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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 2,125 | $468.8K | 0.02% | +2,125 | New |
| Childress Capital Advisors, LLC | 2,126 | $469.0K | 0.16% | +263+14.1% | Added |
| IFP Advisors, Inc | 3,426 | $470.0K | 0.01% | −728−17.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $470.3K | 0.30% | 00.0% | Unchanged |
| Arjuna Capital | 2,135 | $471.0K | 0.22% | +75+3.6% | Added |
| First Dallas Securities Inc. | 2,151 | $475.0K | 0.29% | +450+26.5% | Added |
| Eudaimonia Advisors LLC | 2,157 | $475.8K | 0.32% | +150+7.5% | Added |
| Western Wealth Management, LLC | 2,158 | $476.2K | 0.05% | −2,688−55.5% | Reduced |
| EP Wealth Advisors, LLC | 2,159 | $476.2K | 0.01% | +2,159 | New |
| Mitchell Sinkler & Starr | 2,166 | $477.8K | 0.15% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,172 | $479.1K | 0.02% | +358+19.7% | Added |
| Venturi Wealth Management, LLC | 2,172 | $479.2K | 0.04% | −42−1.9% | Reduced |
| LCNB Corp | 2,185 | $482.0K | 0.22% | −100−4.4% | Reduced |
| DAGCO, Inc. | 2,195 | $484.2K | 0.28% | 00.0% | Unchanged |
| Scotia Capital Inc. | 2,197 | $484.7K | 0.00% | +2,197 | New |
| Canvas Wealth Advisors, LLC | 2,201 | $485.5K | 0.20% | −241−9.9% | Reduced |
| HBK Sorce Advisory LLC | 2,206 | $486.0K | 0.01% | +2,206 | New |
| ASB Consultores, LLC | 2,206 | $486.6K | 0.20% | 00.0% | Unchanged |
| HM Payson & Co | 2,206 | $486.6K | 0.01% | +181+8.9% | Added |
| SRB Corp | 2,214 | $488.0K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,250 | $496.3K | 0.01% | +830+58.5% | Added |
| Two Sigma Securities, LLC | 2,257 | $497.9K | 0.07% | +2,257 | New |
| Peddock Capital Advisors, LLC | 2,272 | $501.2K | 0.19% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,278 | $502.5K | 0.01% | −96−4.0% | Reduced |
| Meridian Wealth Management, LLC | 2,288 | $504.7K | 0.05% | +97+4.4% | Added |
| Goldstein Advisors, LLC | 2,287 | $505.0K | 0.12% | +2,287 | New |
| Outfitter Financial LLC | 2,300 | $507.4K | 0.46% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,302 | $507.9K | 0.36% | −117−4.8% | Reduced |
| Wright Investors Service Inc | 2,303 | $508.0K | 0.15% | 00.0% | Unchanged |
| Mairs & Power Inc | 2,324 | $512.7K | 0.01% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,324 | $512.7K | 0.02% | +149+6.9% | Added |
| Exencial Wealth Advisors, LLC | 2,329 | $513.7K | 0.03% | +475+25.6% | Added |
| Hanson & Doremus Investment Management | 2,336 | $515.0K | 0.11% | +694+42.3% | Added |
| First City Capital Management, Inc. | 2,351 | $518.6K | 0.31% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,374 | $523.7K | 0.13% | +252+11.9% | Added |
| Sky Investment Group LLC | 2,381 | $525.0K | 0.12% | +31+1.3% | Added |
| Apexium Financial, LP | 2,387 | $526.6K | 0.05% | −34−1.4% | Reduced |
| Parkside Financial Bank & Trust | 2,390 | $527.2K | 0.15% | −14−0.6% | Reduced |
| Allred Capital Management, LLC | 2,393 | $527.9K | 0.29% | +35+1.5% | Added |
| Valley Brook Capital Group | 2,411 | $531.9K | 0.51% | 00.0% | Unchanged |
| Advisory Resource Group | 2,430 | $536.1K | 0.16% | +2,430 | New |
| Thompson Siegel & Walmsley LLC | 2,438 | $538.0K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,450 | $540.5K | 0.04% | +100+4.3% | Added |
| Hillsdale Investment Management Inc. | 2,470 | $544.9K | 0.05% | −400−13.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,471 | $545.1K | 0.16% | −53−2.1% | Reduced |
| GSB Wealth Management, LLC | 2,476 | $546.1K | 0.19% | +4+0.2% | Added |
| J.W. Cole Advisors, Inc. | 2,479 | $547.0K | 0.04% | −10.0% | Reduced |
| New England Guild Wealth Advisors, Inc. | 2,494 | $550.0K | 0.29% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,501 | $551.7K | 0.10% | −18−0.7% | Reduced |
| O'Neil Global Advisors, Inc. | 2,500 | $552.0K | 2.55% | +2,500 | New |
