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 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Intercontinental Wealth Advisors, LLC | 2,398 | $513.0K | 0.12% | −4−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 2,380 | $509.0K | 0.02% | +1,223+105.7% | Added |
| First City Capital Management, Inc. | 2,373 | $508.0K | 0.28% | −25−1.0% | Reduced |
| Vicus Capital | 2,367 | $506.0K | 0.05% | −121−4.9% | Reduced |
| Clearview Wealth Advisors LLC | 2,352 | $503.0K | 0.33% | +188+8.7% | Added |
| Dearborn Partners LLC | 2,341 | $501.0K | 0.02% | −1,393−37.3% | Reduced |
| Venturi Wealth Management, LLC | 2,314 | $495.0K | 0.04% | +2,314 | New |
| BKD Wealth Advisors, LLC | 2,306 | $493.0K | 0.02% | −5−0.2% | Reduced |
| HM Payson & Co | 2,298 | $492.0K | 0.01% | −43−1.8% | Reduced |
| Cypress Capital Management LLC | 2,302 | $492.0K | 0.06% | 00.0% | Unchanged |
| JT Stratford LLC | 2,302 | $492.0K | 0.14% | +399+21.0% | Added |
| Laurion Capital Management LP | 2,298 | $492.0K | 0.01% | +1,192+107.8% | Added |
| Sky Investment Group LLC | 2,287 | $489.0K | 0.10% | −10−0.4% | Reduced |
| X-Square Capital, LLC | 2,285 | $489.0K | 0.25% | +166+7.8% | Added |
| Earnest Partners LLC | 2,270 | $486.0K | 0.00% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,272 | $486.0K | 0.16% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,273 | $486.0K | 0.10% | +2,273 | New |
| Wealthsource Partners, LLC | 2,252 | $482.0K | 0.03% | +100+4.6% | Added |
| Sandy Cove Advisors, LLC | 2,250 | $481.0K | 0.40% | −2,200−49.4% | Reduced |
| Griffin Asset Management, Inc. | 2,250 | $481.0K | 0.06% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,243 | $480.0K | 0.31% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,241 | $479.0K | 0.03% | +39+1.8% | Added |
| Blueshift Asset Management, LLC | 2,229 | $477.0K | 0.04% | −5,840−72.4% | Reduced |
| United Asset Strategies, Inc. | 2,222 | $475.0K | 0.06% | +137+6.6% | Added |
| SeaCrest Wealth Management, LLC | 2,217 | $474.0K | 0.05% | +210+10.5% | Added |
| BLB&B Advisors, LLC | 2,210 | $473.0K | 0.03% | +35+1.6% | Added |
| Windsor Group LTD | 2,181 | $471.0K | 0.09% | +57+2.7% | Added |
| Eagle Bluffs Wealth Management LLC | 2,188 | $468.0K | 0.45% | +136+6.6% | Added |
| Enlightenment Research, LLC | 2,184 | $467.0K | 0.62% | +2,184 | New |
| FineMark National Bank & Trust | 2,168 | $464.0K | 0.02% | +138+6.8% | Added |
| M&R Capital Management Inc | 2,170 | $464.0K | 0.10% | +520+31.5% | Added |
| Mitchell Sinkler & Starr | 2,166 | $463.0K | 0.14% | +1,113+105.7% | Added |
| DAGCO, Inc. | 2,195 | $461.0K | 0.21% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,149 | $460.0K | 0.02% | +872+68.3% | Added |
| F3Logic, LLC | 2,120 | $457.0K | 0.07% | +540+34.2% | Added |
| Zeke Capital Advisors, LLC | 2,139 | $457.0K | 0.02% | +2,139 | New |
| RBA Wealth Management, LLC | 2,130 | $456.0K | 0.22% | −120−5.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $456.0K | 0.24% | −42−1.9% | Reduced |
| Meridian Wealth Management, LLC | 2,119 | $453.0K | 0.05% | −42−1.9% | Reduced |
| Affinity Wealth Management LLC | 2,121 | $452.0K | 0.09% | −20−0.9% | Reduced |
| Patten & Patten Inc | 2,110 | $451.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,083 | $446.0K | 0.04% | 00.0% | Unchanged |
| Dodge & Cox | 2,069 | $443.0K | 0.00% | 00.0% | Unchanged |
| NatWest Group plc | 2,050 | $438.0K | 0.21% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,032 | $435.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,032 | $435.0K | 0.09% | +82+4.2% | Added |
| Summit Financial Group Inc | 2,011 | $430.0K | 0.15% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,008 | $429.0K | 0.03% | +109+5.7% | Added |
