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 |
|---|---|---|---|---|---|
| Foundation Resource Management Inc | 2,054 | $374.0K | 0.07% | +517+33.6% | Added |
| Arjuna Capital | 2,060 | $375.0K | 0.18% | −1,776−46.3% | Reduced |
| Dodge & Cox | 2,069 | $376.0K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,078 | $377.0K | 0.03% | −67−3.1% | Reduced |
| BancorpSouth Bank | 2,077 | $377.0K | 0.04% | +2,077 | New |
| RBA Wealth Management, LLC | 2,088 | $380.0K | 0.22% | −40−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,089 | $380.0K | 0.04% | −16−0.8% | Reduced |
| JT Stratford LLC | 2,095 | $381.0K | 0.14% | −149−6.6% | Reduced |
| Summit Financial Group Inc | 2,111 | $384.0K | 0.16% | +100+5.0% | Added |
| Centiva Capital, LP | 2,125 | $386.0K | 0.03% | −1,718−44.7% | Reduced |
| M Holdings Securities, Inc. | 2,123 | $386.0K | 0.04% | −61−2.8% | Reduced |
| FineMark National Bank & Trust | 2,124 | $386.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,122 | $386.0K | 0.10% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $388.0K | 0.27% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,142 | $389.0K | 0.11% | −3−0.1% | Reduced |
| Lake Street Financial LLC | 2,145 | $390.0K | 0.09% | +335+18.5% | Added |
| Vicus Capital | 2,167 | $394.0K | 0.05% | −78−3.5% | Reduced |
| Mitchell Sinkler & Starr | 2,166 | $394.0K | 0.15% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,175 | $396.0K | 0.02% | +993+84.0% | Added |
| Meridian Wealth Management, LLC | 2,191 | $398.0K | 0.04% | −255−10.4% | Reduced |
| DCM Advisors, LLC | 2,189 | $398.1K | 0.20% | −295−11.9% | Reduced |
| DAGCO, Inc. | 2,195 | $399.0K | 0.25% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,174 | $400.0K | 0.05% | −148−6.4% | Reduced |
| ASB Consultores, LLC | 2,206 | $401.0K | 0.19% | 00.0% | Unchanged |
| SRB Corp | 2,214 | $402.0K | 0.03% | −4,976−69.2% | Reduced |
| Venturi Wealth Management, LLC | 2,214 | $403.0K | 0.04% | −153−6.5% | Reduced |
| Investment Partners, Ltd. | 2,234 | $406.0K | 0.12% | +568+34.1% | Added |
| Pointe Capital Management LLC | 2,243 | $408.0K | 0.33% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,250 | $409.0K | 0.37% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,272 | $413.0K | 0.17% | 00.0% | Unchanged |
| LCNB Corp | 2,285 | $416.0K | 0.23% | +711+45.2% | Added |
| Outfitter Financial LLC | 2,300 | $418.0K | 0.41% | −200−8.0% | Reduced |
| Wright Investors Service Inc | 2,303 | $419.0K | 0.13% | −2,578−52.8% | Reduced |
| Cypress Capital Management LLC | 2,302 | $419.0K | 0.08% | 00.0% | Unchanged |
| Mairs & Power Inc | 2,324 | $423.0K | 0.01% | +2,324 | New |
| Colony Group LLC | 2,334 | $425.0K | 0.01% | −26−1.1% | Reduced |
| Fiduciary Group LLC | 2,009 | $426.0K | 0.06% | +420+26.4% | Added |
| Cornerstone Wealth Management, LLC | 2,340 | $426.0K | 0.05% | +2,340 | New |
| Sky Investment Group LLC | 2,350 | $427.0K | 0.11% | +25+1.1% | Added |
| Joel Isaacson & Co., LLC | 2,350 | $427.0K | 0.04% | +375+19.0% | Added |
| First City Capital Management, Inc. | 2,351 | $428.0K | 0.28% | −10−0.4% | Reduced |
| Allred Capital Management, LLC | 2,358 | $428.0K | 0.27% | +593+33.6% | Added |
| Congress Wealth Management LLC | 2,374 | $432.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,404 | $437.0K | 0.14% | −5−0.2% | Reduced |
| Valley Brook Capital Group | 2,411 | $438.0K | 0.48% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,414 | $440.0K | 0.02% | +122+5.3% | Added |
| FSM Wealth Advisors, LLC | 2,419 | $440.0K | 0.37% | +22+0.9% | Added |
| Apexium Financial, LP | 2,421 | $440.0K | 0.05% | +2,421 | New |
| Thompson Siegel & Walmsley LLC | 2,438 | $443.0K | 0.01% | −450−15.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,436 | $443.0K | 0.01% | +289+13.5% | Added |