| 1st Source Bank | 2,508 | $553.3K | 0.04% | −2−0.1% | Reduced |
| Clearview Wealth Advisors LLC | 2,521 | $556.1K | 0.43% | −3−0.1% | Reduced |
| Everett Harris & Co | 2,523 | $557.0K | 0.01% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 2,528 | $557.7K | 0.49% | +1,333+111.5% | Added |
| CoreCap Advisors, LLC | 2,544 | $561.4K | 0.04% | +2,544 | New |
| BKD Wealth Advisors, LLC | 2,555 | $563.6K | 0.02% | −35−1.4% | Reduced |
| Angeles Investment Advisors, LLC | 2,560 | $566.9K | 0.05% | +2,560 | New |
| 1776 Wealth LLC | 2,576 | $568.0K | 0.41% | +34+1.3% | Added |
| Camden Capital, LLC | 2,578 | $568.6K | 0.09% | −17−0.7% | Reduced |
| Rossmore Private Capital | 2,580 | $569.1K | 0.09% | −130−4.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,586 | $570.5K | 0.08% | −3−0.1% | Reduced |
| DFPG Investments, LLC | 2,542 | $570.9K | 0.09% | +2,542 | New |
| FJ Capital Management LLC | 2,600 | $573.6K | 0.07% | +2,600 | New |
| CX Institutional | 2,605 | $574.7K | 0.03% | +707+37.2% | Added |
| International Assets Investment Management, LLC | 2,607 | $575.2K | 0.06% | −66−2.5% | Reduced |
| Independence Bank of Kentucky | 2,614 | $577.0K | 0.26% | +149+6.0% | Added |
| Tyler-Stone Wealth Management | 2,640 | $582.0K | 0.40% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,649 | $584.4K | 0.61% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,668 | $588.6K | 0.10% | +904+51.2% | Added |
| City State Bank | 2,668 | $589.0K | 0.36% | 00.0% | Unchanged |
| Shelton Capital Management | 2,675 | $590.1K | 0.06% | −300−10.1% | Reduced |
| Hilltop Holdings Inc. | 2,676 | $590.3K | 0.08% | −22−0.8% | Reduced |
| Boyar Asset Management Inc. | 2,703 | $596.3K | 0.49% | −1,802−40.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,705 | $596.7K | 0.07% | −325−10.7% | Reduced |
| Innovis Asset Management LLC | 2,724 | $600.9K | 0.27% | +2,724 | New |
| Baxter Bros Inc | 2,727 | $602.0K | 0.10% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 2,761 | $609.1K | 0.56% | +2,761 | New |
| Cyndeo Wealth Partners, LLC | 2,775 | $612.2K | 0.07% | +2,775 | New |
| Cambridge Trust Co | 2,777 | $613.0K | 0.03% | −232−7.7% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $613.6K | 0.57% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,788 | $615.0K | 0.04% | +710+34.2% | Added |
| Buckingham Strategic Wealth, LLC | 2,803 | $618.3K | 0.01% | +367+15.1% | Added |
| First American Bank | 2,815 | $621.0K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,822 | $622.5K | 0.34% | −25−0.9% | Reduced |
| Savant Capital, LLC | 2,832 | $624.7K | 0.02% | +205+7.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,843 | $627.1K | 0.33% | +306+12.1% | Added |
| Henry James International Management, Inc. | 2,858 | $630.5K | 0.30% | −10−0.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,860 | $630.9K | 0.31% | +2,860 | New |
| Valeo Financial Advisors, LLC | 2,865 | $631.9K | 0.03% | +1,202+72.3% | Added |
| Welch Group, LLC | 2,869 | $632.9K | 0.04% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,875 | $634.0K | 0.22% | −30−1.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,881 | $635.5K | 0.01% | +24+0.8% | Added |
| United Asset Strategies, Inc. | 2,884 | $636.1K | 0.09% | +318+12.4% | Added |
| Commerzbank Aktiengesellschaft | 2,907 | $641.0K | 0.04% | −1,765−37.8% | Reduced |
| Stokes Family Office, LLC | 2,916 | $643.3K | 0.08% | −110−3.6% | Reduced |
| Sentry Investment Management LLC | 2,932 | $647.0K | 0.29% | +28+1.0% | Added |
| Astoria Portfolio Advisors LLC. | 2,954 | $651.1K | 0.31% | −18−0.6% | Reduced |
| Westhampton Capital, LLC | 2,955 | $651.9K | 0.44% | −315−9.6% | Reduced |
| Headinvest, LLC | 2,977 | $656.7K | 0.15% | −248−7.7% | Reduced |
| Bull Street Advisors, LLC | 2,980 | $657.0K | 0.34% | +70+2.4% | Added |