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 |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 1,724 | $334.8K | 0.25% | −65−3.6% | Reduced |
| Tower Bridge Advisors | 1,725 | $335.0K | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,725 | $335.0K | 0.01% | +693+67.2% | Added |
| Gsa Capital Partners LLP | 1,735 | $337.0K | 0.03% | +1,735 | New |
| Empowered Funds, LLC | 1,736 | $337.1K | 0.02% | +531+44.1% | Added |
| Edge Capital Group, LLC | 1,743 | $338.5K | 0.02% | +343+24.5% | Added |
| SRB Corp | 1,744 | $338.6K | 0.02% | −470−21.2% | Reduced |
| Trustmark National Bank Trust Department | 1,750 | $339.8K | 0.03% | −3,095−63.9% | Reduced |
| Sandy Cove Advisors, LLC | 1,750 | $339.8K | 0.25% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,751 | $340.0K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,698 | $340.6K | 0.02% | +356+26.5% | Added |
| Courier Capital LLC | 1,758 | $341.4K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,756 | $342.5K | 0.01% | −18,164−91.2% | Reduced |
| Colonial Trust Co | 1,767 | $343.1K | 0.09% | +1,122+174.0% | Added |
| Sage Private Wealth Group, LLC | 1,773 | $344.4K | 0.40% | +164+10.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,774 | $344.5K | 0.28% | +135+8.2% | Added |
| West Oak Capital, LLC | 1,785 | $346.6K | 0.18% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,785 | $346.6K | 0.06% | +620+53.2% | Added |
| Lavaca Capital LLC | 1,774 | $347.2K | 0.08% | +1,774 | New |
| Shore Point Advisors, LLC | 1,794 | $348.4K | 0.26% | +1,794 | New |
| Farmers National Bank | 1,797 | $348.9K | 0.12% | −12−0.7% | Reduced |
| First Citizens Bank & Trust Co | 1,798 | $349.1K | 0.01% | +10+0.6% | Added |
| Graypoint LLC | 1,800 | $349.5K | 0.04% | +35+2.0% | Added |
| Prestige Wealth Management Group LLC | 1,802 | $351.4K | 0.09% | +75+4.3% | Added |
| Wade G W & Inc | 1,816 | $353.0K | 0.01% | −159−8.1% | Reduced |
| Sicart Associates LLC | 1,820 | $354.9K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,826 | $355.0K | 0.17% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,828 | $355.1K | 0.36% | −693−27.5% | Reduced |
| Legacy Financial Advisors, Inc. | 1,843 | $357.9K | 0.07% | −165−8.2% | Reduced |
| Barber Financial Group, Inc. | 1,844 | $358.1K | 0.06% | −2−0.1% | Reduced |
| BLB&B Advisors, LLC | 1,850 | $359.2K | 0.03% | −41−2.2% | Reduced |
| Grimes & Company, Inc. | 1,856 | $360.4K | 0.01% | −23−1.2% | Reduced |
| First Affirmative Financial Network | 1,873 | $363.6K | 0.42% | +190+11.3% | Added |
| Benjamin Edwards Inc | 1,878 | $365.0K | 0.09% | +615+48.7% | Added |
| Eudaimonia Advisors LLC | 1,889 | $366.8K | 0.25% | −268−12.4% | Reduced |
| SageView Advisory Group, LLC | 1,890 | $367.0K | 0.02% | +1,890 | New |
| Contravisory Investment Management, Inc. | 1,909 | $370.7K | 0.10% | +45+2.4% | Added |
| Eagle Bluffs Wealth Management LLC | 1,949 | $378.5K | 0.31% | +22+1.1% | Added |
| PDS Planning, Inc | 1,962 | $381.0K | 0.05% | +688+54.0% | Added |
| Strategic Investment Advisors | 1,989 | $386.2K | 0.07% | −7,130−78.2% | Reduced |
| Summit Financial Group Inc | 1,990 | $386.4K | 0.15% | 00.0% | Unchanged |
| CX Institutional | 1,977 | $387.8K | 0.02% | −628−24.1% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $388.4K | 0.20% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,000 | $388.4K | 0.29% | 00.0% | Unchanged |
| Vicus Capital | 2,013 | $391.0K | 0.04% | −5−0.2% | Reduced |
| Earnest Partners LLC | 2,018 | $391.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,022 | $392.7K | 0.03% | −150−6.9% | Reduced |
| DCM Advisors, LLC | 2,024 | $393.0K | 0.18% | −20−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 2,042 | $395.0K | 0.05% | +126+6.6% | Added |
| M&R Capital Management Inc | 2,041 | $396.5K | 0.11% | −3−0.1% | Reduced |
