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 |
|---|---|---|---|---|---|
| StrategIQ Financial Group, LLC | 1,086 | $239.5K | 0.03% | +1,086 | New |
| Appleton Partners Inc | 1,085 | $239.0K | 0.02% | −55−4.8% | Reduced |
| Monetary Management Group Inc | 1,080 | $238.2K | 0.07% | +300+38.5% | Added |
| Delta Financial Group, Inc. | 1,079 | $238.0K | 0.11% | +1,079 | New |
| RSM US Wealth Management LLC | 1,078 | $237.8K | 0.01% | +1,078 | New |
| Procyon Private Wealth Partners, LLC | 1,076 | $237.4K | 0.04% | +1,076 | New |
| Arbor Trust Wealth Advisors, LLC | 1,065 | $235.8K | 0.16% | +1,065 | New |
| Jackson Creek Investment Advisors LLC | 1,066 | $235.0K | 0.10% | −145−12.0% | Reduced |
| Abbrea Capital, LLC | 1,057 | $234.1K | 0.04% | +1,057 | New |
| AdvisorNet Financial, Inc | 1,059 | $233.6K | 0.02% | +68+6.9% | Added |
| Alera Investment Advisors, LLC | 1,058 | $233.4K | 0.06% | +1,058 | New |
| Adviser Investments LLC | 1,032 | $231.8K | 0.01% | +1,032 | New |
| Financial Advisors, LLC | 1,050 | $231.6K | 0.06% | +1,050 | New |
| Reynders McVeigh Capital Management, LLC | 1,048 | $231.0K | 0.02% | −70−6.3% | Reduced |
| Souders Financial Advisors | 1,043 | $230.1K | 0.05% | +1,043 | New |
| VeraBank, N.A. | 1,039 | $229.2K | 0.11% | +1,039 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $229.0K | 0.16% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,038 | $229.0K | 0.03% | −193−15.7% | Reduced |
| MCF Advisors LLC | 1,033 | $228.7K | 0.02% | +67+6.9% | Added |
| Excalibur Management Corp | 1,036 | $228.5K | 0.12% | +1,036 | New |
| One + One Wealth Management, LLC | 1,036 | $228.5K | 0.16% | +1,036 | New |
| Linker Capital Management Inc. | 1,032 | $228.0K | 0.26% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,033 | $227.9K | 0.06% | 00.0% | Unchanged |
| Salzhauer Michael | 1,028 | $226.8K | 0.14% | +1,028 | New |
| Center For Asset Management LLC | 1,024 | $226.0K | 0.21% | +1,024 | New |
| Northstar Group, Inc. | 1,022 | $225.5K | 0.06% | +1,022 | New |
| Magnus Financial Group LLC | 1,020 | $225.1K | 0.04% | +1,020 | New |
| Alpha Cubed Investments, LLC | 1,019 | $224.8K | 0.02% | +1,019 | New |
| IHT Wealth Management, LLC | 1,012 | $223.3K | 0.01% | −289−22.2% | Reduced |
| Harbour Investments, Inc. | 1,009 | $222.6K | 0.01% | +112+12.5% | Added |
| McLean Asset Management Corp | 1,007 | $222.1K | 0.08% | −88−8.0% | Reduced |
| Gamble Jones Investment Counsel | 1,006 | $221.9K | 0.02% | +1,006 | New |
| First Foundation Advisors | 1,005 | $221.7K | 0.01% | +1,005 | New |
| Zacks Investment Management | 1,002 | $221.0K | 0.00% | +1,002 | New |
| RBF Capital, LLC | 1,000 | $221.0K | 0.02% | +1,000 | New |
| Delaney Dennis R | 1,000 | $220.6K | 0.20% | +1,000 | New |
| Titleist Asset Management, Ltd. | 998 | $220.2K | 0.05% | +998 | New |
| Oakworth Capital, Inc. | 998 | $220.2K | 0.02% | −150−13.1% | Reduced |
| Journey Strategic Wealth LLC | 990 | $218.4K | 0.03% | +990 | New |
| McIlrath & Eck, LLC | 990 | $218.4K | 0.06% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 990 | $218.4K | 0.03% | +990 | New |
| Mill Creek Capital Advisors, LLC | 985 | $217.3K | 0.01% | +985 | New |
| Quent Capital, LLC | 979 | $216.0K | 0.04% | −39−3.8% | Reduced |
| Warren Averett Asset Management, LLC | 973 | $214.6K | 0.01% | +973 | New |
| Bragg Financial Advisors, Inc | 972 | $214.4K | 0.01% | +972 | New |
| Harbor Investment Advisory, LLC | 971 | $214.2K | 0.03% | +20+2.1% | Added |
| Aua Capital Management, LLC | 968 | $213.5K | 0.15% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 968 | $213.5K | 0.04% | +968 | New |
| Howard Capital Management Inc. | 961 | $212.8K | 0.06% | +961 | New |
