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 |
|---|---|---|---|---|---|
| KRS Capital Management, LLC | 3,554 | $690.1K | 0.78% | +3,554 | New |
| Cim Investment Mangement Inc | 3,575 | $694.2K | 0.26% | +179+5.3% | Added |
| Somerville Kurt F | 3,600 | $699.0K | 0.13% | −200−5.3% | Reduced |
| Beech Hill Advisors, Inc. | 3,610 | $701.0K | 0.35% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,623 | $703.5K | 0.05% | +363+11.1% | Added |
| GoodHaven Capital Management, LLC | 3,625 | $703.9K | 0.45% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,631 | $705.1K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,657 | $710.1K | 0.05% | 00.0% | Unchanged |
| Sippican Capital Advisors | 3,664 | $711.5K | 0.68% | −120−3.2% | Reduced |
| Westhampton Capital, LLC | 3,685 | $715.6K | 0.46% | +730+24.7% | Added |
| Perigon Wealth Management, LLC | 3,688 | $716.2K | 0.04% | +297+8.8% | Added |
| Checchi Capital Advisers, LLC | 3,691 | $716.8K | 0.07% | −11−0.3% | Reduced |
| Marcum Wealth, LLC | 3,694 | $717.3K | 0.09% | −69−1.8% | Reduced |
| Sentry LLC | 3,701 | $718.7K | 0.17% | +3,701 | New |
| Epiq Partners, LLC | 3,714 | $721.2K | 0.50% | 00.0% | Unchanged |
| Inceptionr LLC | 3,721 | $722.5K | 0.23% | +493+15.3% | Added |
| Chesley Taft & Associates LLC | 3,760 | $730.1K | 0.05% | +99+2.7% | Added |
| Blackhawk Capital Partners LLC. | 3,763 | $730.7K | 0.53% | −411−9.8% | Reduced |
| Clarius Group, LLC | 3,765 | $731.1K | 0.06% | −3−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,814 | $740.6K | 0.03% | −611−13.8% | Reduced |
| Fox Run Management, L.L.C. | 3,878 | $753.0K | 0.25% | +3,878 | New |
| Field & Main Bank | 3,882 | $753.8K | 0.45% | +813+26.5% | Added |
| Ballast, Inc. | 3,885 | $754.4K | 0.31% | +31+0.8% | Added |
| WBH Advisory Inc | 3,893 | $755.9K | 0.09% | +3,893 | New |
| Quadrant Capital Group LLC | 3,924 | $762.0K | 0.08% | +133+3.5% | Added |
| Valeo Financial Advisors, LLC | 3,939 | $764.8K | 0.04% | +1,074+37.5% | Added |
| Atlas Private Wealth Management | 3,941 | $765.3K | 0.46% | +83+2.2% | Added |
| Legacy Capital Group California, Inc. | 3,944 | $765.8K | 0.37% | +3,944 | New |
| Asset Dedication, LLC | 3,963 | $769.0K | 0.07% | +220+5.9% | Added |
| Montag A & Associates Inc | 3,952 | $769.0K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,961 | $769.1K | 0.06% | −43−1.1% | Reduced |
| FC Advisory LLC | 3,964 | $769.7K | 0.34% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,968 | $770.5K | 0.18% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,969 | $770.7K | 0.42% | +3,969 | New |
| Beach Investment Counsel Inc | 3,975 | $772.0K | 0.10% | −26,840−87.1% | Reduced |
| Coldstream Capital Management Inc | 3,978 | $772.4K | 0.03% | −100−2.5% | Reduced |
| Centiva Capital, LP | 3,983 | $773.4K | 0.04% | +1,878+89.2% | Added |
| Legacy Wealth Asset Management, LLC | 4,013 | $779.2K | 0.28% | −76−1.9% | Reduced |
| Conning Inc. | 4,017 | $780.0K | 0.03% | −128−3.1% | Reduced |
| Moody National Bank Trust Division | 4,025 | $781.6K | 0.07% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 4,040 | $784.0K | 0.01% | −518−11.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,077 | $791.7K | 0.02% | +4,077 | New |
| Westover Capital Advisors, LLC | 4,082 | $792.6K | 0.29% | −7−0.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,082 | $792.9K | 0.42% | −209−4.9% | Reduced |
| Stock Yards Bank & Trust Co | 4,123 | $800.0K | 0.03% | −303−6.8% | Reduced |
| Bank of Hawaii | 4,123 | $800.6K | 0.05% | +274+7.1% | Added |
| Compass Wealth Management LLC | 4,132 | $802.4K | 0.25% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,145 | $804.9K | 0.08% | +8+0.2% | Added |
| Ritholtz Wealth Management | 4,205 | $816.4K | 0.04% | −107−2.5% | Reduced |
| Fisher Asset Management, LLC | 4,199 | $817.5K | 0.00% | +135+3.3% | Added |
