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
- −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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 9,084 | $1.65M | 0.22% | −11−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.64M | 0.28% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 8,868 | $1.61M | 0.65% | +63+0.7% | Added |
| Fulton Bank, N.A. | 8,862 | $1.61M | 0.10% | +247+2.9% | Added |
| Strategic Investment Advisors | 8,841 | $1.61M | 0.36% | +108+1.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,787 | $1.60M | 0.49% | −8,670−49.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 8,760 | $1.59M | 0.24% | −2,359−21.2% | Reduced |
| Horiko Capital Management LLC | 8,717 | $1.58M | 1.45% | −8,728−50.0% | Reduced |
| Aries Wealth Management | 7,362 | $1.58M | 0.70% | +295+4.2% | Added |
| Portland Global Advisors LLC | 8,683 | $1.58M | 0.32% | −10−0.1% | Reduced |
| Meridian Investment Counsel Inc. | 8,603 | $1.56M | 0.70% | 00.0% | Unchanged |
| Cipher Capital LP | 8,565 | $1.56M | 0.25% | +8,565 | New |
| Laffer Tengler Investments | 8,482 | $1.54M | 0.57% | +1,059+14.3% | 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 |
| Hyman Charles D | 8,400 | $1.53M | 0.12% | +100+1.2% | Added |
| Rehmann Capital Advisory Group | 8,390 | $1.53M | 0.17% | +375+4.7% | Added |
| Sumitomo Life Insurance Co | 8,391 | $1.53M | 0.06% | −1,261−13.1% | 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 |
| Wolverine Trading, LLC | 8,152 | $1.50M | 0.06% | −3,115−27.6% | Reduced |
| Metis Global Partners, LLC | 8,223 | $1.50M | 0.24% | +716+9.5% | Added |
| Engineers Gate Manager LP | 8,222 | $1.50M | 0.09% | −22,035−72.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 7,547 | $1.48M | 0.10% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 8,095 | $1.47M | 0.04% | −1,000−11.0% | Reduced |
| Moneta Group Investment Advisors LLC | 8,060 | $1.47M | 0.06% | +323+4.2% | Added |
| Corient Capital Partners, LLC | 7,396 | $1.45M | 0.11% | +28+0.4% | Added |
| Simmons Bank | 7,982 | $1.45M | 0.14% | −691−8.0% | Reduced |
| Dynamic Advisor Solutions LLC | 7,939 | $1.44M | 0.11% | +110+1.4% | Added |
| Stratos Wealth Partners, LTD. | 7,910 | $1.44M | 0.04% | +2,559+47.8% | Added |
| West Michigan Advisors, LLC | 7,622 | $1.39M | 1.21% | +244+3.3% | Added |
| Shorepoint Capital Partners LLC | 7,621 | $1.39M | 0.66% | +7+0.1% | Added |
| Park Avenue Securities LLC | 7,578 | $1.38M | 0.03% | +2,249+42.2% | Added |
| We Are One Seven, LLC | 7,530 | $1.37M | 0.13% | −356−4.5% | Reduced |
| Trust Co of Oklahoma | 7,517 | $1.37M | 0.69% | −410−5.2% | Reduced |
| Apollon Wealth Management, LLC | 7,514 | $1.37M | 0.11% | +906+13.7% | Added |
| Moors & Cabot, Inc. | 7,503 | $1.36M | 0.10% | +11+0.1% | Added |
| Ghe, LLC | 7,491 | $1.36M | 1.51% | +1,874+33.4% | Added |
| Monarch Capital Management Inc | 7,421 | $1.35M | 0.44% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,430 | $1.35M | 0.03% | +2,570+52.9% | Added |
| REDW Wealth LLC | 7,407 | $1.35M | 0.52% | 00.0% | Unchanged |
| Platform Technology Partners | 7,397 | $1.34M | 0.77% | +160+2.2% | Added |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,298 | $1.33M | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,257 | $1.32M | 0.07% | −722−9.0% | Reduced |
| Summit Financial, LLC | 7,219 | $1.32M | 0.12% | +1,164+19.2% | Added |
| San Luis Wealth Advisors LLC | 7,238 | $1.32M | 1.38% | −3,087−29.9% | Reduced |
| Lincoln Capital LLC | 7,222 | $1.31M | 0.41% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,195 | $1.31M | 0.01% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 7,190 | $1.31M | 0.01% | −248−3.3% | Reduced |
