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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 5,923 | $1.08M | 0.10% | −449−7.0% | Reduced |
| Argent Trust Co | 5,945 | $1.08M | 0.08% | −102−1.7% | Reduced |
| Stonnington Group, LLC | 5,506 | $1.08M | 0.30% | +421+8.3% | Added |
| SkyView Investment Advisors, LLC | 5,920 | $1.08M | 0.31% | +324+5.8% | Added |
| Teza Capital Management LLC | 5,904 | $1.07M | 0.22% | +2,409+68.9% | Added |
| Baader Bank INC | 5,904 | $1.07M | 0.09% | +1,394+30.9% | Added |
| Magnetar Financial LLC | 5,881 | $1.07M | 0.01% | −277−4.5% | Reduced |
| Wealth Alliance | 5,825 | $1.06M | 0.21% | −152−2.5% | Reduced |
| Centaurus Financial, Inc. | 5,810 | $1.06M | 0.10% | +205+3.7% | Added |
| Private Trust Co NA | 5,776 | $1.05M | 0.17% | +74+1.3% | Added |
| Cresset Asset Management, LLC | 5,769 | $1.05M | 0.01% | −768−11.7% | Reduced |
| Bowen Hanes & Co Inc | 5,700 | $1.04M | 0.04% | +3,160+124.4% | Added |
| Horizon Investments, LLC | 5,671 | $1.03M | 0.03% | −3,991−41.3% | Reduced |
| Ballentine Partners, LLC | 5,667 | $1.03M | 0.04% | +448+8.6% | Added |
| Cetera Advisors LLC | 5,610 | $1.02M | 0.03% | −132−2.3% | Reduced |
| Balyasny Asset Management LLC | 5,580 | $1.01M | 0.00% | −271,691−98.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,540 | $1.01M | 0.45% | −10−0.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,528 | $1.00M | 0.74% | +429+8.4% | Added |
| Cary Street Partner Investment Advisory LLC | 5,481 | $997.0K | 0.08% | +443+8.8% | Added |
| AXS Investments LLC | 5,448 | $991.0K | 0.39% | +424+8.4% | Added |
| Valley National Advisers Inc | 5,054 | $984.0K | 0.20% | +6+0.1% | Added |
| Silvant Capital Management LLC | 5,366 | $981.0K | 0.07% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,327 | $969.0K | 0.12% | +5,327 | New |
| Valmark Advisers, Inc. | 5,282 | $961.0K | 0.02% | 00.0% | Unchanged |
| Little House Capital LLC | 5,278 | $960.0K | 0.51% | +536+11.3% | Added |
| CWM, LLC | 5,273 | $959.0K | 0.01% | +557+11.8% | Added |
| Transatlantique Private Wealth LLC | 5,263 | $957.0K | 0.64% | +899+20.6% | Added |
| Meridian Wealth Advisors, LLC | 5,186 | $943.0K | 0.27% | +325+6.7% | Added |
| Cigna Investments Inc | 5,151 | $937.0K | 0.21% | −329−6.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,111 | $930.0K | 0.03% | +526+11.5% | Added |
| Stratos Wealth Advisors, LLC | 5,037 | $916.0K | 0.10% | −1,439−22.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $904.0K | 0.01% | −1,020−17.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,926 | $896.0K | 0.10% | +6+0.1% | Added |
| Heritage Trust Co | 4,919 | $895.0K | 0.16% | −214−4.2% | Reduced |
| Harbour Capital Advisors, LLC | 4,780 | $884.0K | 0.31% | −8,921−65.1% | Reduced |
| Wealthsource Partners, LLC | 4,859 | $884.0K | 0.07% | +2,626+117.6% | Added |
| Western Wealth Management, LLC | 4,846 | $882.0K | 0.05% | −3,184−39.7% | Reduced |
| Kingsview Wealth Management, LLC | 4,827 | $878.0K | 0.04% | +750+18.4% | Added |
| Forum Financial Management, LP | 4,822 | $877.0K | 0.04% | −227−4.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,821 | $877.0K | 0.15% | +10.0% | Added |
| Mill Capital Management, LLC | 4,815 | $876.0K | 0.10% | −69−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,813 | $874.0K | 0.09% | +193+4.2% | Added |
| Trust Asset Management LLC | 4,807 | $874.0K | 0.12% | +285+6.3% | Added |
| Gotham Asset Management, LLC | 4,794 | $872.0K | 0.03% | −7,671−61.5% | Reduced |
