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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 1,463 | $322.7K | 0.07% | −3,220−68.8% | Reduced |
| Traphagen Investment Advisors LLC | 1,441 | $317.8K | 0.05% | +34+2.4% | Added |
| Jump Financial, LLC | 1,440 | $317.7K | 0.02% | +1,440 | New |
| Wealth Effects LLC | 1,428 | $315.0K | 0.18% | −182−11.3% | Reduced |
| Advisors Capital Management, LLC | 1,422 | $314.0K | 0.01% | +434+43.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,414 | $311.9K | 0.08% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,410 | $311.0K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,410 | $311.0K | 0.06% | −28−1.9% | Reduced |
| Echo45 Advisors LLC | 1,409 | $310.8K | 0.28% | +1+0.1% | Added |
| Dodge & Cox | 1,407 | $310.4K | 0.00% | −662−32.0% | Reduced |
| Focus Financial Network, Inc. | 1,397 | $309.3K | 0.03% | +39+2.9% | Added |
| Clare Market Investments LLC | 1,402 | $309.3K | 0.14% | +1,402 | New |
| Edge Capital Group, LLC | 1,400 | $308.8K | 0.02% | −19−1.3% | Reduced |
| Strategy Asset Managers LLC | 1,393 | $307.0K | 0.08% | −83−5.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,390 | $306.0K | 0.03% | +200+16.8% | Added |
| Integrated Advisors Network LLC | 1,369 | $302.1K | 0.02% | +126+10.1% | Added |
| Catalyst Financial Partners LLC | 1,354 | $298.7K | 0.15% | +1,354 | New |
| Trust Co | 1,353 | $298.0K | 0.05% | −151−10.0% | Reduced |
| Resonant Capital Advisors, LLC | 1,344 | $297.6K | 0.04% | +89+7.1% | Added |
| Heron Financial Group, LLC | 1,329 | $297.1K | 0.20% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,332 | $293.8K | 0.16% | −37−2.7% | Reduced |
| Strategic Advisors LLC | 1,327 | $292.7K | 0.07% | +90+7.3% | Added |
| Guerra Pan Advisors, LLC | 1,326 | $292.5K | 0.40% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,325 | $292.4K | 0.04% | +22+1.7% | Added |
| Northeast Financial Consultants Inc | 1,315 | $290.1K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,315 | $290.0K | 0.03% | +13+1.0% | Added |
| Chicago Partners Investment Group LLC | 1,342 | $288.8K | 0.02% | +257+23.7% | Added |
| Single Point Partners, LLC | 1,299 | $287.0K | 0.07% | −5−0.4% | Reduced |
| Financial & Tax Architects, LLC | 1,298 | $286.1K | 0.10% | +1,298 | New |
| OneAscent Wealth Management LLC | 1,291 | $286.0K | 0.13% | −22−1.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,296 | $285.8K | 0.02% | +5+0.4% | Added |
| Personal Capital Advisors Corp | 1,293 | $285.2K | 0.00% | −222−14.7% | Reduced |
| Bollard Group LLC | 1,290 | $285.0K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,284 | $283.3K | 0.19% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,279 | $282.1K | 0.04% | +32+2.6% | Added |
| DRW Securities, LLC | 1,277 | $282.0K | 0.06% | +1,277 | New |
| Regent Peak Wealth Advisors LLC | 1,270 | $281.1K | 0.09% | +1,270 | New |
| Atlantic Union Bankshares Corp | 1,274 | $281.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,274 | $281.0K | 0.04% | +15+1.2% | Added |
| Norway Savings Bank | 1,271 | $280.4K | 0.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,263 | $279.0K | 0.07% | +66+5.5% | Added |
| OneAscent Financial Services LLC | 1,255 | $278.0K | 0.12% | −634−33.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,253 | $276.4K | 0.06% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,250 | $275.8K | 0.01% | −206−14.1% | Reduced |
| Money Concepts Capital Corp | 1,249 | $275.5K | 0.01% | +1,152+1,187.6% | Added |
| Premier Asset Management LLC | 1,242 | $274.0K | 0.34% | −197−13.7% | Reduced |
| Keel Point, LLC | 1,240 | $273.7K | 0.04% | +1,240 | New |
| Coastal Investment Advisors, Inc. | 1,234 | $272.2K | 0.07% | +22+1.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,234 | $272.1K | 0.02% | −10−0.8% | Reduced |
