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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 1,248 | $267.0K | 0.02% | +1,248 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,253 | $268.0K | 0.05% | −421−25.1% | Reduced |
| WSFS Capital Management, LLC | 1,254 | $268.0K | 0.07% | +39+3.2% | Added |
| Axiom Financial Strategies, LLC | 1,299 | $269.0K | 0.14% | −13−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,264 | $270.0K | 0.04% | −227−15.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,260 | $270.0K | 0.00% | +1,260 | New |
| Norway Savings Bank | 1,271 | $272.0K | 0.12% | −12−0.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,268 | $272.0K | 0.02% | +140+12.4% | Added |
| NorthRock Partners, LLC | 1,270 | $272.0K | 0.02% | +226+21.6% | Added |
| Convergence Investment Partners, LLC | 1,274 | $273.0K | 0.14% | −4−0.3% | Reduced |
| Cadence Bank NA | 1,273 | $273.0K | 0.08% | +31+2.5% | Added |
| DGS Capital Management, LLC | 1,284 | $275.0K | 0.17% | +1,284 | New |
| Advisory Resource Group | 1,291 | $276.0K | 0.09% | +72+5.9% | Added |
| Brighton Jones LLC | 1,287 | $276.0K | 0.01% | +203+18.7% | Added |
| Prestige Wealth Management Group LLC | 1,298 | $277.0K | 0.07% | +50+4.0% | Added |
| Guerra Pan Advisors, LLC | 1,326 | $279.0K | 0.34% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,311 | $280.0K | 0.08% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,310 | $280.0K | 0.05% | +100+8.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,312 | $281.0K | 0.07% | +151+13.0% | Added |
| Destination Wealth Management | 1,318 | $282.0K | 0.01% | +1,318 | New |
| Fisher Asset Management, LLC | 1,323 | $283.0K | 0.00% | −361−21.4% | Reduced |
| Focus Financial Network, Inc. | 1,322 | $283.8K | 0.02% | +1,322 | New |
| Alps Advisors Inc | 1,330 | $284.0K | 0.00% | −414−23.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,339 | $286.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,338 | $286.0K | 0.03% | +197+17.3% | Added |
| Latitude Advisors, LLC | 1,354 | $290.0K | 0.07% | +1,354 | New |
| SlateStone Wealth, LLC | 1,366 | $292.0K | 0.07% | +1,366 | New |
| Means Investment Co., Inc. | 1,373 | $294.0K | 0.05% | +2+0.1% | Added |
| Harrington Investments, INC | 1,379 | $295.0K | 0.18% | −2,280−62.3% | Reduced |
| Perpetual Investment Management Ltd | 1,379 | $295.0K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,379 | $295.0K | 0.12% | +45+3.4% | Added |
| Avidian Wealth Solutions, LLC | 1,377 | $295.0K | 0.02% | +262+23.5% | Added |
| Echo45 Advisors LLC | 1,382 | $296.0K | 0.23% | −64−4.4% | Reduced |
| CPWM, LLC | 1,393 | $298.0K | 0.02% | −97−6.5% | Reduced |
| Tectonic Advisors LLC | 1,400 | $299.0K | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,401 | $300.0K | 0.07% | −213−13.2% | Reduced |
| Hamilton Capital, LLC | 1,405 | $301.0K | 0.02% | −1,885−57.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,414 | $302.0K | 0.09% | +194+15.9% | Added |
| Edge Capital Group, LLC | 1,418 | $303.0K | 0.02% | +263+22.8% | Added |
| Hanson & Doremus Investment Management | 1,420 | $304.0K | 0.07% | +304+27.2% | Added |
| Capital Investment Advisors, LLC | 1,425 | $305.0K | 0.01% | +15+1.1% | Added |
| Legacy Advisors, LLC | 1,432 | $308.0K | 0.06% | +1,432 | New |
| Brandywine Oak Private Wealth LLC | 1,446 | $309.0K | 0.04% | −49−3.3% | Reduced |
| First Citizens Bank & Trust Co | 1,443 | $309.0K | 0.01% | −33−2.2% | Reduced |
| Pictet North America Advisors SA | 1,443 | $309.0K | 0.04% | +43+3.1% | Added |
| Avantax Planning Partners, Inc. | 1,450 | $310.0K | 0.01% | −25−1.7% | Reduced |
| Financial Architects, Inc | 1,448 | $310.0K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,453 | $311.0K | 0.30% | +20+1.4% | Added |
| Carson Advisory Inc. | 1,452 | $311.0K | 0.31% | +37+2.6% | Added |
