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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 6,874 | $1.25M | 0.03% | −231−3.3% | Reduced |
| Allworth Financial LP | 6,904 | $1.26M | 0.02% | +601+9.5% | Added |
| Citizens Financial Group Inc | 6,896 | $1.26M | 0.06% | −57−0.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.26M | 0.84% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,760 | $1.28M | 0.01% | −3,228−35.9% | Reduced |
| Level Four Advisory Services, LLC | 7,023 | $1.28M | 0.12% | −163−2.3% | Reduced |
| Rational Advisors LLC | 7,044 | $1.28M | 0.10% | +7,044 | New |
| Old National Bancorp | 7,047 | $1.28M | 0.04% | +426+6.4% | Added |
| Family Legacy, Inc. | 7,060 | $1.28M | 0.65% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 7,124 | $1.30M | 0.22% | −597−7.7% | Reduced |
| Naples Global Advisors, LLC | 7,098 | $1.30M | 0.18% | +198+2.9% | Added |
| Epoch Investment Partners, Inc. | 7,190 | $1.31M | 0.01% | −248−3.3% | Reduced |
| Fort Washington Investment Advisors Inc | 7,195 | $1.31M | 0.01% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,222 | $1.31M | 0.41% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 7,238 | $1.32M | 1.38% | −3,087−29.9% | Reduced |
| Summit Financial, LLC | 7,219 | $1.32M | 0.12% | +1,164+19.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,257 | $1.32M | 0.07% | −722−9.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,298 | $1.33M | 0.02% | 00.0% | Unchanged |
| Fruth Investment Management | 7,383 | $1.34M | 0.45% | −13−0.2% | Reduced |
| Ritholtz Wealth Management | 7,379 | $1.34M | 0.07% | +3,427+86.7% | Added |
| Platform Technology Partners | 7,397 | $1.34M | 0.77% | +160+2.2% | Added |
| REDW Wealth LLC | 7,407 | $1.35M | 0.52% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,430 | $1.35M | 0.03% | +2,570+52.9% | Added |
| Monarch Capital Management Inc | 7,421 | $1.35M | 0.44% | 00.0% | Unchanged |
| Ghe, LLC | 7,491 | $1.36M | 1.51% | +1,874+33.4% | Added |
| Moors & Cabot, Inc. | 7,503 | $1.36M | 0.10% | +11+0.1% | Added |
| Apollon Wealth Management, LLC | 7,514 | $1.37M | 0.11% | +906+13.7% | Added |
| Trust Co of Oklahoma | 7,517 | $1.37M | 0.69% | −410−5.2% | Reduced |
| We Are One Seven, LLC | 7,530 | $1.37M | 0.13% | −356−4.5% | Reduced |
| Park Avenue Securities LLC | 7,578 | $1.38M | 0.03% | +2,249+42.2% | Added |
| Shorepoint Capital Partners LLC | 7,621 | $1.39M | 0.66% | +7+0.1% | Added |
| West Michigan Advisors, LLC | 7,622 | $1.39M | 1.21% | +244+3.3% | Added |
| Stratos Wealth Partners, LTD. | 7,910 | $1.44M | 0.04% | +2,559+47.8% | Added |
| Dynamic Advisor Solutions LLC | 7,939 | $1.44M | 0.11% | +110+1.4% | Added |
| Simmons Bank | 7,982 | $1.45M | 0.14% | −691−8.0% | Reduced |
| Corient Capital Partners, LLC | 7,396 | $1.45M | 0.11% | +28+0.4% | Added |
| Moneta Group Investment Advisors LLC | 8,060 | $1.47M | 0.06% | +323+4.2% | Added |
| Douglass Winthrop Advisors, LLC | 8,095 | $1.47M | 0.04% | −1,000−11.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 7,547 | $1.48M | 0.10% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,222 | $1.50M | 0.09% | −22,035−72.8% | Reduced |
| Metis Global Partners, LLC | 8,223 | $1.50M | 0.24% | +716+9.5% | Added |
| Wolverine Trading, LLC | 8,152 | $1.50M | 0.06% | −3,115−27.6% | Reduced |
| Wetherby Asset Management Inc | 8,370 | $1.52M | 0.11% | +14+0.2% | Added |
| Avitas Wealth Management LLC | 8,370 | $1.52M | 0.35% | +66+0.8% | Added |
| Sumitomo Life Insurance Co | 8,391 | $1.53M | 0.06% | −1,261−13.1% | Reduced |
| Rehmann Capital Advisory Group | 8,390 | $1.53M | 0.17% | +375+4.7% | Added |
| Hyman Charles D | 8,400 | $1.53M | 0.12% | +100+1.2% | Added |
| Private Advisor Group, LLC | 8,459 | $1.54M | 0.02% | −6,144−42.1% | Reduced |
| Neville Rodie & Shaw Inc | 8,454 | $1.54M | 0.15% | −180−2.1% | Reduced |
| Laffer Tengler Investments | 8,482 | $1.54M | 0.57% | +1,059+14.3% | Added |