| CSU Producer Resources, Inc. | 4,213 | $818.1K | 3.05% | 00.0% | Unchanged |
| Applied Capital LLC | 4,273 | $829.7K | 0.82% | −132−3.0% | Reduced |
| CWS Financial Advisors, LLC | 4,281 | $831.3K | 0.33% | −468−9.9% | Reduced |
| RMR Wealth Builders | 4,291 | $833.2K | 0.16% | +10.0% | Added |
| Jacobi Capital Management LLC | 4,315 | $838.0K | 0.10% | −583−11.9% | Reduced |
| Brown Brothers Harriman & Co | 4,353 | $845.3K | 0.01% | +84+2.0% | Added |
| Ascent Group, LLC | 4,355 | $845.7K | 0.09% | −23−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,409 | $856.1K | 0.02% | −278−5.9% | Reduced |
| Baldwin Investment Management, LLC | 4,437 | $861.6K | 0.15% | −48−1.1% | Reduced |
| Silvant Capital Management LLC | 4,419 | $861.7K | 0.06% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,461 | $866.2K | 0.08% | +412+10.2% | Added |
| Mainstay Capital Management LLC | 4,467 | $867.4K | 0.17% | −295−6.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,475 | $869.0K | 0.06% | −25−0.6% | Reduced |
| Great Valley Advisor Group, Inc. | 4,496 | $873.0K | 0.04% | +4,496 | New |
| Lakeside Advisors, INC. | 4,528 | $879.2K | 0.68% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 4,534 | $880.4K | 0.27% | −10−0.2% | Reduced |
| Machina Capital S.A.S. | 4,537 | $881.0K | 0.77% | +4,537 | New |
| Central Trust Co | 4,544 | $882.4K | 0.03% | −51−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,570 | $887.0K | 0.02% | −20−0.4% | Reduced |
| Webster Bank, N. A. | 4,572 | $887.8K | 0.12% | +72+1.6% | Added |
| Saxon Interests, Inc. | 4,636 | $900.3K | 0.51% | +145+3.2% | Added |
| PFS Partners, LLC | 4,639 | $900.7K | 0.88% | +8+0.2% | Added |
| Nichols & Pratt Advisers LLP | 4,642 | $901.4K | 0.07% | +1,503+47.9% | Added |
| Roundview Capital LLC | 4,657 | $904.2K | 0.09% | +263+6.0% | Added |
| Parsons Capital Management Inc | 4,662 | $905.3K | 0.07% | −121−2.5% | Reduced |
| Signaturefd, LLC | 4,675 | $907.8K | 0.02% | −179−3.7% | Reduced |
| Transcend Wealth Collective, LLC | 4,675 | $907.8K | 0.09% | +226+5.1% | Added |
| DoubleLine ETF Adviser LP | 4,681 | $909.0K | 0.39% | −1,188−20.2% | Reduced |
| Sigma Planning Corp | 4,719 | $916.4K | 0.03% | +811+20.8% | Added |
| Ronald Blue Trust, Inc. | 4,158 | $917.0K | 0.02% | +182+4.6% | Added |
| Axxcess Wealth Management, LLC | 4,747 | $921.8K | 0.07% | −1,144−19.4% | Reduced |
| Wolf Group Capital Advisors | 4,747 | $921.8K | 0.46% | 00.0% | Unchanged |
| McDonald Partners LLC | 4,748 | $922.0K | 0.30% | +133+2.9% | Added |
| AMG National Trust Bank | 4,785 | $929.2K | 0.03% | −370−7.2% | Reduced |
| Hamilton Capital Partners Inc. | 4,800 | $932.1K | 0.34% | −600−11.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,824 | $936.7K | 0.15% | +86+1.8% | Added |
| Wealthsource Partners, LLC | 4,826 | $937.1K | 0.06% | −34−0.7% | Reduced |
| Trust Asset Management LLC | 4,830 | $937.9K | 0.11% | +23+0.5% | Added |
| Forum Financial Management, LP | 4,848 | $941.4K | 0.03% | +26+0.5% | Added |
| Summitry LLC | 4,888 | $949.2K | 0.06% | −152−3.0% | Reduced |
| Heritage Trust Co | 4,918 | $955.0K | 0.15% | −40−0.8% | Reduced |
| Monte Financial Group, LLC | 4,933 | $957.8K | 0.51% | +723+17.2% | Added |
| Stratos Wealth Advisors, LLC | 4,956 | $962.5K | 0.07% | −92−1.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $965.1K | 0.01% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,970 | $965.1K | 0.24% | +116+2.4% | Added |
| Fund Management at Engine No. 1 LLC | 5,035 | $977.7K | 0.20% | +466+10.2% | Added |
| Profund Advisors LLC | 5,050 | $980.6K | 0.06% | +317+6.7% | Added |
| Cigna Investments Inc | 5,056 | $981.0K | 0.20% | −96−1.9% | Reduced |
| Centaurus Financial, Inc. | 5,132 | $997.0K | 0.08% | +22+0.4% | Added |
| Industrial Alliance Investment Management Inc. | 5,150 | $1.00M | 0.03% | −23,962−82.3% | Reduced |