| Western Wealth Management, LLC | 2,048 | $397.7K | 0.04% | −110−5.1% | Reduced |
| Pitcairn Co | 2,048 | $397.7K | 0.04% | +50+2.5% | Added |
| NatWest Group plc | 2,050 | $398.1K | 0.22% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,068 | $401.0K | 0.02% | +214+11.5% | Added |
| Summit Trail Advisors, LLC | 2,063 | $401.9K | 0.02% | +954+86.0% | Added |
| LCNB Corp | 2,075 | $402.9K | 0.18% | −110−5.0% | Reduced |
| Foundation Resource Management Inc | 2,074 | $403.0K | 0.07% | −5−0.2% | Reduced |
| RBA Wealth Management, LLC | 2,078 | $403.5K | 0.20% | −10−0.5% | Reduced |
| Mitchell Sinkler & Starr | 2,099 | $407.6K | 0.12% | −67−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,119 | $411.5K | 0.05% | +2,119 | New |
| Credit Agricole S A | 2,121 | $411.9K | 0.02% | +337+18.9% | Added |
| Horizon Investments, LLC | 2,126 | $412.8K | 0.01% | −1,835−46.3% | Reduced |
| Appleton Partners Inc | 2,125 | $413.0K | 0.04% | +1,040+95.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $414.0K | 0.26% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,140 | $416.0K | 0.09% | −196−8.4% | Reduced |
| First Dallas Securities Inc. | 2,153 | $418.0K | 0.25% | +2+0.1% | Added |
| Linscomb & Williams, Inc. | 2,185 | $424.3K | 0.02% | +13+0.6% | Added |
| Flagship Harbor Advisors, LLC | 2,192 | $425.7K | 0.04% | +87+4.1% | Added |
| Empire Financial Management Company, LLC | 2,192 | $425.7K | 0.17% | +2,192 | New |
| DAGCO, Inc. | 2,195 | $426.2K | 0.23% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,197 | $426.6K | 0.09% | +306+16.2% | Added |
| Penserra Capital Management LLC | 2,210 | $428.0K | 0.01% | −14,165−86.5% | Reduced |
| HM Payson & Co | 2,206 | $428.4K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 2,223 | $432.0K | 0.01% | −1,570−41.4% | Reduced |
| Versor Investments LP | 2,225 | $432.1K | 0.06% | +2,225 | New |
| Meridian Wealth Management, LLC | 2,233 | $433.6K | 0.04% | −55−2.4% | Reduced |
| Spire Wealth Management | 2,236 | $434.3K | 0.02% | +481+27.4% | Added |
| Lindbrook Capital, LLC | 2,242 | $435.4K | 0.05% | +238+11.9% | Added |
| Congress Wealth Management LLC | 2,261 | $439.0K | 0.01% | −17−0.7% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $441.2K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,280 | $442.7K | 0.01% | −552−19.5% | Reduced |
| E&G Advisors, LP | 2,286 | $443.9K | 0.16% | +600+35.6% | Added |
| Bayesian Capital Management, LP | 2,300 | $446.6K | 0.06% | −1,100−32.4% | Reduced |
| Center for Financial Planning, Inc. | 2,320 | $450.5K | 0.10% | −54−2.3% | Reduced |
| Canvas Wealth Advisors, LLC | 2,285 | $454.8K | 0.19% | +84+3.8% | Added |
| Goldstein Advisors, LLC | 2,343 | $455.0K | 0.10% | +56+2.4% | Added |
| Proequities, Inc. | 2,334 | $455.0K | 0.04% | +1,127+93.4% | Added |
| Sky Investment Group LLC | 2,360 | $458.3K | 0.10% | −21−0.9% | Reduced |
| Apexium Financial, LP | 2,366 | $459.4K | 0.05% | −21−0.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,377 | $461.6K | 0.05% | −328−12.1% | Reduced |
| Cornerstone Wealth Management, LLC | 2,388 | $463.7K | 0.05% | +2,388 | New |
| Transamerica Financial Advisors, Inc. | 2,393 | $465.0K | 0.06% | −1,158−32.6% | Reduced |
| Parkside Financial Bank & Trust | 2,404 | $466.8K | 0.13% | +14+0.6% | Added |
| Valley Brook Capital Group | 2,411 | $468.2K | 0.43% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,413 | $468.6K | 0.25% | +20+0.8% | Added |
| Wealthspire Advisors, LLC | 2,414 | $468.8K | 0.01% | +164+7.3% | Added |
| Gateway Investment Advisers LLC | 2,421 | $470.1K | 0.01% | −4,901−66.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,438 | $473.0K | 0.01% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,437 | $473.2K | 0.19% | +2,437 | New |
| Joel Isaacson & Co., LLC | 2,450 | $475.7K | 0.03% | 00.0% | Unchanged |