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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 2,044 | $450.9K | 0.22% | −145−6.6% | Reduced |
| Earnest Partners LLC | 2,018 | $445.2K | 0.00% | −15−0.7% | Reduced |
| Vicus Capital | 2,018 | $445.2K | 0.05% | −149−6.9% | Reduced |
| Legacy Financial Advisors, Inc. | 2,008 | $442.9K | 0.10% | +339+20.3% | Added |
| JT Stratford LLC | 2,004 | $442.1K | 0.14% | −91−4.3% | Reduced |
| Lindbrook Capital, LLC | 2,004 | $442.1K | 0.05% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $441.2K | 0.23% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,000 | $441.2K | 0.36% | +2,000 | New |
| Pitcairn Co | 1,998 | $440.8K | 0.04% | −36−1.8% | Reduced |
| Summit Financial Group Inc | 1,990 | $439.0K | 0.17% | −121−5.7% | Reduced |
| Aigen Investment Management, LP | 1,981 | $437.0K | 0.06% | −32,307−94.2% | Reduced |
| Wade G W & Inc | 1,975 | $436.0K | 0.02% | +62+3.2% | Added |
| YorkBridge Wealth Partners, LLC | 1,968 | $434.1K | 0.11% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,968 | $434.0K | 0.34% | −275−12.3% | Reduced |
| Dearborn Partners LLC | 1,946 | $429.3K | 0.02% | −1,057−35.2% | Reduced |
| Edgestream Partners, L.P. | 1,938 | $427.5K | 0.05% | −4,817−71.3% | Reduced |
| Voya Financial Advisors, Inc. | 1,916 | $425.5K | 0.06% | −258−11.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,927 | $425.1K | 0.45% | −57−2.9% | Reduced |
| BancorpSouth Bank | 1,907 | $420.7K | 0.04% | −170−8.2% | Reduced |
| BLB&B Advisors, LLC | 1,891 | $417.2K | 0.03% | −165−8.0% | Reduced |
| 9258 Wealth Management, LLC | 1,891 | $417.2K | 0.09% | +453+31.5% | Added |
| Grimes & Company, Inc. | 1,879 | $414.5K | 0.02% | −4−0.2% | Reduced |
| Leavell Investment Management, Inc. | 1,863 | $413.0K | 0.03% | +11+0.6% | Added |
| Contravisory Investment Management, Inc. | 1,864 | $411.2K | 0.11% | +269+16.9% | Added |
| Hamilton Wealth, LLC | 1,863 | $411.0K | 0.17% | −100−5.1% | Reduced |
| Hancock Whitney Corp | 1,854 | $409.0K | 0.02% | +201+12.2% | Added |
| Barber Financial Group, Inc. | 1,846 | $407.2K | 0.11% | −3−0.2% | Reduced |
| Sicart Associates LLC | 1,820 | $403.0K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,826 | $403.0K | 0.19% | 00.0% | Unchanged |
| Farmers National Bank | 1,809 | $399.1K | 0.14% | −20−1.1% | Reduced |
| Essex Savings Bank | 1,802 | $397.5K | 0.14% | −2−0.1% | Reduced |
| Convergence Investment Partners, LLC | 1,791 | $395.0K | 0.23% | −152−7.8% | Reduced |
| C M Bidwell & Associates Ltd | 1,789 | $394.7K | 0.31% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,788 | $394.0K | 0.01% | −84−4.5% | Reduced |
| West Oak Capital, LLC | 1,785 | $394.0K | 0.21% | 00.0% | Unchanged |
| Credit Agricole S A | 1,784 | $393.6K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,728 | $390.6K | 0.04% | +1,728 | New |
| Graypoint LLC | 1,765 | $389.4K | 0.05% | +228+14.8% | Added |
| Exeter Financial, LLC | 1,763 | $388.9K | 0.20% | +50+2.9% | Added |
| Courier Capital LLC | 1,758 | $387.8K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,755 | $387.0K | 0.02% | +306+21.1% | Added |
| Atlas Capital Advisors LLC | 1,751 | $386.3K | 0.06% | −29−1.6% | Reduced |
| Sandy Cove Advisors, LLC | 1,750 | $386.1K | 0.31% | −500−22.2% | Reduced |
| WBI Investments | 1,737 | $383.2K | 0.08% | +1,737 | New |
| Prestige Wealth Management Group LLC | 1,727 | $382.4K | 0.10% | +91+5.6% | Added |
| Carret Asset Management, LLC | 1,726 | $381.0K | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,725 | $380.5K | 0.07% | −1,392−44.7% | Reduced |
| Tower Bridge Advisors | 1,725 | $380.5K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 1,716 | $378.6K | 0.02% | +129+8.1% | Added |
