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 |
|---|---|---|---|---|---|
| Delphi Management Inc | 6,352 | $1.40M | 1.69% | +6,352 | New |
| McRae Capital Management Inc | 6,294 | $1.39M | 0.41% | −260−4.0% | Reduced |
| Clear Harbor Asset Management, LLC | 6,291 | $1.39M | 0.17% | +25+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 6,276 | $1.38M | 0.10% | +795+14.5% | Added |
| CAPROCK Group, Inc. | 6,246 | $1.38M | 0.13% | +323+5.5% | Added |
| Magnolia Capital Advisors LLC | 6,256 | $1.38M | 0.92% | −32−0.5% | Reduced |
| Resources Management Corp | 6,243 | $1.38M | 0.22% | −20−0.3% | Reduced |
| Ballentine Partners, LLC | 6,183 | $1.36M | 0.04% | +516+9.1% | Added |
| Burney Co | 6,148 | $1.36M | 0.07% | +6,148 | New |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.35M | 0.93% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,067 | $1.34M | 0.10% | −386−6.0% | Reduced |
| SkyView Investment Advisors, LLC | 6,059 | $1.34M | 0.40% | +139+2.3% | Added |
| Creative Financial Designs Inc | 6,037 | $1.33M | 0.20% | +67+1.1% | Added |
| Wedbush Securities Inc | 6,023 | $1.33M | 0.07% | −408−6.3% | Reduced |
| Delta Financial Advisors LLC | 5,974 | $1.32M | 0.64% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 5,918 | $1.31M | 0.16% | +5,918 | New |
| Axxcess Wealth Management, LLC | 5,891 | $1.30M | 0.11% | +5,891 | New |
| Argent Trust Co | 5,870 | $1.29M | 0.09% | −75−1.3% | Reduced |
| DoubleLine ETF Adviser LP | 5,869 | $1.29M | 0.66% | +5,869 | New |
| Prospera Financial Services Inc | 5,838 | $1.29M | 0.06% | −6,295−51.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,836 | $1.29M | 0.85% | +308+5.6% | Added |
| Orion Portfolio Solutions, LLC | 5,834 | $1.29M | 0.05% | +1,037+21.6% | Added |
| Wealth Alliance | 5,780 | $1.28M | 0.23% | −45−0.8% | Reduced |
| Transatlantique Private Wealth LLC | 5,743 | $1.27M | 0.76% | +480+9.1% | Added |
| Davidson Trust Co | 5,719 | $1.26M | 1.11% | −263−4.4% | Reduced |
| Stoneridge Investment Partners LLC | 5,630 | $1.24M | 0.68% | −9,916−63.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,540 | $1.22M | 0.49% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,487 | $1.21M | 0.62% | −500−8.4% | Reduced |
| Left Brain Wealth Management, LLC | 5,480 | $1.21M | 0.90% | +5,480 | New |
| Gotham Asset Management, LLC | 5,467 | $1.21M | 0.03% | +673+14.0% | Added |
| Hamilton Capital Partners Inc. | 5,400 | $1.19M | 0.50% | +5,400 | New |
| Viawealth, LLC | 5,317 | $1.19M | 0.98% | +5,317 | New |
| Financial Enhancement Group LLC | 5,504 | $1.19M | 0.23% | +5,504 | New |
| Rational Advisors LLC | 5,368 | $1.18M | 0.10% | −1,676−23.8% | Reduced |
| Daymark Wealth Partners, LLC | 5,351 | $1.18M | 0.21% | +5,351 | New |
| Wintrust Investments LLC | 5,343 | $1.18M | 0.15% | +16+0.3% | Added |
| Cresset Asset Management, LLC | 8,552 | $1.18M | 0.01% | +2,783+48.2% | Added |
| Valmark Advisers, Inc. | 5,334 | $1.18M | 0.03% | +52+1.0% | Added |
| Meridian Wealth Advisors, LLC | 5,188 | $1.14M | 0.29% | +20.0% | Added |
| AMG National Trust Bank | 5,155 | $1.14M | 0.04% | +430+9.1% | Added |
| Cigna Investments Inc | 5,152 | $1.14M | 0.24% | +10.0% | Added |
| Valley National Advisers Inc | 5,054 | $1.14M | 0.20% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,131 | $1.13M | 0.03% | +20+0.4% | Added |
| Centaurus Financial, Inc. | 5,110 | $1.13M | 0.11% | −700−12.0% | Reduced |
| Tiaa, FSB | 5,066 | $1.12M | 0.00% | −924−15.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,108 | $1.11M | 0.11% | +295+6.1% | Added |
| Stratos Wealth Advisors, LLC | 5,048 | $1.11M | 0.09% | +11+0.2% | Added |
| Summitry LLC | 5,040 | $1.11M | 0.08% | +440+9.6% | Added |
| Aristotle Capital Management, LLC | 5,032 | $1.11M | 0.00% | −959−16.0% | Reduced |
| TFG Advisers LLC | 5,032 | $1.11M | 0.57% | +442+9.6% | Added |