| EP Wealth Advisors, LLC | 2,000 | $428.0K | 0.01% | −582−22.5% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $428.0K | 0.18% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,990 | $427.0K | 0.11% | −2,010−50.2% | Reduced |
| Financial & Tax Architects, LLC | 1,991 | $425.9K | 0.16% | −167−7.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,963 | $420.0K | 0.03% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,960 | $419.0K | 0.15% | −284−12.7% | Reduced |
| Joel Isaacson & Co., LLC | 1,975 | $419.0K | 0.03% | +20+1.0% | Added |
| West Bancorporation Inc | 1,931 | $413.0K | 0.26% | +586+43.6% | Added |
| Krane Funds Advisors LLC | 1,919 | $410.0K | 0.02% | +1,919 | New |
| Grimes & Company, Inc. | 1,897 | $406.0K | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,900 | $406.0K | 0.00% | +1,900 | New |
| Barrett Asset Management, LLC | 1,896 | $405.0K | 0.02% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,893 | $405.0K | 0.09% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,882 | $404.0K | 0.03% | −485−20.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,888 | $404.0K | 0.01% | −108−5.4% | Reduced |
| HighTower Trust Services, LTA | 1,889 | $404.0K | 0.04% | +16+0.9% | Added |
| Fieldpoint Private Securities, LLC | 1,889 | $404.0K | 0.08% | +168+9.8% | Added |
| Childress Capital Advisors, LLC | 1,890 | $403.0K | 0.14% | +230+13.9% | Added |
| Farmers National Bank | 1,867 | $399.4K | 0.14% | −18−1.0% | Reduced |
| Traphagen Investment Advisors LLC | 1,860 | $397.8K | 0.07% | −919−33.1% | Reduced |
| Barber Financial Group, Inc. | 1,856 | $397.0K | 0.05% | +1,856 | New |
| First Dallas Securities Inc. | 1,850 | $396.0K | 0.22% | +100+5.7% | Added |
| Trillium Asset Management, LLC | 1,836 | $393.0K | 0.01% | −196−9.6% | Reduced |
| Eudaimonia Advisors LLC | 1,837 | $393.0K | 0.23% | +333+22.1% | Added |
| Carret Asset Management, LLC | 1,826 | $391.0K | 0.04% | −188−9.3% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $391.0K | 0.14% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,814 | $388.0K | 0.06% | −4−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,773 | $386.0K | 0.04% | −6−0.3% | Reduced |
| Hamilton Wealth, LLC | 1,801 | $385.0K | 0.17% | +41+2.3% | Added |
| Credit Agricole S A | 1,784 | $382.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,785 | $382.0K | 0.17% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,786 | $382.0K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,785 | $381.0K | 0.08% | +760+74.1% | Added |
| Brookstone Capital Management | 1,765 | $380.0K | 0.01% | +1,765 | New |
| Hancock Whitney Corp | 1,762 | $377.0K | 0.01% | −198−10.1% | Reduced |
| Linscomb & Williams, Inc. | 1,762 | $377.0K | 0.02% | +1,762 | New |
| Courier Capital LLC | 1,758 | $376.0K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,760 | $376.0K | 0.01% | +103+6.2% | Added |
| Ironwood Investment Counsel, LLC | 1,751 | $374.0K | 0.09% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,750 | $374.0K | 0.16% | +7+0.4% | Added |
| Center For Asset Management LLC | 1,746 | $373.0K | 0.29% | +107+6.5% | Added |
| Legacy Financial Advisors, Inc. | 1,739 | $372.0K | 0.08% | +205+13.4% | Added |
| Stock Yards Bank & Trust Co | 1,734 | $371.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,731 | $370.0K | 0.02% | −964−35.8% | Reduced |
| Allred Capital Management, LLC | 1,727 | $369.0K | 0.19% | +108+6.7% | Added |
| Personal Capital Advisors Corp | 1,713 | $366.0K | 0.00% | +1,713 | New |
| Wealth Effects LLC | 1,704 | $365.0K | 0.17% | +155+10.0% | Added |
| Bank of New Hampshire | 1,700 | $364.0K | 0.09% | 00.0% | Unchanged |
| Wade G W & Inc | 1,698 | $363.0K | 0.02% | +1+0.1% | Added |
| Wambolt & Associates, LLC | 1,676 | $363.0K | 0.13% | +54+3.3% | Added |
| Plancorp, LLC | 1,692 | $362.0K | 0.02% | +27+1.6% | Added |
| Sendero Wealth Management, LLC | 1,672 | $358.0K | 0.17% | −1,948−53.8% | Reduced |