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 |
|---|---|---|---|---|---|
| Monte Financial Group, LLC | 4,210 | $928.8K | 0.48% | +260+6.6% | Added |
| Lake Street Financial LLC | 4,177 | $921.4K | 0.19% | +2,032+94.7% | Added |
| Blackhawk Capital Partners LLC. | 4,174 | $920.8K | 0.72% | −540−11.5% | Reduced |
| St Germain D J Co Inc | 104,013 | $917.9K | 0.31% | +3,484+3.5% | Added |
| Conning Inc. | 4,145 | $914.4K | 0.03% | −16−0.4% | Reduced |
| Essex Financial Services, Inc. | 4,137 | $912.0K | 0.10% | −8−0.2% | Reduced |
| Compass Wealth Management LLC | 4,132 | $911.5K | 0.30% | +4,132 | New |
| Campbell & CO Investment Adviser LLC | 4,121 | $909.1K | 0.22% | +4,121 | New |
| Cornercap Investment Counsel Inc | 4,118 | $908.4K | 0.16% | +142+3.6% | Added |
| San Luis Wealth Advisors LLC | 4,098 | $904.0K | 0.84% | −3,140−43.4% | Reduced |
| Westover Capital Advisors, LLC | 4,089 | $902.0K | 0.36% | −53−1.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,089 | $902.0K | 0.34% | −4−0.1% | Reduced |
| Coldstream Capital Management Inc | 4,078 | $899.6K | 0.03% | +4,078 | New |
| Fisher Asset Management, LLC | 4,064 | $897.0K | 0.00% | +2,763+212.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,049 | $893.2K | 0.07% | +4,049 | New |
| Moody National Bank Trust Division | 4,025 | $888.0K | 0.08% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,004 | $883.4K | 0.07% | −3,043−43.2% | Reduced |
| Desjardins Global Asset Management Inc. | 4,007 | $883.0K | 0.14% | +51+1.3% | Added |
| FRG Family Wealth Advisors LLC | 3,968 | $875.3K | 0.21% | −105−2.6% | Reduced |
| FC Advisory LLC | 3,964 | $874.5K | 0.41% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,961 | $874.0K | 0.03% | −1,710−30.2% | Reduced |
| Montag A & Associates Inc | 3,952 | $873.4K | 0.06% | +7+0.2% | Added |
| Sigma Planning Corp | 3,908 | $862.2K | 0.03% | +459+13.3% | Added |
| Atlas Private Wealth Management | 3,858 | $851.0K | 0.39% | +248+6.9% | Added |
| Ballast, Inc. | 3,854 | $850.2K | 0.37% | +58+1.5% | Added |
| Montecito Bank & Trust | 3,852 | $850.0K | 0.21% | 00.0% | Unchanged |
| Bank of Hawaii | 3,849 | $849.1K | 0.05% | −6−0.2% | Reduced |
| Phoenix Holdings Ltd. | 3,803 | $838.9K | 0.02% | +3,803 | New |
| Somerville Kurt F | 3,800 | $838.3K | 0.16% | 00.0% | Unchanged |
| Colony Group LLC | 3,793 | $837.0K | 0.01% | +1,459+62.5% | Added |
| Quadrant Capital Group LLC | 3,791 | $836.3K | 0.09% | +760+25.1% | Added |
| Sippican Capital Advisors | 3,784 | $835.0K | 0.80% | +15+0.4% | Added |
| Clarius Group, LLC | 3,768 | $831.0K | 0.07% | +98+2.7% | Added |
| Marcum Wealth, LLC | 3,763 | $830.1K | 0.11% | −186−4.7% | Reduced |
| Baader Bank INC | 3,750 | $827.3K | 0.08% | −2,154−36.5% | Reduced |
| Belpointe Asset Management LLC | 3,748 | $826.8K | 0.05% | +1,841+96.5% | Added |
| Cullinan Associates Inc | 3,745 | $826.0K | 0.05% | +3,745 | New |
| Asset Dedication, LLC | 3,743 | $824.0K | 0.08% | +30+0.8% | Added |
| Epiq Partners, LLC | 3,714 | $819.3K | 0.55% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,702 | $816.7K | 0.08% | −1,224−24.8% | Reduced |
| Columbia Asset Management | 3,681 | $812.0K | 0.20% | −435−10.6% | Reduced |
| CFO4Life Group, LLC | 3,666 | $808.7K | 0.17% | −103−2.7% | Reduced |
| CFO4Life, L.P. | 3,666 | $808.7K | 0.17% | +3,666 | New |
| Chesley Taft & Associates LLC | 3,661 | $807.6K | 0.06% | −25−0.7% | Reduced |
| Guyasuta Investment Advisors Inc | 3,657 | $806.7K | 0.06% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,646 | $804.3K | 0.12% | −55−1.5% | Reduced |
| DF Dent & Co Inc | 3,631 | $801.0K | 0.01% | −16−0.4% | Reduced |
| Parallel Advisors, LLC | 3,631 | $801.0K | 0.03% | +251+7.4% | Added |
| GoodHaven Capital Management, LLC | 3,625 | $799.7K | 0.54% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,616 | $797.7K | 0.05% | +14+0.4% | Added |
