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 |
|---|---|---|---|---|---|
| Bowman & Co S.C. | 6,656 | $1.47M | 1.14% | +582+9.6% | Added |
| Cordatus Wealth Management LLC | 6,716 | $1.48M | 2.17% | +6,716 | New |
| Citizens Financial Group Inc | 6,716 | $1.49M | 0.06% | −180−2.6% | Reduced |
| Prana Capital Management, LP | 6,765 | $1.49M | 0.11% | −67,534−90.9% | Reduced |
| Altman Advisors, Inc. | 6,650 | $1.49M | 0.92% | +151+2.3% | Added |
| Oak Harbor Wealth Partners, LLC | 6,796 | $1.50M | 0.57% | +79+1.2% | Added |
| Thoroughbred Financial Services, LLC | 6,808 | $1.50M | 0.25% | +744+12.3% | Added |
| King Luther Capital Management Corp | 6,812 | $1.50M | 0.01% | +30+0.4% | Added |
| Winton Group Ltd | 6,813 | $1.50M | 0.10% | −16,622−70.9% | Reduced |
| CWM, LLC | 6,814 | $1.50M | 0.01% | +1,541+29.2% | Added |
| Summit Financial, LLC | 6,866 | $1.51M | 0.14% | −353−4.9% | Reduced |
| Qtron Investments LLC | 6,924 | $1.53M | 0.32% | +425+6.5% | Added |
| Catalyst Wealth Management, LLC | 6,934 | $1.53M | 1.44% | +6,934 | New |
| Allworth Financial LP | 7,056 | $1.56M | 0.02% | +152+2.2% | Added |
| Alaethes Wealth LLC | 7,072 | $1.56M | 1.07% | +7,072 | New |
| Benjamin F. Edwards & Company, Inc. | 7,118 | $1.57M | 0.07% | −139−1.9% | Reduced |
| Fort Washington Investment Advisors Inc | 7,123 | $1.57M | 0.01% | −72−1.0% | Reduced |
| Naples Global Advisors, LLC | 7,098 | $1.57M | 0.20% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,222 | $1.59M | 0.46% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 7,249 | $1.60M | 0.24% | +125+1.8% | Added |
| Family Legacy, Inc. | 6,993 | $1.61M | 0.70% | −67−0.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,295 | $1.61M | 0.02% | −30.0% | Reduced |
| Gateway Investment Advisers LLC | 7,322 | $1.62M | 0.02% | +1,197+19.5% | Added |
| Aries Wealth Management | 7,332 | $1.62M | 0.70% | −30−0.4% | Reduced |
| Fruth Investment Management | 7,353 | $1.62M | 0.48% | −30−0.4% | Reduced |
| Shorepoint Capital Partners LLC | 7,370 | $1.63M | 0.45% | −251−3.3% | Reduced |
| Old National Bancorp | 7,380 | $1.63M | 0.05% | +333+4.7% | Added |
| Nomura Holdings Inc | 7,385 | $1.63M | 0.02% | +1,008+15.8% | Added |
| REDW Wealth LLC | 7,407 | $1.63M | 0.57% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 7,413 | $1.64M | 1.19% | −209−2.7% | Reduced |
| Monarch Capital Management Inc | 7,421 | $1.64M | 0.50% | 00.0% | Unchanged |
| Platform Technology Partners | 7,470 | $1.65M | 0.85% | +73+1.0% | Added |
| We Are One Seven, LLC | 7,472 | $1.65M | 0.16% | −58−0.8% | Reduced |
| Ghe, LLC | 7,486 | $1.65M | 1.55% | −5−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,532 | $1.66M | 0.55% | −1,255−14.3% | Reduced |
| Trust Co of Oklahoma | 7,534 | $1.66M | 0.67% | +17+0.2% | Added |
| Pendal Group Limited | 7,596 | $1.68M | 0.01% | +862+12.8% | Added |
| Lincoln National Corp | 7,629 | $1.68M | 0.04% | +755+11.0% | Added |
| Whittier Trust Co of Nevada Inc | 7,635 | $1.68M | 0.07% | +791+11.6% | Added |
| Rehmann Capital Advisory Group | 7,685 | $1.70M | 0.17% | −705−8.4% | Reduced |
| J. W. Coons Advisors, LLC | 7,700 | $1.70M | 0.51% | +1,684+28.0% | Added |
| Pearl River Capital, LLC | 7,809 | $1.72M | 0.29% | +1,783+29.6% | Added |
| Apollon Wealth Management, LLC | 7,920 | $1.75M | 0.12% | +406+5.4% | Added |
| Simmons Bank | 7,937 | $1.75M | 0.15% | −45−0.6% | Reduced |
| Bowen Hanes & Co Inc | 8,000 | $1.76M | 0.06% | +2,300+40.4% | Added |
| Douglass Winthrop Advisors, LLC | 8,075 | $1.78M | 0.05% | −20−0.2% | Reduced |
| Sumitomo Life Insurance Co | 8,215 | $1.81M | 0.13% | −176−2.1% | Reduced |
| SG Americas Securities, LLC | 8,269 | $1.82M | 0.03% | −5,554−40.2% | Reduced |
| Avitas Wealth Management LLC | 8,313 | $1.83M | 0.39% | −57−0.7% | Reduced |
| Accurate Wealth Management, LLC | 8,177 | $1.84M | 0.68% | +8,177 | New |