| Sender Co & Partners, Inc. | 2,446 | $445.0K | 2.08% | +1,080+79.1% | Added |
| Independence Bank of Kentucky | 2,465 | $448.0K | 0.22% | +215+9.6% | Added |
| GSB Wealth Management, LLC | 2,472 | $450.0K | 0.16% | −207−7.7% | Reduced |
| Wipfli Financial Advisors LLC, | 2,466 | $450.0K | 0.03% | +2,466 | New |
| J.W. Cole Advisors, Inc. | 2,480 | $451.0K | 0.04% | +577+30.3% | Added |
| New England Guild Wealth Advisors, Inc. | 2,494 | $454.0K | 0.27% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,503 | $455.0K | 0.01% | +78+3.2% | Added |
| 1st Source Bank | 2,510 | $457.0K | 0.03% | +98+4.1% | Added |
| Mutual Advisors, LLC | 2,516 | $458.0K | 0.02% | +464+22.6% | Added |
| Everett Harris & Co | 2,523 | $459.0K | 0.01% | −39−1.5% | Reduced |
| Clearview Wealth Advisors LLC | 2,524 | $459.0K | 0.36% | +82+3.4% | Added |
| Intercontinental Wealth Advisors, LLC | 2,524 | $459.0K | 0.14% | +124+5.2% | Added |
| Proficio Capital Partners LLC | 2,519 | $460.0K | 0.08% | −20−0.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,537 | $461.0K | 0.28% | −126−4.7% | Reduced |
| 1776 Wealth LLC | 2,542 | $462.0K | 0.35% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,549 | $465.0K | 0.03% | −355−12.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,568 | $467.0K | 0.18% | +28+1.1% | Added |
| United Asset Strategies, Inc. | 2,566 | $467.0K | 0.07% | +158+6.6% | Added |
| Hemenway Trust Co LLC | 2,585 | $470.0K | 0.06% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,590 | $471.0K | 0.02% | −4−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 2,589 | $471.0K | 0.07% | +355+15.9% | Added |
| Quantinno Capital Management LP | 2,587 | $471.0K | 0.06% | +474+22.4% | Added |
| Camden Capital, LLC | 2,595 | $472.0K | 0.11% | −158−5.7% | Reduced |
| Wedmont Private Capital | 2,593 | $472.0K | 0.09% | +746+40.4% | Added |
| Savant Capital, LLC | 2,627 | $478.0K | 0.01% | −519−16.5% | Reduced |
| BTR Capital Management Inc | 2,620 | $479.0K | 0.07% | +768+41.5% | Added |
| Tyler-Stone Wealth Management | 2,640 | $480.0K | 0.37% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,638 | $480.0K | 0.07% | +125+5.0% | Added |
| Cross Staff Investments Inc | 2,649 | $482.0K | 0.54% | 00.0% | Unchanged |
| City State Bank | 2,668 | $485.0K | 0.34% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,673 | $486.0K | 0.10% | +107+4.2% | Added |
| New England Research & Management, Inc. | 2,680 | $487.0K | 0.31% | +2,680 | New |
| Hilltop Holdings Inc. | 2,698 | $490.0K | 0.07% | +130+5.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,700 | $491.0K | 0.00% | +900+50.0% | Added |
| Rossmore Private Capital | 2,710 | $493.0K | 0.09% | 00.0% | Unchanged |
| Baxter Bros Inc | 2,727 | $496.0K | 0.09% | +65+2.4% | Added |
| Field & Main Bank | 2,739 | $498.0K | 0.33% | +135+5.2% | Added |
| Canvas Wealth Advisors, LLC | 2,442 | $499.0K | 0.21% | +1,311+115.9% | Added |
| Eqis Capital Management, Inc. | 2,760 | $502.0K | 0.06% | −369−11.8% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $506.0K | 0.50% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,788 | $507.0K | 0.02% | −496−15.1% | Reduced |
| First American Bank | 2,815 | $512.0K | 0.05% | +30+1.1% | Added |
| Resources Investment Advisors, LLC. | 2,822 | $513.0K | 0.02% | +14+0.5% | Added |
| Exos TFP Holdings LLC | 2,841 | $517.0K | 0.24% | +2,841 | New |
| Optimum Investment Advisors | 2,847 | $518.0K | 0.28% | +7+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 2,857 | $520.0K | 0.01% | −70−2.4% | Reduced |
| Hillsdale Investment Management Inc. | 2,870 | $522.0K | 0.05% | 00.0% | Unchanged |
| Welch Group, LLC | 2,869 | $522.0K | 0.03% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 2,868 | $522.0K | 0.29% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,904 | $528.0K | 0.25% | 00.0% | Unchanged |