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 |
|---|---|---|---|---|---|
| Hemenway Trust Co LLC | 2,993 | $660.3K | 0.07% | +408+15.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,994 | $660.5K | 0.22% | +426+16.6% | Added |
| Websterrogers Financial Advisors, LLC | 2,999 | $661.6K | 0.32% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,009 | $663.8K | 0.09% | +1,000+49.8% | Added |
| Cito Capital Group, LLC | 3,000 | $664.0K | 0.37% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,020 | $666.2K | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,913 | $666.7K | 0.10% | +320+12.3% | Added |
| Hartford Funds Management Co LLC | 3,023 | $666.9K | 0.07% | +1,847+157.1% | Added |
| Evergreen Capital Management LLC | 3,058 | $676.9K | 0.03% | +644+26.7% | Added |
| Field & Main Bank | 3,069 | $677.0K | 0.44% | +330+12.0% | Added |
| Principle Wealth Partners LLC | 3,071 | $677.5K | 0.08% | −6−0.2% | Reduced |
| Encompass Wealth Advisors, LLC | 3,094 | $682.5K | 0.25% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 3,100 | $683.9K | 0.01% | +3,100 | New |
| Abbot Financial Management, Inc. | 3,120 | $688.2K | 0.47% | −449−12.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,128 | $689.9K | 0.10% | −871−21.8% | Reduced |
| Nichols & Pratt Advisers LLP | 3,139 | $692.2K | 0.06% | −10.0% | Reduced |
| Saturna Capital CORP | 3,170 | $699.3K | 0.02% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,218 | $710.0K | 0.40% | +94+3.0% | Added |
| Inceptionr LLC | 3,228 | $712.1K | 0.37% | +3,228 | New |
| First Capital Advisors Group, LLC. | 3,236 | $713.9K | 0.48% | +158+5.1% | Added |
| Private Portfolio Partners LLC | 3,250 | $716.9K | 0.19% | +2+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,260 | $719.2K | 0.05% | +253+8.4% | Added |
| Northstar Asset Management LLC | 3,275 | $722.5K | 0.23% | −225−6.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,976 | $723.0K | 0.01% | +2,088+110.6% | Added |
| Tributary Capital Management, LLC | 3,290 | $726.0K | 0.07% | −50−1.5% | Reduced |
| Spinnaker Trust | 3,373 | $744.0K | 0.06% | −48−1.4% | Reduced |
| WSFS Capital Management, LLC | 3,375 | $744.5K | 0.08% | +3,375 | New |
| American Trust Investment Advisors, LLC | 3,386 | $747.0K | 0.47% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,391 | $748.1K | 0.05% | +1,884+125.0% | Added |
| Cim Investment Mangement Inc | 3,396 | $749.2K | 0.29% | −101−2.9% | Reduced |
| CWS Financial Advisors, LLC | 4,749 | $750.0K | 0.32% | +315+7.1% | Added |
| Bayesian Capital Management, LP | 3,400 | $750.0K | 0.11% | −13,400−79.8% | Reduced |
| Sawtooth Solutions, LLC | 3,407 | $751.6K | 0.10% | +427+14.3% | Added |
| Private Advisor Group, LLC | 8,292 | $775.6K | 0.04% | −167−2.0% | Reduced |
| Resurgent Financial Advisors LLC | 3,520 | $776.5K | 0.42% | −90−2.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,551 | $784.0K | 0.11% | +913+34.6% | Added |
| Resources Investment Advisors, LLC. | 3,567 | $786.9K | 0.02% | +745+26.4% | Added |
| Toews Corp | 3,600 | $794.2K | 0.39% | −2,500−41.0% | Reduced |
| Beech Hill Advisors, Inc. | 3,610 | $796.4K | 0.44% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,616 | $797.7K | 0.05% | +14+0.4% | Added |
| GoodHaven Capital Management, LLC | 3,625 | $799.7K | 0.54% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,631 | $801.0K | 0.03% | +251+7.4% | Added |
| DF Dent & Co Inc | 3,631 | $801.0K | 0.01% | −16−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,646 | $804.3K | 0.12% | −55−1.5% | Reduced |
| Guyasuta Investment Advisors Inc | 3,657 | $806.7K | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,661 | $807.6K | 0.06% | −25−0.7% | Reduced |
| CFO4Life Group, LLC | 3,666 | $808.7K | 0.17% | −103−2.7% | Reduced |
| CFO4Life, L.P. | 3,666 | $808.7K | 0.17% | +3,666 | New |
