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 |
|---|---|---|---|---|---|
| Heron Financial Group, LLC | 1,668 | $357.0K | 0.19% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,658 | $355.0K | 0.02% | +13+0.8% | Added |
| BTR Capital Management Inc | 1,652 | $353.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,644 | $352.0K | 0.05% | +1,644 | New |
| Boothbay Fund Management, LLC | 1,638 | $350.0K | 0.01% | +1,638 | New |
| 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 |
| Rede Wealth, LLC | 1,616 | $346.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Lumature Wealth Partners, LLC | 1,592 | $341.0K | 0.14% | +1,106+227.6% | 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 |
| Belpointe Asset Management LLC | 1,580 | $338.0K | 0.02% | +753+91.1% | 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 |
| 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 |
| 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 |
| Northeast Financial Consultants Inc | 1,556 | $333.0K | 0.02% | +1,556 | New |
| Sage Private Wealth Group, LLC | 1,553 | $332.0K | 0.32% | +174+12.6% | Added |
| Heron Bay Capital Management | 1,545 | $330.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| 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 |
| Lake Street Financial LLC | 1,525 | $326.0K | 0.06% | +1+0.1% | Added |
| Modera Wealth Management, LLC | 1,517 | $324.0K | 0.01% | −2,534−62.6% | Reduced |
| 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 |
| LCNB Corp | 1,506 | $322.0K | 0.15% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,505 | $322.0K | 0.40% | +1,505 | 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 |
| Stanley-Laman Group, Ltd. | 1,498 | $320.0K | 0.04% | +1,498 | New |
| Geller Advisors LLC | 1,470 | $316.0K | 0.06% | −70−4.5% | Reduced |
| 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 |
| CX Institutional | 1,466 | $314.0K | 0.03% | +258+21.4% | Added |
| Renaissance Group LLC | 1,465 | $313.0K | 0.01% | 00.0% | Unchanged |
| Mendel Money Management | 1,465 | $313.0K | 0.15% | +1,465 | New |
| Ashfield Capital Partners, LLC | 1,460 | $312.0K | 0.02% | 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 |
| 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 |
| 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 |
| Legacy Advisors, LLC | 1,432 | $308.0K | 0.06% | +1,432 | New |
| Capital Investment Advisors, LLC | 1,425 | $305.0K | 0.01% | +15+1.1% | Added |
| Hanson & Doremus Investment Management | 1,420 | $304.0K | 0.07% | +304+27.2% | Added |
| Edge Capital Group, LLC | 1,418 | $303.0K | 0.02% | +263+22.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,414 | $302.0K | 0.09% | +194+15.9% | Added |
| Hamilton Capital, LLC | 1,405 | $301.0K | 0.02% | −1,885−57.3% | Reduced |
| 9258 Wealth Management, LLC | 1,401 | $300.0K | 0.07% | −213−13.2% | Reduced |
| Tectonic Advisors LLC | 1,400 | $299.0K | 0.05% | 00.0% | Unchanged |
| CPWM, LLC | 1,393 | $298.0K | 0.02% | −97−6.5% | Reduced |
| Echo45 Advisors LLC | 1,382 | $296.0K | 0.23% | −64−4.4% | Reduced |
| 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 |
| Means Investment Co., Inc. | 1,373 | $294.0K | 0.05% | +2+0.1% | Added |
| SlateStone Wealth, LLC | 1,366 | $292.0K | 0.07% | +1,366 | New |
| Latitude Advisors, LLC | 1,354 | $290.0K | 0.07% | +1,354 | New |
| 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 |
| Alps Advisors Inc | 1,330 | $284.0K | 0.00% | −414−23.7% | Reduced |
| Focus Financial Network, Inc. | 1,322 | $283.8K | 0.02% | +1,322 | New |
| Fisher Asset Management, LLC | 1,323 | $283.0K | 0.00% | −361−21.4% | Reduced |
| Destination Wealth Management | 1,318 | $282.0K | 0.01% | +1,318 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,312 | $281.0K | 0.07% | +151+13.0% | Added |
| 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 |
| Guerra Pan Advisors, LLC | 1,326 | $279.0K | 0.34% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,298 | $277.0K | 0.07% | +50+4.0% | Added |
| 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 |
| DGS Capital Management, LLC | 1,284 | $275.0K | 0.17% | +1,284 | New |
| 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 |
| 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 |
| 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 |