| Tilia Fiduciary Partners, Inc. | 962 | $212.2K | 0.20% | +184+23.7% | Added |
| Firethorn Wealth Partners, LLC | 961 | $211.9K | 0.18% | −144−13.0% | Reduced |
| XML Financial, LLC | 960 | $211.8K | 0.03% | +960 | New |
| Trust Investment Advisors | 958 | $211.3K | 0.20% | +958 | New |
| My Legacy Advisors, LLC | 1,007 | $211.3K | 0.09% | +1,007 | New |
| Patton Fund Management, Inc. | 958 | $211.0K | 0.06% | +958 | New |
| Barry Investment Advisors, LLC | 955 | $210.6K | 0.07% | +955 | New |
| Somerset Group LLC | 954 | $210.5K | 0.19% | +954 | New |
| Parallax Volatility Advisers, L.P. | 951 | $209.8K | 0.01% | +951 | New |
| L2 Asset Management, LLC | 948 | $209.1K | 0.14% | +948 | New |
| Clifford Swan Investment Counsel LLC | 947 | $208.9K | 0.01% | +947 | New |
| Copperwynd Financial, LLC | 947 | $208.9K | 0.12% | +947 | New |
| BSW Wealth Partners | 942 | $208.0K | 0.04% | +942 | New |
| Kavar Capital Partners Group, LLC | 941 | $207.6K | 0.05% | +941 | New |
| Patron Partners Advisors, LLC | 924 | $203.8K | 0.15% | +924 | New |
| Loomis Sayles & Co L P | 922 | $203.0K | 0.00% | +922 | New |
| WoodTrust Financial Corp | 918 | $203.0K | 0.04% | +918 | New |
| 3Chopt Investment Partners, LLC | 915 | $202.6K | 0.11% | +915 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 917 | $202.3K | 0.01% | +917 | New |
| Endurance Wealth Management, Inc. | 913 | $202.0K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 913 | $201.4K | 0.12% | 00.0% | Unchanged |
| Avestar Capital, LLC | 909 | $201.3K | 0.04% | +909 | New |
| Fairfield, Bush & Co. | 912 | $201.2K | 0.13% | +912 | New |
| Gould Asset Management LLC | 911 | $201.0K | 0.06% | −400−30.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 911 | $201.0K | 0.00% | +911 | New |
| Silvercrest Asset Management Group LLC | 911 | $201.0K | 0.00% | +911 | New |
| Columbia Trust Co 01012016 | 907 | $200.1K | 0.11% | +907 | New |
| CVA Family Office, LLC | 896 | $197.7K | 0.05% | −20−2.2% | Reduced |
| Grove Bank & Trust | 892 | $197.0K | 0.04% | +892 | New |
| Glassman Wealth Services | 861 | $189.9K | 0.04% | +226+35.6% | Added |
| US Asset Management LLC | 852 | $188.0K | 0.20% | +852 | New |
| Park Place Capital Corp | 833 | $184.0K | 0.05% | +833 | New |
| Cohen & Steers, Inc. | 825 | $182.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 827 | $182.0K | 0.12% | +316+61.8% | Added |
| Federation des caisses Desjardins du Quebec | 802 | $176.9K | 0.00% | −19,857−96.1% | Reduced |
| Deseret Mutual Benefit Administrators | 799 | $176.3K | 0.07% | −666−45.5% | Reduced |
| TCI Wealth Advisors, Inc. | 796 | $175.6K | 0.02% | +146+22.5% | Added |
| CoreFirst Bank & Trust | 741 | $163.5K | 0.12% | +4+0.5% | Added |
| Johnson Financial Group, Inc. | 722 | $159.3K | 0.01% | −11−1.5% | Reduced |
| Sandy Spring Bank | 717 | $158.2K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 717 | $158.0K | 0.08% | +717 | New |
| Carmichael Hill & Associates, Inc. | 691 | $152.4K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 691 | $152.0K | 0.04% | +564+444.1% | Added |
| Jones Financial Companies LLLP | 681 | $150.0K | 0.00% | +469+221.2% | Added |
| Column Capital Advisors, LLC | 675 | $148.9K | 0.02% | +235+53.4% | Added |
| Evermay Wealth Management LLC | 671 | $148.3K | 0.03% | +284+73.4% | Added |
| J.Safra Asset Management Corp | 660 | $145.0K | 0.03% | +540+450.0% | Added |
| Heritage Wealth Advisors | 655 | $144.5K | 0.01% | +273+71.5% | Added |
| JJJ Advisors Inc. | 631 | $142.4K | 0.04% | −17−2.6% | Reduced |
| Colonial Trust Co | 645 | $142.3K | 0.04% | +645 | New |
| Delta Asset Management LLC | 633 | $139.6K | 0.02% | +633 | New |