| Orion Portfolio Solutions, LLC | 4,797 | $872.0K | 0.03% | +683+16.6% | Added |
| Seven Eight Capital, LP | 4,765 | $867.0K | 0.17% | +4,765 | New |
| Wolf Group Capital Advisors | 4,739 | $862.0K | 0.47% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,735 | $861.0K | 0.08% | +23+0.5% | Added |
| TD Private Client Wealth LLC | 4,732 | $860.7K | 0.04% | +126+2.7% | Added |
| AMG National Trust Bank | 4,725 | $859.0K | 0.03% | +380+8.7% | Added |
| Blackhawk Capital Partners LLC. | 4,714 | $857.0K | 0.71% | +312+7.1% | Added |
| Teamwork Financial Advisors, LLC | 4,683 | $852.0K | 0.18% | −19,467−80.6% | Reduced |
| Trustmark National Bank Trust Department | 4,680 | $851.0K | 0.08% | −464−9.0% | Reduced |
| Commerzbank Aktiengesellschaft | 4,672 | $850.0K | 0.06% | +3,472+289.3% | Added |
| PFS Partners, LLC | 4,622 | $840.6K | 0.91% | +9+0.2% | Added |
| Central Trust Co | 4,609 | $839.0K | 0.03% | +306+7.1% | Added |
| Inscription Capital, LLC | 4,605 | $838.0K | 0.24% | +110+2.4% | Added |
| Summitry LLC | 4,600 | $837.0K | 0.06% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,387 | $836.0K | 0.51% | −46−1.0% | Reduced |
| TFG Advisers LLC | 4,590 | $835.0K | 0.47% | +164+3.7% | Added |
| Meiji Yasuda Life Insurance Co | 4,590 | $835.0K | 0.02% | +1,927+72.4% | Added |
| McDonald Partners LLC | 4,587 | $834.0K | 0.32% | +255+5.9% | Added |
| Transcend Wealth Collective, LLC | 4,576 | $832.0K | 0.09% | −169−3.6% | Reduced |
| Segall Bryant & Hamill, LLC | 4,577 | $830.0K | 0.01% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 4,550 | $828.0K | 1.33% | +308+7.3% | Added |
| Relyea Zuckerberg Hanson LLC | 4,549 | $827.0K | 0.30% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,540 | $826.0K | 0.08% | +4,540 | New |
| Baldwin Investment Management, LLC | 4,535 | $825.0K | 0.32% | +134+3.0% | Added |
| Lakeside Advisors, INC. | 4,528 | $824.0K | 0.74% | 00.0% | Unchanged |
| 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 |
| Profund Advisors LLC | 4,513 | $821.0K | 0.06% | −11−0.2% | Reduced |
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 4,500 | $818.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Ascent Group, LLC | 3,700 | $795.0K | 0.10% | −1,312−26.2% | Reduced |
| 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 |
| Global Retirement Partners, LLC | 3,602 | $774.0K | 0.06% | +92+2.6% | Added |
| CSU Producer Resources, Inc. | 4,213 | $766.0K | 3.29% | 00.0% | Unchanged |
| Peterson Wealth Services | 4,190 | $762.0K | 0.54% | +1,163+38.4% | Added |
| Conning Inc. | 4,161 | $757.0K | 0.03% | −475−10.2% | Reduced |
| Essex Financial Services, Inc. | 4,145 | $754.0K | 0.09% | +6+0.1% | Added |
| Westover Capital Advisors, LLC | 4,142 | $753.0K | 0.29% | −250−5.7% | Reduced |
| Columbia Asset Management | 4,116 | $749.0K | 0.20% | −295−6.7% | Reduced |
| Stock Yards Bank & Trust Co | 4,101 | $745.0K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,093 | $744.0K | 0.33% | −1,367−25.0% | Reduced |
| FRG Family Wealth Advisors LLC | 4,073 | $741.0K | 0.18% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,025 | $732.0K | 0.08% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,016 | $730.0K | 0.21% | −263−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,999 | $727.0K | 0.17% | −365−8.4% | Reduced |
| Cornercap Investment Counsel Inc | 3,976 | $723.0K | 0.14% | +3,976 | New |
| FC Advisory LLC | 3,964 | $721.0K | 0.37% | 00.0% | Unchanged |
| 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 |
| 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 |