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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, Q1 2023

Institutional positions in Chubb Ltd as of Mar 31, 2023. 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
1,472
+9 vs. Q4 2022
Shares held
367.7M
+2.22M (+0.6%) vs. Q4 2022
Total value
$71.1B
−$9.45B (−11.7%) vs. Q4 2022
New holders
128
582 more added
Sold out
119
534 more reduced

27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,472 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,220 institutionsQ3 2021: 1,216 institutionsQ4 2021: 1,330 institutionsQ1 2022: 1,405 institutionsQ2 2022: 1,411 institutionsQ3 2022: 1,363 institutionsQ4 2022: 1,490 institutionsQ1 2023: 1,472 institutionsQ2 2023: 1,489 institutionsQ3 2023: 1,487 institutionsQ4 2023: 1,608 institutionsQ1 2024: 1,705 institutionsQ2 2024: 1,716 institutionsQ3 2024: 1,812 institutionsQ4 2024: 1,910 institutionsQ1 2025: 1,927 institutionsQ2 2025: 1,962 institutionsQ3 2025: 1,931 institutionsQ4 2025: 2,060 institutionsQ1 2026: 2,126 institutionsQ2 2026: 2,172 institutions
Value heldQ1 2023: $71.1B
Q1 2021: $62.6BQ2 2021: $61.3BQ3 2021: $66.2BQ4 2021: $73.0BQ1 2022: $80.4BQ2 2022: $72.6BQ3 2022: $66.7BQ4 2022: $80.6BQ1 2023: $71.1BQ2 2023: $69.5BQ3 2023: $75.4BQ4 2023: $81.8BQ1 2024: $93.6BQ2 2024: $92.2BQ3 2024: $103.7BQ4 2024: $99.4BQ1 2025: $108.9BQ2 2025: $103.2BQ3 2025: $97.3BQ4 2025: $110.6BQ1 2026: $114.6BQ2 2026: $119.2B
Institutions holding CB and their total value by quarter
QuarterHoldersValue
Q2 20262,172$119.2B
Q1 20262,126$114.6B
Q4 20252,060$110.6B
Q3 20251,931$97.3B
Q2 20251,962$103.2B
Q1 20251,927$108.9B
Q4 20241,910$99.4B
Q3 20241,812$103.7B
Q2 20241,716$92.2B
Q1 20241,705$93.6B
Q4 20231,608$81.8B
Q3 20231,487$75.4B
Q2 20231,489$69.5B
Q1 20231,472$71.1B
Q4 20221,490$80.6B
Q3 20221,363$66.7B
Q2 20221,411$72.6B
Q1 20221,405$80.4B
Q4 20211,330$73.0B
Q3 20211,216$66.2B
Q2 20211,220$61.3B
Q1 20211,215$62.6B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q4 2022.

