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 |
|---|---|---|---|---|---|
| Allstate Corp | 1,252 | $243.1K | 0.02% | −12,295−90.8% | Reduced |
| Carson Advisory Inc. | 1,253 | $243.3K | 0.22% | −299−19.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,253 | $243.3K | 0.45% | +1,253 | New |
| Atlantic Union Bankshares Corp | 1,255 | $243.7K | 0.03% | −19−1.5% | Reduced |
| Intrua Financial, LLC | 1,217 | $243.7K | 0.05% | +114+10.3% | Added |
| Echo45 Advisors LLC | 1,264 | $245.4K | 0.20% | −145−10.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,271 | $246.8K | 0.03% | −399−23.9% | Reduced |
| Norway Savings Bank | 1,271 | $246.8K | 0.12% | 00.0% | Unchanged |
| Family Management Corp | 1,284 | $249.3K | 0.06% | −412−24.3% | Reduced |
| DGS Capital Management, LLC | 1,284 | $249.3K | 0.14% | 00.0% | Unchanged |
| Bollard Group LLC | 1,290 | $250.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,288 | $250.1K | 0.03% | −37−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 1,292 | $250.9K | 0.03% | +197+18.0% | Added |
| Integrated Advisors Network LLC | 1,299 | $252.2K | 0.02% | −70−5.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,299 | $252.3K | 0.01% | +3+0.2% | Added |
| Trust Co of Toledo NA | 1,301 | $252.6K | 0.05% | +172+15.2% | Added |
| Argonautica Private Wealth Management, Inc | 1,303 | $253.1K | 0.13% | −245−15.8% | Reduced |
| Strategy Asset Managers LLC | 1,304 | $253.2K | 0.06% | −89−6.4% | Reduced |
| Arkadios Wealth Advisors | 1,304 | $253.2K | 0.03% | +1,304 | New |
| Lumature Wealth Partners, LLC | 1,305 | $253.4K | 0.14% | −27−2.0% | Reduced |
| Heron Financial Group, LLC | 1,309 | $254.2K | 0.14% | −20−1.5% | Reduced |
| Financial & Tax Architects, LLC | 1,315 | $255.4K | 0.08% | +17+1.3% | Added |
| Empower Advisory Group, LLC | 1,301 | $255.9K | 0.00% | +1,301 | New |
| Halbert Hargrove Global Advisors, LLC | 1,321 | $256.5K | 0.02% | +87+7.1% | Added |
| Mutual Advisors, LLC | 1,322 | $256.7K | 0.01% | +114+9.4% | Added |
| Sage Mountain Advisors LLC | 1,324 | $257.1K | 0.04% | +1,324 | New |
| Guerra Pan Advisors, LLC | 1,326 | $257.5K | 0.32% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,337 | $259.0K | 0.10% | +1,337 | New |
| Trust Co | 1,353 | $262.7K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,365 | $265.0K | 0.02% | +50+3.8% | Added |
| Resources Management Corp | 4,360 | $266.0K | 0.05% | −1,883−30.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,365 | $266.1K | 0.03% | +21+1.6% | Added |
| Revisor Wealth Management LLC | 1,372 | $266.4K | 0.24% | +1,372 | New |
| Anchor Investment Management, LLC | 1,375 | $267.0K | 0.04% | +96+7.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,383 | $268.6K | 0.05% | +130+10.4% | Added |
| Aristotle Capital Management, LLC | 1,386 | $269.1K | 0.00% | −3,646−72.5% | Reduced |
| Focus Financial Network, Inc. | 1,388 | $270.7K | 0.02% | −9−0.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,399 | $271.7K | 0.02% | +9+0.6% | Added |
| Single Point Partners, LLC | 1,403 | $272.0K | 0.06% | +104+8.0% | Added |
| Tectonic Advisors LLC | 1,410 | $273.8K | 0.04% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,411 | $274.0K | 0.03% | −496−26.0% | Reduced |
| Means Investment Co., Inc. | 1,411 | $274.0K | 0.05% | +1+0.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,414 | $274.6K | 0.07% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,428 | $277.4K | 0.14% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,437 | $279.0K | 0.06% | +110+8.3% | Added |
| Meredith Wealth Planning | 1,438 | $279.2K | 0.22% | −90−5.9% | Reduced |
| Financial Architects, Inc | 1,453 | $282.1K | 0.05% | −62−4.1% | Reduced |
| Advisors Capital Management, LLC | 1,462 | $284.0K | 0.01% | +40+2.8% | Added |
| Twinbeech Capital LP | 1,463 | $284.1K | 0.01% | +1,463 | New |
