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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 813 | $158.0K | 0.04% | +392+93.1% | Added |
| GPS Wealth Strategies Group, LLC | 820 | $159.2K | 0.03% | +820 | New |
| Old North State Trust, LLC | 827 | $161.0K | 0.11% | 00.0% | Unchanged |
| US Asset Management LLC | 845 | $164.0K | 0.17% | −7−0.8% | Reduced |
| Park Place Capital Corp | 870 | $168.9K | 0.05% | +37+4.4% | Added |
| TCI Wealth Advisors, Inc. | 882 | $171.3K | 0.02% | +86+10.8% | Added |
| Grove Bank & Trust | 915 | $177.7K | 0.04% | +23+2.6% | Added |
| Endurance Wealth Management, Inc. | 913 | $178.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 921 | $178.8K | 0.03% | +720+358.2% | Added |
| CVA Family Office, LLC | 932 | $181.0K | 0.04% | +36+4.0% | Added |
| Loomis Sayles & Co L P | 931 | $181.0K | 0.00% | +9+1.0% | Added |
| McIlrath & Eck, LLC | 960 | $186.4K | 0.04% | −30−3.0% | Reduced |
| Harbour Investments, Inc. | 963 | $187.0K | 0.01% | −46−4.6% | Reduced |
| Harbor Investment Advisory, LLC | 971 | $188.5K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 992 | $193.0K | 0.00% | +167+20.2% | Added |
| Oakworth Capital, Inc. | 998 | $193.8K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 999 | $194.0K | 0.18% | +37+3.8% | Added |
| Duncker Streett & Co Inc | 1,009 | $195.9K | 0.05% | −24−2.3% | Reduced |
| AdvisorNet Financial, Inc | 1,026 | $199.2K | 0.02% | −33−3.1% | Reduced |
| Linker Capital Management Inc. | 1,032 | $200.0K | 0.22% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,033 | $200.6K | 0.10% | +86+9.1% | Added |
| Patron Partners Advisors, LLC | 1,033 | $200.6K | 0.15% | +109+11.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $201.0K | 0.13% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,036 | $201.2K | 0.10% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,039 | $201.8K | 0.09% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,040 | $201.9K | 0.14% | +1,040 | New |
| Scotia Capital Inc. | 1,042 | $202.3K | 0.00% | −1,155−52.6% | Reduced |
| Alpha Cubed Investments, LLC | 1,045 | $202.9K | 0.01% | +26+2.6% | Added |
| MCF Advisors LLC | 1,042 | $203.2K | 0.02% | +9+0.9% | Added |
| Coastal Investment Advisors, Inc. | 1,049 | $203.7K | 0.05% | −185−15.0% | Reduced |
| Financial Advisors, LLC | 1,050 | $203.9K | 0.05% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,057 | $206.0K | 0.03% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,022 | $206.6K | 0.16% | +61+6.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,065 | $207.7K | 0.14% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,071 | $208.0K | 0.01% | −134−11.1% | Reduced |
| Echo Street Capital Management LLC | 1,077 | $209.1K | 0.00% | −136−11.2% | Reduced |
| Titleist Asset Management, LLC | 1,077 | $209.2K | 0.04% | +1,077 | New |
| Delta Financial Group, Inc. | 1,080 | $210.0K | 0.08% | +1+0.1% | Added |
| HBK Sorce Advisory LLC | 1,083 | $210.2K | 0.01% | −1,123−50.9% | Reduced |
| Pflug Koory, LLC | 1,083 | $210.3K | 0.11% | +1,022+1,675.4% | Added |
| Petrus Trust Company, LTA | 1,085 | $210.7K | 0.03% | +1,085 | New |
| StrategIQ Financial Group, LLC | 1,087 | $211.1K | 0.02% | +1+0.1% | Added |
| My Legacy Advisors, LLC | 1,082 | $212.1K | 0.09% | +75+7.4% | Added |
| Clarus Group, Inc. | 1,093 | $212.3K | 0.20% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,099 | $213.4K | 0.05% | +1,099 | New |
| Alta Advisers Ltd | 1,100 | $213.6K | 0.13% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,100 | $213.6K | 0.58% | 00.0% | Unchanged |
| Leisure Capital Management | 1,100 | $213.6K | 0.12% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,104 | $214.4K | 0.04% | −10,519−90.5% | Reduced |