| Cipher Capital LP | 8,565 | $1.56M | 0.25% | +8,565 | New |
| Meridian Investment Counsel Inc. | 8,603 | $1.56M | 0.70% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 8,683 | $1.58M | 0.32% | −10−0.1% | Reduced |
| Aries Wealth Management | 7,362 | $1.58M | 0.70% | +295+4.2% | Added |
| Horiko Capital Management LLC | 8,717 | $1.58M | 1.45% | −8,728−50.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 8,760 | $1.59M | 0.24% | −2,359−21.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,787 | $1.60M | 0.49% | −8,670−49.7% | Reduced |
| Strategic Investment Advisors | 8,841 | $1.61M | 0.36% | +108+1.2% | Added |
| Fulton Bank, N.A. | 8,862 | $1.61M | 0.10% | +247+2.9% | Added |
| Mattern Wealth Management LLC | 8,868 | $1.61M | 0.65% | +63+0.7% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.64M | 0.28% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9,084 | $1.65M | 0.22% | −11−0.1% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $1.66M | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 9,198 | $1.67M | 0.04% | −602−6.1% | Reduced |
| Canandaigua National Corp | 9,197 | $1.67M | 0.30% | −561−5.7% | Reduced |
| Pictet North America Advisors SA | 9,203 | $1.67M | 0.27% | −634−6.4% | Reduced |
| Ontario Teachers Pension Plan Board | 9,248 | $1.68M | 0.02% | +2,021+28.0% | Added |
| New Potomac Partners, LLC | 9,280 | $1.69M | 1.42% | −60−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,304 | $1.69M | 0.32% | −89−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,340 | $1.70M | 0.09% | −167−1.8% | Reduced |
| WCM Investment Management, LLC | 9,293 | $1.71M | 0.01% | +75+0.8% | Added |
| Jag Capital Management, LLC | 9,436 | $1.72M | 0.24% | +9,436 | New |
| Hodges Capital Management Inc. | 9,504 | $1.73M | 0.28% | +5,386+130.8% | Added |
| Confluence Wealth Services, Inc. | 9,684 | $1.76M | 0.75% | −76−0.8% | Reduced |
| National Asset Management, Inc. | 9,686 | $1.76M | 0.05% | +2,749+39.6% | Added |
| Glenview Trust Co | 9,774 | $1.78M | 0.07% | −1,460−13.0% | Reduced |
| Herold Advisors, Inc. | 9,891 | $1.80M | 0.87% | −45−0.5% | Reduced |
| Lantz Financial LLC | 9,897 | $1.80M | 0.94% | −10,083−50.5% | Reduced |
| DuPont Capital Management Corp | 9,899 | $1.80M | 0.11% | −4,361−30.6% | Reduced |
| Cox Capital Mgt LLC | 9,927 | $1.81M | 1.31% | +22+0.2% | Added |
| Clearstead Advisors, LLC | 9,938 | $1.81M | 0.17% | −596−5.7% | Reduced |
| Gamco Investors, Inc. Et Al | 9,964 | $1.81M | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 10,041 | $1.83M | 0.07% | +121+1.2% | Added |
| Van Eck Associates Corp | 10,047 | $1.83M | 0.01% | −674−6.3% | Reduced |
| Mission Wealth Management, LP | 10,112 | $1.84M | 0.10% | +47+0.5% | Added |
| Dowling & Yahnke LLC | 10,188 | $1.85M | 0.09% | +11+0.1% | Added |
| Balentine LLC | 10,208 | $1.86M | 0.07% | −7,259−41.6% | Reduced |
| Brown Miller Wealth Management, LLC | 10,333 | $1.88M | 1.33% | +945+10.1% | Added |
| Aaron Wealth Advisors | 10,412 | $1.89M | 0.35% | −450−4.1% | Reduced |
| Smith, Salley & Associates | 10,551 | $1.92M | 0.18% | +26+0.2% | Added |
| IFG Advisory, LLC | 10,583 | $1.92M | 0.17% | +671+6.8% | Added |
| Main Street Financial Solutions, LLC | 10,729 | $1.95M | 0.32% | +836+8.5% | Added |
| Ropes Wealth Advisors LLC | 10,758 | $1.96M | 0.41% | +250+2.4% | Added |
| OPSEU Pension Plan Trust Fund | 10,770 | $1.99M | 0.53% | +123+1.2% | Added |
| Haverford Trust Co | 11,004 | $2.00M | 0.03% | −97−0.9% | Reduced |
| Lederer & Associates Investment Counsel | 11,059 | $2.01M | 1.70% | −101−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 11,113 | $2.02M | 0.09% | +263+2.4% | Added |
| Advisor Partners II, LLC | 11,372 | $2.07M | 0.16% | +11,372 | New |
| Argyle Capital Management Inc. | 11,433 | $2.08M | 0.81% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,498 | $2.09M | 0.09% | +464+4.2% | Added |