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; 2,172 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
- 1,489
- +153 vs. Q3 2022
- Shares held
- 365.9M
- +701.5K (+0.2%) vs. Q3 2022
- Total value
- $80.6B
- +$14.1B (+21.2%) vs. Q3 2022
- New holders
- 235
- 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 2,865 | $631.9K | 0.03% | +1,202+72.3% | Added |
| Glass Jacobson Investment Advisors llc | 2,860 | $630.9K | 0.31% | +2,860 | New |
| Henry James International Management, Inc. | 2,858 | $630.5K | 0.30% | −10−0.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,843 | $627.1K | 0.33% | +306+12.1% | Added |
| Savant Capital, LLC | 2,832 | $624.7K | 0.02% | +205+7.8% | Added |
| Optimum Investment Advisors | 2,822 | $622.5K | 0.34% | −25−0.9% | Reduced |
| First American Bank | 2,815 | $621.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,803 | $618.3K | 0.01% | +367+15.1% | Added |
| Zeke Capital Advisors, LLC | 2,788 | $615.0K | 0.04% | +710+34.2% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $613.6K | 0.57% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,777 | $613.0K | 0.03% | −232−7.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,775 | $612.2K | 0.07% | +2,775 | New |
| Cravens & Co Advisors, LLC | 2,761 | $609.1K | 0.56% | +2,761 | New |
| Baxter Bros Inc | 2,727 | $602.0K | 0.10% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 2,724 | $600.9K | 0.27% | +2,724 | New |
| Jaffetilchin Investment Partners, LLC | 2,705 | $596.7K | 0.07% | −325−10.7% | Reduced |
| Boyar Asset Management Inc. | 2,703 | $596.3K | 0.49% | −1,802−40.0% | Reduced |
| Hilltop Holdings Inc. | 2,676 | $590.3K | 0.08% | −22−0.8% | Reduced |
| Shelton Capital Management | 2,675 | $590.1K | 0.06% | −300−10.1% | Reduced |
| City State Bank | 2,668 | $589.0K | 0.36% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,668 | $588.6K | 0.10% | +904+51.2% | Added |
| Cross Staff Investments Inc | 2,649 | $584.4K | 0.61% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,640 | $582.0K | 0.40% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,614 | $577.0K | 0.26% | +149+6.0% | Added |
| International Assets Investment Management, LLC | 2,607 | $575.2K | 0.06% | −66−2.5% | Reduced |
| CX Institutional | 2,605 | $574.7K | 0.03% | +707+37.2% | Added |
| FJ Capital Management LLC | 2,600 | $573.6K | 0.07% | +2,600 | New |
| DFPG Investments, LLC | 2,542 | $570.9K | 0.09% | +2,542 | New |
| SeaCrest Wealth Management, LLC | 2,586 | $570.5K | 0.08% | −3−0.1% | Reduced |
| Rossmore Private Capital | 2,580 | $569.1K | 0.09% | −130−4.8% | Reduced |
| Camden Capital, LLC | 2,578 | $568.6K | 0.09% | −17−0.7% | Reduced |
| 1776 Wealth LLC | 2,576 | $568.0K | 0.41% | +34+1.3% | Added |
| Angeles Investment Advisors, LLC | 2,560 | $566.9K | 0.05% | +2,560 | New |
| BKD Wealth Advisors, LLC | 2,555 | $563.6K | 0.02% | −35−1.4% | Reduced |
| CoreCap Advisors, LLC | 2,544 | $561.4K | 0.04% | +2,544 | New |
| Peak Planning Group, LLC | 2,528 | $557.7K | 0.49% | +1,333+111.5% | Added |
| Everett Harris & Co | 2,523 | $557.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,521 | $556.1K | 0.43% | −3−0.1% | Reduced |
| 1st Source Bank | 2,508 | $553.3K | 0.04% | −2−0.1% | Reduced |
| O'Neil Global Advisors, Inc. | 2,500 | $552.0K | 2.55% | +2,500 | New |
| Proficio Capital Partners LLC | 2,501 | $551.7K | 0.10% | −18−0.7% | Reduced |
| New England Guild Wealth Advisors, Inc. | 2,494 | $550.0K | 0.29% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,479 | $547.0K | 0.04% | −10.0% | Reduced |
| GSB Wealth Management, LLC | 2,476 | $546.1K | 0.19% | +4+0.2% | Added |
| Intercontinental Wealth Advisors, LLC | 2,471 | $545.1K | 0.16% | −53−2.1% | Reduced |
| Hillsdale Investment Management Inc. | 2,470 | $544.9K | 0.05% | −400−13.9% | Reduced |
