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; 2,172 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
- −26 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
- 113
- 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| 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 |
| Mutual Advisors, LLC | 2,516 | $458.0K | 0.02% | +464+22.6% | Added |
| 1st Source Bank | 2,510 | $457.0K | 0.03% | +98+4.1% | Added |
| TownSquare Capital, LLC | 2,503 | $455.0K | 0.01% | +78+3.2% | Added |
| New England Guild Wealth Advisors, Inc. | 2,494 | $454.0K | 0.27% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,480 | $451.0K | 0.04% | +577+30.3% | 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 |
| Independence Bank of Kentucky | 2,465 | $448.0K | 0.22% | +215+9.6% | Added |
| Sender Co & Partners, Inc. | 2,446 | $445.0K | 2.08% | +1,080+79.1% | Added |
| 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 |
| 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 |
| Valley Brook Capital Group | 2,411 | $438.0K | 0.48% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,404 | $437.0K | 0.14% | −5−0.2% | Reduced |
| Congress Wealth Management LLC | 2,374 | $432.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Colony Group LLC | 2,334 | $425.0K | 0.01% | −26−1.1% | Reduced |
| Mairs & Power Inc | 2,324 | $423.0K | 0.01% | +2,324 | New |
| 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 |
| Outfitter Financial LLC | 2,300 | $418.0K | 0.41% | −200−8.0% | Reduced |
| LCNB Corp | 2,285 | $416.0K | 0.23% | +711+45.2% | Added |
| Peddock Capital Advisors, LLC | 2,272 | $413.0K | 0.17% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,250 | $409.0K | 0.37% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,243 | $408.0K | 0.33% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,234 | $406.0K | 0.12% | +568+34.1% | Added |
| Venturi Wealth Management, LLC | 2,214 | $403.0K | 0.04% | −153−6.5% | Reduced |
| SRB Corp | 2,214 | $402.0K | 0.03% | −4,976−69.2% | Reduced |
| ASB Consultores, LLC | 2,206 | $401.0K | 0.19% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,174 | $400.0K | 0.05% | −148−6.4% | Reduced |
| DAGCO, Inc. | 2,195 | $399.0K | 0.25% | 00.0% | Unchanged |
| DCM Advisors, LLC | 2,189 | $398.1K | 0.20% | −295−11.9% | Reduced |
| Meridian Wealth Management, LLC | 2,191 | $398.0K | 0.04% | −255−10.4% | Reduced |
| Boston Financial Mangement LLC | 2,175 | $396.0K | 0.02% | +993+84.0% | 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 |
| Lake Street Financial LLC | 2,145 | $390.0K | 0.09% | +335+18.5% | Added |
| M&R Capital Management Inc | 2,142 | $389.0K | 0.11% | −3−0.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $388.0K | 0.27% | 00.0% | Unchanged |
| 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 |
| Summit Financial Group Inc | 2,111 | $384.0K | 0.16% | +100+5.0% | Added |
| JT Stratford LLC | 2,095 | $381.0K | 0.14% | −149−6.6% | Reduced |
| 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 |
| 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 |
| Dodge & Cox | 2,069 | $376.0K | 0.00% | 00.0% | Unchanged |
| Arjuna Capital | 2,060 | $375.0K | 0.18% | −1,776−46.3% | Reduced |
| BLB&B Advisors, LLC | 2,056 | $374.0K | 0.03% | −81−3.8% | Reduced |
| Foundation Resource Management Inc | 2,054 | $374.0K | 0.07% | +517+33.6% | Added |
| NatWest Group plc | 2,050 | $373.0K | 0.22% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,888 | $372.0K | 0.01% | +359+23.5% | 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 |
| Penserra Capital Management LLC | 2,034 | $369.0K | 0.01% | +52+2.6% | Added |
| HM Payson & Co | 2,025 | $368.0K | 0.01% | +77+4.0% | Added |
| Patten & Patten Inc | 2,010 | $366.0K | 0.03% | −100−4.7% | Reduced |
| Eudaimonia Advisors LLC | 2,007 | $365.0K | 0.26% | +102+5.4% | Added |
| 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 |
| Tudor Investment Corp Et Al | 1,993 | $362.0K | 0.01% | +1,993 | New |
| Eagle Bluffs Wealth Management LLC | 1,984 | $361.0K | 0.42% | −158−7.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,968 | $358.0K | 0.09% | +75+4.0% | Added |
| Hamilton Wealth, LLC | 1,963 | $357.0K | 0.15% | +166+9.2% | Added |
| SlateStone Wealth, LLC | 1,950 | $355.0K | 0.09% | +77+4.1% | Added |
| 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 |
| Wade G W & Inc | 1,913 | $348.0K | 0.02% | −34−1.7% | Reduced |
| Belpointe Asset Management LLC | 1,907 | $347.0K | 0.02% | +231+13.8% | 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 |
| Grimes & Company, Inc. | 1,883 | $343.0K | 0.02% | +2+0.1% | Added |
| First Citizens Bank & Trust Co | 1,872 | $340.0K | 0.01% | −319−14.6% | Reduced |
| Leavell Investment Management, Inc. | 1,852 | $338.0K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,854 | $337.0K | 0.02% | +4+0.2% | Added |
| Barber Financial Group, Inc. | 1,849 | $336.0K | 0.10% | −14−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,843 | $335.0K | 0.02% | −21−1.1% | Reduced |
| HighTower Trust Services, LTA | 1,836 | $334.0K | 0.04% | +1,836 | New |
| Sicart Associates LLC | 1,820 | $333.0K | 0.12% | −110−5.7% | Reduced |
| Farmers National Bank | 1,829 | $332.7K | 0.13% | −38−2.0% | Reduced |
| 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 |
| 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 |
| Essex Savings Bank | 1,804 | $328.0K | 0.13% | +774+75.1% | Added |
| Credit Agricole S A | 1,784 | $325.0K | 0.01% | 00.0% | Unchanged |