Institutions holding CB in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.8$00.00%+8New
Summit Wealth Group, LLC36,117$00.00%+36,117New
25 LLC3$5990.00%+3New
Financial Synergies Wealth Advisors, Inc.4$7770.00%00.0%Unchanged
PSI Advisors, LLC5$9710.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC4$1.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$1.17K0.00%−4−40.0%Reduced
Plante Moran Financial Advisors, LLC8$1.55K0.00%00.0%Unchanged
Global Wealth Strategies & Associates9$1.75K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC9$1.75K0.00%+9New
Centerpoint Advisors, LLC9$2.00K0.00%+9New
Avion Wealth13$2.00K0.00%+13New
Credential Qtrade Securities Inc.11$2.13K0.00%−8−42.1%Reduced
True Wealth Design, LLC11$2.14K0.00%+11New
Archer Investment Corp13$2.52K0.00%00.0%Unchanged
Okabena Investment Services Inc54$2.82K0.00%−1,638−96.8%Reduced
Magnolia Capital Management Ltd14$3.00K0.00%00.0%Unchanged
New Millennium Group LLC16$3.18K0.00%00.0%Unchanged
Providence Capital Advisors, LLC17$3.30K0.00%00.0%Unchanged
North Star Investment Management Corp.17$3.30K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC17$3.30K0.00%00.0%Unchanged
Toth Financial Advisory Corp18$3.50K0.00%00.0%Unchanged
Focused Wealth Management, Inc19$3.62K0.00%00.0%Unchanged
Bellevue Asset Management, LLC20$3.88K0.00%+5+33.3%Added
Disciplined Investments, LLC20$3.88K0.00%−5−20.0%Reduced
TSFG, LLC18$4.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp21$4.08K0.01%+21New
Buck Wealth Strategies, LLC23$4.50K0.00%+23New
Institutional & Family Asset Management, LLC25$4.86K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC25$5.00K0.00%−59−70.2%Reduced
Centennial Bank27$5.24K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC28$5.44K0.00%−17−37.8%Reduced
Sittner & Nelson, LLC28$5.44K0.00%00.0%Unchanged
Red Tortoise LLC28$5.44K0.00%00.0%Unchanged
Kelly Financial Services LLC28$5.44K0.00%00.0%Unchanged
Westside Investment Management, Inc.28$5.44K0.00%00.0%Unchanged
Horan Securities, Inc.30$5.83K0.00%−27−47.4%Reduced
Beacon Capital Management, LLC30$5.83K0.00%−5−14.3%Reduced
Kayne Anderson Rudnick Investment Management LLC30$5.83K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC31$6.02K0.00%+10+47.6%Added
BOK Financial Private Wealth, Inc.31$6.02K0.00%+31New
Schubert & Co33$6.41K0.01%−11−25.0%Reduced
Core Wealth Advisors, Inc.33$6.41K0.00%00.0%Unchanged
Ridgewood Investments LLC33$6.47K0.00%+33New
Cedar Mountain Advisors, LLC36$6.99K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC35$7.00K0.01%00.0%Unchanged
TD Capital Management LLC36$7.02K0.00%00.0%Unchanged
DT Investment Partners, LLC35$7.08K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC37$7.18K0.00%−14−27.5%Reduced
IMA Wealth, Inc.37$7.18K0.00%00.0%Unchanged
Sound Income Strategies, LLC38$7.38K0.00%−7−15.6%Reduced
Dark Forest Capital Management LP43$8.35K0.00%+43New
Sofos Investments, Inc.194$8.37K0.37%−27−12.2%Reduced
Mach-1 Financial Group, Inc.44$8.54K0.05%−8,400−99.5%Reduced
Thomas J. Herzfeld Advisors, Inc.45$8.74K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC45$8.74K0.00%+45New
Abound Wealth Management45$8.74K0.00%00.0%Unchanged
Ogorek Anthony Joseph48$9.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC48$9.32K0.00%00.0%Unchanged
Central Bank & Trust Co49$9.51K0.00%+11+28.9%Added
Motco49$9.52K0.00%00.0%Unchanged
Syverson Strege & Co50$9.80K0.00%+44+733.3%Added
RE Dickinson Investment Advisors, LLC51$10.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.52$10.1K0.01%−2−3.7%Reduced
Eagle Bay Advisors LLC55$10.7K0.01%+45+450.0%Added
Global Financial Private Client, LLC56$11.0K0.01%00.0%Unchanged
Quarry LP57$11.1K0.01%+57New
WealthPLAN Partners, LLC59$11.5K0.00%+59New
Copeland Capital Management, LLC64$12.0K0.00%−22−25.6%Reduced
Picton Mahoney Asset Management60$12.0K0.00%+60New
Blume Capital Management, Inc.75$14.6K0.00%−75−50.0%Reduced
Ahrens Investment Partners LLC81$15.7K0.01%+81New
Capital Analysts, LLC86$17.0K0.00%−12−12.2%Reduced
Delos Wealth Advisors, LLC89$17.3K0.02%00.0%Unchanged
Northwest Investment Counselors, LLC91$17.7K0.00%00.0%Unchanged
Mascoma Wealth Management LLC88$17.8K0.01%00.0%Unchanged
Financial Perspectives, Inc94$18.3K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC97$18.8K0.01%+1+1.0%Added
Versant Capital Management, Inc97$18.8K0.01%+33+51.6%Added
RFP Financial Group LLC99$19.2K0.02%00.0%Unchanged
Laurel Wealth Advisors LLC99$19.2K0.00%+1+1.0%Added
Carmel Capital Partners, LLC100$19.4K0.01%+100New
Milestone Investment Advisors LLC100$19.4K0.01%+100New
FinTrust Capital Advisors, LLC95$21.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC108$21.0K0.00%−292−73.0%Reduced
Veritas Investment Partners (UK) Ltd.108$21.0K0.00%00.0%Unchanged
Byrne Asset Management LLC110$21.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC109$21.2K0.01%00.0%Unchanged
Atticus Wealth Management, LLC113$21.9K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC111$22.0K0.00%−23−17.2%Reduced
Addison Advisors LLC115$22.3K0.01%−4−3.4%Reduced
CarsonAllaria Wealth Management, Ltd.115$22.3K0.02%+115New
Colonial Trust Advisors116$22.5K0.00%−23−16.5%Reduced
Strategic Investment Solutions, Inc.117$22.7K0.00%+117New
Pin Oak Investment Advisors Inc121$23.0K0.03%00.0%Unchanged
Knott David M Jr121$23.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC120$23.3K0.01%−22−15.5%Reduced
Clean Yield Group120$23.3K0.01%00.0%Unchanged
Sunbelt Securities, Inc.123$23.8K0.00%+123New
Emfo, LLC125$24.3K0.02%00.0%Unchanged