| Traphagen Investment Advisors LLC | 1,465 | $284.5K | 0.04% | +24+1.7% | Added |
| RSM US Wealth Management LLC | 1,470 | $285.4K | 0.01% | +392+36.4% | Added |
| Verity & Verity, LLC | 1,473 | $286.0K | 0.04% | −46−3.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,473 | $286.0K | 0.03% | +1,473 | New |
| M Holdings Securities, Inc. | 1,476 | $287.0K | 0.03% | −647−30.5% | Reduced |
| Avantax Planning Partners, Inc. | 1,495 | $290.3K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,496 | $290.5K | 0.04% | −232−13.4% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $291.3K | 0.30% | 00.0% | Unchanged |
| Granite FO LLC | 1,456 | $293.5K | 0.18% | +1,456 | New |
| Evermay Wealth Management LLC | 1,511 | $294.1K | 0.06% | +840+125.2% | Added |
| Ellevest, Inc. | 1,515 | $294.2K | 0.02% | −127−7.7% | Reduced |
| Baron Wealth Management LLC | 1,518 | $294.8K | 0.21% | +44+3.0% | Added |
| Imprint Wealth LLC | 1,499 | $294.9K | 0.19% | +1,499 | New |
| Manchester Capital Management LLC | 1,522 | $295.5K | 0.04% | −10−0.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,523 | $295.7K | 0.02% | −66−4.2% | Reduced |
| Dakota Wealth Management | 1,537 | $298.5K | 0.02% | +22+1.5% | Added |
| Heron Bay Capital Management | 1,545 | $300.0K | 0.12% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,548 | $300.6K | 0.01% | −99−6.0% | Reduced |
| Peak Planning Group, LLC | 1,551 | $301.1K | 0.24% | −977−38.6% | Reduced |
| Northeast Financial Consultants Inc | 1,555 | $301.9K | 0.02% | +240+18.3% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,561 | $302.1K | 0.29% | −535−25.5% | Reduced |
| Twin Focus Capital Partners, LLC | 1,558 | $302.5K | 0.06% | +17+1.1% | Added |
| QP Wealth Management, LLC | 1,585 | $307.8K | 0.50% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,586 | $308.0K | 0.10% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,594 | $309.5K | 0.01% | −352−18.1% | Reduced |
| Fidelis Capital Partners, LLC | 1,556 | $309.5K | 0.13% | +1,556 | New |
| Bank of New Hampshire | 1,600 | $310.7K | 0.09% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,600 | $310.7K | 0.19% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,601 | $310.9K | 0.05% | −124−7.2% | Reduced |
| West Family Investments, Inc. | 1,612 | $313.0K | 0.12% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $313.2K | 0.28% | – | – |
| Rede Wealth, LLC | 1,616 | $313.8K | 0.16% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,624 | $315.3K | 0.11% | +10+0.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,638 | $318.1K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,642 | $318.8K | 0.23% | −326−16.6% | Reduced |
| Farther Finance Advisors, LLC | 1,642 | $318.8K | 0.09% | +54+3.4% | Added |
| Berkeley Capital Partners, LLC | 1,643 | $319.0K | 0.12% | +68+4.3% | Added |
| Wambolt & Associates, LLC | 1,629 | $320.4K | 0.11% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,666 | $323.5K | 0.01% | −39−2.3% | Reduced |
| Capital Investment Advisors, LLC | 1,667 | $323.7K | 0.01% | +159+10.5% | Added |
| Plancorp, LLC | 1,683 | $326.8K | 0.02% | −33−1.9% | Reduced |
| Leavell Investment Management, Inc. | 1,684 | $328.0K | 0.02% | −179−9.6% | Reduced |
| Essex Savings Bank | 1,690 | $328.2K | 0.11% | −112−6.2% | Reduced |
| Hamilton Wealth, LLC | 1,691 | $328.4K | 0.12% | −172−9.2% | Reduced |
| Ironwood Investment Counsel, LLC | 1,695 | $329.1K | 0.08% | +9+0.5% | Added |
| SFMG, LLC | 1,698 | $329.7K | 0.04% | +80+4.9% | Added |
| Associated Banc-Corp | 1,699 | $329.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,700 | $330.1K | 0.04% | −6−0.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,700 | $330.1K | 0.08% | +1,700 | New |
| Legacy Advisors, LLC | 1,707 | $332.9K | 0.06% | +121+7.6% | Added |
| Wealthcare Advisory Partners LLC | 1,719 | $333.8K | 0.01% | +30+1.8% | Added |