| Joel Isaacson & Co., LLC | 2,450 | $540.5K | 0.04% | +100+4.3% | Added |
| Thompson Siegel & Walmsley LLC | 2,438 | $538.0K | 0.01% | 00.0% | Unchanged |
| Advisory Resource Group | 2,430 | $536.1K | 0.16% | +2,430 | New |
| Valley Brook Capital Group | 2,411 | $531.9K | 0.51% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,393 | $527.9K | 0.29% | +35+1.5% | Added |
| Parkside Financial Bank & Trust | 2,390 | $527.2K | 0.15% | −14−0.6% | Reduced |
| Apexium Financial, LP | 2,387 | $526.6K | 0.05% | −34−1.4% | Reduced |
| Sky Investment Group LLC | 2,381 | $525.0K | 0.12% | +31+1.3% | Added |
| Center for Financial Planning, Inc. | 2,374 | $523.7K | 0.13% | +252+11.9% | Added |
| First City Capital Management, Inc. | 2,351 | $518.6K | 0.31% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,336 | $515.0K | 0.11% | +694+42.3% | Added |
| Exencial Wealth Advisors, LLC | 2,329 | $513.7K | 0.03% | +475+25.6% | Added |
| 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 |
| Wright Investors Service Inc | 2,303 | $508.0K | 0.15% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,302 | $507.9K | 0.36% | −117−4.8% | Reduced |
| Outfitter Financial LLC | 2,300 | $507.4K | 0.46% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,287 | $505.0K | 0.12% | +2,287 | New |
| Meridian Wealth Management, LLC | 2,288 | $504.7K | 0.05% | +97+4.4% | Added |
| Congress Wealth Management LLC | 2,278 | $502.5K | 0.01% | −96−4.0% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $501.2K | 0.19% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,257 | $497.9K | 0.07% | +2,257 | New |
| Wealthspire Advisors, LLC | 2,250 | $496.3K | 0.01% | +830+58.5% | Added |
| SRB Corp | 2,214 | $488.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| HBK Sorce Advisory LLC | 2,206 | $486.0K | 0.01% | +2,206 | New |
| Canvas Wealth Advisors, LLC | 2,201 | $485.5K | 0.20% | −241−9.9% | Reduced |
| Scotia Capital Inc. | 2,197 | $484.7K | 0.00% | +2,197 | New |
| DAGCO, Inc. | 2,195 | $484.2K | 0.28% | 00.0% | Unchanged |
| LCNB Corp | 2,185 | $482.0K | 0.22% | −100−4.4% | Reduced |
| Venturi Wealth Management, LLC | 2,172 | $479.2K | 0.04% | −42−1.9% | Reduced |
| Linscomb & Williams, Inc. | 2,172 | $479.1K | 0.02% | +358+19.7% | Added |
| Mitchell Sinkler & Starr | 2,166 | $477.8K | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,159 | $476.2K | 0.01% | +2,159 | New |
| Western Wealth Management, LLC | 2,158 | $476.2K | 0.05% | −2,688−55.5% | Reduced |
| Eudaimonia Advisors LLC | 2,157 | $475.8K | 0.32% | +150+7.5% | Added |
| First Dallas Securities Inc. | 2,151 | $475.0K | 0.29% | +450+26.5% | Added |
| Arjuna Capital | 2,135 | $471.0K | 0.22% | +75+3.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $470.3K | 0.30% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,426 | $470.0K | 0.01% | −728−17.5% | Reduced |
| Childress Capital Advisors, LLC | 2,126 | $469.0K | 0.16% | +263+14.1% | Added |
| NewEdge Wealth, LLC | 2,125 | $468.8K | 0.02% | +2,125 | New |
| FineMark National Bank & Trust | 2,124 | $468.6K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 2,123 | $468.0K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,549 | $465.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,105 | $464.4K | 0.05% | +16+0.8% | Added |
| Centiva Capital, LP | 2,105 | $464.4K | 0.04% | −20−0.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,096 | $462.4K | 0.44% | +2,096 | New |
| RBA Wealth Management, LLC | 2,088 | $460.6K | 0.24% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,082 | $459.3K | 0.11% | +132+6.8% | Added |
| Foundation Resource Management Inc | 2,079 | $459.0K | 0.08% | +25+1.2% | Added |
| NatWest Group plc | 2,050 | $452.2K | 0.26% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,044 | $451.1K | 0.12% | −98−4.6% | Reduced |