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; 2,173 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 11,854 | $2.30M | 0.60% | +619+5.5% | Added |
| Harfst & Associates, Inc. | 11,856 | $2.30M | 0.66% | −50−0.4% | Reduced |
| Regency Capital Management Inc. | 11,938 | $2.32M | 2.81% | +11,938 | New |
| Prospera Financial Services Inc | 11,969 | $2.33M | 0.10% | +6,131+105.0% | Added |
| MV Capital Management, Inc. | 12,009 | $2.33M | 0.33% | +111+0.9% | Added |
| Van Eck Associates Corp | 12,015 | $2.33M | 0.01% | +1,620+15.6% | Added |
| Veriti Management LLC | 12,177 | $2.36M | 0.28% | +515+4.4% | Added |
| Quantinno Capital Management LP | 12,301 | $2.39M | 0.16% | +7,976+184.4% | Added |
| Patten Group, Inc. | 12,343 | $2.40M | 0.72% | +1,156+10.3% | Added |
| Slow Capital, Inc. | 12,385 | $2.41M | 0.45% | +174+1.4% | Added |
| NEIRG Wealth Management, LLC | 12,618 | $2.45M | 0.42% | −366−2.8% | Reduced |
| National Asset Management, Inc. | 12,658 | $2.47M | 0.07% | +1,189+10.4% | Added |
| Community Bank, N.A. | 12,724 | $2.47M | 0.33% | +404+3.3% | Added |
| Stonnington Group, LLC | 12,428 | $2.49M | 0.65% | −722−5.5% | Reduced |
| Skba Capital Management LLC | 12,899 | $2.50M | 0.47% | −47,870−78.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 12,937 | $2.51M | 1.42% | +354+2.8% | Added |
| Banque Cantonale Vaudoise | 12,987 | $2.52M | 0.12% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 13,021 | $2.53M | 1.64% | −61−0.5% | Reduced |
| Karpas Strategies, LLC | 13,071 | $2.54M | 0.89% | −260−2.0% | Reduced |
| Unison Advisors LLC | 13,134 | $2.56M | 0.28% | +59+0.5% | Added |
| First National Trust Co | 13,203 | $2.56M | 0.14% | −110−0.8% | Reduced |
| Level Four Advisory Services, LLC | 13,266 | $2.58M | 0.17% | −243−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,271 | $2.58M | 0.33% | +139+1.1% | Added |
| Prio Wealth Limited Partnership | 13,296 | $2.58M | 0.10% | −755−5.4% | Reduced |
| Teza Capital Management LLC | 13,317 | $2.59M | 0.56% | +13,317 | New |
| Westbourne Investment Advisors, Inc. | 13,449 | $2.61M | 1.26% | +403+3.1% | Added |
| Park Avenue Securities LLC | 13,499 | $2.62M | 0.05% | +4,883+56.7% | Added |
| Ameritas Investment Partners, Inc. | 13,523 | $2.63M | 0.10% | +1,427+11.8% | Added |
| AAFMAA Wealth Management & Trust LLC | 13,530 | $2.63M | 2.11% | −174−1.3% | Reduced |
| Bessemer Group Inc | 13,607 | $2.64M | 0.01% | +306+2.3% | Added |
| apricus wealth, LLC | 13,744 | $2.67M | 2.43% | +110+0.8% | Added |
| Atria Wealth Solutions, Inc. | 13,751 | $2.68M | 0.04% | +1,534+12.6% | Added |
| Bokf, NA | 13,853 | $2.69M | 0.06% | −18,243−56.8% | Reduced |
| Nicollet Investment Management, Inc. | 13,909 | $2.70M | 1.40% | −659−4.5% | Reduced |
| Delta Capital Management LLC | 13,952 | $2.71M | 1.91% | −70−0.5% | Reduced |
| Summit Global Investments | 14,055 | $2.73M | 0.21% | −1,026−6.8% | Reduced |
| Vinva Investment Management Ltd | 14,118 | $2.73M | 0.23% | +14,118 | New |
| Wunderlich Capital Managemnt | 14,080 | $2.73M | 1.42% | +238+1.7% | Added |
| Dividend Assets Capital, LLC | 12,441 | $2.74M | 0.58% | 00.0% | Unchanged |
| Weil Company, Inc. | 14,136 | $2.74M | 1.25% | +102+0.7% | Added |
| Quantitative Investment Management, LLC | 14,137 | $2.75M | 0.58% | +14,137 | New |
| Johnson Investment Counsel Inc | 14,187 | $2.75M | 0.04% | −1,081−7.1% | Reduced |
| Hodges Capital Management Inc. | 12,504 | $2.76M | 0.23% | −998−7.4% | Reduced |
| Phoenix Wealth Advisors | 14,223 | $2.76M | 1.71% | −33−0.2% | Reduced |
| Advisor Partners II, LLC | 14,272 | $2.77M | 0.15% | +1,370+10.6% | Added |
| Bristlecone Advisors, LLC | 14,373 | $2.79M | 0.31% | +61+0.4% | Added |
| Smithbridge Asset Management Inc | 14,708 | $2.86M | 0.72% | −20.0% | Reduced |
| Citizens National Bank Trust Department | 14,716 | $2.86M | 0.79% | +365+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,768 | $2.87M | 0.23% | −199−1.3% | Reduced |