| Fulton Bank, N.A. | 8,366 | $1.85M | 0.10% | −496−5.6% | Reduced |
| Hyman Charles D | 8,400 | $1.85M | 0.13% | 00.0% | Unchanged |
| Legato Capital Management LLC | 8,431 | $1.86M | 0.36% | +8,431 | New |
| Mach-1 Financial Group, Inc. | 8,444 | $1.86M | 0.87% | +8,424+42,120.0% | Added |
| Eqis Capital Management, Inc. | 8,446 | $1.86M | 0.21% | +5,686+206.0% | Added |
| Dynamic Advisor Solutions LLC | 8,451 | $1.86M | 0.13% | +512+6.4% | Added |
| Neville Rodie & Shaw Inc | 8,454 | $1.86M | 0.18% | 00.0% | Unchanged |
| Private Trust Co NA | 8,524 | $1.88M | 0.28% | +2,748+47.6% | Added |
| Cetera Advisors LLC | 8,544 | $1.88M | 0.03% | +2,934+52.3% | Added |
| Portland Global Advisors LLC | 8,550 | $1.89M | 0.35% | −133−1.5% | Reduced |
| Meridian Investment Counsel Inc. | 8,603 | $1.90M | 0.76% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,616 | $1.90M | 0.03% | +1,038+13.7% | Added |
| TD Waterhouse Canada Inc. | 7,548 | $1.90M | 0.02% | +1,788+31.0% | Added |
| Stratos Wealth Partners, LTD. | 8,660 | $1.91M | 0.05% | +750+9.5% | Added |
| Horiko Capital Management LLC | 8,717 | $1.92M | 1.63% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,725 | $1.93M | 0.07% | −2,773−24.1% | Reduced |
| Moneta Group Investment Advisors LLC | 8,552 | $1.95M | 0.05% | +492+6.1% | Added |
| Alpha DNA Investment Management LLC | 8,824 | $1.95M | 1.03% | +2,500+39.5% | Added |
| WCM Investment Management, LLC | 8,830 | $1.95M | 0.01% | −463−5.0% | Reduced |
| Mattern Wealth Management LLC | 8,855 | $1.95M | 0.79% | −13−0.1% | Reduced |
| Everence Capital Management Inc | 8,860 | $1.96M | 0.17% | +4,320+95.2% | Added |
| Jag Capital Management, LLC | 8,875 | $1.96M | 0.28% | −561−5.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,878 | $1.96M | 0.34% | −426−4.6% | Reduced |
| Canandaigua National Corp | 8,939 | $1.97M | 0.33% | −258−2.8% | Reduced |
| Nations Financial Group Inc, | 8,961 | $1.98M | 0.22% | +8,961 | New |
| HRT Financial LP | 8,974 | $1.98M | 0.03% | −7,914−46.9% | Reduced |
| Clearstead Advisors, LLC | 9,022 | $1.99M | 0.16% | −916−9.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.99M | 0.32% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,077 | $2.00M | 0.13% | +707+8.4% | Added |
| Vontobel Holding Ltd. | 9,119 | $2.00M | 0.02% | −54,494−85.7% | Reduced |
| Strategic Investment Advisors | 9,119 | $2.01M | 0.42% | +278+3.1% | Added |
| Cohen Klingenstein LLC | 9,120 | $2.01M | 0.10% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 9,214 | $2.03M | 0.12% | +2,602+39.4% | Added |
| Little House Capital LLC | 9,216 | $2.03M | 1.01% | +3,938+74.6% | Added |
| Mount Yale Investment Advisors, LLC | 9,217 | $2.03M | 0.23% | +133+1.5% | Added |
| Moors & Cabot, Inc. | 9,258 | $2.04M | 0.14% | +1,755+23.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,265 | $2.04M | 0.09% | −75−0.8% | Reduced |
| DuPont Capital Management Corp | 9,294 | $2.05M | 0.10% | −605−6.1% | Reduced |
| New Potomac Partners, LLC | 9,340 | $2.06M | 1.53% | +60+0.6% | Added |
| Pictet North America Advisors SA | 9,484 | $2.09M | 0.36% | +281+3.1% | Added |
| Pinnacle Financial Partners Inc | 9,705 | $2.14M | 0.06% | +3,025+45.3% | Added |
| Concorde Financial Corp | 11,732 | $2.14M | 1.45% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 9,857 | $2.17M | 0.57% | +173+1.8% | Added |
| Herold Advisors, Inc. | 9,892 | $2.18M | 0.92% | +10.0% | Added |
| Vestcor Inc | 9,907 | $2.19M | 0.08% | −134−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 9,964 | $2.20M | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 9,964 | $2.20M | 0.07% | +190+1.9% | Added |
| Zweig-DiMenna Associates LLC | 10,000 | $2.21M | 0.32% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 10,043 | $2.22M | 0.09% | −25,896−72.1% | Reduced |
| Cox Capital Mgt LLC | 10,075 | $2.22M | 1.45% | +148+1.5% | Added |