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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 2,905 | $528.0K | 0.19% | +454+18.5% | Added |
| Bull Street Advisors, LLC | 2,910 | $529.0K | 0.30% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,943 | $535.0K | 0.10% | +2,059+232.9% | Added |
| American Portfolios Advisors | 2,974 | $540.8K | 0.02% | −311−9.5% | Reduced |
| Shelton Capital Management | 2,975 | $541.0K | 0.03% | −109−3.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,972 | $541.0K | 0.37% | +270+10.0% | Added |
| Sawtooth Solutions, LLC | 2,980 | $542.0K | 0.08% | +180+6.4% | Added |
| Websterrogers Financial Advisors, LLC | 2,999 | $545.0K | 0.29% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,007 | $546.0K | 0.05% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,003 | $546.0K | 0.02% | +111+3.8% | Added |
| Cambridge Trust Co | 3,009 | $547.0K | 0.03% | −602−16.7% | Reduced |
| Cito Capital Group, LLC | 3,000 | $548.0K | 0.31% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,020 | $549.0K | 0.07% | +39+1.3% | Added |
| Stokes Family Office, LLC | 3,026 | $550.0K | 0.08% | −62−2.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,030 | $551.0K | 0.07% | +72+2.4% | Added |
| Quadrant Capital Group LLC | 3,031 | $551.0K | 0.07% | +109+3.7% | Added |
| IFP Advisors, Inc | 4,154 | $552.0K | 0.02% | +639+18.2% | Added |
| First Capital Advisors Group, LLC. | 3,078 | $560.0K | 0.47% | −66−2.1% | Reduced |
| Principle Wealth Partners LLC | 3,077 | $560.0K | 0.07% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,094 | $563.0K | 0.21% | +687+28.5% | Added |
| Continuum Advisory, LLC | 3,117 | $567.0K | 0.10% | +1,410+82.6% | Added |
| X-Square Capital, LLC | 3,124 | $568.0K | 0.36% | +18+0.6% | Added |
| Nichols & Pratt Advisers LLP | 3,140 | $572.0K | 0.05% | −25−0.8% | Reduced |
| Saturna Capital CORP | 3,170 | $577.0K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 3,225 | $587.0K | 0.14% | −25−0.8% | Reduced |
| Private Portfolio Partners LLC | 3,248 | $590.9K | 0.17% | +76+2.4% | Added |
| Westhampton Capital, LLC | 3,270 | $595.0K | 0.45% | −22−0.7% | Reduced |
| Tributary Capital Management, LLC | 3,340 | $607.0K | 0.06% | −40−1.2% | Reduced |
| Gsa Capital Partners LLP | 3,339 | $607.0K | 0.08% | +3,339 | New |
| Henshaw Capital LLC | 3,378 | $614.4K | 0.05% | +14+0.4% | Added |
| Parallel Advisors, LLC | 3,380 | $615.0K | 0.03% | +500+17.4% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $616.0K | 0.40% | 00.0% | Unchanged |
| Spinnaker Trust | 3,421 | $622.0K | 0.05% | −50−1.4% | Reduced |
| Sigma Planning Corp | 3,449 | $627.0K | 0.02% | +214+6.6% | Added |
| Cim Investment Mangement Inc | 3,497 | $636.0K | 0.28% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 3,500 | $637.0K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,500 | $637.0K | 0.21% | +100+2.9% | Added |
| Abbot Financial Management, Inc. | 3,569 | $649.0K | 0.46% | +10.0% | Added |
| Resurgent Financial Advisors LLC | 3,610 | $656.0K | 0.45% | +254+7.6% | Added |
| Beech Hill Advisors, Inc. | 3,610 | $657.0K | 0.38% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 3,610 | $657.0K | 0.48% | +120+3.4% | Added |
| GoodHaven Capital Management, LLC | 3,625 | $659.0K | 0.48% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,647 | $663.0K | 0.01% | −18−0.5% | Reduced |
| Guyasuta Investment Advisors Inc | 3,657 | $665.0K | 0.06% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,663 | $666.0K | 0.88% | +51+1.4% | Added |
| WBH Advisory Inc | 3,666 | $667.0K | 0.10% | −9−0.2% | Reduced |
| Clarius Group, LLC | 3,670 | $667.0K | 0.07% | +184+5.3% | Added |
| Chesley Taft & Associates LLC | 3,686 | $670.0K | 0.05% | −266−6.7% | Reduced |
| Virtus ETF Advisers LLC | 3,692 | $672.0K | 0.27% | +133+3.7% | Added |