| Naples Global Advisors, LLC | 7,098 | $1.30M | 0.18% | +198+2.9% | Added |
| Griffin Asset Management, Inc. | 7,124 | $1.30M | 0.22% | −597−7.7% | Reduced |
| Family Legacy, Inc. | 7,060 | $1.28M | 0.65% | 00.0% | Unchanged |
| Old National Bancorp | 7,047 | $1.28M | 0.04% | +426+6.4% | Added |
| Rational Advisors LLC | 7,044 | $1.28M | 0.10% | +7,044 | New |
| Level Four Advisory Services, LLC | 7,023 | $1.28M | 0.12% | −163−2.3% | Reduced |
| TD Waterhouse Canada Inc. | 5,760 | $1.28M | 0.01% | −3,228−35.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.26M | 0.84% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 6,896 | $1.26M | 0.06% | −57−0.8% | Reduced |
| Allworth Financial LP | 6,904 | $1.26M | 0.02% | +601+9.5% | Added |
| Lincoln National Corp | 6,874 | $1.25M | 0.03% | −231−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,844 | $1.25M | 0.05% | +839+14.0% | Added |
| King Luther Capital Management Corp | 6,782 | $1.23M | 0.01% | −1,180−14.8% | Reduced |
| WealthShield Partners, LLC | 6,743 | $1.23M | 0.24% | +466+7.4% | Added |
| Edgestream Partners, L.P. | 6,755 | $1.23M | 0.10% | +6,755 | New |
| Pendal Group Limited | 6,734 | $1.23M | 0.01% | −561−7.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,717 | $1.22M | 0.48% | +517+8.3% | Added |
| Pinnacle Financial Partners Inc | 6,680 | $1.21M | 0.04% | +519+8.4% | Added |
| Symmetry Partners, LLC | 6,612 | $1.20M | 0.08% | −26−0.4% | Reduced |
| 55I, LLC | 6,594 | $1.20M | 0.03% | +3,979+152.2% | Added |
| McRae Capital Management Inc | 6,554 | $1.19M | 0.36% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,515 | $1.18M | 0.05% | +818+14.4% | Added |
| Qtron Investments LLC | 6,499 | $1.18M | 0.29% | +1,089+20.1% | Added |
| Altman Advisors, Inc. | 6,499 | $1.18M | 0.75% | +6,499 | New |
| Csenge Advisory Group | 6,453 | $1.17M | 0.10% | −490−7.1% | Reduced |
| Wedbush Securities Inc | 6,431 | $1.17M | 0.07% | +30+0.5% | Added |
| Strong Tower Advisory Services | 6,430 | $1.17M | 0.69% | +130+2.1% | Added |
| AlphaCrest Capital Management LLC | 6,420 | $1.17M | 0.07% | −19,722−75.4% | Reduced |
| Roof Eidam & Maycock | 6,402 | $1.16M | 0.43% | +987+18.2% | Added |
| Nomura Holdings Inc | 6,377 | $1.16M | 0.01% | +273+4.5% | Added |
| Claro Advisors LLC | 5,907 | $1.16M | 0.46% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 6,324 | $1.15M | 1.00% | +6,324 | New |
| Magnolia Capital Advisors LLC | 6,288 | $1.14M | 0.97% | +10.0% | Added |
| Clear Harbor Asset Management, LLC | 6,266 | $1.14M | 0.16% | −35−0.6% | Reduced |
| Resources Management Corp | 6,263 | $1.14M | 0.20% | +198+3.3% | Added |
| Foster & Motley Inc | 6,224 | $1.13M | 0.11% | +326+5.5% | Added |
| Venture Visionary Partners LLC | 6,160 | $1.12M | 0.09% | +41+0.7% | Added |
| Gateway Investment Advisers LLC | 6,125 | $1.11M | 0.01% | −1,148−15.8% | Reduced |
| Toews Corp | 6,100 | $1.11M | 0.82% | +300+5.2% | Added |
| Bowman & Co S.C. | 6,074 | $1.10M | 1.00% | +269+4.6% | Added |
| Thoroughbred Financial Services, LLC | 6,064 | $1.10M | 0.21% | +1,732+40.0% | Added |
| Pearl River Capital, LLC | 6,026 | $1.10M | 0.20% | +4,186+227.5% | Added |
| J. W. Coons Advisors, LLC | 6,016 | $1.09M | 0.41% | +1,042+20.9% | Added |
| Aristotle Capital Management, LLC | 5,991 | $1.09M | 0.00% | −1,484−19.9% | Reduced |
| Tiaa, FSB | 5,990 | $1.09M | 0.00% | +219+3.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,987 | $1.09M | 0.62% | +686+12.9% | Added |
| Davidson Trust Co | 5,982 | $1.09M | 1.05% | −361−5.7% | Reduced |
| Delta Financial Advisors LLC | 5,974 | $1.09M | 0.58% | +109+1.9% | Added |
| Creative Financial Designs Inc | 5,970 | $1.09M | 0.18% | +727+13.9% | Added |