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; 2,172 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, Q1 2022
Institutional positions in Chubb Ltd as of Mar 31, 2022. 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
- 1,405
- +91 vs. Q4 2021
- Shares held
- 380.7M
- +2.65M (+0.7%) vs. Q4 2021
- Total value
- $80.4B
- +$7.47B (+10.2%) vs. Q4 2021
- New holders
- 169
- 527 more added
- Sold out
- 78
- 490 more reduced
16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,172 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 941 | $201.0K | 0.04% | −250−21.0% | Reduced |
| Zacks Investment Management | 943 | $202.0K | 0.00% | −494−34.4% | Reduced |
| Abbrea Capital, LLC | 942 | $202.0K | 0.03% | +942 | New |
| Baker Tilly Wealth Management, LLC | 947 | $203.0K | 0.02% | −1,956−67.4% | Reduced |
| Tranquility Partners, LLC | 951 | $203.0K | 0.10% | +951 | New |
| Somerset Group LLC | 954 | $204.0K | 0.15% | +954 | New |
| Alera Investment Advisors, LLC | 960 | $205.0K | 0.05% | +960 | New |
| Vantage Consulting Group Inc | 967 | $207.0K | 0.08% | −188−16.3% | Reduced |
| Syntax Advisors, LLC | 967 | $207.0K | 0.17% | −188−16.3% | Reduced |
| Barry Investment Advisors, LLC | 966 | $207.0K | 0.05% | +966 | New |
| Patron Partners Advisors, LLC | 976 | $208.0K | 0.14% | +976 | New |
| Axxcess Wealth Management, LLC | 978 | $209.0K | 0.02% | +978 | New |
| McIlrath & Eck, LLC | 990 | $212.0K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 993 | $213.0K | 0.01% | +993 | New |
| Symphony Financial, Ltd. Co. | 1,001 | $213.0K | 0.05% | +1,001 | New |
| Cullinan Associates Inc | 1,000 | $214.0K | 0.01% | +1,000 | New |
| Alpha Cubed Investments, LLC | 1,000 | $214.0K | 0.01% | +1,000 | New |
| Rosenbaum Jay D. | 1,000 | $214.0K | 0.34% | +1,000 | New |
| Omnia Family Wealth, LLC | 999 | $214.0K | 0.14% | +999 | New |
| Howard Capital Management Inc. | 1,007 | $215.0K | 0.05% | +1,007 | New |
| Arden Trust Co | 1,010 | $216.0K | 0.04% | −746−42.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,010 | $216.0K | 0.03% | +12+1.2% | Added |
| Concord Wealth Partners | 1,009 | $216.0K | 0.06% | +47+4.9% | Added |
| Smith Shellnut Wilson LLC | 1,015 | $217.0K | 0.11% | +1,015 | New |
| Northstar Group, Inc. | 1,022 | $218.0K | 0.05% | −20−1.9% | Reduced |
| RBF Capital, LLC | 1,000 | $218.0K | 0.01% | +1,000 | New |
| VeraBank, N.A. | 1,018 | $218.0K | 0.11% | +1,018 | New |
| Adviser Investments LLC | 1,030 | $220.0K | 0.01% | −11−1.1% | Reduced |
| Essex Savings Bank | 1,031 | $220.0K | 0.07% | −2−0.2% | Reduced |
| Salzhauer Michael | 1,028 | $220.0K | 0.10% | +1,028 | New |
| Chicago Partners Investment Group LLC | 1,060 | $220.0K | 0.02% | +1,060 | New |
| Atwater Malick LLC | 1,030 | $220.0K | 0.11% | +1,030 | New |
| Duncker Streett & Co Inc | 1,033 | $221.0K | 0.04% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 1,032 | $221.0K | 0.22% | +1,032 | New |
| Reynders McVeigh Capital Management, LLC | 1,039 | $222.0K | 0.01% | −115−10.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $222.0K | 0.14% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,041 | $223.0K | 0.05% | +330+46.4% | Added |
| Tower Bridge Advisors | 1,044 | $223.3K | 0.01% | +1,044 | New |
| Benjamin Edwards Inc | 1,047 | $224.0K | 0.07% | +158+17.8% | Added |
| Steel Peak Wealth Management LLC | 1,049 | $224.0K | 0.01% | +1,049 | New |
| Financial Advisors, LLC | 1,050 | $225.0K | 0.07% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,055 | $225.0K | 0.16% | +114+12.1% | Added |
| Boston Financial Mangement LLC | 1,052 | $225.0K | 0.01% | +1,052 | New |
| Firethorn Wealth Partners, LLC | 1,057 | $226.0K | 0.17% | −3−0.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,057 | $226.0K | 0.06% | +18+1.7% | Added |
| Perigon Wealth Management, LLC | 1,057 | $226.0K | 0.02% | +1,057 | New |
| Evoke Wealth, LLC | 1,060 | $228.0K | 0.01% | −73−6.4% | Reduced |