| Ashfield Capital Partners, LLC | 1,460 | $312.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,465 | $313.0K | 0.01% | 00.0% | Unchanged |
| Mendel Money Management | 1,465 | $313.0K | 0.15% | +1,465 | New |
| CX Institutional | 1,466 | $314.0K | 0.03% | +258+21.4% | Added |
| Fiduciary Group LLC | 1,537 | $315.0K | 0.04% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,474 | $315.0K | 0.25% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,472 | $315.0K | 0.02% | +95+6.9% | Added |
| Geller Advisors LLC | 1,470 | $316.0K | 0.06% | −70−4.5% | Reduced |
| Stanley-Laman Group, Ltd. | 1,498 | $320.0K | 0.04% | +1,498 | New |
| Manchester Capital Management LLC | 1,503 | $321.0K | 0.05% | −472−23.9% | Reduced |
| Commerzbank Aktiengesellschaft | 1,500 | $321.0K | 0.02% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,500 | $321.0K | 0.30% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,500 | $321.0K | 0.27% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,500 | $321.0K | 0.02% | +124+9.0% | Added |
| LCNB Corp | 1,506 | $322.0K | 0.15% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,505 | $322.0K | 0.40% | +1,505 | New |
| BOK Financial Private Wealth, Inc. | 1,512 | $323.0K | 0.02% | +290+23.7% | Added |
| Pluribus Labs, LLC | 1,511 | $323.0K | 1.28% | +1,511 | New |
| Modera Wealth Management, LLC | 1,517 | $324.0K | 0.01% | −2,534−62.6% | Reduced |
| Lake Street Financial LLC | 1,525 | $326.0K | 0.06% | +1+0.1% | Added |
| Twin Focus Capital Partners, LLC | 1,528 | $327.0K | 0.06% | +51+3.5% | Added |
| 55I, LLC | 1,533 | $327.0K | 0.01% | +1,533 | New |
| Strategy Asset Managers LLC | 1,538 | $329.0K | 0.07% | −13,274−89.6% | Reduced |
| Foundation Resource Management Inc | 1,537 | $329.0K | 0.05% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,538 | $329.0K | 0.03% | +30+2.0% | Added |
| Heron Bay Capital Management | 1,545 | $330.0K | 0.16% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,553 | $332.0K | 0.32% | +174+12.6% | Added |
| Northeast Financial Consultants Inc | 1,556 | $333.0K | 0.02% | +1,556 | New |
| Smithfield Trust Co | 1,562 | $334.0K | 0.02% | +364+30.4% | Added |
| Nwam LLC | 1,564 | $334.0K | 0.03% | +525+50.5% | Added |
| Associated Banc-Corp | 1,571 | $336.0K | 0.01% | −232−12.9% | Reduced |
| Intersect Capital LLC | 1,570 | $336.0K | 0.06% | +383+32.3% | Added |
| Roberts Glore & Co Inc | 1,576 | $337.0K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,575 | $337.0K | 0.05% | +117+8.0% | Added |
| Belpointe Asset Management LLC | 1,580 | $338.0K | 0.02% | +753+91.1% | Added |
| QP Wealth Management, LLC | 1,585 | $339.0K | 0.38% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,640 | $339.0K | 0.06% | +1,640 | New |
| Lumature Wealth Partners, LLC | 1,592 | $341.0K | 0.14% | +1,106+227.6% | Added |
| Buckingham Strategic Wealth, LLC | 1,599 | $342.0K | 0.01% | −51−3.1% | Reduced |
| Congress Park Capital LLC | 1,600 | $342.0K | 0.18% | 00.0% | Unchanged |
| Maven Securities LTD | 1,600 | $342.0K | 0.07% | +1,600 | New |
| Ami Investment Management Inc | 1,610 | $344.0K | 0.15% | −2,873−64.1% | Reduced |
| Family Management Corp | 1,606 | $344.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,609 | $344.0K | 0.06% | +138+9.4% | Added |
| Buckley Wealth Management, LLC | 1,610 | $344.0K | 0.09% | +1,610 | New |
| Exeter Financial, LLC | 1,613 | $345.0K | 0.19% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,614 | $345.0K | 0.02% | −11−0.7% | Reduced |
| Rede Wealth, LLC | 1,616 | $346.0K | 0.16% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,627 | $348.0K | 0.13% | −94−5.5% | Reduced |
| West Family Investments, Inc. | 1,626 | $348.0K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,638 | $350.0K | 0.01% | +1,638 | New |