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, Q4 2022
Institutional positions in Chubb Ltd as of Dec 31, 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
- 1,490
- +154 vs. Q3 2022
- Shares held
- 365.9M
- +702.5K (+0.2%) vs. Q3 2022
- Total value
- $80.6B
- +$14.1B (+21.2%) vs. Q3 2022
- New holders
- 236
- 527 more added
- Sold out
- 82
- 496 more reduced
27 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Ameritrade Investment Management, LLC | 134 | $30.0K | 0.00% | −6−4.3% | Reduced |
| Hollencrest Capital Management | 137 | $30.2K | 0.00% | +137 | New |
| Colonial Trust Advisors | 139 | $30.7K | 0.00% | +139 | New |
| Bangor Savings Bank | 140 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 142 | $31.3K | 0.01% | +22+18.3% | Added |
| Key Financial Inc | 178 | $32.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 148 | $33.0K | 0.03% | −290−66.2% | Reduced |
| Blume Capital Management, Inc. | 150 | $33.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 159 | $35.1K | 0.02% | −85−34.8% | Reduced |
| Annapolis Financial Services, LLC | 173 | $38.2K | 0.01% | −127−42.3% | Reduced |
| Baldwin Brothers Inc | 175 | $38.6K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 180 | $39.7K | 0.01% | −33−15.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 186 | $41.0K | 0.04% | +186 | New |
| Legend Financial Advisors, Inc. | 189 | $41.7K | 0.04% | +111+142.3% | Added |
| Armstrong Advisory Group, Inc | 194 | $42.8K | 0.01% | +194 | New |
| Baystate Wealth Management LLC | 193 | $43.0K | 0.00% | +1+0.5% | Added |
| Fiduciary Alliance LLC | 197 | $43.5K | 0.01% | +197 | New |
| Arlington Partners LLC | 201 | $44.3K | 0.01% | +201 | New |
| Acima Private Wealth, LLC | 206 | $45.4K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 212 | $46.8K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 214 | $47.2K | 0.00% | −22−9.3% | Reduced |
| Altshuler Shaham Ltd | 214 | $47.2K | 0.00% | +214 | New |
| AXS Investments LLC | 216 | $47.6K | 0.02% | −5,232−96.0% | Reduced |
| Bell Investment Advisors, Inc | 221 | $48.8K | 0.01% | +34+18.2% | Added |
| My Personal CFO, LLC | 224 | $49.4K | 0.05% | +224 | New |
| Boyd Watterson Asset Management LLC | 226 | $49.9K | 0.02% | +226 | New |
| Atwood & Palmer Inc | 230 | $50.7K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 233 | $52.0K | 0.01% | −166−41.6% | Reduced |
| Rosenberg Matthew Hamilton | 236 | $52.1K | 0.02% | +39+19.8% | Added |
| Cary Street Partners Asset Management LLC | 240 | $52.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $53.0K | 0.05% | −116−32.4% | Reduced |
| Oakmont Corp | 240 | $53.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 247 | $54.5K | 0.01% | +48+24.1% | Added |
| SOA Wealth Advisors, LLC. | 254 | $56.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 273 | $60.0K | 0.03% | −1−0.4% | Reduced |
| MB, Levis & Associates, LLC | 273 | $60.2K | 0.05% | +273 | New |
| Concord Wealth Partners | 274 | $60.5K | 0.02% | +274 | New |
| Gables Capital Management Inc. | 275 | $60.7K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 278 | $61.3K | 0.00% | +4+1.5% | Added |
| Phocas Financial Corp. | 280 | $61.8K | 0.01% | +280 | New |
| Horizons Wealth Management | 282 | $62.0K | 0.05% | +251+809.7% | Added |
| HHM Wealth Advisors, LLC | 283 | $62.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 293 | $64.6K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 319 | $70.4K | 0.04% | +319 | New |
| Core Alternative Capital | 319 | $70.4K | 0.01% | +5+1.6% | Added |
| Crewe Advisors LLC | 325 | $71.7K | 0.01% | +135+71.1% | Added |