| Broadleaf Partners, LLC | 1,105 | $214.6K | 0.08% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,107 | $215.0K | 0.20% | −24−2.1% | Reduced |
| Convergence Investment Partners, LLC | 1,114 | $216.0K | 0.13% | −677−37.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,114 | $216.3K | 0.01% | −92−7.6% | Reduced |
| OneAscent Wealth Management LLC | 1,116 | $218.0K | 0.08% | −175−13.6% | Reduced |
| Quent Capital, LLC | 1,123 | $218.0K | 0.04% | +144+14.7% | Added |
| Procyon Private Wealth Partners, LLC | 1,130 | $219.5K | 0.04% | +54+5.0% | Added |
| Stevens Capital Management LP | 1,131 | $220.0K | 0.05% | +1,131 | New |
| Elgethun Capital Management | 1,119 | $220.3K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,141 | $222.0K | 0.03% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,145 | $222.0K | 0.02% | +97+9.3% | Added |
| 3Chopt Investment Partners, LLC | 1,139 | $222.1K | 0.12% | +224+24.5% | Added |
| Advus Financial Partners, LLC | 1,147 | $222.7K | 0.09% | +125+12.2% | Added |
| Retirement Planning Group | 1,150 | $223.4K | 0.02% | +1,150 | New |
| Zacks Investment Management | 1,158 | $224.9K | 0.00% | +156+15.6% | Added |
| Regent Peak Wealth Advisors LLC | 1,159 | $225.1K | 0.07% | −111−8.7% | Reduced |
| Nwam LLC | 1,159 | $225.2K | 0.02% | −58−4.8% | Reduced |
| Donaldson Capital Management, LLC | 1,162 | $225.6K | 0.01% | +1,162 | New |
| Cypress Capital Group | 1,164 | $226.0K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,165 | $226.2K | 0.01% | −85−6.8% | Reduced |
| Keel Point, LLC | 1,172 | $227.7K | 0.03% | −68−5.5% | Reduced |
| Parthenon LLC | 1,174 | $228.0K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,176 | $228.0K | 0.03% | −550−31.9% | Reduced |
| Phillips Wealth Planners LLC | 1,131 | $228.6K | 0.30% | +1,131 | New |
| IHT Wealth Management, LLC | 1,180 | $229.2K | 0.01% | +168+16.6% | Added |
| Brighton Jones LLC | 1,181 | $229.3K | 0.01% | +33+2.9% | Added |
| Trillium Asset Management, LLC | 1,143 | $230.0K | 0.01% | 00.0% | Unchanged |
| Weik Capital Management | 1,190 | $231.0K | 0.11% | +1,190 | New |
| Kensington Investment Counsel, LLC | 1,190 | $231.1K | 0.17% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,195 | $232.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,198 | $232.6K | 0.01% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,199 | $232.8K | 0.14% | 00.0% | Unchanged |
| Notis-McConarty Edward | 1,200 | $233.0K | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,201 | $233.2K | 0.03% | +50+4.3% | Added |
| Van Hulzen Asset Management, LLC | 1,208 | $235.0K | 0.02% | +41+3.5% | Added |
| Truadvice, LLC | 1,174 | $236.6K | 0.09% | +1,174 | New |
| Evoke Wealth, LLC | 36,316 | $236.9K | 0.01% | −5,000−12.1% | Reduced |
| Geller Advisors LLC | 1,217 | $237.3K | 0.04% | −404−24.9% | Reduced |
| One Capital Management, LLC | 1,223 | $237.5K | 0.01% | +1,223 | New |
| Park Edge Advisors, LLC | 1,224 | $237.7K | 0.09% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,225 | $238.0K | 0.11% | +1+0.1% | Added |
| First Financial Bank - Trust Division | 1,228 | $238.5K | 0.03% | 00.0% | Unchanged |
| Mendel Money Management | 1,228 | $238.5K | 0.13% | +5+0.4% | Added |
| Tandem Wealth Advisors LLC | 1,229 | $238.6K | 0.15% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,235 | $239.0K | 0.11% | +1,235 | New |
| Catalyst Financial Partners LLC | 1,232 | $239.2K | 0.10% | −122−9.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,233 | $239.4K | 0.01% | +106+9.4% | Added |
| NorthRock Partners, LLC | 1,239 | $240.5K | 0.03% | −342−21.6% | Reduced |
| Northern Oak Wealth Management Inc | 1,242 | $241.2K | 0.03% | +1,242 | New |
| BSW Wealth Partners | 1,245 | $241.8K | 0.05% | +303+32.2% | Added |
| Smithfield Trust Co | 1,249 | $242.0K | 0.02% | −299−19.3% | Reduced |