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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 4,426 | $976.0K | 0.04% | +325+7.9% | Added |
| Kingsview Wealth Management, LLC | 4,425 | $976.2K | 0.04% | −402−8.3% | Reduced |
| Silvant Capital Management LLC | 4,419 | $978.5K | 0.07% | −947−17.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,449 | $981.4K | 0.11% | −127−2.8% | Reduced |
| Baldwin Investment Management, LLC | 4,485 | $989.4K | 0.18% | −50−1.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,500 | $992.7K | 0.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,500 | $993.0K | 0.13% | −25−0.6% | Reduced |
| Lakeside Advisors, INC. | 4,528 | $998.9K | 0.82% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 4,544 | $1.00M | 0.34% | −236−4.9% | Reduced |
| Saxon Interests, Inc. | 4,491 | $1.00M | 0.57% | +104+2.4% | Added |
| Segall Bryant & Hamill, LLC | 4,558 | $1.00M | 0.01% | −19−0.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,569 | $1.01M | 0.25% | +553+13.8% | Added |
| Meiji Yasuda Life Insurance Co | 4,590 | $1.01M | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 4,595 | $1.01M | 0.03% | −14−0.3% | Reduced |
| McDonald Partners LLC | 4,615 | $1.02M | 0.35% | +28+0.6% | Added |
| PFS Partners, LLC | 4,631 | $1.02M | 1.08% | +9+0.2% | Added |
| Peterson Wealth Services | 4,646 | $1.02M | 0.59% | +456+10.9% | Added |
| Inscription Capital, LLC | 4,666 | $1.03M | 0.35% | +61+1.3% | Added |
| Sequoia Financial Advisors, LLC | 4,687 | $1.03M | 0.03% | +1,899+68.1% | Added |
| Profund Advisors LLC | 4,733 | $1.04M | 0.07% | +220+4.9% | Added |
| Pekin Hardy Strauss, Inc. | 4,738 | $1.05M | 0.17% | −83−1.7% | Reduced |
| Wolf Group Capital Advisors | 4,747 | $1.05M | 0.49% | +8+0.2% | Added |
| Gabelli Funds LLC | 4,755 | $1.05M | 0.01% | +4,755 | New |
| TD Private Client Wealth LLC | 4,760 | $1.05M | 0.05% | +28+0.6% | Added |
| Mainstay Capital Management LLC | 4,762 | $1.05M | 0.23% | +4,762 | New |
| Parsons Capital Management Inc | 4,783 | $1.06M | 0.09% | +48+1.0% | Added |
| Trust Asset Management LLC | 4,807 | $1.06M | 0.13% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,815 | $1.06M | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,822 | $1.06M | 0.04% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,845 | $1.07M | 0.10% | +165+3.5% | Added |
| Signaturefd, LLC | 4,854 | $1.07M | 0.03% | +1,147+30.9% | Added |
| Relyea Zuckerberg Hanson LLC | 4,854 | $1.07M | 0.31% | +305+6.7% | Added |
| Wealthsource Partners, LLC | 4,860 | $1.07M | 0.08% | +10.0% | Added |
| Jacobi Capital Management LLC | 4,898 | $1.08M | 0.14% | +1,043+27.1% | Added |
| Sound Financial Strategies Group, LLC | 4,919 | $1.09M | 0.79% | +4,919 | New |
| First National Advisers, LLC | 4,926 | $1.09M | 1.39% | +497+11.2% | Added |
| Heritage Trust Co | 4,958 | $1.09M | 0.18% | +39+0.8% | Added |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.10M | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 5,000 | $1.10M | 0.67% | +5,000 | New |
| TFG Advisers LLC | 5,032 | $1.11M | 0.57% | +442+9.6% | Added |
| Aristotle Capital Management, LLC | 5,032 | $1.11M | 0.00% | −959−16.0% | Reduced |
| Summitry LLC | 5,040 | $1.11M | 0.08% | +440+9.6% | Added |
| Stratos Wealth Advisors, LLC | 5,048 | $1.11M | 0.09% | +11+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 5,108 | $1.11M | 0.11% | +295+6.1% | Added |
| Tiaa, FSB | 5,066 | $1.12M | 0.00% | −924−15.4% | Reduced |
| Centaurus Financial, Inc. | 5,110 | $1.13M | 0.11% | −700−12.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,131 | $1.13M | 0.03% | +20+0.4% | Added |
| Valley National Advisers Inc | 5,054 | $1.14M | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,152 | $1.14M | 0.24% | +10.0% | Added |
| AMG National Trust Bank | 5,155 | $1.14M | 0.04% | +430+9.1% | Added |