| CoreCap Advisors, LLC | 1,066 | $228.0K | 0.02% | +226+26.9% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,065 | $229.0K | 0.14% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,077 | $230.0K | 0.01% | −29−2.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,075 | $230.0K | 0.18% | +1,075 | New |
| Prime Capital Investment Advisors, LLC | 1,197 | $231.0K | 0.01% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 1,080 | $231.0K | 0.03% | +1+0.1% | Added |
| HBK Sorce Advisory LLC | 1,085 | $232.0K | 0.01% | −60−5.2% | Reduced |
| Souders Financial Advisors | 1,086 | $232.0K | 0.07% | +1,086 | New |
| McLean Asset Management Corp | 1,091 | $233.0K | 0.17% | +19+1.8% | Added |
| One + One Wealth Management, LLC | 1,092 | $234.0K | 0.16% | −78−6.7% | Reduced |
| Titleist Asset Management, Ltd. | 1,092 | $234.0K | 0.05% | −52−4.5% | Reduced |
| Clarus Group, Inc. | 1,093 | $234.0K | 0.16% | +1,093 | New |
| New Jersey Better Educational Savings Trust | 1,100 | $235.0K | 0.57% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,111 | $238.0K | 0.01% | −245−18.1% | Reduced |
| Echo Street Capital Management LLC | 1,112 | $238.0K | 0.00% | +1,112 | New |
| NuWave Investment Management, LLC | 1,114 | $238.0K | 0.32% | +1,114 | New |
| Canvas Wealth Advisors, LLC | 1,149 | $239.0K | 0.09% | −3,076−72.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,124 | $240.0K | 0.05% | −3,865−77.5% | Reduced |
| DSC Advisors, L.P. | 1,126 | $241.0K | 0.19% | +1,126 | New |
| Strategic Advisors LLC | 1,139 | $243.0K | 0.04% | −254−18.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,141 | $244.0K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,140 | $244.0K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 1,141 | $244.0K | 0.02% | +1,141 | New |
| Oakworth Capital, Inc. | 1,148 | $245.0K | 0.02% | −515−31.0% | Reduced |
| Aua Capital Management, LLC | 1,150 | $246.0K | 0.13% | −50−4.2% | Reduced |
| Endowment Wealth Management, Inc. | 1,149 | $246.0K | 0.26% | +102+9.7% | Added |
| Buckingham Strategic Partners | 1,157 | $247.0K | 0.02% | +1,157 | New |
| QCM Cayman, Ltd. | 1,158 | $248.0K | 1.09% | +1,158 | New |
| Coastal Investment Advisors, Inc. | 1,166 | $249.0K | 0.05% | −7−0.6% | Reduced |
| Bickling Financial Services, Inc. | 1,163 | $249.0K | 0.13% | +4+0.3% | Added |
| Gyon Technologies Capital Management, LP | 1,167 | $250.0K | 0.18% | −18,435−94.0% | Reduced |
| Zions Bancorporation, N.A. | 1,168 | $250.0K | 0.02% | +55+4.9% | Added |
| Sigma Planning Corp | 1,171 | $251.0K | 0.01% | −282−19.4% | Reduced |
| Parthenon LLC | 1,174 | $251.0K | 0.04% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 1,182 | $253.0K | 0.02% | +1,182 | New |
| Appleton Partners Inc | 1,194 | $255.0K | 0.02% | −330−21.7% | Reduced |
| ACG Wealth | 1,190 | $255.0K | 0.05% | −134−10.1% | Reduced |
| Kensington Investment Counsel, LLC | 1,190 | $255.0K | 0.17% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,190 | $255.0K | 0.02% | +1,190 | New |
| Kistler-Tiffany Companies, LLC | 1,195 | $256.0K | 0.05% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 1,203 | $257.0K | 0.15% | 00.0% | Unchanged |
| Notis-McConarty Edward | 1,200 | $257.0K | 0.09% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,205 | $258.0K | 0.05% | −81−6.3% | Reduced |
| Diligent Investors, LLC | 1,206 | $258.0K | 0.07% | 00.0% | Unchanged |
| Graypoint LLC | 1,207 | $258.0K | 0.03% | +119+10.9% | Added |
| Caldwell Trust Co | 1,208 | $258.4K | 0.03% | +77+6.8% | Added |
| First Financial Bank - Trust Division | 1,207 | $259.0K | 0.03% | +24+2.0% | Added |
| Johnson Financial Group, Inc. | 1,216 | $260.0K | 0.02% | −82−6.3% | Reduced |
| Arete Wealth Advisors, LLC | 1,221 | $261.0K | 0.02% | −52−4.1% | Reduced |
| Quaker Wealth Management, LLC | 1,220 | $261.0K | 0.11% | +2+0.2% | Added |
| Sunflower Bank, N.A. | 1,226 | $262.0K | 0.04% | −20−1.6% | Reduced |
| Excalibur Management Corp | 1,244 | $266.0K | 0.12% | −93−7.0% | Reduced |
| Resonant Capital Advisors, LLC | 1,223 | $266.0K | 0.04% | +1,223 | New |