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, Q3 2022
Institutional positions in Chubb Ltd as of Sep 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
- 1,363
- −27 vs. Q2 2022
- Shares held
- 366.3M
- −2.03M (−0.6%) vs. Q2 2022
- Total value
- $66.7B
- −$5.71B (−7.9%) vs. Q2 2022
- New holders
- 87
- 561 more added
- Sold out
- 114
- 467 more reduced
21 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 1,452 | $264.0K | 0.02% | +305+26.6% | Added |
| Renaissance Group LLC | 1,456 | $265.0K | 0.01% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 1,460 | $266.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,465 | $267.0K | 0.08% | −1,227−45.6% | Reduced |
| Strategy Asset Managers LLC | 1,476 | $268.0K | 0.07% | +1,476 | New |
| Berkeley Capital Partners, LLC | 1,497 | $272.0K | 0.12% | +25+1.7% | Added |
| Manchester Capital Management LLC | 1,503 | $273.0K | 0.05% | −10−0.7% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $273.0K | 0.29% | 00.0% | Unchanged |
| Private Capital Management, LLC | 1,500 | $273.0K | 0.04% | +1,500 | New |
| Capital Investment Advisors, LLC | 1,507 | $274.0K | 0.01% | −43−2.8% | Reduced |
| Trust Co | 1,504 | $274.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,507 | $274.0K | 0.02% | +1,507 | New |
| Financial Architects, Inc | 1,519 | $276.0K | 0.05% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,515 | $276.0K | 0.00% | +95+6.7% | Added |
| Dakota Wealth Management | 1,528 | $277.0K | 0.02% | −44−2.8% | Reduced |
| SFMG, LLC | 1,495 | $277.0K | 0.03% | +314+26.6% | Added |
| Carson Advisory Inc. | 1,530 | $278.0K | 0.31% | −23−1.5% | Reduced |
| Alaska Permanent Fund Corp | 1,535 | $279.0K | 0.00% | +1,011+192.9% | Added |
| Graypoint LLC | 1,537 | $280.0K | 0.04% | +193+14.4% | Added |
| Heron Bay Capital Management | 1,545 | $281.0K | 0.19% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,549 | $282.0K | 0.07% | +12+0.8% | Added |
| Samson Rock Capital LLP | 1,549 | $282.0K | 0.21% | +1,549 | New |
| Family Management Corp | 1,573 | $286.0K | 0.08% | −97−5.8% | Reduced |
| Associated Banc-Corp | 1,571 | $286.0K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,575 | $286.0K | 0.01% | +288+22.4% | Added |
| Smithfield Trust Co | 1,578 | $287.0K | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,578 | $287.0K | 0.31% | +117+8.0% | Added |
| First Affirmative Financial Network | 1,584 | $288.0K | 0.37% | −35−2.2% | Reduced |
| Roberts Glore & Co Inc | 1,586 | $288.0K | 0.10% | 00.0% | Unchanged |
| Plancorp, LLC | 1,587 | $289.0K | 0.02% | −131−7.6% | Reduced |
| West Family Investments, Inc. | 1,594 | $290.0K | 0.12% | −32−2.0% | Reduced |
| Contravisory Investment Management, Inc. | 1,595 | $290.0K | 0.10% | +47+3.0% | Added |
| Bank of New Hampshire | 1,600 | $291.0K | 0.09% | −100−5.9% | Reduced |
| Congress Park Capital LLC | 1,600 | $291.0K | 0.19% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 1,585 | $291.0K | 0.42% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,610 | $293.0K | 0.18% | −49−3.0% | Reduced |
| Rede Wealth, LLC | 1,616 | $294.0K | 0.17% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,614 | $294.0K | 0.12% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,614 | $295.0K | 0.06% | +144+9.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,638 | $298.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,642 | $299.0K | 0.08% | +99+6.4% | Added |
| Prestige Wealth Management Group LLC | 1,636 | $299.0K | 0.08% | +103+6.7% | Added |
| Hancock Whitney Corp | 1,653 | $300.0K | 0.01% | +153+10.2% | Added |
| Sage Private Wealth Group, LLC | 1,654 | $301.0K | 0.40% | −234−12.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,663 | $302.0K | 0.02% | −56−3.3% | Reduced |
| Evoke Wealth, LLC | 1,835 | $302.0K | 0.01% | +734+66.7% | Added |
| Legacy Financial Advisors, Inc. | 1,669 | $304.0K | 0.07% | −111−6.2% | Reduced |
| Fiera Capital Corp | 1,674 | $304.0K | 0.00% | +1,674 | New |
