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 |
|---|---|---|---|---|---|
| New Potomac Partners, LLC | 9,340 | $2.06M | 1.53% | +60+0.6% | Added |
| DuPont Capital Management Corp | 9,294 | $2.05M | 0.10% | −605−6.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,265 | $2.04M | 0.09% | −75−0.8% | Reduced |
| Moors & Cabot, Inc. | 9,258 | $2.04M | 0.14% | +1,755+23.4% | Added |
| Mount Yale Investment Advisors, LLC | 9,217 | $2.03M | 0.23% | +133+1.5% | Added |
| Little House Capital LLC | 9,216 | $2.03M | 1.01% | +3,938+74.6% | Added |
| Symmetry Partners, LLC | 9,214 | $2.03M | 0.12% | +2,602+39.4% | Added |
| Cohen Klingenstein LLC | 9,120 | $2.01M | 0.10% | 00.0% | Unchanged |
| Strategic Investment Advisors | 9,119 | $2.01M | 0.42% | +278+3.1% | Added |
| Vontobel Holding Ltd. | 9,119 | $2.00M | 0.02% | −54,494−85.7% | Reduced |
| Wetherby Asset Management Inc | 9,077 | $2.00M | 0.13% | +707+8.4% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.99M | 0.32% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,022 | $1.99M | 0.16% | −916−9.2% | Reduced |
| HRT Financial LP | 8,974 | $1.98M | 0.03% | −7,914−46.9% | Reduced |
| Nations Financial Group Inc, | 8,961 | $1.98M | 0.22% | +8,961 | New |
| Canandaigua National Corp | 8,939 | $1.97M | 0.33% | −258−2.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,878 | $1.96M | 0.34% | −426−4.6% | Reduced |
| Jag Capital Management, LLC | 8,875 | $1.96M | 0.28% | −561−5.9% | Reduced |
| Everence Capital Management Inc | 8,860 | $1.96M | 0.17% | +4,320+95.2% | Added |
| Mattern Wealth Management LLC | 8,855 | $1.95M | 0.79% | −13−0.1% | Reduced |
| WCM Investment Management, LLC | 8,830 | $1.95M | 0.01% | −463−5.0% | Reduced |
| Alpha DNA Investment Management LLC | 8,824 | $1.95M | 1.03% | +2,500+39.5% | Added |
| Moneta Group Investment Advisors LLC | 8,552 | $1.95M | 0.05% | +492+6.1% | Added |
| Toroso Investments, LLC | 8,725 | $1.93M | 0.07% | −2,773−24.1% | Reduced |
| Horiko Capital Management LLC | 8,717 | $1.92M | 1.63% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,660 | $1.91M | 0.05% | +750+9.5% | Added |
| TD Waterhouse Canada Inc. | 7,548 | $1.90M | 0.02% | +1,788+31.0% | Added |
| Park Avenue Securities LLC | 8,616 | $1.90M | 0.03% | +1,038+13.7% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $1.90M | 0.76% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 8,550 | $1.89M | 0.35% | −133−1.5% | Reduced |
| Cetera Advisors LLC | 8,544 | $1.88M | 0.03% | +2,934+52.3% | Added |
| Private Trust Co NA | 8,524 | $1.88M | 0.28% | +2,748+47.6% | Added |
| Neville Rodie & Shaw Inc | 8,454 | $1.86M | 0.18% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,451 | $1.86M | 0.13% | +512+6.4% | Added |
| Eqis Capital Management, Inc. | 8,446 | $1.86M | 0.21% | +5,686+206.0% | Added |
| Mach-1 Financial Group, Inc. | 8,444 | $1.86M | 0.87% | +8,424+42,120.0% | Added |
| Legato Capital Management LLC | 8,431 | $1.86M | 0.36% | +8,431 | New |
| Hyman Charles D | 8,400 | $1.85M | 0.13% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,366 | $1.85M | 0.10% | −496−5.6% | Reduced |
| Accurate Wealth Management, LLC | 8,177 | $1.84M | 0.68% | +8,177 | New |
| Avitas Wealth Management LLC | 8,313 | $1.83M | 0.39% | −57−0.7% | Reduced |
| SG Americas Securities, LLC | 8,269 | $1.82M | 0.03% | −5,554−40.2% | Reduced |
| Sumitomo Life Insurance Co | 8,215 | $1.81M | 0.13% | −176−2.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,075 | $1.78M | 0.05% | −20−0.2% | Reduced |
| Bowen Hanes & Co Inc | 8,000 | $1.76M | 0.06% | +2,300+40.4% | Added |
| Simmons Bank | 7,937 | $1.75M | 0.15% | −45−0.6% | Reduced |
| Apollon Wealth Management, LLC | 7,920 | $1.75M | 0.12% | +406+5.4% | Added |
| Pearl River Capital, LLC | 7,809 | $1.72M | 0.29% | +1,783+29.6% | Added |
