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; 2,173 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, Q2 2022
Institutional positions in Chubb Ltd as of Jun 30, 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
- 1,410
- +26 vs. Q1 2022
- Shares held
- 369.5M
- −9.22M (−2.4%) vs. Q1 2022
- Total value
- $72.6B
- −$7.41B (−9.3%) vs. Q1 2022
- New holders
- 117
- 554 more added
- Sold out
- 91
- 507 more reduced
21 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 2,173 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 2,542 | $500.0K | 0.35% | +10.0% | Added |
| Bowen Hanes & Co Inc | 2,540 | $499.0K | 0.02% | +30+1.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,540 | $499.0K | 0.19% | +40+1.6% | Added |
| Proficio Capital Partners LLC | 2,539 | $499.0K | 0.09% | +62+2.5% | Added |
| EP Wealth Advisors, LLC | 2,532 | $498.0K | 0.01% | +532+26.6% | Added |
| RTD Financial Advisors, Inc. | 2,519 | $495.0K | 0.08% | −23−0.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,513 | $494.0K | 0.07% | +2,513 | New |
| Outfitter Financial LLC | 2,500 | $491.0K | 0.45% | −500−16.7% | Reduced |
| New England Guild Wealth Advisors, Inc. | 2,494 | $490.0K | 0.30% | 00.0% | Unchanged |
| DCM Advisors, LLC | 2,484 | $489.0K | 0.21% | +524+26.7% | Added |
| KB Financial Partners, LLC | 2,451 | $482.0K | 0.17% | −370−13.1% | Reduced |
| Meridian Wealth Management, LLC | 2,446 | $481.0K | 0.04% | +327+15.4% | Added |
| Clearview Wealth Advisors LLC | 2,442 | $480.0K | 0.36% | +90+3.8% | Added |
| TownSquare Capital, LLC | 2,425 | $477.0K | 0.01% | +6+0.2% | Added |
| 1st Source Bank | 2,412 | $474.0K | 0.03% | −118−4.7% | Reduced |
| Parkside Financial Bank & Trust | 2,409 | $473.0K | 0.14% | −40−1.6% | Reduced |
| Encompass Wealth Advisors, LLC | 2,407 | $473.0K | 0.17% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,411 | $473.0K | 0.49% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,408 | $473.0K | 0.07% | +186+8.4% | Added |
| Cypress Capital Group | 2,399 | $472.0K | 0.07% | −112−4.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,400 | $472.0K | 0.13% | +2+0.1% | Added |
| IFP Advisors, Inc | 3,515 | $469.0K | 0.02% | −4,656−57.0% | Reduced |
| Congress Wealth Management LLC | 2,374 | $467.0K | 0.01% | −114−4.6% | Reduced |
| Venturi Wealth Management, LLC | 2,367 | $465.0K | 0.04% | +53+2.3% | Added |
| Colony Group LLC | 2,360 | $464.0K | 0.01% | −330−12.3% | Reduced |
| First City Capital Management, Inc. | 2,361 | $464.0K | 0.29% | −12−0.5% | Reduced |
| Sky Investment Group LLC | 2,325 | $457.0K | 0.11% | +38+1.7% | Added |
| Evergreen Capital Management LLC | 2,292 | $453.0K | 0.02% | −2,582−53.0% | Reduced |
| Cypress Capital Management LLC | 2,302 | $453.0K | 0.07% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,322 | $450.0K | 0.06% | +549+31.0% | Added |
| Peddock Capital Advisors, LLC | 2,272 | $447.0K | 0.17% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,397 | $447.0K | 0.44% | +2,397 | New |
| Premier Asset Management LLC | 2,352 | $444.0K | 0.36% | −1,675−41.6% | Reduced |
| Independence Bank of Kentucky | 2,250 | $442.0K | 0.20% | −180−7.4% | Reduced |
| Sandy Cove Advisors, LLC | 2,250 | $442.0K | 0.40% | 00.0% | Unchanged |
| Vicus Capital | 2,245 | $441.0K | 0.05% | −122−5.2% | Reduced |
| JT Stratford LLC | 2,244 | $441.0K | 0.14% | −58−2.5% | Reduced |
| Pointe Capital Management LLC | 2,243 | $441.0K | 0.33% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,233 | $439.0K | 0.03% | −19−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,234 | $439.0K | 0.06% | +17+0.8% | Added |
| ASB Consultores, LLC | 2,206 | $434.0K | 0.19% | −703−24.2% | Reduced |
| Pitcairn Co | 2,207 | $434.0K | 0.05% | −326−12.9% | Reduced |
| DAGCO, Inc. | 2,195 | $431.0K | 0.22% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,191 | $430.0K | 0.02% | +748+51.8% | Added |
| M Holdings Securities, Inc. | 2,184 | $429.0K | 0.04% | −500−18.6% | Reduced |
| Mitchell Sinkler & Starr | 2,166 | $426.0K | 0.16% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,145 | $422.0K | 0.03% | +6+0.3% | Added |