| Beech Hill Advisors, Inc. | 3,610 | $796.4K | 0.44% | 00.0% | Unchanged |
| Toews Corp | 3,600 | $794.2K | 0.39% | −2,500−41.0% | Reduced |
| Resources Investment Advisors, LLC. | 3,567 | $786.9K | 0.02% | +745+26.4% | Added |
| Transamerica Financial Advisors, Inc. | 3,551 | $784.0K | 0.11% | +913+34.6% | Added |
| Resurgent Financial Advisors LLC | 3,520 | $776.5K | 0.42% | −90−2.5% | Reduced |
| Private Advisor Group, LLC | 8,292 | $775.6K | 0.04% | −167−2.0% | Reduced |
| Sawtooth Solutions, LLC | 3,407 | $751.6K | 0.10% | +427+14.3% | Added |
| Bayesian Capital Management, LP | 3,400 | $750.0K | 0.11% | −13,400−79.8% | Reduced |
| CWS Financial Advisors, LLC | 4,749 | $750.0K | 0.32% | +315+7.1% | Added |
| Cim Investment Mangement Inc | 3,396 | $749.2K | 0.29% | −101−2.9% | Reduced |
| Perigon Wealth Management, LLC | 3,391 | $748.1K | 0.05% | +1,884+125.0% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $747.0K | 0.47% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,375 | $744.5K | 0.08% | +3,375 | New |
| Spinnaker Trust | 3,373 | $744.0K | 0.06% | −48−1.4% | Reduced |
| Tributary Capital Management, LLC | 3,290 | $726.0K | 0.07% | −50−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,976 | $723.0K | 0.01% | +2,088+110.6% | Added |
| Northstar Asset Management LLC | 3,275 | $722.5K | 0.23% | −225−6.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,260 | $719.2K | 0.05% | +253+8.4% | Added |
| Private Portfolio Partners LLC | 3,250 | $716.9K | 0.19% | +2+0.1% | Added |
| First Capital Advisors Group, LLC. | 3,236 | $713.9K | 0.48% | +158+5.1% | Added |
| Inceptionr LLC | 3,228 | $712.1K | 0.37% | +3,228 | New |
| X-Square Capital, LLC | 3,218 | $710.0K | 0.40% | +94+3.0% | Added |
| Saturna Capital CORP | 3,170 | $699.3K | 0.02% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,139 | $692.2K | 0.06% | −10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,128 | $689.9K | 0.10% | −871−21.8% | Reduced |
| Abbot Financial Management, Inc. | 3,120 | $688.2K | 0.47% | −449−12.6% | Reduced |
| Squarepoint Ops LLC | 3,100 | $683.9K | 0.01% | +3,100 | New |
| Encompass Wealth Advisors, LLC | 3,094 | $682.5K | 0.25% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,071 | $677.5K | 0.08% | −6−0.2% | Reduced |
| Field & Main Bank | 3,069 | $677.0K | 0.44% | +330+12.0% | Added |
| Evergreen Capital Management LLC | 3,058 | $676.9K | 0.03% | +644+26.7% | Added |
| Hartford Funds Management Co LLC | 3,023 | $666.9K | 0.07% | +1,847+157.1% | Added |
| Wedmont Private Capital | 2,913 | $666.7K | 0.10% | +320+12.3% | Added |
| WMS Partners, LLC | 3,020 | $666.2K | 0.07% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,000 | $664.0K | 0.37% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,009 | $663.8K | 0.09% | +1,000+49.8% | Added |
| Websterrogers Financial Advisors, LLC | 2,999 | $661.6K | 0.32% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,994 | $660.5K | 0.22% | +426+16.6% | Added |
| Hemenway Trust Co LLC | 2,993 | $660.3K | 0.07% | +408+15.8% | Added |
| Bull Street Advisors, LLC | 2,980 | $657.0K | 0.34% | +70+2.4% | Added |
| Headinvest, LLC | 2,977 | $656.7K | 0.15% | −248−7.7% | Reduced |
| Westhampton Capital, LLC | 2,955 | $651.9K | 0.44% | −315−9.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,954 | $651.1K | 0.31% | −18−0.6% | Reduced |
| Sentry Investment Management LLC | 2,932 | $647.0K | 0.29% | +28+1.0% | Added |
| Stokes Family Office, LLC | 2,916 | $643.3K | 0.08% | −110−3.6% | Reduced |
| Commerzbank Aktiengesellschaft | 2,907 | $641.0K | 0.04% | −1,765−37.8% | Reduced |
| United Asset Strategies, Inc. | 2,884 | $636.1K | 0.09% | +318+12.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,881 | $635.5K | 0.01% | +24+0.8% | Added |
| KB Financial Partners, LLC | 2,875 | $634.0K | 0.22% | −30−1.0% | Reduced |
| Welch Group, LLC | 2,869 | $632.9K | 0.04% | 00.0% | Unchanged |