| Hudson Valley Investment Advisors Inc | 3,701 | $673.0K | 0.11% | −120−3.1% | Reduced |
| Signaturefd, LLC | 3,707 | $674.0K | 0.02% | +453+13.9% | Added |
| Epiq Partners, LLC | 3,714 | $676.0K | 0.42% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,713 | $677.0K | 0.07% | +503+15.7% | Added |
| CFO4Life Group, LLC | 3,769 | $685.0K | 0.18% | +28+0.7% | Added |
| Sippican Capital Advisors | 3,769 | $686.0K | 0.72% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,792 | $690.0K | 0.01% | −551−12.7% | Reduced |
| Ballast, Inc. | 3,796 | $690.0K | 0.34% | −50−1.3% | Reduced |
| Somerville Kurt F | 3,800 | $691.0K | 0.14% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,855 | $701.0K | 0.10% | −117−2.9% | Reduced |
| Bank of Hawaii | 3,855 | $701.0K | 0.05% | −28−0.7% | Reduced |
| Montecito Bank & Trust | 3,852 | $701.0K | 0.18% | −30−0.8% | Reduced |
| Bowling Portfolio Management LLC | 3,876 | $705.0K | 0.19% | −4,849−55.6% | Reduced |
| Financial Advocates Investment Management | 7,047 | $718.0K | 0.06% | +2,870+68.7% | Added |
| Monte Financial Group, LLC | 3,950 | $718.0K | 0.44% | +70+1.8% | Added |
| Marcum Wealth, LLC | 3,949 | $718.0K | 0.11% | +234+6.3% | Added |
| Montag A & Associates Inc | 3,945 | $719.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,956 | $719.0K | 0.09% | +34+0.9% | Added |
| FC Advisory LLC | 3,964 | $721.0K | 0.37% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,976 | $723.0K | 0.14% | +3,976 | New |
| EverSource Wealth Advisors, LLC | 3,999 | $727.0K | 0.17% | −365−8.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,016 | $730.0K | 0.21% | −263−6.1% | Reduced |
| Moody National Bank Trust Division | 4,025 | $732.0K | 0.08% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 4,073 | $741.0K | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,093 | $744.0K | 0.33% | −1,367−25.0% | Reduced |
| Stock Yards Bank & Trust Co | 4,101 | $745.0K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 4,116 | $749.0K | 0.20% | −295−6.7% | Reduced |
| Westover Capital Advisors, LLC | 4,142 | $753.0K | 0.29% | −250−5.7% | Reduced |
| Essex Financial Services, Inc. | 4,145 | $754.0K | 0.09% | +6+0.1% | Added |
| Conning Inc. | 4,161 | $757.0K | 0.03% | −475−10.2% | Reduced |
| Peterson Wealth Services | 4,190 | $762.0K | 0.54% | +1,163+38.4% | Added |
| CSU Producer Resources, Inc. | 4,213 | $766.0K | 3.29% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,602 | $774.0K | 0.06% | +92+2.6% | Added |
| Vigilant Capital Management, LLC | 4,349 | $791.0K | 0.07% | −2,095−32.5% | Reduced |
| Roundview Capital LLC | 4,348 | $791.0K | 0.10% | +183+4.4% | Added |
| Ascent Group, LLC | 3,700 | $795.0K | 0.10% | −1,312−26.2% | Reduced |
| CWS Financial Advisors, LLC | 4,434 | $806.0K | 0.39% | −8−0.2% | Reduced |
| First National Advisers, LLC | 4,429 | $806.0K | 1.19% | +1,254+39.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,500 | $818.0K | 0.07% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,484 | $819.0K | 0.20% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 4,505 | $819.0K | 0.67% | +1,590+54.5% | Added |
| Profund Advisors LLC | 4,513 | $821.0K | 0.06% | −11−0.2% | Reduced |
| Webster Bank, N. A. | 4,525 | $823.0K | 0.12% | 00.0% | Unchanged |
| Regent Investment Management LLC | 4,526 | $823.0K | 0.24% | +30+0.7% | Added |
| Lakeside Advisors, INC. | 4,528 | $824.0K | 0.74% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,535 | $825.0K | 0.32% | +134+3.0% | Added |
| Everence Capital Management Inc | 4,540 | $826.0K | 0.08% | +4,540 | New |
| Relyea Zuckerberg Hanson LLC | 4,549 | $827.0K | 0.30% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 4,550 | $828.0K | 1.33% | +308+7.3% | Added |
| Segall Bryant & Hamill, LLC | 4,577 | $830.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,576 | $832.0K | 0.09% | −169−3.6% | Reduced |