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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 1,543 | $340.0K | 0.01% | +8+0.5% | Added |
| Heron Bay Capital Management | 1,545 | $340.8K | 0.21% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,548 | $341.0K | 0.02% | −30−1.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,548 | $341.5K | 0.17% | +1,548 | New |
| Carson Advisory Inc. | 1,552 | $342.4K | 0.33% | +22+1.4% | Added |
| RFG Advisory, LLC | 1,647 | $345.7K | 0.02% | +1,647 | New |
| Berkeley Capital Partners, LLC | 1,575 | $347.4K | 0.13% | +78+5.2% | Added |
| NorthRock Partners, LLC | 1,581 | $348.9K | 0.04% | +245+18.3% | Added |
| QP Wealth Management, LLC | 1,585 | $349.7K | 0.54% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,586 | $349.9K | 0.12% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,588 | $350.3K | 0.14% | +1,588 | New |
| Baker Avenue Asset Management, LP | 1,589 | $350.4K | 0.02% | +135+9.3% | Added |
| Legacy Advisors, LLC | 1,586 | $350.9K | 0.06% | +313+24.6% | Added |
| Gyon Technologies Capital Management, LP | 1,592 | $351.2K | 0.13% | +1,592 | New |
| Congress Park Capital LLC | 1,600 | $353.0K | 0.22% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,600 | $353.0K | 0.11% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,609 | $355.0K | 0.42% | −45−2.7% | Reduced |
| West Family Investments, Inc. | 1,612 | $355.6K | 0.12% | +18+1.1% | Added |
| Live Oak Investment Partners | – | $355.8K | 0.33% | – | New |
| 44 Wealth Management LLC | 1,614 | $356.0K | 0.12% | −66−3.9% | Reduced |
| Rede Wealth, LLC | 1,616 | $356.5K | 0.19% | 00.0% | Unchanged |
| SFMG, LLC | 1,618 | $356.9K | 0.04% | +123+8.2% | Added |
| Geller Advisors LLC | 1,621 | $358.9K | 0.06% | +7+0.4% | Added |
| Wambolt & Associates, LLC | 1,629 | $359.4K | 0.14% | +15+0.9% | Added |
| Fukoku Mutual Life Insurance Co | 1,638 | $361.3K | 0.03% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,639 | $361.6K | 0.35% | +61+3.9% | Added |
| Ellevest, Inc. | 1,642 | $362.2K | 0.03% | +648+65.2% | Added |
| Evoke Wealth, LLC | 41,316 | $362.7K | 0.01% | +39,481+2,151.6% | Added |
| TFB Advisors LLC | 1,650 | $364.0K | 0.30% | +1,650 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,670 | $368.4K | 0.06% | +375+29.0% | Added |
| Exos TFP Holdings LLC | 1,676 | $369.7K | 0.10% | −1,165−41.0% | Reduced |
| First Affirmative Financial Network | 1,683 | $371.3K | 0.45% | +99+6.3% | Added |
| Ironwood Investment Counsel, LLC | 1,686 | $371.9K | 0.09% | −25−1.5% | Reduced |
| E&G Advisors, LP | 1,686 | $371.9K | 0.14% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,689 | $372.5K | 0.02% | +237+16.3% | Added |
| Okabena Investment Services Inc | 1,692 | $373.3K | 0.27% | 00.0% | Unchanged |
| Family Management Corp | 1,696 | $374.1K | 0.09% | +123+7.8% | Added |
| Associated Banc-Corp | 1,699 | $374.8K | 0.02% | +128+8.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,705 | $376.1K | 0.02% | −138−7.5% | Reduced |
| Larson Financial Group LLC | 1,706 | $376.3K | 0.05% | −2−0.1% | Reduced |
| Plancorp, LLC | 1,716 | $378.6K | 0.02% | +129+8.1% | Added |
| Continuum Advisory, LLC | 1,725 | $380.5K | 0.07% | −1,392−44.7% | Reduced |
| Tower Bridge Advisors | 1,725 | $380.5K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,726 | $381.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,727 | $382.4K | 0.10% | +91+5.6% | Added |
| WBI Investments | 1,737 | $383.2K | 0.08% | +1,737 | New |
| Sandy Cove Advisors, LLC | 1,750 | $386.1K | 0.31% | −500−22.2% | Reduced |
| Atlas Capital Advisors LLC | 1,751 | $386.3K | 0.06% | −29−1.6% | Reduced |
| Spire Wealth Management | 1,755 | $387.0K | 0.02% | +306+21.1% | Added |