| Thomasville National Bank | 14,832 | $2.88M | 0.30% | +23+0.2% | Added |
| New Hampshire Trust | 14,896 | $2.89M | 0.78% | −1,073−6.7% | Reduced |
| Ar Asset Management Inc | 14,906 | $2.89M | 0.78% | 00.0% | Unchanged |
| Boit C F David | 14,198 | $2.90M | 1.98% | −1,000−6.6% | Reduced |
| Cincinnati Indemnity Co | 15,047 | $2.92M | 7.53% | 00.0% | Unchanged |
| Somerset Trust Co | 15,260 | $2.96M | 1.28% | −563−3.6% | Reduced |
| LSV Asset Management | 15,299 | $2.97M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,510 | $3.01M | 0.03% | −1,697−9.9% | Reduced |
| South Dakota Investment Council | 15,586 | $3.03M | 0.06% | 00.0% | Unchanged |
| SPC Financial, Inc. | 15,617 | $3.03M | 0.35% | +171+1.1% | Added |
| Meeder Asset Management Inc | 15,657 | $3.04M | 0.24% | 00.0% | Unchanged |
| APG Asset Management N.V. | 17,133 | $3.06M | 0.01% | −58,263−77.3% | Reduced |
| Phoenix Holdings Ltd. | 15,710 | $3.07M | 0.07% | +11,907+313.1% | Added |
| Woodmont Investment Counsel LLC | 15,838 | $3.08M | 0.33% | +634+4.2% | Added |
| Andesa Financial Management Inc. | 26,474 | $3.10M | 1.61% | +13,219+99.7% | Added |
| Financial Advisory Partners, LLC | 16,081 | $3.12M | 1.24% | +16,081 | New |
| Magnetar Financial LLC | 16,311 | $3.17M | 0.06% | +16,311 | New |
| Consolidated Planning Corp | 16,343 | $3.17M | 0.82% | −702−4.1% | Reduced |
| Plimoth Trust Co LLC | 16,357 | $3.18M | 0.99% | +384+2.4% | Added |
| New Vernon Investment Management LLC | 16,391 | $3.18M | 6.55% | −4,098−20.0% | Reduced |
| Romano Brothers and Company | 16,644 | $3.20M | 0.49% | +378+2.3% | Added |
| Pinnacle Associates Ltd | 16,500 | $3.20M | 0.07% | −353−2.1% | Reduced |
| KCM Investment Advisors LLC | 16,508 | $3.21M | 0.13% | −3,933−19.2% | Reduced |
| DuPont Capital Management Corp | 16,551 | $3.21M | 0.15% | +7,257+78.1% | Added |
| EHP Funds Inc. | 16,600 | $3.22M | 0.71% | −2,300−12.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,764 | $3.26M | 0.89% | +581+3.6% | Added |
| Dana Investment Advisors, Inc. | 16,871 | $3.28M | 0.17% | −16,568−49.5% | Reduced |
| Wesbanco Bank Inc | 17,112 | $3.32M | 0.14% | −413−2.4% | Reduced |
| River Wealth Advisors LLC | 17,122 | $3.32M | 0.60% | +2,093+13.9% | Added |
| Putnam Investments LLC | 17,147 | $3.33M | 0.01% | −1,907−10.0% | Reduced |
| Concorde Financial Corp | 17,165 | $3.34M | 2.44% | +5,433+46.3% | Added |
| Gotham Asset Management, LLC | 17,360 | $3.37M | 0.08% | +11,893+217.5% | Added |
| Liberty Capital Management, Inc. | 17,441 | $3.39M | 1.11% | 00.0% | Unchanged |
| Laffer Tengler Investments | 17,482 | $3.39M | 0.92% | +2,684+18.1% | Added |
| Twin Capital Management Inc | 17,519 | $3.40M | 0.46% | −5,621−24.3% | Reduced |
| Pathstone Family Office, LLC | 17,496 | $3.41M | 0.06% | −8,769−33.4% | Reduced |
| Portolan Capital Management, LLC | 17,673 | $3.43M | 0.33% | +17,673 | New |
| Siemens Fonds Invest GmbH | 17,690 | $3.44M | 0.36% | −41−0.2% | Reduced |
| Metis Global Partners, LLC | 17,697 | $3.44M | 0.22% | +4,196+31.1% | Added |
| Chicago Trust Co NA | 17,729 | $3.44M | 0.86% | −2,169−10.9% | Reduced |
| Ostrum Asset Management | 17,873 | $3.47M | 0.30% | +17,873 | New |
| Advocate Group LLC | 18,157 | $3.53M | 0.77% | −2,493−12.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,254 | $3.54M | 0.08% | −12,263−40.2% | Reduced |
| LVW Advisors, LLC | 18,307 | $3.55M | 0.71% | −642−3.4% | Reduced |
| Berkshire Bank | 18,417 | $3.58M | 1.06% | −486−2.6% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 18,426 | $3.58M | 1.43% | 00.0% | Unchanged |
| Whittier Trust Co | 18,446 | $3.58M | 0.07% | −436−2.3% | Reduced |
| Metropolitan Life Insurance Co | 18,565 | $3.60M | 0.19% | −4,885−20.8% | Reduced |
| Horizon Investment Services, LLC | 18,746 | $3.64M | 2.34% | −701−3.6% | Reduced |
| Aigen Investment Management, LP | 18,799 | $3.65M | 0.50% | +16,818+849.0% | Added |
| Alps Advisors Inc | 18,914 | $3.67M | 0.03% | −1,020−5.1% | Reduced |