| 44 Wealth Management LLC | 1,680 | $306.0K | 0.13% | +17+1.0% | Added |
| E&G Advisors, LP | 1,686 | $307.0K | 0.11% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,692 | $308.0K | 0.15% | +1,692 | New |
| First Dallas Securities Inc. | 1,701 | $309.0K | 0.21% | +1+0.1% | Added |
| Ironwood Investment Counsel, LLC | 1,711 | $311.0K | 0.09% | −127−6.9% | Reduced |
| Larson Financial Group LLC | 1,708 | $311.0K | 0.04% | +1,602+1,511.3% | Added |
| Exeter Financial, LLC | 1,713 | $312.0K | 0.18% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,725 | $313.7K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,726 | $314.0K | 0.05% | −100−5.5% | Reduced |
| Courier Capital LLC | 1,758 | $320.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,764 | $321.0K | 0.06% | +231+15.1% | Added |
| Atlas Capital Advisors LLC | 1,780 | $323.7K | 0.06% | −34−1.9% | Reduced |
| Credit Agricole S A | 1,784 | $325.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,785 | $325.0K | 0.18% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,789 | $325.0K | 0.27% | +8+0.4% | Added |
| Essex Savings Bank | 1,804 | $328.0K | 0.13% | +774+75.1% | Added |
| Linscomb & Williams, Inc. | 1,814 | $330.0K | 0.02% | 00.0% | Unchanged |
| Highland Private Wealth Management | 1,814 | $330.0K | 0.05% | +145+8.7% | Added |
| Childress Capital Advisors, LLC | 1,863 | $332.0K | 0.13% | −121−6.1% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $332.0K | 0.17% | 00.0% | Unchanged |
| Farmers National Bank | 1,829 | $332.7K | 0.13% | −38−2.0% | Reduced |
| Sicart Associates LLC | 1,820 | $333.0K | 0.12% | −110−5.7% | Reduced |
| HighTower Trust Services, LTA | 1,836 | $334.0K | 0.04% | +1,836 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,843 | $335.0K | 0.02% | −21−1.1% | Reduced |
| Barber Financial Group, Inc. | 1,849 | $336.0K | 0.10% | −14−0.8% | Reduced |
| Exencial Wealth Advisors, LLC | 1,854 | $337.0K | 0.02% | +4+0.2% | Added |
| Leavell Investment Management, Inc. | 1,852 | $338.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,872 | $340.0K | 0.01% | −319−14.6% | Reduced |
| Grimes & Company, Inc. | 1,883 | $343.0K | 0.02% | +2+0.1% | Added |
| OneAscent Financial Services LLC | 1,889 | $345.0K | 0.14% | −917−32.7% | Reduced |
| CX Institutional | 1,898 | $345.0K | 0.02% | +608+47.1% | Added |
| Belpointe Asset Management LLC | 1,907 | $347.0K | 0.02% | +231+13.8% | Added |
| Wade G W & Inc | 1,913 | $348.0K | 0.02% | −34−1.7% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,942 | $353.0K | 0.02% | +62+3.3% | Added |
| Convergence Investment Partners, LLC | 1,943 | $353.0K | 0.23% | +681+54.0% | Added |
| Aurora Private Wealth, Inc. | 1,941 | $353.0K | 0.16% | +1,941 | New |
| SlateStone Wealth, LLC | 1,950 | $355.0K | 0.09% | +77+4.1% | Added |
| Hamilton Wealth, LLC | 1,963 | $357.0K | 0.15% | +166+9.2% | Added |
| YorkBridge Wealth Partners, LLC | 1,968 | $358.0K | 0.09% | +75+4.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,984 | $361.0K | 0.42% | −158−7.4% | Reduced |
| Tudor Investment Corp Et Al | 1,993 | $362.0K | 0.01% | +1,993 | New |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $364.0K | 0.20% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,004 | $364.0K | 0.06% | +196+10.8% | Added |
| Eudaimonia Advisors LLC | 2,007 | $365.0K | 0.26% | +102+5.4% | Added |
| Patten & Patten Inc | 2,010 | $366.0K | 0.03% | −100−4.7% | Reduced |
| HM Payson & Co | 2,025 | $368.0K | 0.01% | +77+4.0% | Added |
| Penserra Capital Management LLC | 2,034 | $369.0K | 0.01% | +52+2.6% | Added |
| Pitcairn Co | 2,034 | $370.0K | 0.04% | −173−7.8% | Reduced |
| Earnest Partners LLC | 2,033 | $370.0K | 0.00% | −47−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,888 | $372.0K | 0.01% | +359+23.5% | Added |
| NatWest Group plc | 2,050 | $373.0K | 0.22% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,056 | $374.0K | 0.03% | −81−3.8% | Reduced |