| Columbia Asset Management | 3,681 | $812.0K | 0.20% | −435−10.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,702 | $816.7K | 0.08% | −1,224−24.8% | Reduced |
| Epiq Partners, LLC | 3,714 | $819.3K | 0.55% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,743 | $824.0K | 0.08% | +30+0.8% | Added |
| Cullinan Associates Inc | 3,745 | $826.0K | 0.05% | +3,745 | New |
| Belpointe Asset Management LLC | 3,748 | $826.8K | 0.05% | +1,841+96.5% | Added |
| Baader Bank INC | 3,750 | $827.3K | 0.08% | −2,154−36.5% | Reduced |
| Marcum Wealth, LLC | 3,763 | $830.1K | 0.11% | −186−4.7% | Reduced |
| Clarius Group, LLC | 3,768 | $831.0K | 0.07% | +98+2.7% | Added |
| Sippican Capital Advisors | 3,784 | $835.0K | 0.80% | +15+0.4% | Added |
| Quadrant Capital Group LLC | 3,791 | $836.3K | 0.09% | +760+25.1% | Added |
| Colony Group LLC | 3,793 | $837.0K | 0.01% | +1,459+62.5% | Added |
| Somerville Kurt F | 3,800 | $838.3K | 0.16% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 3,803 | $838.9K | 0.02% | +3,803 | New |
| Bank of Hawaii | 3,849 | $849.1K | 0.05% | −6−0.2% | Reduced |
| Montecito Bank & Trust | 3,852 | $850.0K | 0.21% | 00.0% | Unchanged |
| Ballast, Inc. | 3,854 | $850.2K | 0.37% | +58+1.5% | Added |
| Atlas Private Wealth Management | 3,858 | $851.0K | 0.39% | +248+6.9% | Added |
| Sigma Planning Corp | 3,908 | $862.2K | 0.03% | +459+13.3% | Added |
| Montag A & Associates Inc | 3,952 | $873.4K | 0.06% | +7+0.2% | Added |
| Horizon Investments, LLC | 3,961 | $874.0K | 0.03% | −1,710−30.2% | Reduced |
| FC Advisory LLC | 3,964 | $874.5K | 0.41% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,968 | $875.3K | 0.21% | −105−2.6% | Reduced |
| Desjardins Global Asset Management Inc. | 4,007 | $883.0K | 0.14% | +51+1.3% | Added |
| Financial Advocates Investment Management | 4,004 | $883.4K | 0.07% | −3,043−43.2% | Reduced |
| Moody National Bank Trust Division | 4,025 | $888.0K | 0.08% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,049 | $893.2K | 0.07% | +4,049 | New |
| Fisher Asset Management, LLC | 4,064 | $897.0K | 0.00% | +2,763+212.4% | Added |
| Coldstream Capital Management Inc | 4,078 | $899.6K | 0.03% | +4,078 | New |
| Westover Capital Advisors, LLC | 4,089 | $902.0K | 0.36% | −53−1.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,089 | $902.0K | 0.34% | −4−0.1% | Reduced |
| San Luis Wealth Advisors LLC | 4,098 | $904.0K | 0.84% | −3,140−43.4% | Reduced |
| Cornercap Investment Counsel Inc | 4,118 | $908.4K | 0.16% | +142+3.6% | Added |
| Campbell & CO Investment Adviser LLC | 4,121 | $909.1K | 0.22% | +4,121 | New |
| Compass Wealth Management LLC | 4,132 | $911.5K | 0.30% | +4,132 | New |
| Essex Financial Services, Inc. | 4,137 | $912.0K | 0.10% | −8−0.2% | Reduced |
| Conning Inc. | 4,145 | $914.4K | 0.03% | −16−0.4% | Reduced |
| St Germain D J Co Inc | 104,013 | $917.9K | 0.31% | +3,484+3.5% | Added |
| Blackhawk Capital Partners LLC. | 4,174 | $920.8K | 0.72% | −540−11.5% | Reduced |
| Lake Street Financial LLC | 4,177 | $921.4K | 0.19% | +2,032+94.7% | Added |
| Monte Financial Group, LLC | 4,210 | $928.8K | 0.48% | +260+6.6% | Added |
| CSU Producer Resources, Inc. | 4,213 | $929.4K | 3.49% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,269 | $941.7K | 0.01% | +477+12.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,291 | $943.9K | 0.44% | +4,291 | New |
| RMR Wealth Builders | 4,290 | $949.8K | 0.22% | −194−4.3% | Reduced |
| Ritholtz Wealth Management | 4,312 | $951.2K | 0.05% | −3,067−41.6% | Reduced |
| Quantinno Capital Management LP | 4,325 | $954.0K | 0.07% | +1,738+67.2% | Added |
| Vigilant Capital Management, LLC | 4,349 | $959.0K | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,378 | $965.8K | 0.11% | +678+18.3% | Added |
| Roundview Capital LLC | 4,394 | $969.3K | 0.11% | +46+1.1% | Added |
| Applied Capital LLC | 4,405 | $971.7K | 0.97% | +4,405 | New |
| Regent Investment Management LLC | 4,415 | $974.0K | 0.26% | −111−2.5% | Reduced |