| Shay Capital LLC | 5,000 | $1.10M | 0.67% | +5,000 | New |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.10M | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 4,958 | $1.09M | 0.18% | +39+0.8% | Added |
| First National Advisers, LLC | 4,926 | $1.09M | 1.39% | +497+11.2% | Added |
| Sound Financial Strategies Group, LLC | 4,919 | $1.09M | 0.79% | +4,919 | New |
| Jacobi Capital Management LLC | 4,898 | $1.08M | 0.14% | +1,043+27.1% | Added |
| Wealthsource Partners, LLC | 4,860 | $1.07M | 0.08% | +10.0% | Added |
| Relyea Zuckerberg Hanson LLC | 4,854 | $1.07M | 0.31% | +305+6.7% | Added |
| Signaturefd, LLC | 4,854 | $1.07M | 0.03% | +1,147+30.9% | Added |
| Trustmark National Bank Trust Department | 4,845 | $1.07M | 0.10% | +165+3.5% | Added |
| Forum Financial Management, LP | 4,822 | $1.06M | 0.04% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,815 | $1.06M | 0.12% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,807 | $1.06M | 0.13% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,783 | $1.06M | 0.09% | +48+1.0% | Added |
| Mainstay Capital Management LLC | 4,762 | $1.05M | 0.23% | +4,762 | New |
| TD Private Client Wealth LLC | 4,760 | $1.05M | 0.05% | +28+0.6% | Added |
| Gabelli Funds LLC | 4,755 | $1.05M | 0.01% | +4,755 | New |
| Wolf Group Capital Advisors | 4,747 | $1.05M | 0.49% | +8+0.2% | Added |
| Pekin Hardy Strauss, Inc. | 4,738 | $1.05M | 0.17% | −83−1.7% | Reduced |
| Profund Advisors LLC | 4,733 | $1.04M | 0.07% | +220+4.9% | Added |
| Sequoia Financial Advisors, LLC | 4,687 | $1.03M | 0.03% | +1,899+68.1% | Added |
| Inscription Capital, LLC | 4,666 | $1.03M | 0.35% | +61+1.3% | Added |
| Peterson Wealth Services | 4,646 | $1.02M | 0.59% | +456+10.9% | Added |
| PFS Partners, LLC | 4,631 | $1.02M | 1.08% | +9+0.2% | Added |
| McDonald Partners LLC | 4,615 | $1.02M | 0.35% | +28+0.6% | Added |
| Central Trust Co | 4,595 | $1.01M | 0.03% | −14−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,590 | $1.01M | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,569 | $1.01M | 0.25% | +553+13.8% | Added |
| Segall Bryant & Hamill, LLC | 4,558 | $1.00M | 0.01% | −19−0.4% | Reduced |
| Saxon Interests, Inc. | 4,491 | $1.00M | 0.57% | +104+2.4% | Added |
| Harbour Capital Advisors, LLC | 4,544 | $1.00M | 0.34% | −236−4.9% | Reduced |
| Lakeside Advisors, INC. | 4,528 | $998.9K | 0.82% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,500 | $993.0K | 0.13% | −25−0.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,500 | $992.7K | 0.08% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,485 | $989.4K | 0.18% | −50−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 4,449 | $981.4K | 0.11% | −127−2.8% | Reduced |
| Silvant Capital Management LLC | 4,419 | $978.5K | 0.07% | −947−17.6% | Reduced |
| Kingsview Wealth Management, LLC | 4,425 | $976.2K | 0.04% | −402−8.3% | Reduced |
| Stock Yards Bank & Trust Co | 4,426 | $976.0K | 0.04% | +325+7.9% | Added |
| Regent Investment Management LLC | 4,415 | $974.0K | 0.26% | −111−2.5% | Reduced |
| Applied Capital LLC | 4,405 | $971.7K | 0.97% | +4,405 | New |
| Roundview Capital LLC | 4,394 | $969.3K | 0.11% | +46+1.1% | Added |
| Ascent Group, LLC | 4,378 | $965.8K | 0.11% | +678+18.3% | Added |
| Vigilant Capital Management, LLC | 4,349 | $959.0K | 0.08% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,325 | $954.0K | 0.07% | +1,738+67.2% | Added |
| Ritholtz Wealth Management | 4,312 | $951.2K | 0.05% | −3,067−41.6% | Reduced |
| RMR Wealth Builders | 4,290 | $949.8K | 0.22% | −194−4.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,291 | $943.9K | 0.44% | +4,291 | New |
| Brown Brothers Harriman & Co | 4,269 | $941.7K | 0.01% | +477+12.6% | Added |
| CSU Producer Resources, Inc. | 4,213 | $929.4K | 3.49% | 00.0% | Unchanged |