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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 2,450 | $475.8K | 0.08% | −51−2.0% | Reduced |
| FineMark National Bank & Trust | 2,453 | $476.3K | 0.02% | +329+15.5% | Added |
| First City Capital Management, Inc. | 2,384 | $480.5K | 0.28% | +33+1.4% | Added |
| Intercontinental Wealth Advisors, LLC | 2,495 | $484.5K | 0.12% | +24+1.0% | Added |
| Exencial Wealth Advisors, LLC | 2,499 | $485.2K | 0.03% | +170+7.3% | Added |
| 1st Source Bank | 2,508 | $487.0K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 2,523 | $489.9K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,534 | $492.1K | 0.21% | −80−3.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,551 | $495.3K | 0.27% | −292−10.3% | Reduced |
| Rossmore Private Capital | 2,559 | $496.9K | 0.08% | −21−0.8% | Reduced |
| Welch Group, LLC | 2,565 | $498.1K | 0.03% | −304−10.6% | Reduced |
| Boyar Asset Management Inc. | 2,568 | $498.7K | 0.38% | −135−5.0% | Reduced |
| GSB Wealth Management, LLC | 2,578 | $500.6K | 0.16% | +102+4.1% | Added |
| J.W. Cole Advisors, Inc. | 2,598 | $504.4K | 0.04% | +119+4.8% | Added |
| Axq Capital, LP | 2,600 | $504.9K | 0.20% | +2,600 | New |
| Baxter Bros Inc | 2,602 | $505.3K | 0.08% | −125−4.6% | Reduced |
| Cookson Peirce & Co Inc | 2,632 | $511.0K | 0.03% | −69,749−96.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,633 | $511.3K | 0.07% | +47+1.8% | Added |
| 1776 Wealth LLC | 2,634 | $511.5K | 0.31% | +58+2.3% | Added |
| International Assets Investment Management, LLC | 2,637 | $512.1K | 0.07% | +30+1.2% | Added |
| Cross Staff Investments Inc | 2,649 | $514.4K | 0.51% | 00.0% | Unchanged |
| City State Bank | 2,668 | $518.0K | 0.30% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,668 | $518.1K | 0.02% | +113+4.4% | Added |
| Hilltop Holdings Inc. | 2,671 | $518.6K | 0.07% | −5−0.2% | Reduced |
| FSM Wealth Advisors, LLC | 2,671 | $518.7K | 0.30% | +369+16.0% | Added |
| Optimum Investment Advisors | 2,672 | $518.8K | 0.27% | −150−5.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,673 | $519.0K | 0.09% | +5+0.2% | Added |
| Camden Capital, LLC | 2,687 | $521.8K | 0.08% | +109+4.2% | Added |
| Wedmont Private Capital | 2,667 | $522.8K | 0.07% | −246−8.4% | Reduced |
| Boston Financial Mangement LLC | 2,742 | $532.4K | 0.02% | +418+18.0% | Added |
| Advisory Resource Group | 2,745 | $533.0K | 0.15% | +315+13.0% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $538.1K | 0.51% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,779 | $539.6K | 0.13% | −1,073−27.9% | Reduced |
| WMS Partners, LLC | 2,799 | $543.5K | 0.05% | −221−7.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,802 | $544.2K | 0.06% | +27+1.0% | Added |
| Belpointe Asset Management LLC | 2,803 | $544.3K | 0.03% | −945−25.2% | Reduced |
| First American Bank | 2,815 | $546.6K | 0.05% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,820 | $547.6K | 0.35% | −416−12.9% | Reduced |
| Waldron Private Wealth LLC | 2,822 | $550.3K | 0.03% | +273+10.7% | Added |
| Eqis Capital Management, Inc. | 2,865 | $556.3K | 0.06% | −5,581−66.1% | Reduced |
| Henry James International Management, Inc. | 2,868 | $556.9K | 0.24% | +10+0.3% | Added |
| Innovis Asset Management LLC | 2,871 | $557.5K | 0.23% | +147+5.4% | Added |
| KB Financial Partners, LLC | 2,873 | $558.0K | 0.16% | −2−0.1% | Reduced |
| Shelton Capital Management | 2,881 | $559.4K | 0.02% | +206+7.7% | Added |
| Angeles Investment Advisors, LLC | 2,873 | $560.0K | 0.05% | +313+12.2% | Added |
| EverSource Wealth Advisors, LLC | 2,889 | $560.9K | 0.07% | −239−7.6% | Reduced |
| DFPG Investments, LLC | 2,895 | $562.1K | 0.06% | +353+13.9% | Added |
| Headinvest, LLC | 2,897 | $562.5K | 0.12% | −80−2.7% | Reduced |
| Connecticut Wealth Management, LLC | 2,921 | $567.2K | 0.04% | +2,921 | New |