| Larson Financial Group LLC | 1,706 | $376.3K | 0.05% | −2−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,705 | $376.1K | 0.02% | −138−7.5% | Reduced |
| Associated Banc-Corp | 1,699 | $374.8K | 0.02% | +128+8.1% | Added |
| Family Management Corp | 1,696 | $374.1K | 0.09% | +123+7.8% | Added |
| Okabena Investment Services Inc | 1,692 | $373.3K | 0.27% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,689 | $372.5K | 0.02% | +237+16.3% | Added |
| E&G Advisors, LP | 1,686 | $371.9K | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,686 | $371.9K | 0.09% | −25−1.5% | Reduced |
| First Affirmative Financial Network | 1,683 | $371.3K | 0.45% | +99+6.3% | Added |
| Exos TFP Holdings LLC | 1,676 | $369.7K | 0.10% | −1,165−41.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,670 | $368.4K | 0.06% | +375+29.0% | Added |
| TFB Advisors LLC | 1,650 | $364.0K | 0.30% | +1,650 | New |
| Evoke Wealth, LLC | 41,316 | $362.7K | 0.01% | +39,481+2,151.6% | Added |
| Ellevest, Inc. | 1,642 | $362.2K | 0.03% | +648+65.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,639 | $361.6K | 0.35% | +61+3.9% | Added |
| Fukoku Mutual Life Insurance Co | 1,638 | $361.3K | 0.03% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,629 | $359.4K | 0.14% | +15+0.9% | Added |
| Geller Advisors LLC | 1,621 | $358.9K | 0.06% | +7+0.4% | Added |
| SFMG, LLC | 1,618 | $356.9K | 0.04% | +123+8.2% | Added |
| Rede Wealth, LLC | 1,616 | $356.5K | 0.19% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,614 | $356.0K | 0.12% | −66−3.9% | Reduced |
| Live Oak Investment Partners | – | $355.8K | 0.33% | – | New |
| West Family Investments, Inc. | 1,612 | $355.6K | 0.12% | +18+1.1% | Added |
| Sage Private Wealth Group, LLC | 1,609 | $355.0K | 0.42% | −45−2.7% | Reduced |
| Bank of New Hampshire | 1,600 | $353.0K | 0.11% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,600 | $353.0K | 0.22% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 1,592 | $351.2K | 0.13% | +1,592 | New |
| Legacy Advisors, LLC | 1,586 | $350.9K | 0.06% | +313+24.6% | Added |
| Baker Avenue Asset Management, LP | 1,589 | $350.4K | 0.02% | +135+9.3% | Added |
| Farther Finance Advisors, LLC | 1,588 | $350.3K | 0.14% | +1,588 | New |
| Roberts Glore & Co Inc | 1,586 | $349.9K | 0.12% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 1,585 | $349.7K | 0.54% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,581 | $348.9K | 0.04% | +245+18.3% | Added |
| Berkeley Capital Partners, LLC | 1,575 | $347.4K | 0.13% | +78+5.2% | Added |
| RFG Advisory, LLC | 1,647 | $345.7K | 0.02% | +1,647 | New |
| Carson Advisory Inc. | 1,552 | $342.4K | 0.33% | +22+1.4% | Added |
| Argonautica Private Wealth Management, Inc | 1,548 | $341.5K | 0.17% | +1,548 | New |
| Smithfield Trust Co | 1,548 | $341.0K | 0.02% | −30−1.9% | Reduced |
| Heron Bay Capital Management | 1,545 | $340.8K | 0.21% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,543 | $340.0K | 0.01% | +8+0.5% | Added |
| Twin Focus Capital Partners, LLC | 1,541 | $339.9K | 0.07% | −8−0.5% | Reduced |
| Manchester Capital Management LLC | 1,532 | $338.0K | 0.05% | +29+1.9% | Added |
| Meredith Wealth Planning | 1,528 | $337.1K | 0.29% | +1,528 | New |
| Prime Capital Investment Advisors, LLC | 1,521 | $335.5K | 0.01% | +304+25.0% | Added |
| Verity & Verity, LLC | 1,519 | $335.1K | 0.04% | +1,519 | New |
| Dakota Wealth Management | 1,515 | $334.2K | 0.02% | −13−0.9% | Reduced |
| Financial Architects, Inc | 1,515 | $334.2K | 0.06% | −4−0.3% | Reduced |
| Capital Investment Advisors, LLC | 1,508 | $333.0K | 0.01% | +1+0.1% | Added |
| Steinberg Asset Management LLC | 1,500 | $330.9K | 0.36% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,495 | $329.8K | 0.01% | −80−5.1% | Reduced |
| Baron Wealth Management LLC | 1,474 | $325.2K | 0.25% | +1,474 | New |