| Newbridge Financial Services Group, Inc. | 333 | $73.5K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 336 | $74.1K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 337 | $74.3K | 0.02% | −648−65.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 352 | $78.0K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 361 | $79.6K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 363 | $80.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 364 | $80.3K | 0.01% | +9+2.5% | Added |
| Rise Advisors, LLC | 378 | $83.3K | 0.07% | +2+0.5% | Added |
| Castleview Partners, LLC | 379 | $83.6K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 395 | $87.0K | 0.01% | +8+2.1% | Added |
| Brown, Lisle/Cummings, Inc. | 395 | $87.1K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 400 | $88.2K | 0.02% | +50+14.3% | Added |
| CNB Bank | 408 | $90.0K | 0.06% | 00.0% | Unchanged |
| First Community Trust NA | 415 | $92.0K | 0.11% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 421 | $92.9K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 421 | $93.0K | 0.02% | −2,522−85.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 420 | $93.0K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 420 | $93.0K | 0.02% | +388+1,212.5% | Added |
| Global Trust Asset Management, LLC | 443 | $97.7K | 0.05% | +250+129.5% | Added |
| Bray Capital Advisors | 446 | $98.4K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 451 | $99.5K | 0.01% | +234+107.8% | Added |
| American State Bank (Iowa) | 455 | $100.4K | 0.08% | 00.0% | Unchanged |
| First Financial Corp | 461 | $101.7K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 466 | $102.8K | 0.01% | +243+109.0% | Added |
| Salem Investment Counselors Inc | 470 | $104.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 473 | $104.3K | 0.03% | −104−18.0% | Reduced |
| Sawyer & Company, Inc | 479 | $106.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 483 | $107.0K | 0.04% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 495 | $109.0K | 0.62% | 00.0% | Unchanged |
| Norwood Financial Corp | 500 | $110.3K | 0.17% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 511 | $112.7K | 0.01% | +157+44.4% | Added |
| West Branch Capital LLC | 515 | $113.6K | 0.07% | +2+0.4% | Added |
| Caldwell Trust Co | 517 | $114.0K | 0.02% | +171+49.4% | Added |
| First Command Bank | 525 | $116.0K | 0.01% | +51+10.8% | Added |
| First Command Financial Services, Inc. | 525 | $116.0K | 0.01% | +51+10.8% | Added |
| Carolinas Wealth Consulting LLC | 555 | $122.8K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 560 | $123.0K | 0.00% | +105+23.1% | Added |
| City Holding Co | 560 | $123.5K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 562 | $124.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 580 | $128.0K | 0.03% | +260+81.3% | Added |
| Pacifica Partners Inc. | 590 | $130.5K | 0.09% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 619 | $136.6K | 0.03% | +619 | New |
| Delta Asset Management LLC | 633 | $139.6K | 0.02% | +633 | New |
| Colonial Trust Co | 645 | $142.3K | 0.04% | +645 | New |
| JJJ Advisors Inc. | 631 | $142.4K | 0.04% | −17−2.6% | Reduced |
| Heritage Wealth Advisors | 655 | $144.5K | 0.01% | +273+71.5% | Added |
| J.Safra Asset Management Corp | 660 | $145.0K | 0.03% | +540+450.0% | Added |
| Evermay Wealth Management LLC | 671 | $148.3K | 0.03% | +284+73.4% | Added |
| Column Capital Advisors, LLC | 675 | $148.9K | 0.02% | +235+53.4% | Added |
| Jones Financial Companies LLLP | 681 | $150.0K | 0.00% | +469+221.2% | Added |
| Harvest Fund Management Co., Ltd | 691 | $152.0K | 0.04% | +564+444.1% | Added |
| Carmichael Hill & Associates, Inc. | 691 | $152.4K | 0.08% | 00.0% | Unchanged |
| Steward Financial Group LLC | 717 | $158.0K | 0.08% | +717 | New |
| Sandy Spring Bank | 717 | $158.2K | 0.01% | 00.0% | Unchanged |