial Group, Inc | 2,325 | $449.0K | 0.03% | +612+35.7% | Added |
| Engineers Gate Manager LP | 2,315 | $448.0K | 0.02% | +471+25.5% | Added |
| BKD Wealth Advisors, LLC | 2,311 | $447.0K | 0.02% | +33+1.4% | Added |
| Cypress Capital Management LLC | 2,302 | $445.0K | 0.05% | −150−6.1% | Reduced |
| Sky Investment Group LLC | 2,297 | $444.0K | 0.09% | −30−1.3% | Reduced |
| Earnest Partners LLC | 2,270 | $439.0K | 0.00% | −117−4.9% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $439.0K | 0.15% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 2,250 | $435.0K | 0.05% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,250 | $435.0K | 0.21% | +2,250 | New |
| Pointe Capital Management LLC | 2,243 | $434.0K | 0.27% | 00.0% | Unchanged |
| DCM Advisors, LLC | 2,244 | $434.0K | 0.13% | +2,244 | New |
| D. E. Shaw & Co., Inc. | 2,241 | $433.0K | 0.00% | +2,241 | New |
| Mutual Advisors, LLC | 2,202 | $426.0K | 0.02% | −150−6.4% | Reduced |
| Arjuna Capital | 2,198 | $425.0K | 0.16% | +358+19.5% | Added |
| DAGCO, Inc. | 2,195 | $424.0K | 0.17% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,174 | $420.0K | 0.22% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,175 | $420.0K | 0.03% | +50+2.4% | Added |
| Clearview Wealth Advisors LLC | 2,164 | $418.0K | 0.25% | +116+5.7% | Added |
| Meridian Wealth Management, LLC | 2,161 | $418.0K | 0.04% | +441+25.6% | Added |
| Websterrogers Financial Advisors, LLC | 2,160 | $418.0K | 0.09% | +2,160 | New |
| Financial & Tax Architects, LLC | 2,158 | $417.2K | 0.17% | −158−6.8% | Reduced |
| Affinity Wealth Management LLC | 2,141 | $416.0K | 0.09% | −99−4.4% | Reduced |
| Wealthsource Partners, LLC | 2,152 | $416.0K | 0.03% | +77+3.7% | Added |
| Braun-Bostich & Associates Inc. | 2,141 | $416.0K | 0.10% | +2,141 | New |
| Windsor Group LTD | 2,124 | $415.0K | 0.08% | +2,124 | New |
| Marshall Wace, LLP | 2,131 | $412.0K | 0.00% | +2,131 | New |
| X-Square Capital, LLC | 2,119 | $410.0K | 0.21% | +247+13.2% | Added |
| Phoenix Wealth Advisors | 2,123 | $410.0K | 0.31% | +1,722+429.4% | Added |