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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 131 | $25.4K | 0.01% | +129+6,450.0% | Added |
| Grey Fox Wealth Advisors, LLC | 133 | $25.9K | 0.02% | +10+8.1% | Added |
| Hollencrest Capital Management | 137 | $26.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 139 | $27.0K | 0.02% | −9−6.1% | Reduced |
| Bangor Savings Bank | 140 | $27.2K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 152 | $29.5K | 0.02% | −37−19.6% | Reduced |
| Operose Advisors LLC | 159 | $30.9K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 160 | $31.1K | 0.01% | +48+42.9% | Added |
| Bell Investment Advisors, Inc | 166 | $32.2K | 0.01% | −55−24.9% | Reduced |
| Lee Financial Co | 166 | $32.4K | 0.01% | +122+277.3% | Added |
| West Paces Advisors Inc. | 172 | $33.4K | 0.01% | +144+514.3% | Added |
| Annapolis Financial Services, LLC | 173 | $33.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 178 | $34.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 180 | $35.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 186 | $36.1K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 189 | $36.7K | 0.01% | −44−18.9% | Reduced |
| Global Trust Asset Management, LLC | 193 | $37.5K | 0.02% | −250−56.4% | Reduced |
| Armstrong Advisory Group, Inc | 194 | $37.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 195 | $37.9K | 0.00% | +20+11.4% | Added |
| Altshuler Shaham Ltd | 204 | $39.6K | 0.00% | −10−4.7% | Reduced |
| Concord Wealth Partners | 213 | $41.4K | 0.01% | −61−22.3% | Reduced |
| AXS Investments LLC | 225 | $43.7K | 0.01% | +9+4.2% | Added |
| Baystate Wealth Management LLC | 225 | $43.7K | 0.00% | +32+16.6% | Added |
| Boyd Watterson Asset Management LLC | 226 | $43.9K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 230 | $44.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 236 | $45.8K | 0.01% | 00.0% | Unchanged |
| Oakmont Corp | 240 | $46.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 240 | $46.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $47.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 247 | $48.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 251 | $48.7K | 0.02% | +251 | New |
| Zions Bancorporation, N.A. | 254 | $49.3K | 0.00% | −24−8.6% | Reduced |
| SOA Wealth Advisors, LLC. | 254 | $49.3K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 264 | $51.3K | 0.03% | +58+28.2% | Added |
| Front Row Advisors LLC | 273 | $53.0K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 273 | $53.0K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 275 | $53.4K | 0.04% | 00.0% | Unchanged |
| Horizons Wealth Management | 282 | $54.8K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 283 | $55.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 293 | $56.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 292 | $57.0K | 0.00% | +292 | New |
| Cassady Schiller Wealth Management, LLC | 300 | $58.3K | 0.03% | −19−6.0% | Reduced |
| WR Wealth Planners, LLC | 305 | $59.2K | 0.03% | +287+1,594.4% | Added |
| TFC Financial Management | 313 | $60.8K | 0.02% | +227+264.0% | Added |
| Castleview Partners, LLC | 318 | $61.7K | 0.05% | −61−16.1% | Reduced |
| Core Alternative Capital | 346 | $67.2K | 0.01% | +27+8.5% | Added |
| City Holding Co | 348 | $67.6K | 0.01% | −212−37.9% | Reduced |
| JFS Wealth Advisors, LLC | 349 | $67.8K | 0.01% | −15−4.1% | Reduced |
| Crewe Advisors LLC | 350 | $68.0K | 0.01% | +25+7.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 361 | $70.1K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 364 | $70.7K | 0.01% | −87−19.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 370 | $71.8K | 0.04% | +37+11.1% | Added |
| Hexagon Capital Partners LLC | 378 | $73.4K | 0.02% | −95−20.1% | Reduced |
| Rise Advisors, LLC | 379 | $73.6K | 0.06% | +1+0.3% | Added |
| JNBA Financial Advisors | 391 | $75.9K | 0.01% | +28+7.7% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $77.0K | 0.06% | +48+13.6% | Added |
| CNB Bank | 408 | $79.2K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 415 | $80.6K | 0.10% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 420 | $81.6K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 421 | $81.8K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 446 | $86.6K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 669 | $87.5K | 0.00% | −2,757−80.5% | Reduced |
| American State Bank (Iowa) | 455 | $88.4K | 0.06% | 00.0% | Unchanged |
| First Financial Corp | 461 | $89.5K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 466 | $90.5K | 0.01% | +466 | New |
| Brown, Lisle/Cummings, Inc. | 470 | $91.3K | 0.05% | +75+19.0% | Added |
| Tradition Wealth Management, LLC | 472 | $92.0K | 0.01% | +77+19.5% | Added |
| Dakota Community Bank & Trust NA | 475 | $92.2K | 0.57% | −20−4.0% | Reduced |
| Mendota Financial Group, LLC | 436 | $93.3K | 0.09% | +371+570.8% | Added |
| Pinnacle Bancorp, Inc. | 483 | $93.8K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 485 | $94.2K | 0.01% | −40−7.6% | Reduced |
| First Command Financial Services, Inc. | 485 | $94.2K | 0.01% | −40−7.6% | Reduced |
| Norwood Financial Corp | 500 | $97.1K | 0.15% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 511 | $99.2K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 517 | $100.4K | 0.06% | +2+0.4% | Added |
| Tucker Asset Management LLC | 524 | $101.8K | 0.03% | +434+482.2% | Added |
| Salem Investment Counselors Inc | 538 | $104.9K | 0.00% | +68+14.5% | Added |
| Sawyer & Company, Inc | 545 | $107.0K | 0.06% | +66+13.8% | Added |
| Atlantic Trust, LLC | 552 | $107.3K | 0.03% | −599−52.0% | Reduced |
| Ancora Advisors, LLC | 555 | $107.8K | 0.00% | −5−0.9% | Reduced |
| Logan Capital Management Inc | 562 | $109.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 570 | $111.0K | 0.02% | +15+2.7% | Added |
| American National Bank | 580 | $112.6K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 582 | $113.0K | 0.02% | −93−13.8% | Reduced |
| Delta Asset Management LLC | 633 | $122.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 630 | $123.3K | 0.03% | −1−0.2% | Reduced |
| Jones Financial Companies LLLP | 640 | $124.3K | 0.00% | −41−6.0% | Reduced |
| J.Safra Asset Management Corp | 660 | $128.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 672 | $130.5K | 0.02% | −189−22.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 691 | $134.2K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 692 | $134.7K | 0.01% | −30−4.2% | Reduced |
| Heritage Wealth Advisors | 723 | $140.3K | 0.01% | +68+10.4% | Added |
| Financial Management Professionals, Inc. | 728 | $141.0K | 0.03% | +308+73.3% | Added |
| CoreFirst Bank & Trust | 737 | $143.1K | 0.10% | −4−0.5% | Reduced |
| Steward Financial Group LLC | 750 | $145.0K | 0.05% | +33+4.6% | Added |
| Sandy Spring Bank | 776 | $150.7K | 0.01% | +59+8.2% | Added |
| State of Wyoming | 786 | $152.6K | 0.05% | +449+133.2% | Added |
| Pacifica Partners Inc. | 780 | $152.8K | 0.09% | +190+32.2% | Added |
| Deseret Mutual Benefit Administrators | 799 | $155.2K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 804 | $156.1K | 0.02% | +287+55.5% | Added |