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 |
|---|---|---|---|---|---|
| Axiom Financial Strategies, LLC | 1,299 | $269.0K | 0.14% | −13−1.0% | Reduced |
| 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 |
| Bragg Financial Advisors, Inc | 1,248 | $267.0K | 0.02% | +1,248 | New |
| 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 |
| Sunflower Bank, N.A. | 1,226 | $262.0K | 0.04% | −20−1.6% | 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 |
| Johnson Financial Group, Inc. | 1,216 | $260.0K | 0.02% | −82−6.3% | Reduced |
| First Financial Bank - Trust Division | 1,207 | $259.0K | 0.03% | +24+2.0% | Added |
| Caldwell Trust Co | 1,208 | $258.4K | 0.03% | +77+6.8% | Added |
| 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 |
| 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 |
| Kistler-Tiffany Companies, LLC | 1,195 | $256.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Balasa Dinverno & Foltz LLC | 1,182 | $253.0K | 0.02% | +1,182 | New |
| Sigma Planning Corp | 1,171 | $251.0K | 0.01% | −282−19.4% | Reduced |
| Parthenon LLC | 1,174 | $251.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| QCM Cayman, Ltd. | 1,158 | $248.0K | 1.09% | +1,158 | New |
| Buckingham Strategic Partners | 1,157 | $247.0K | 0.02% | +1,157 | New |
| 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 |
| Oakworth Capital, Inc. | 1,148 | $245.0K | 0.02% | −515−31.0% | 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 |
| Strategic Advisors LLC | 1,139 | $243.0K | 0.04% | −254−18.2% | Reduced |
| DSC Advisors, L.P. | 1,126 | $241.0K | 0.19% | +1,126 | New |
| Y-Intercept (Hong Kong) Ltd | 1,124 | $240.0K | 0.05% | −3,865−77.5% | Reduced |
| Canvas Wealth Advisors, LLC | 1,149 | $239.0K | 0.09% | −3,076−72.8% | Reduced |
| 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 |
| New Jersey Better Educational Savings Trust | 1,100 | $235.0K | 0.57% | 00.0% | Unchanged |
| 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 |
| McLean Asset Management Corp | 1,091 | $233.0K | 0.17% | +19+1.8% | 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 |
| 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 |
| 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 |
| Arbor Trust Wealth Advisors, LLC | 1,065 | $229.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Tower Bridge Advisors | 1,044 | $223.3K | 0.01% | +1,044 | New |
| CVA Family Office, LLC | 1,041 | $223.0K | 0.05% | +330+46.4% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Smith Shellnut Wilson LLC | 1,015 | $217.0K | 0.11% | +1,015 | 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 |
| Howard Capital Management Inc. | 1,007 | $215.0K | 0.05% | +1,007 | 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 |
| 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 |
| McIlrath & Eck, LLC | 990 | $212.0K | 0.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 978 | $209.0K | 0.02% | +978 | New |
| Patron Partners Advisors, LLC | 976 | $208.0K | 0.14% | +976 | 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 |
| Alera Investment Advisors, LLC | 960 | $205.0K | 0.05% | +960 | New |
| Somerset Group LLC | 954 | $204.0K | 0.15% | +954 | New |
| Baker Tilly Wealth Management, LLC | 947 | $203.0K | 0.02% | −1,956−67.4% | Reduced |