| J. W. Coons Advisors, LLC | 7,700 | $1.70M | 0.51% | +1,684+28.0% | Added |
| Rehmann Capital Advisory Group | 7,685 | $1.70M | 0.17% | −705−8.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,635 | $1.68M | 0.07% | +791+11.6% | Added |
| Lincoln National Corp | 7,629 | $1.68M | 0.04% | +755+11.0% | Added |
| Pendal Group Limited | 7,596 | $1.68M | 0.01% | +862+12.8% | Added |
| Trust Co of Oklahoma | 7,534 | $1.66M | 0.67% | +17+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,532 | $1.66M | 0.55% | −1,255−14.3% | Reduced |
| Ghe, LLC | 7,486 | $1.65M | 1.55% | −5−0.1% | Reduced |
| We Are One Seven, LLC | 7,472 | $1.65M | 0.16% | −58−0.8% | Reduced |
| Platform Technology Partners | 7,470 | $1.65M | 0.85% | +73+1.0% | Added |
| Monarch Capital Management Inc | 7,421 | $1.64M | 0.50% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 7,413 | $1.64M | 1.19% | −209−2.7% | Reduced |
| REDW Wealth LLC | 7,407 | $1.63M | 0.57% | 00.0% | Unchanged |
| 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 |
| Shorepoint Capital Partners LLC | 7,370 | $1.63M | 0.45% | −251−3.3% | Reduced |
| Fruth Investment Management | 7,353 | $1.62M | 0.48% | −30−0.4% | Reduced |
| Aries Wealth Management | 7,332 | $1.62M | 0.70% | −30−0.4% | Reduced |
| Gateway Investment Advisers LLC | 7,322 | $1.62M | 0.02% | +1,197+19.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,295 | $1.61M | 0.02% | −30.0% | Reduced |
| Family Legacy, Inc. | 6,993 | $1.61M | 0.70% | −67−0.9% | Reduced |
| Griffin Asset Management, Inc. | 7,249 | $1.60M | 0.24% | +125+1.8% | Added |
| Lincoln Capital LLC | 7,222 | $1.59M | 0.46% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,098 | $1.57M | 0.20% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,123 | $1.57M | 0.01% | −72−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,118 | $1.57M | 0.07% | −139−1.9% | Reduced |
| Alaethes Wealth LLC | 7,072 | $1.56M | 1.07% | +7,072 | New |
| Allworth Financial LP | 7,056 | $1.56M | 0.02% | +152+2.2% | Added |
| Catalyst Wealth Management, LLC | 6,934 | $1.53M | 1.44% | +6,934 | New |
| Qtron Investments LLC | 6,924 | $1.53M | 0.32% | +425+6.5% | Added |
| Summit Financial, LLC | 6,866 | $1.51M | 0.14% | −353−4.9% | Reduced |
| CWM, LLC | 6,814 | $1.50M | 0.01% | +1,541+29.2% | Added |
| Winton Group Ltd | 6,813 | $1.50M | 0.10% | −16,622−70.9% | Reduced |
| King Luther Capital Management Corp | 6,812 | $1.50M | 0.01% | +30+0.4% | Added |
| Thoroughbred Financial Services, LLC | 6,808 | $1.50M | 0.25% | +744+12.3% | Added |
| Oak Harbor Wealth Partners, LLC | 6,796 | $1.50M | 0.57% | +79+1.2% | Added |
| Altman Advisors, Inc. | 6,650 | $1.49M | 0.92% | +151+2.3% | Added |
| Prana Capital Management, LP | 6,765 | $1.49M | 0.11% | −67,534−90.9% | Reduced |
| Citizens Financial Group Inc | 6,716 | $1.49M | 0.06% | −180−2.6% | Reduced |
| Cordatus Wealth Management LLC | 6,716 | $1.48M | 2.17% | +6,716 | New |
| Bowman & Co S.C. | 6,656 | $1.47M | 1.14% | +582+9.6% | Added |
| Claro Advisors LLC | 6,621 | $1.46M | 0.48% | +714+12.1% | Added |
| Venture Visionary Partners LLC | 6,618 | $1.46M | 0.11% | +458+7.4% | Added |
| Snowden Capital Advisors LLC | 6,587 | $1.45M | 0.06% | +72+1.1% | Added |
| Bleakley Financial Group, LLC | 6,550 | $1.44M | 0.05% | +6,550 | New |
| Stephens Inc | 6,537 | $1.44M | 0.03% | −2,661−28.9% | Reduced |
| TownSquare Capital, LLC | 6,510 | $1.44M | 0.04% | +4,007+160.1% | Added |
| Ameritas Advisory Services, LLC | 6,458 | $1.42M | 0.07% | +6,458 | New |
| Foster & Motley Inc | 6,454 | $1.42M | 0.12% | +230+3.7% | Added |
| Beverly Hills Private Wealth, LLC | 6,455 | $1.42M | 0.62% | +6,455 | New |
| Roof Eidam & Maycock | 6,402 | $1.41M | 0.50% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 6,375 | $1.41M | 0.01% | −815−11.3% | Reduced |