| Stokes Family Office, LLC | 2,928 | $568.6K | 0.07% | +12+0.4% | Added |
| Cambridge Trust Co | 2,939 | $570.7K | 0.03% | +162+5.8% | Added |
| Sentry Investment Management LLC | 2,948 | $572.0K | 0.24% | +16+0.5% | Added |
| Kula Investments, LLC | 2,952 | $573.2K | 0.14% | +2,952 | New |
| United Asset Strategies, Inc. | 2,961 | $574.9K | 0.08% | +77+2.7% | Added |
| Websterrogers Financial Advisors, LLC | 2,999 | $582.3K | 0.27% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 3,000 | $583.0K | 0.30% | +20+0.7% | Added |
| Paradigm Financial Partners, LLC | 3,004 | $583.3K | 0.16% | +3,004 | New |
| Baader Bank INC | 3,010 | $584.5K | 0.04% | −740−19.7% | Reduced |
| Cito Capital Group, LLC | 3,000 | $585.0K | 0.29% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,018 | $586.0K | 0.35% | −200−6.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,031 | $588.6K | 0.01% | +150+5.2% | Added |
| Seelaus Asset Management LLC | 2,965 | $589.0K | 0.44% | +2,965 | New |
| Mairs & Power Inc | 3,034 | $589.1K | 0.01% | +710+30.6% | Added |
| Arjuna Capital | 3,065 | $595.2K | 0.23% | +930+43.6% | Added |
| Principle Wealth Partners LLC | 3,071 | $596.3K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,082 | $598.5K | 0.16% | +3,082 | New |
| Encompass Wealth Advisors, LLC | 3,094 | $600.8K | 0.20% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 3,120 | $605.9K | 0.41% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,113 | $608.4K | 0.26% | +159+5.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,149 | $611.5K | 0.19% | +155+5.2% | Added |
| Saturna Capital CORP | 3,170 | $615.6K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,803 | $618.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,197 | $621.0K | 0.06% | +3,197 | New |
| Vigilant Capital Management, LLC | 3,224 | $626.0K | 0.05% | −1,125−25.9% | Reduced |
| V-Square Quantitative Management LLC | 3,234 | $628.0K | 0.58% | +3,234 | New |
| ASB Consultores, LLC | 3,244 | $629.9K | 0.25% | +1,038+47.1% | Added |
| Private Portfolio Partners LLC | 3,251 | $631.3K | 0.17% | +10.0% | Added |
| XTX Topco Ltd | 3,253 | $631.7K | 0.13% | +3,253 | New |
| CFO4Life Group, LLC | 3,254 | $631.9K | 0.14% | −412−11.2% | Reduced |
| San Luis Wealth Advisors LLC | 3,308 | $642.0K | 0.25% | −790−19.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,307 | $642.2K | 0.38% | +3,307 | New |
| Northstar Asset Management LLC | 3,352 | $650.9K | 0.19% | +77+2.4% | Added |
| Resurgent Financial Advisors LLC | 3,355 | $651.5K | 0.44% | −165−4.7% | Reduced |
| Hartford Funds Management Co LLC | 3,369 | $654.3K | 0.07% | +346+11.4% | Added |
| Spinnaker Trust | 3,373 | $655.0K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,374 | $655.2K | 0.07% | −10.0% | Reduced |
| Fiduciary Group LLC | 3,381 | $656.5K | 0.09% | +372+12.4% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $657.5K | 0.40% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,397 | $659.6K | 0.09% | −249−6.8% | Reduced |
| Hemenway Trust Co LLC | 3,412 | $662.5K | 0.07% | +419+14.0% | Added |
| SlateStone Wealth, LLC | 3,422 | $664.0K | 0.14% | +1,340+64.4% | Added |
| Exos TFP Holdings LLC | 3,428 | $665.6K | 0.17% | +1,752+104.5% | Added |
| Columbia Asset Management | 3,436 | $667.0K | 0.15% | −245−6.7% | Reduced |
| Tributary Capital Management, LLC | 3,460 | $671.9K | 0.06% | +170+5.2% | Added |
| Evergreen Capital Management LLC | 3,447 | $671.9K | 0.03% | +389+12.7% | Added |
| Parallel Advisors, LLC | 3,472 | $674.2K | 0.02% | −159−4.4% | Reduced |
| Jump Financial, LLC | 3,500 | $679.6K | 0.03% | +2,060+143.1% | Added |
| Ameritas Advisory Services, LLC | 3,500 | $681.1K | 0.03% | −2,958−45.8% | Reduced |
| NVWM, LLC | 3,496 | $681.8K | 0.23% | +3,496 | New |
| Mather Group, LLC. | 3,536 | $686.5K | 0.01% | −58,534−94.3% | Reduced |