| Courier Capital LLC | 1,758 | $387.8K | 0.04% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,763 | $388.9K | 0.20% | +50+2.9% | Added |
| Graypoint LLC | 1,765 | $389.4K | 0.05% | +228+14.8% | Added |
| Sound View Wealth Advisors Group, LLC | 1,728 | $390.6K | 0.04% | +1,728 | New |
| Credit Agricole S A | 1,784 | $393.6K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,788 | $394.0K | 0.01% | −84−4.5% | Reduced |
| West Oak Capital, LLC | 1,785 | $394.0K | 0.21% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,789 | $394.7K | 0.31% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,791 | $395.0K | 0.23% | −152−7.8% | Reduced |
| Essex Savings Bank | 1,802 | $397.5K | 0.14% | −2−0.1% | Reduced |
| Farmers National Bank | 1,809 | $399.1K | 0.14% | −20−1.1% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $403.0K | 0.19% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,820 | $403.0K | 0.14% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,846 | $407.2K | 0.11% | −3−0.2% | Reduced |
| Hancock Whitney Corp | 1,854 | $409.0K | 0.02% | +201+12.2% | Added |
| Hamilton Wealth, LLC | 1,863 | $411.0K | 0.17% | −100−5.1% | Reduced |
| Contravisory Investment Management, Inc. | 1,864 | $411.2K | 0.11% | +269+16.9% | Added |
| Leavell Investment Management, Inc. | 1,863 | $413.0K | 0.03% | +11+0.6% | Added |
| Grimes & Company, Inc. | 1,879 | $414.5K | 0.02% | −4−0.2% | Reduced |
| BLB&B Advisors, LLC | 1,891 | $417.2K | 0.03% | −165−8.0% | Reduced |
| 9258 Wealth Management, LLC | 1,891 | $417.2K | 0.09% | +453+31.5% | Added |
| BancorpSouth Bank | 1,907 | $420.7K | 0.04% | −170−8.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,927 | $425.1K | 0.45% | −57−2.9% | Reduced |
| Voya Financial Advisors, Inc. | 1,916 | $425.5K | 0.06% | −258−11.9% | Reduced |
| Edgestream Partners, L.P. | 1,938 | $427.5K | 0.05% | −4,817−71.3% | Reduced |
| Dearborn Partners LLC | 1,946 | $429.3K | 0.02% | −1,057−35.2% | Reduced |
| Pointe Capital Management LLC | 1,968 | $434.0K | 0.34% | −275−12.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,968 | $434.1K | 0.11% | 00.0% | Unchanged |
| Wade G W & Inc | 1,975 | $436.0K | 0.02% | +62+3.2% | Added |
| Aigen Investment Management, LP | 1,981 | $437.0K | 0.06% | −32,307−94.2% | Reduced |
| Summit Financial Group Inc | 1,990 | $439.0K | 0.17% | −121−5.7% | Reduced |
| Pitcairn Co | 1,998 | $440.8K | 0.04% | −36−1.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $441.2K | 0.23% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,000 | $441.2K | 0.36% | +2,000 | New |
| JT Stratford LLC | 2,004 | $442.1K | 0.14% | −91−4.3% | Reduced |
| Lindbrook Capital, LLC | 2,004 | $442.1K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,008 | $442.9K | 0.10% | +339+20.3% | Added |
| Vicus Capital | 2,018 | $445.2K | 0.05% | −149−6.9% | Reduced |
| Earnest Partners LLC | 2,018 | $445.2K | 0.00% | −15−0.7% | Reduced |
| DCM Advisors, LLC | 2,044 | $450.9K | 0.22% | −145−6.6% | Reduced |
| M&R Capital Management Inc | 2,044 | $451.1K | 0.12% | −98−4.6% | Reduced |
| NatWest Group plc | 2,050 | $452.2K | 0.26% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,079 | $459.0K | 0.08% | +25+1.2% | Added |
| SlateStone Wealth, LLC | 2,082 | $459.3K | 0.11% | +132+6.8% | Added |
| RBA Wealth Management, LLC | 2,088 | $460.6K | 0.24% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 2,096 | $462.4K | 0.44% | +2,096 | New |
| Centiva Capital, LP | 2,105 | $464.4K | 0.04% | −20−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,105 | $464.4K | 0.05% | +16+0.8% | Added |
| Waldron Private Wealth LLC | 2,549 | $465.0K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 2,123 | $468.0K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,124 | $468.6K | 0.02% | 00.0% | Unchanged |