| Buckingham Strategic Wealth, LLC | 2,147 | $422.0K | 0.01% | +548+34.3% | Added |
| Eagle Bluffs Wealth Management LLC | 2,142 | $421.0K | 0.45% | −46−2.1% | Reduced |
| M&R Capital Management Inc | 2,145 | $421.0K | 0.11% | −25−1.2% | Reduced |
| BLB&B Advisors, LLC | 2,137 | $420.0K | 0.03% | −73−3.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $419.0K | 0.27% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,124 | $418.0K | 0.02% | −44−2.0% | Reduced |
| RBA Wealth Management, LLC | 2,128 | $418.0K | 0.23% | −2−0.1% | Reduced |
| Center for Financial Planning, Inc. | 2,122 | $417.0K | 0.11% | +90+4.4% | Added |
| Patten & Patten Inc | 2,110 | $415.0K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,113 | $415.0K | 0.06% | +2,113 | New |
| Flagship Harbor Advisors, LLC | 2,105 | $414.0K | 0.05% | +22+1.1% | Added |
| Earnest Partners LLC | 2,080 | $409.0K | 0.00% | −190−8.4% | Reduced |
| Dodge & Cox | 2,069 | $407.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,073 | $407.0K | 0.01% | +2,073 | New |
| Mutual Advisors, LLC | 2,052 | $403.0K | 0.03% | −189−8.4% | Reduced |
| NatWest Group plc | 2,050 | $403.0K | 0.23% | 00.0% | Unchanged |
| Spire Wealth Management | 2,024 | $398.0K | 0.02% | −594−22.7% | Reduced |
| Summit Financial Group Inc | 2,011 | $395.0K | 0.15% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $393.0K | 0.20% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,984 | $390.0K | 0.15% | +94+5.0% | Added |
| Penserra Capital Management LLC | 1,982 | $389.0K | 0.01% | +222+12.6% | Added |
| Aureus Asset Management, LLC | 1,976 | $388.0K | 0.03% | −56−2.8% | Reduced |
| Joel Isaacson & Co., LLC | 1,975 | $388.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,948 | $383.0K | 0.01% | −350−15.2% | Reduced |
| Wade G W & Inc | 1,947 | $383.0K | 0.02% | +249+14.7% | Added |
| Sicart Associates LLC | 1,930 | $381.0K | 0.12% | −60−3.0% | Reduced |
| Eudaimonia Advisors LLC | 1,905 | $374.0K | 0.26% | +68+3.7% | Added |
| J.W. Cole Advisors, Inc. | 1,903 | $374.0K | 0.03% | +245+14.8% | Added |
| Advisor Resource Council | 1,899 | $373.0K | 0.04% | +1,899 | New |
| YorkBridge Wealth Partners, LLC | 1,893 | $372.0K | 0.10% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,888 | $371.0K | 0.53% | +335+21.6% | Added |
| Traphagen Investment Advisors LLC | 1,884 | $370.3K | 0.07% | +24+1.3% | Added |
| Grimes & Company, Inc. | 1,881 | $370.0K | 0.02% | −16−0.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,880 | $370.0K | 0.02% | +698+59.1% | Added |
| SlateStone Wealth, LLC | 1,873 | $368.0K | 0.09% | +507+37.1% | Added |
| Farmers National Bank | 1,867 | $367.0K | 0.14% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,852 | $366.0K | 0.03% | −30−1.6% | Reduced |
| Barber Financial Group, Inc. | 1,863 | $366.0K | 0.06% | +7+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,864 | $366.0K | 0.02% | +250+15.5% | Added |
| BTR Capital Management Inc | 1,852 | $365.0K | 0.05% | +200+12.1% | Added |
| Quantbot Technologies LP | 1,860 | $365.0K | 0.03% | +1,860 | New |
| Exencial Wealth Advisors, LLC | 1,850 | $364.0K | 0.02% | +119+6.9% | Added |
| Wedmont Private Capital | 1,847 | $363.0K | 0.08% | +62+3.5% | Added |
| Pearl River Capital, LLC | 1,840 | $362.0K | 0.09% | +1,840 | New |
| Ironwood Investment Counsel, LLC | 1,838 | $361.0K | 0.10% | +87+5.0% | Added |
| OneAscent Wealth Management LLC | 1,830 | $361.0K | 0.18% | +1,830 | New |
| Stonebridge Capital Management Inc | 1,826 | $359.0K | 0.16% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,826 | $359.0K | 0.05% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,814 | $357.0K | 0.02% | +52+3.0% | Added |
| Atlas Capital Advisors LLC | 1,814 | $356.6K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,810 | $356.0K | 0.08% | +285+18.7% | Added |
| Lindbrook Capital, LLC | 1,808 | $355.0K | 0.06% | +233+14.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,800 | $354.0K | 0.00% | −100−5.3% | Reduced |