| Meridian Wealth Advisors, LLC | 5,188 | $1.14M | 0.29% | +20.0% | Added |
| Valmark Advisers, Inc. | 5,334 | $1.18M | 0.03% | +52+1.0% | Added |
| Cresset Asset Management, LLC | 8,552 | $1.18M | 0.01% | +2,783+48.2% | Added |
| Wintrust Investments LLC | 5,343 | $1.18M | 0.15% | +16+0.3% | Added |
| Daymark Wealth Partners, LLC | 5,351 | $1.18M | 0.21% | +5,351 | New |
| Rational Advisors LLC | 5,368 | $1.18M | 0.10% | −1,676−23.8% | Reduced |
| Financial Enhancement Group LLC | 5,504 | $1.19M | 0.23% | +5,504 | New |
| Viawealth, LLC | 5,317 | $1.19M | 0.98% | +5,317 | New |
| Hamilton Capital Partners Inc. | 5,400 | $1.19M | 0.50% | +5,400 | New |
| Gotham Asset Management, LLC | 5,467 | $1.21M | 0.03% | +673+14.0% | Added |
| Left Brain Wealth Management, LLC | 5,480 | $1.21M | 0.90% | +5,480 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,487 | $1.21M | 0.62% | −500−8.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,540 | $1.22M | 0.49% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 5,630 | $1.24M | 0.68% | −9,916−63.8% | Reduced |
| Davidson Trust Co | 5,719 | $1.26M | 1.11% | −263−4.4% | Reduced |
| Transatlantique Private Wealth LLC | 5,743 | $1.27M | 0.76% | +480+9.1% | Added |
| Wealth Alliance | 5,780 | $1.28M | 0.23% | −45−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 5,834 | $1.29M | 0.05% | +1,037+21.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 5,836 | $1.29M | 0.85% | +308+5.6% | Added |
| Prospera Financial Services Inc | 5,838 | $1.29M | 0.06% | −6,295−51.9% | Reduced |
| DoubleLine ETF Adviser LP | 5,869 | $1.29M | 0.66% | +5,869 | New |
| Argent Trust Co | 5,870 | $1.29M | 0.09% | −75−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 5,891 | $1.30M | 0.11% | +5,891 | New |
| Meeder Advisory Services, Inc. | 5,918 | $1.31M | 0.16% | +5,918 | New |
| Delta Financial Advisors LLC | 5,974 | $1.32M | 0.64% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,023 | $1.33M | 0.07% | −408−6.3% | Reduced |
| Creative Financial Designs Inc | 6,037 | $1.33M | 0.20% | +67+1.1% | Added |
| SkyView Investment Advisors, LLC | 6,059 | $1.34M | 0.40% | +139+2.3% | Added |
| Csenge Advisory Group | 6,067 | $1.34M | 0.10% | −386−6.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.35M | 0.93% | 00.0% | Unchanged |
| Burney Co | 6,148 | $1.36M | 0.07% | +6,148 | New |
| Ballentine Partners, LLC | 6,183 | $1.36M | 0.04% | +516+9.1% | Added |
| Resources Management Corp | 6,243 | $1.38M | 0.22% | −20−0.3% | Reduced |
| Magnolia Capital Advisors LLC | 6,256 | $1.38M | 0.92% | −32−0.5% | Reduced |
| CAPROCK Group, Inc. | 6,246 | $1.38M | 0.13% | +323+5.5% | Added |
| Cary Street Partner Investment Advisory LLC | 6,276 | $1.38M | 0.10% | +795+14.5% | Added |
| Clear Harbor Asset Management, LLC | 6,291 | $1.39M | 0.17% | +25+0.4% | Added |
| McRae Capital Management Inc | 6,294 | $1.39M | 0.41% | −260−4.0% | Reduced |
| Delphi Management Inc | 6,352 | $1.40M | 1.69% | +6,352 | New |
| Epoch Investment Partners, Inc. | 6,375 | $1.41M | 0.01% | −815−11.3% | Reduced |
| Roof Eidam & Maycock | 6,402 | $1.41M | 0.50% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,455 | $1.42M | 0.62% | +6,455 | New |
| Foster & Motley Inc | 6,454 | $1.42M | 0.12% | +230+3.7% | Added |
| Ameritas Advisory Services, LLC | 6,458 | $1.42M | 0.07% | +6,458 | New |
| TownSquare Capital, LLC | 6,510 | $1.44M | 0.04% | +4,007+160.1% | Added |
| Stephens Inc | 6,537 | $1.44M | 0.03% | −2,661−28.9% | Reduced |
| Bleakley Financial Group, LLC | 6,550 | $1.44M | 0.05% | +6,550 | New |
| Snowden Capital Advisors LLC | 6,587 | $1.45M | 0.06% | +72+1.1% | Added |
| Venture Visionary Partners LLC | 6,618 | $1.46M | 0.11% | +458+7.4% | Added |
| Claro Advisors LLC | 6,621 | $1.46M | 0.48% | +714+12.1% | Added |