| Northstar Advisory Group, LLC | 1,232 | $271.8K | 0.21% | −3−0.2% | Reduced |
| Tandem Wealth Advisors LLC | 1,229 | $271.1K | 0.17% | +1,229 | New |
| First Financial Bank - Trust Division | 1,228 | $271.0K | 0.03% | +21+1.7% | Added |
| Park Edge Advisors, LLC | 1,224 | $270.0K | 0.12% | +1,224 | New |
| Quaker Wealth Management, LLC | 1,224 | $270.0K | 0.14% | +1+0.1% | Added |
| Mendel Money Management | 1,223 | $269.8K | 0.15% | −17−1.4% | Reduced |
| Legacy Private Trust Co. | 1,223 | $269.8K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,217 | $268.7K | 0.02% | −138−10.2% | Reduced |
| Echo Street Capital Management LLC | 1,213 | $267.6K | 0.00% | +1,213 | New |
| Proequities, Inc. | 1,207 | $267.3K | 0.02% | +1,207 | New |
| Mutual Advisors, LLC | 1,208 | $266.6K | 0.01% | −1,308−52.0% | Reduced |
| Cable Hill Partners, LLC | 1,203 | $266.2K | 0.05% | +1,203 | New |
| GHP Investment Advisors, Inc. | 1,206 | $266.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,205 | $265.8K | 0.02% | −37−3.0% | Reduced |
| Empowered Funds, LLC | 1,205 | $265.8K | 0.02% | +1,205 | New |
| Ami Investment Management Inc | 1,202 | $265.2K | 0.14% | −134−10.0% | Reduced |
| Notis-McConarty Edward | 1,200 | $264.7K | 0.11% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,199 | $264.5K | 0.16% | +18+1.5% | Added |
| Modera Wealth Management, LLC | 1,198 | $264.3K | 0.01% | −54−4.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,195 | $263.6K | 0.05% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,190 | $262.5K | 0.21% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,178 | $259.8K | 0.16% | +6+0.5% | Added |
| Parthenon LLC | 1,174 | $259.0K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,167 | $257.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,165 | $257.0K | 0.06% | +50+4.5% | Added |
| Cypress Capital Group | 1,164 | $256.8K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,151 | $254.0K | 0.08% | +602+109.7% | Added |
| Baker Tilly Wealth Management, LLC | 1,151 | $253.9K | 0.03% | +1,151 | New |
| Brighton Jones LLC | 1,148 | $253.3K | 0.02% | −253−18.1% | Reduced |
| Goelzer Investment Management, Inc. | 1,145 | $252.6K | 0.02% | +1,145 | New |
| Harrington Investments, INC | 1,144 | $252.4K | 0.18% | −85−6.9% | Reduced |
| Trillium Asset Management, LLC | 1,143 | $252.0K | 0.01% | −64−5.3% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,141 | $252.0K | 0.04% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,131 | $249.5K | 0.28% | +1,131 | New |
| Trust Co of Toledo NA | 1,129 | $249.0K | 0.05% | +1,129 | New |
| Edmond de Rothschild Holding S.A. | 1,127 | $248.6K | 0.01% | +110+10.8% | Added |
| Sabal Trust CO | 1,124 | $248.0K | 0.02% | +1,124 | New |
| Regal Investment Advisors LLC | 1,115 | $246.0K | 0.02% | +1,115 | New |
| Summit Trail Advisors, LLC | 1,109 | $245.5K | 0.01% | −61−5.2% | Reduced |
| Elgethun Capital Management | 1,119 | $244.7K | 0.09% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,108 | $244.5K | 0.27% | −104−8.6% | Reduced |
| Broadleaf Partners, LLC | 1,105 | $244.0K | 0.10% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,106 | $244.0K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $243.0K | 0.15% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,100 | $242.7K | 0.72% | 00.0% | Unchanged |
| Leisure Capital Management | 1,100 | $242.7K | 0.13% | +1,100 | New |
| Intrua Financial, LLC | 1,103 | $241.8K | 0.06% | +1,103 | New |
| Mayflower Financial Advisors, LLC | 1,095 | $241.6K | 0.03% | +1,095 | New |
| Clarus Group, Inc. | 1,093 | $241.2K | 0.21% | +1,093 | New |
| Sompo Asset Management Co., Ltd. | 1,090 | $240.5K | 0.05% | +1,090 | New |
| Capula Management Ltd | 1,086 | $239.6K | 0.02% | +1,086 | New |